HubSpot connection
HubSpot is a CRM platform with all the software, integrations, and resources you need to connect marketing, sales, content management, and customer service. It allows you to connect your data, teams, and customers on one CRM platform.
This Adobe Experience Platform destination leverages the HubSpot Contacts API, to update contacts within HubSpot from an existing Experience Platform audience after activation.
Instructions to authenticate to your HubSpot instance are further below, in the Authenticate to destination section.
Use cases use-cases
To help you better understand how and when you should use the HubSpot destination, here is a sample use case that Adobe Experience Platform customers can solve by using this destination.
HubSpot contacts store information about the individuals that interact with your business. Your team uses the contacts that exist in HubSpot to build the Experience Platform audiences. After sending these audiences to HubSpot, their information is updated and each contact is assigned a property with its value as the audience name that indicates which audience the contact belongs to.
Prerequisites prerequisites
Refer to the sections below for any prerequisites that you need to set up in Experience Platform and HubSpot and for information that you must gather before working with the HubSpot destination.
Experience Platform prerequisites prerequisites-in-experience-platform
Before activating data to the HubSpot destination, you must have a schema, a dataset, and audiences created in Experience Platform.
Refer to Experience Platform documentation for Audience Membership Details schema field group if you need guidance on audience statuses.
Prerequisites for the HubSpot destination prerequisites-destination
Note the following prerequisites in order to export data from Platform to your HubSpot account:
You must have a HubSpot account prerequisites-account
In order to export data from Platform to your Hubspot account you need to have a HubSpot account. If you do not have one already, visit the Set up your HubSpot account page and follow the guidance to register and create your account.
Gather the HubSpot private app access token gather-credentials
You need your HubSpot Access token
to allow the HubSpot destination to make API calls through your HubSpot private app within your HubSpot account. The Access token
serves as the Bearer token
when you authenticate the destination.
If you do not have a private app, follow the documentation to Create a private app in HubSpot.
crm.objects.contacts.write
, crm.objects.contacts.read
crm.schemas.contacts.write
, crm.schemas.contacts.read
Bearer token
Access token
of your HubSpot private app.To obtain your HubSpot
Access token
follow the HubSpot documentation to make API calls with your app’s access token.pat-na1-11223344-abcde-12345-9876-1234a1b23456
Guardrails guardrails
HubSpot private apps are subject to Rate Limits. The number of calls your private app can make is based on your HubSpot account subscription and whether you’ve purchased the API add-on. Additionally also refer to the Other Limits.
Supported identities supported-identities
HubSpot supports update of identities described in the table below. Learn more about identities.
email
test@test.com
Supported audiences supported-audiences
This section describes all the audiences that you can export to this destination.
This destination supports the activation of all audiences generated through the Experience Platform Segmentation Service.
This destination also supports the activation of the audiences described in the table below.
Export type and frequency export-type-frequency
Refer to the table below for information about the destination export type and frequency.
- You are exporting all members of an audience, together with the desired schema fields (for example: email address, phone number, last name), according to your field mapping.
- Additionally, a new property is created in HubSpot using the audience name and its value is with the corresponding audience status from Platform, for each of the selected audiences.
- Streaming destinations are “always on” API-based connections. As soon as a profile is updated in Experience Platform based on audience evaluation, the connector sends the update downstream to the destination platform. Read more about streaming destinations.
Connect to the destination connect
To connect to this destination, follow the steps described in the destination configuration tutorial. In the configure destination workflow, fill in the fields listed in the two sections below.
Within Destinations > Catalog search for HubSpot. Alternatively you can locate it under the CRM category.
Authenticate to destination authenticate
Fill in the required fields below. Refer to the Gather the HubSpot private app access token section for any guidance.
- Bearer token: The access token for your HubSpot private app.
To authenticate to the destination, select Connect to destination.
If the details provided are valid, the UI displays a Connected status with a green check mark. You can then proceed to the next step.
Fill in destination details destination-details
To configure details for the destination, fill in the required and optional fields below. An asterisk next to a field in the UI indicates that the field is required.
- Name: A name by which you will recognize this destination in the future.
- Description: A description that will help you identify this destination in the future.
Enable alerts enable-alerts
You can enable alerts to receive notifications on the status of the dataflow to your destination. Select an alert from the list to subscribe to receive notifications on the status of your dataflow. For more information on alerts, see the guide on subscribing to destinations alerts using the UI.
When you are finished providing details for your destination connection, select Next.
Activate audiences to this destination activate
Read Activate profiles and audiences to streaming audience export destinations for instructions on activating audiences to this destination.
Map attributes and identities map
To correctly send your audience data from Adobe Experience Platform to the HubSpot destination, you must go through the field mapping step. Mapping consists of creating a link between your Experience Data Model (XDM) schema fields in your Platform account and their corresponding equivalents from the target destination.
To correctly map your XDM fields to the HubSpot destination fields, follow the steps below:
Mapping the Email
identity
The Email
identity is a mandatory mapping for this destination. Follow the steps below to map it:
- In the Mapping step, select Add new mapping. You can now see a new mapping row on the screen.
- In the Select source field window, choose the Select identity namespace and select an identity.
- In the Select target field window, choose the Select attributes and select
email
.
IdentityMap: Email
Identity: email
An example with the identity mapping is shown below:
Mapping optional attributes
To add any other attributes you want to update between your XDM profile schema and your HubSpot account repeat the steps below:
- In the Mapping step, select Add new mapping. You can now see a new mapping row on the screen.
- In the Select source field window, choose the Select attributes category and select the XDM attribute.
- In the Select target field window, choose Select attributes category and select from the list of attributes which are automatically populated from your HubSpot account. The destination uses the HubSpot Properties API to retrieve this information. Both HubSpot default properties and any custom properties are retrieved for selection as target fields.
A few available mappings between your XDM profile schema and Hubspot are shown below:
xdm: person.name.firstName
Attribute: firstname
xdm: person.name.lastName
Attribute: lastname
xdm: workAddress.street1
Attribute: address
xdm: workAddress.city
Attribute: city
xdm: workAddress.country
Attribute: country
An example using these attributes mappings is shown below:
When you are finished providing the mappings for your destination connection, select Next.
Validate data export exported-data
To validate that you have correctly set up the destination, follow the steps below:
-
Log in to the HubSpot website, then navigate to the Contacts page to check the audience statuses. This list can be configured to display columns for the custom properties created with the audience name with their value being the audience statuses.
-
You can alternatively drill down into an individual Person page and navigate to the properties displaying the audience name and audience statuses.
Data usage and governance data-usage-governance
All Adobe Experience Platform destinations are compliant with data usage policies when handling your data. For detailed information on how Adobe Experience Platform enforces data governance, see the Data Governance overview.
Additional resources additional-resources
Additional useful information from the HubSpot documentation is below:
- Authentication methods on HubSpot
- HubSpot API references for the Contacts and Properties APIs.
Changelog
This section captures the functionality and significant documentation updates made to this destination connector.
table 0-row-3 1-row-3 layout-auto | ||
---|---|---|
Release month | Update type | Description |
September 2023 | Initial release | Initial destination release and documentation publish. |