Experience Platform prerequisites

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

Note the following prerequisites in order to export data from Platform to your HubSpot account:

You must have a HubSpot 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

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.

IMPORTANT
The private app should be assigned the scopes below:
crm.objects.contacts.write, crm.objects.contacts.read
crm.schemas.contacts.write, crm.schemas.contacts.read
CredentialDescriptionExample
Bearer tokenThe 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

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

HubSpot supports update of identities described in the table below. Learn more about identities.

Target IdentityExampleDescriptionConsiderations
emailtest@test.comEmail address of the contact.Mandatory

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.

Audience typeDescription
Custom uploadsAudiences imported into Experience Platform from CSV files.

Export type and frequency

Refer to the table below for information about the destination export type and frequency.

ItemTypeNotes
Export typeProfile-based
  • 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.
Export frequencyStreaming
  • 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.