--- title: Aviary HubSpot Marketing Hub Setup type: article created: '2026-04-05' updated: '2026-04-05' source_docs: - raw/2026-01-26-mark-sebastian-aviary-abm-list-117115111.md tags: - hubspot - aviary - abm - email-automation - zoominfo layer: 2 client_source: null industry_context: null transferable: true --- # Aviary HubSpot Marketing Hub Setup ## Overview Aviary's HubSpot instance requires a tier upgrade and configuration work before the [[wiki/clients/aviary/index|Aviary]] ABM campaign can launch. As of the source meeting, the account is on **Sales Hub Professional** only — marketing automation, email drip campaigns, and domain-verified sending are all gated behind **Marketing Hub Professional**, which is not yet active. This article covers the required upgrade, email configuration, contact enrichment workflow, and automation setup needed to execute the ABM strategy. --- ## Current HubSpot State | Item | Status | |---|---| | HubSpot tier | Sales Hub Professional (1 full seat, 2 core seats) | | Marketing Hub | **Not active** | | Email sending configured | No — domain not set up | | Marketing automation | Unavailable without Marketing Hub Pro | | Contact count | ~70,000 contacts total | | ABM target segment | 91 accounts (top tier, created by client) | > **Blocker:** Email automation and drip sequences cannot be built until Marketing Hub Professional is activated. Sebastian must obtain client approval for the upgrade before any campaign work proceeds. --- ## Required Upgrade **Plan:** HubSpot Marketing Hub Professional **Cost:** $445/month **Why it's needed:** - Email automation and drip campaign workflows require Marketing Hub Pro - Without it, HubSpot cannot send sequenced emails or trigger follow-up actions based on contact behavior - The client's goal of a 5–7 email drip over 4 weeks is not executable on the current plan **Action required:** [[wiki/team/sebastian|Sebastian]] to email Aviary requesting approval for the upgrade and confirming whether they use a separate email platform (e.g., Mailchimp) that might conflict with or replace HubSpot email. --- ## Email Domain Configuration Once Marketing Hub Pro is active, the sending domain must be configured inside HubSpot before any campaigns can go out. **Steps:** 1. Navigate to HubSpot → Settings → Marketing Email → Sending Domains 2. Add and verify Aviary's sending domain (DNS records added in Cloudflare or their registrar) 3. Confirm DKIM/DMARC alignment with existing DNS records (Aviary already has DKIM selectors and a DMARC record in Cloudflare — coordinate with [[wiki/team/mark|Mark]] to avoid conflicts) 4. Set up a branded email template with Aviary's logo — Raphael and the design team to assist **Related:** [[wiki/clients/cordwainer/index|Cordwainer]] DNS work provides a reference pattern for coordinating domain changes without disrupting email (MX/Barracuda records, selectors). --- ## Contact Enrichment via ZoomInfo The top-91 ABM segment currently lacks the data density needed for effective outreach — many accounts are missing phone numbers, org charts, LinkedIn profiles, and role assignments. ### Enrichment Process Because Asymmetric holds a single ZoomInfo account ($1,500/month) that cannot be directly integrated with a client's HubSpot instance, enrichment is a **manual export/import workflow**: 1. Export the top-91 segment from HubSpot as a CSV 2. Match records in ZoomInfo to pull: - Direct and mobile phone numbers - Email addresses - LinkedIn profile URLs - Job titles and tenure - Revenue, employee count, and technology stack - Org chart / reporting structure - Company intelligence feed (recent hires, announcements, funding) 3. Reconcile any conflicting email addresses between HubSpot and ZoomInfo 4. Re-import enriched CSV into HubSpot, updating contact and company records 5. Assign **buying roles** to key contacts (Executive Sponsor, Decision Maker, Buyer, User/Champion) 6. Assign a **company owner** to every account in the segment **Owner:** Mark is handling enrichment for the top-91 list. ### ZoomInfo Engagement Signals ZoomInfo flags contacts with a flame icon (🔥) when they are statistically likely to engage with outreach based on historical open/response behavior. Prioritize these contacts for the first wave of outreach. --- ## ABM Segment Structure The client (Aaron) created two segments in HubSpot. The primary target is the **top-91 account list**. For each account, the goal is to have: - At least one contact per buying role (Executive Sponsor, Decision Maker, Buyer, User) - Phone numbers (direct + mobile where available) - LinkedIn profile URL - Company owner assigned in HubSpot - Recent company insight loaded (via ZoomInfo or [[wiki/knowledge/tools/clay|Clay]]) --- ## Marketing Automation Plan Once Marketing Hub Pro is active and the domain is configured, the planned automation is: - **Channel:** Email drip + LinkedIn (via Sales Navigator) - **Sequence:** 5–7 emails over ~4 weeks - **Personalization:** Company-specific insights pulled from ZoomInfo or Clay, incorporated into email copy to increase relevance - **LinkedIn integration:** HubSpot connects to LinkedIn Sales Navigator to log outreach activity and track engagement alongside email **Content tasks (Sebastian):** - Draft 5–7 outreach emails (AI-assisted, using ZoomInfo/Clay insights as inputs) - Work with Raphael and design team to produce a branded HubSpot email template - Confirm email strategy aligns with any existing email platform Aviary may be using --- ## LinkedIn Sales Navigator Requirement LinkedIn Sales Navigator is required to: - Execute targeted LinkedIn outreach to ABM contacts - Sync LinkedIn activity back into HubSpot contact records - Track engagement signals across both email and LinkedIn in one place **Cost:** Paid subscription (not free); client must approve. **Action required:** Sebastian to include Sales Navigator approval request alongside the Marketing Hub Pro ask. --- ## Related Articles - [[wiki/clients/aviary/index]] - [[wiki/knowledge/abm/abm-account-enrichment-workflow]] - [[wiki/knowledge/tools/zoominfo-enrichment-process]] - [[wiki/knowledge/tools/clay]] - [[wiki/knowledge/hubspot/linkedin-sales-navigator-hubspot-integration]]