Sending Hubspot data to HullUpdated 29/11/2019
Hubspot's two most important objects are Contacts and Companies. It is possible to fetch both of them inside Hull using the Hubspot connector.
How to Fetch Contacts
Start by authorizing Hull to access Hubspot data by entering your credentials from the Connect with Hubspot section, then go to the User - Fetching from Hubspot section.
Identity resolution
First, go to the User Identity section to define the mapping between Hubspot unique identifier and Hull unique identifier. Please make sure that the identifier in Hubspot is unique because this id will define contacts unequivocally and avoid duplicates. Unless you have a specific setup, you should be safe with the default entries.
Attribute mapping
Define which fields on the Contacts in Hubspot you want to import and which attribute on the User in Hull to match it with.
First, go to the Incoming Custom Attribute Mapping section and click the Edit the mapping button. A modal will pop up with the list of fields inside your Hubspot instance.
You can select one checkbox at a time or choose to select all fields corresponding to a category (here CONTACT INFORMATION)
Once you have clicked on the Confirm button, the fields will auto-populate inside the attribute mapper like below:
Then, select the Hull attributes that you want to match with the Hubspot fields by using the Hull dropdown on the right.
You can also choose to name the attribute in Hull differently by typing something inside the dropdown.
Once you have finished setting-up your attribute mapper, you can hit the Fetch All Contacts button to start fetching Companies from Hubspot in Hull.
How to set Hubspot as the master for User-Account relationships
⚠️Warning ⚠️
If Hubspot is the leading system for defining the linking between Contacts and Companies, activate the toggle button called Link users in Hull. By doing so, you say that the linking inside Hubspot takes precedence over any linking coming from other tools or Hull. If this option is activated, any similar option in another connector should be deactivated.
How to fetch Companies
Once you have connected your Hubspot connector by leaving your credentials inside the Connect with Hubspot section, you can go to the Account - Fetching from Hubspot section.
Identity resolution
First, go to the Account Identity section to define the mapping between Hubspot unique identifier and Hull unique identifier. Please make sure that the identifier in Hubspot is unique because this id will define accounts unequivocally and avoid duplicates.
Attribute mapping
Define which fields on the Companies in Hubspot you want to import and which attributes on the Company in Hull to match it with.
First, go to the Incoming Custom Attribute Mapping section and click the Edit the mapping button. A modal will pop up with the list of fields inside your Hubspot instance.
You can select one checkbox at a time or choose to select all fields corresponding to a category (here COMPANY INFORMATION)
Once you have clicked on the Confirm button, the fields will auto-populate inside the attribute mapper like below:
Then, select the Hull attributes that you want to match with the Hubspot fields by using the Hull dropdown on the right.
You can also choose to match the Hubspot field with a custom attribute that you can create inside the dropdown:
Once you have set-up your attribute mapping and have saved your changes, enable the Enable Incoming Account Traffic toggle button to enable the ingestion of data (see below)
Finally, you can hit the Fetch all Companies button to start fetching Companies from Hubspot in Hull.
How to fetch Events from Hubspot marketing
With Hull's Hubspot connector, you can import Marketing events in Hull.
The events that you can import are the following:
| Hubspot Emails events |
|---|
| Email Dropped |
| Email Processed |
| Email Delivered |
| Email Deferred |
| Email Bounced |
| Email Opened |
| Email Link Clicked |
| Unsubscribed / Subscribed |
| Email Marked as Spam |
For each of these events, it will import the following properties:
| Properties on the events |
|---|
| Portal Id |
| Email Id |
| Link Url |
| Sent By |
| Recipient |
| Created At |
| Email Subject |
| Email Body |
⚠️Warning ⚠️: The email body will only be retrieved if it is a plain text html body.
To start fetching events, go to the Email Events - Fetching from Hubspot of the Hubspot connector. Inside the dropdown, select the events that you want to fetch:
Then, you need to tell the connector that the user attached to these events is the recipient of the email. So, under the User identity section, map the recipient_id inside Hubspot with the User unique identifier inside Hull (in that case the email, see below):
Then, activate the Fetch email events toggle button to enable the fetching of events.
Once you are all set, you can finally hit the Fetch All Email Events button to start the ingestion of events.
How to flag deleted Contacts & Companies in Hull
Whenever you deleted Contacts & Companies inside Hubspot, you can choose to flag them as deleted inside Hull. For example, this will allow you to create segments of deleted users and/or accounts inside Hull. You can perform that on the User and the Account level by activating the following toggle buttons:
