By the end of this guide, you’ll see how to unify data into Hull, build segments with your data, and then filter & map profiles to your different tools.
If you haven't created your Hull Organization yet, your first step is to sign up. Follow the walkthrough to create your User profile, Organization, and get into your Hull Organization - it shouldn't take more than a minute.
Note: If you'd like to talk to a product expert, you can book a time here or chat to us on the bottom right.
Connectors enable you to sync data between Hull and your tools. You can start fetching incoming data into Hull by installing your first connector. You can find a full list of Hull connectors here.
Best practice: When you get started, we recommend choosing one of your CRMs, marketing automation, email, or live chat tools since these will contain most of your leads and customers.
To add a new Connector of any type:
For each connector, you should review their individual connector docs to understand:
You’ll find this in the Docs tab on each Connector page in the dashboard, or in the Connector Docs
Once you have authenticated or connected your connector, navigate to Settings to configure your identifiers and data mapping. Each connector's settings is unique to each tool’s setup. Some connectors will need their incoming data mapped to attributes in Hull, such as Intercom.
When you’re ready to fetch data into Hull, most connectors support a “Fetch all” option under the Workspace button to fetch all person and company profiles. For large imports, this data may take a few minutes to be ingested by Hull and be visible on the Hull platform (you can setup another connector to import data whilst you wait). Learn more about data ingestion here.
Best practice: You can review incoming data in the logs. Connector logs are visible under the Logs tab in the Connector dashboard. Look for
incoming.accounts.successindicating that incoming data is successful.
Once data is ingested into Hull, it will appear on Hull User and Account Profiles.
Use the buttons to select User or Account attributes and User Events to build a query from your data in Hull. Many of the most useful segments combine data from multiple tools. Some examples:
Employee count> 50 employees
Page Viewedmore than 3 times where URL = pricing
Once you have created a segment you like, click Save Segment. You’ll be prompted to add it as an outgoing segment to any of your installed connectors.
Best practice: Use Hull Segments to control which leads or customers are sent to enrichment services like Clearbit. Enriched data is appended to Profiles in Hull, so you can build segments with them. Use this to segment and qualify leads automatically with enrichment data.
With your Profiles unified and Segments created, you can map any data in Hull to your other tools through Connectors.
In your Connector settings, most you will be able to:
e.g. Map Clearbit Employment Title to HubSpot Job Title. Do not overwrite. e.g. Send only a segment of “Qualified Leads” to Salesforce
The exact capability depends on each connector. You can see how each connector works in the connector documentation.
Once you click "Save", Hull will automatically update your end tools according to your connector settings.
Best practice: You can view any Outgoing data in the logs. Connector logs are visible under the Logs tab in the Connector dashboard. Look for
outgoing.accounts.successindicating that outgoing data is successful.
That’s it! Your incoming data is being unified into Hull Profiles, your segments are running, and you are syncing the data you’ve mapped to your other tools.
This tutorial outlines a simple first data flow.
There are many more setups you can explore using combinations of connectors, advanced connectors like Processor and SQL Importer, and different combinations of logic. Common elements of data flows include:
To get some ideas of how to create broader use cases from a combination of data flows, take a look at our library of Playbooks and our “Spotted” series on the Hull blog — these are the most common use case we spot our customers implementing.
Popular playbooks include:
If you’ve a use case you’d like to implement on Hull that you can’t see here and would like to discuss, message your assigned Customer Success Manager or book a meeting with a product expert about your use case.