Transferring data to HubSpot

This guide explains how to transfer data to HubSpot to store and further process information.

You can assign multiple destinations to a datastream. For more information on possible limitations, see Assigning multiple destinations to a datastream.

Prerequisites

Before you complete the procedure in this guide, perform all of the following actions:

  • In the HubSpot UI, enable the toggle in your CRM settings to import contacts, companies, and deals. For more information, see the HubSpot documentation.

Procedure

To transfer data from a datastream to HubSpot, follow these steps:

  1. Add HubSpot as a destination to the workspace which contains the datastream or to one of its parent workspaces.

  2. Assign the HubSpot destination to the datastream.

  3. Configure the Data Mapping of your datastream to conform with HubSpot destination standards.

  4. Enable data transfer to the destination from the datastream.

Adding HubSpot as a destination

To add HubSpot as a destination to a workspace, follow these steps:

  1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Destinations.

  2. Click + Add Destination.

  3. Click HubSpot.

  1. Click Setup a new Authorization.

  2. Click Next.

  1. Log in to your HubSpot account.

  1. (Optional) If you have more accounts, choose the account where to transfer your data.

  1. In the Configuration page, fill in the following fields:

    Name

    (Optional) Rename the destination.

  1. Click Create.

Assigning HubSpot as a destination

To assign the HubSpot destination to a datastream, follow these steps:

  1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Datastreams.

  1. Select the chosen datastream.

  1. In the Transfer section, click + Assign destination.

  2. Click Assign existing destinations.

  1. Select the HubSpot checkbox in the list.

  2. Click Save.

  1. In the Destinations section, find the HubSpot destination in the list, and click on the right.

  2. Click Destination settings.

  1. In Resource, select one of the following options:

    • Update contacts

    • Update companies

    If you select Update contacts, select one of the following options:

    Update existing list

    If you choose this option, in the Custom HubSpot Contact List field, select the name of the existing list in the destination to which your data is added.

    Create new list

    If you choose this option, in the Custom Contact List Name Template field, enter the name for a new list to create in the destination. Your transferred data is added to this new list.

    Only update contacts

    Select this option to only update the existing contacts in your HubSpot account.

    Depending on the option you select, make sure to map and add the contact or company data to the Data Mapping. For more information, see Configure the Data Mapping of your datastream.

  1. Click Save.

Configuring Data Mapping for HubSpot destination

All data that you transfer to HubSpot must conform with HubSpot standards.

You cannot edit most of the default contact properties. Instead of editing a default property, create custom contact properties in the HubSpot UI. For more information, see HubSpot documentation.

To configure Data Mapping for the HubSpot destination, follow these steps:

  1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Datastreams.

  1. Select the chosen datastream.

  1. In the top navigation panel, click Data Mapping.

  1. In the Source Fields column, find email.

  2. In the cell in the Target fields column in the email field's row, write email and press Enter. If you cannot find any value, click + Create new to create the email target field with type string.

  3. Take another value from the Source Fields column. The following dimension is used for demonstration purposes (the dimension name depends on the chosen datastream):

    firstname

  4. (Optional) To update company data in HubSpot, find the value companyID in the Source Fields column. In the cell in the Target fields column and within the companyID's row, write companyid. Using this method, you can only update existing company information. You cannot create new company data in HubSpot.

  5. In the HubSpot user interface, log in to your account.

  6. Click Settings.

  7. Click Properties.

  8. In the Search properties field, write firstname.

  9. Click Edit.

  10. Click the </> icon and copy the internal name.

  11. Use the copied property name similar to step 7 in Adverity's Data Mapping.

  12. In the firstname field, paste the internal name copied from the HubSpot user interface. Choose string as data type.

  13. Repeat this procedure for all dimensions that you want to transfer to HubSpot.

Enabling data transfer to HubSpot destination

To enable data transfer to the HubSpot destination from the datastream, follow these steps:

  1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Datastreams.

  1. Select the chosen datastream.

  1. In the list in the Destinations section, find the HubSpot destination, and enable the toggle.

  2. In the All tasks tab, find the top element, and click Requeue for import on the right.