Provide your salespeople with data from all your stack by updating data on your Users and Accounts in the corresponding Contacts and Companies inside Hubspot. Send Hull segments out to Hubspot marketing to create granular email sequences inside Hubspot Marketing.
First, go to the User - Sending to Hubspot
section.
Start by defining the segments of users you want to send out from Hull to Hubspot. Inside the User filter
dropdown, select those User segments.
If a User does not belong to any of those segments, he will not be synched out to Hubspot.
Then, go to the Outgoing Attribute Mapping
to define what is the field on the Contact inside Hubspot that corresponds to the attribute on the User inside Hull. First, click on the Edit the mapping
button:
A modal with the list of attributes from Hull will appear. Select the attributes one by one. You can also select all the attributes coming from one connector by clicking on the checkbox next to the name of the connector.
Once you have clicked the Confirm
button, the list of attributes will autopopulate inside the attribute mapper as follows:
Finally, select the corresponding Hubspot fields that you want to match with these attributes using the Hubspot
dropdown on the right.
You can also choose to create and match a custom field inside Hubspot directly from the Hubspot
dropdown:
⚠️ Warning ⚠️:
First, go to the Accounts - Sending to Hubspot
section.
Start by defining the segments of accounts you want to send out from Hull to Hubspot. Inside the Account filter
dropdown, select those Acccount segments.
If an Account does not belong to any of those segments, it will not be synched out to Hubspot.
Then, go to the Outgoing Attribute Mapping
to define what is the field on the Company inside Hubspot that corresponds to the attribute on the Account inside Hull. First, click on the Edit the mapping
button:
A modal with the list of attributes from Hull will appear. Select the attributes one by one. You can also select all the attributes coming from one connector by clicking on the checkbox next to the name of the connector.
Once you have clicked the Confirm
button, the list of attributes will autopopulate inside the attribute mapper as follows:
Finally, select the corresponding Hubspot fields that you want to match with these attributes using the Hubspot
dropdown on the right.
You can also choose to create and match a custom field inside Hubspot directly from the Hubspot
dropdown:
⚠️ Warning ⚠️:
Whenever you delete Contacts & Companies in Hubspot, if these Contacts & Companies are inside Hull and belongs to the whitelist segments to sync out to Hubspot, they will be synched back to Hubspot.
To prevent that behaviour, you can choose to automatically delete the Users & Accounts corresponding to the Contacts & Companies you deleted inside Hubspot.
To-do so, you can activate the toggle button in the following sections:
For Users:
For Accounts: