Before you start
Make sure you have:
HubSpot Admin access (you’ll create 5 custom fields on the Contact object)
Access to Ora
Step 1: Add custom properties in HubSpot
Create the following fields under Group: Contact information:
Field NameS
| Type | Used For |
| Single-line text | Custom subject lines for outbound |
| Multi-line text | First email in the sequence |
| Multi-line text | Follow-up #1 |
| Multi-line text | Follow-up #2 |
Step 2: Export Contacts
You can connect:
In HubSpot, export your contact list as a CSV
Make sure the CSV includes the newly created Ora fields
Step 3: Upload to Ora
Go to Ora and upload the CSV
If you need help with uploading a CSV, reference this article
Use this CSV to build your agent
Step 4: Enable SEP Mode
Navigate to the Senders page in Ora.
After reviewing the email preview, select SEP mode to finalize sending.
Review the different modes here
When should you use this?
Choose the HubSpot connection if:
Your team already manages deals, reporting, and outreach inside HubSpot.
You want emails logged automatically against contacts in HubSpot.
You prefer to keep sending through HubSpot’s infrastructure but still want Ora’s sequencing and personalization.
If you don’t use HubSpot heavily, you can send through Ora directly.