Transferring data to HubSpot

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

Concept

HubSpot is an Active Destination. After you set HubSpot as the Destination of a Datastream, data is transferred to HubSpot each time data is fetched for the Datastream. For more information, see Destination types.

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 Schema 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. Click the Transfer element and select the Workspace you work with in Connect, Enrich & Transfer.

  1. Click + Add.

  2. 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. Click the Connect element and select the Workspace you work with in Connect, Enrich & Transfer.

  1. Select the chosen Datastream.

  1. In the Destinations section, click + Add 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:

    • Update contacts

    • Update companies

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

  1. Click Save.

Configuring Schema 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 Schema Mapping for the HubSpot Destination, follow these steps:

  1. Click the Connect element and select the Workspace you work with in Connect, Enrich & Transfer.

  1. Select the chosen Datastream.

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

  1. In the Name column, find email.

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

  3. Take another value from the Name 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 Name column. In the cell in the Target 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 Schema 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. Click the Connect element and select the Workspace you work with in Connect, Enrich & Transfer.

  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.