Connect mani to HubSpot
Before you start
- ☐ A HubSpot account (Marketing Hub or Sales Hub)
- ☐ A mani account (Pro plan or above)
- ☐ HubSpot Private App with CRM read access
Setup steps
Create a HubSpot Private App
In HubSpot, go to Settings > Integrations > Private Apps > Create. Name it 'ManiAI.' Grant CRM read access.
What good looks like
Access token generated and displayed.
Common errors
You need Super Admin or App Marketplace access in HubSpot.
Connect in mani
Settings > Integrations > HubSpot > Connect. Paste the access token.
What good looks like
Connected with HubSpot portal name displayed.
Common errors
Token must have crm.objects.contacts.read and crm.objects.deals.read scopes.
Map deal stages to creative triggers
Choose which deal stages trigger ad generation: Demo Scheduled, Proposal Sent, Closed Won.
What good looks like
Deal stage mappings show in the configuration panel.
Common errors
Custom deal stages must be mapped manually.
Generate account-based creative
When a deal moves to a mapped stage, mani generates ads personalized to that company.
What good looks like
Ads reference the company name and industry.
Common errors
Company data must be populated in HubSpot CRM.
Export to LinkedIn
Approve ABM ads and export to LinkedIn Campaign Manager for targeted delivery.
What good looks like
Ads appear in LinkedIn with company-matched messaging.
Common errors
LinkedIn integration must be connected separately.
What you can do once connected
Troubleshooting
Token rejected
Regenerate the Private App token in HubSpot. Ensure CRM read scopes are granted.
Deal stages not mapping
Custom pipeline stages need manual mapping in mani's configuration panel.
Company data missing in ads
Ensure the HubSpot company record has Name, Industry, and Website populated.
Disconnect
Settings > Integrations > HubSpot > Disconnect. Or delete the Private App in HubSpot.
Questions
Which HubSpot plans work?+
Marketing Hub Starter+ or Sales Hub Starter+. Free HubSpot CRM has limited API access.
Does mani modify HubSpot data?+
No. Mani reads CRM data only. We never create, update, or delete HubSpot records.
Can I use this for ABM campaigns?+
Yes. Generate company-specific ads triggered by deal stage changes. Export to LinkedIn for ABM delivery.
How is contact data handled?+
Mani reads company names and deal stages. Individual contact emails and personal data are not accessed.