Setting up HubSpot

Jing Lin Updated by Jing Lin

Dreamdata needs to connect to your CRM system in order to work properly. This is used to collect data on your customer accounts and link it to the tracking data, thus being able to create attribution to touches in your customer journeys.

It can take up to 48 hours for the data to show in the Dreamdata app once you successfully integrated it.
  1. On Dreamdata's main menu, click/hover on your name and then select "Integrations".
  2. On the Integrations page, select "HubSpot", the second item from the left and in the second row from the top.
  3. Click "Enable" (a new tab will open).
  4. If you haven't selected a CRM system for your Dreamdata account yet, chances are that you might be prompted with the following question "Is HubSpot your Primary CRM?". Select the option that applies for you.
  5. If you aren't already signed in, sign into your HubSpot account.
  6. Select the account you want to connect to
    and Click "Choose Account".
    Note! You need to have permission to connect to third-party integrations within HubSpot
  7. You're all set 🔥 It can take up to between 24 – 48 hours before data begins to appear.

Read more about Dreamdata + HubSpot here

By default, we pull in the following objects:

In some instances, we can retrieve custom fields but you will need to reach out to us first to confirm.

How will the data be mapped into Dreamdata:

  • Companies will map to Companies
  • Contacts will map to Contacts
  • Deals will map to Deals and Revenue
  • Engagements and Submissions,Email Events and Contact Events will map to Touchpoints

For touchpoints we set the following parameters

Event

channel

source

Medium

Meeting

Meetings

Meeting

Meeting

Call

Calls

Call

Phone

How did we do?

Setting up Google Sheets

Setting up Intercom

Contact