# Company-Level CRM Audience Sync Integration (HubSpot & Mailchimp)

## The CRM Audience Sync integration lets you keep your contacts synchronized between your CRM and Letterhead.

#### **Overview**

- **Available CRMs**: HubSpot and Mailchimp.
- **Bi-directional Sync**: Any changes to **First Name, Last Name, and Email** are reflected across both systems.
- **Channel Mapping**: Map CRM audiences or subscription types to Letterhead channels for automatic syncing. _(A channel is where you **create and manage individual newsletters**.)_
- **Always Up-to-Date**: Webhooks keep everything synced instantly, without needing manual imports.

* * *

#### Roles & Prerequisites

**Who can set this up?**
- Only **Company Admins** can configure or delete CRM integrations, since they apply across the company.

**What you’ll need before setup:**
- **API Key**: Create a new Company API Key in Letterhead for the integration.
- **Server Prefix**: Your server prefix (e.g., `abc.app.tryletterhead.com`) is required during setup.
- **Company Requirement**: CRM integrations are only available for customers with a company-level account. (Your CSM will confirm if your account qualifies.)

* * *

#### Hubspot Setup Instructions

### 1. Generate an API Key
- In Letterhead, go to **Company Settings → API Keys**.
- Click **Generate New Key**.
- Copy the key for use during setup.

###

###

### 2. Configure the Integration
- Go to **Integrations** in your Letterhead dashboard.

- Select **HubSpot**.

- Connect your CRM account.
- Enter your **Server Prefix**.
- Enter the **API Key** you generated.

### 3. Map Subscription Types
- **CRM**: Map subscription types to Letterhead channels.
  - In Letterhead, the subscription types will come over as Subscribed, Unsubscribed, or Not Subscribed statuses.
- Supports **one-to-many mapping** (multiple subscription types can map to one channel).

###

### 4. Review Mapped Fields & Finish
- Confirm the synced fields (**First Name, Last Name, Email**).
- Save and finish setup.

###

### 5. Verify the Sync
- Check the Letterhead channel you mapped.
- Check your CRM contacts.
- Confirm records match in both systems.

* * *

#### Managing the Integration
- **Pause/Delete Integration**
1. In **Integrations**, select the CRM integration.
2. Choose **More Options → Deactivate Integration**.
3. Confirm by entering the text prompt.

- **Reconnection**
  - If you disconnect, previously synced data remains.
  - However, syncing will stop until you reconnect.

* * *

### Mailchimp Setup Instructions

### 1. Generate an API Key
- In Letterhead, go to **Company Settings → API Keys**.
- Click **Generate New Key**.
- Copy the key for use during setup.

###

###

### 2. Configure the Integration
- Go to **Integrations** in your Letterhead dashboard.

- Select **Mailchimp**.

- Connect your CRM account.
- Enter your **Server Prefix**.
- Enter the **API Key** you generated.

Once everything has been filled out select **Next**.

### 3. Fill out the Mapping details
- Select the Channels you want to sync with mailchimp or select the All Channels toggle to sync with all channels.

- Select the Mailchimp list that you want to sync with.

- Review your selections and select finish once complete.

### 4. Once the integration is configured there will be a green check mark on the integration card indicating that this integration is enabled.

####

* * *

#### Behavior & Edge Cases

### Production Rule
- Only **one CRM integration** (HubSpot _or_ Mailchimp) can run at a time.
- Running both at once is not supported.
- You must deactivate one before enabling the other.

### Sync Behavior
- Webhooks **automatically import and update** contacts instantly.
- Changes in the CRM (e.g., name edits) sync back to Letterhead, and **changes in Letterhead sync back to the CRM.**
- **No manual importing** is needed once the integration is active.

### Other Clarifications
- **Limited Fields**: Only First Name, Last Name, and Email are synced.

* * *

**Need Help?**
If you have questions or need assistance, please contact our support team at support@tryletterhead.com or log a support ticket through the [Help Center!](https://help.tryletterhead.com/kb-tickets/new?hsLang=en)