HubSpot

Updated by Andreea Mahu

You can easily sync companies or contacts properties from Dreamdata to HubSpot if HubSpot is set as your primary CRM in Dreamdata.

You only need to set this up once for contacts and once for companies - after the initial setup, Dreamdata will automatically send any updates (all properties for a contact/company or individual property updates) for your companies or contacts to HubSpot daily, following each data modeling run, as configured in the Data Modelling Schedule section of the Data Hub.

How to send company or contact data to HubSpot?

  1. On Dreamdata's main menu, navigate to Activation Hub -> Syncs and select HubSpot from the CRM section.
  2. Click the Enable button to connect your HubSpot account. Make sure that the account used has access to edit the relevant properties.
  3. If you aren't already signed in, sign into your HubSpot account, select the account you want to use and connect the Dreamdata Activation App.
  4. Choose the Object type that you want to sync and activate it - companies, contacts or both. The ID property will be used for matching companies and the email property will be used for matching contacts.
    The syncs are counted towards your sync limit.
  5. Select which Dreamdata properties you want to sync to HubSpot and map them to a property existing in HubSpot. Dreamdata will populate or update the selected HubSpot property whenever a sync happens, if there are changes from the previous sync.
    The following properties are available to sync for each object:
    Contacts:
    • First name
    • Last name
    • Name
    • Country
    • Phone number
    • Role
    • Seniority
    • Title
    • Signals last 30 days
    • Signals last 7 days
    • Audiences
    • Contact journey url
    • Number of Sessions Last 30 Days
    Companies:
    • Name
    • Country
    • Industry
    • Number of employees
    • Annual revenue
    • Engagement score
    • Signals last 30 days
    • Signals last 7 days
    • Audiences
    • Company journey url
    • LinkedIn url
    • LinkedIn Paid Engagement Last 30 Days
    • LinkedIn Paid Impressions Last 30 Days
    • LinkedIn Organic Engagement Last 30 Days
    • Number of Sessions Last 30 Days
    • Number of Active Contacts Last 30 Days
    To see an overview of all your properties in HubSpot, click the setting icon and navigate to Data Management -> Objects. Select the object you are interested in, Companies or Contacts, and navigate to the properties management section where you can see the names and types of all your properties.
    Make sure that the properties provided by Dreamdata have the same type as those coming from HubSpot to ensure the sync will be successful. All properties have an icon that denotes their type. HubSpot properties are shown by their label and internal name.

    Enable the Sync missing values checkbox available in your configuration if you want to allows Dreamdata to sync all available values into your selected multi-checkbox/enumeration properties (this is required for each sync). This removes the setup work needed in your CRM to define all accepted options.
    If you do not want to check the Sync missing values checkbox, make sure that the values defined in Dreamdata are also added in HubSpot for each enumeration property (example: all individual signal names have to be defined in HubSpot for the property that will be used to sync signals into).
    If you add or update properties while doing the configuration in Dreamdatam, click the refresh button to pull the latest information from HubSpot.
  6. You will be able to see a list with your syncs settings, enabled or not, and some properties for each sync:
    1. Object - Contacts or Companies.
    2. Type - Update: If there are any changes, the selected properties will be updated on every sync. No contacts or companies will be created.
    3. Status - the status of the last sync.
      1. Ready: Your contact/company properties have been synced and are available in your CRM.
      2. In progress: Your contact/company properties are being synced now.
      3. Warning: Some of your contact/company properties could not be synced. An error message with more details will be shown.
      4. Failed: There was an issue during the sync of your contact/company properties. An error message with more details will be shown.
      5. Not enabled: This sync hasn’t been enabled yet.
    4. Last Synced (UTC) - the time when Dreamdata last synced contacts or companies to HubSpot.
    5. Enabled - on means that we are continuously sending updates to HubSpot based on changes to the data (decide if you want to pause sending updates by turning it off).
    6. Actions - delete the sync setting from Dreamdata (note: this does not delete the properties already synced but no more data will be synced after deletion )
  7. You're all set 🔥 data will be automatically synced daily for any changes in the selected object.
HubSpot requires up to 24 hours for the initial processing of data synced.

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