Hubspot

Hubspot is a CRM platform that helps you track and nurture leads and customers.

Introduction

Hubspot CRM objects can be updated with customer data from other sources. Through valmi.io, you can sync your curated customer data on your warehouse to Hubspot CRM. You can then use the data to create lists, ads and campaigns.

Hubspot Configuration

The hubspot user needs setting up a connection on valmi needs permissions to create and update CRM objects, such as Contact and Company. Go to Hubspot App, Click the settings icon, and select Users & Teams from the left sidebar. Select the user you want to use for the connection and click on the Edit Permissions button. Give Read and Write permissions to the objects you want updated through valmi.io.

Once the Permissions are granted, we are ready to create a Hubspot connection on valmi.io.

Creating a Hubspot Connection on valmi.io

Go to destinations on valmi.io and create a new destination. Select Hubspot as the destination.

On the next page, Sign in with Hubspot and enter a name for the connection. Click on the Next button to connect to the Hubspot API, test the connection, and create it.

Setting up a Sync

1. Supported Destination Modes

The following Hubspot objects are currently supported on valmi.io. Please contact us if you want to sync other objects. The following table displays the destination sync modes supported for each of the object. Please refer to the Destination Sync Modes for more information on the different destination modes.

Hubspot Object	Upsert	Supported Identifiers	Update	Supported Identifiers
Contact	✅	Email	✅	id
Company	✅	Email	✅	id

The picture shows the list of Hubspot objects supported by valmi.io.

2. Mapping Source Columns to Destination Fields

While creating a Sync on valmi.io, you can select a source table and then you can choose the previously created Hubspot connection as the destination. One of the objects supported by Hubspot can be selected as the destination object.

We have chosen the Contact object for this example. The next screen lets the user map the source columns onto the fields of the Hubspot object. The picture below shows that we have selected Upsert destination sync mode. email has been selected as the Primary Key for the Warehouse source. The source fields first_name, last_name, email, phone, city have been mapped to the destination fields firstname, lastname, work_email, phone, city respectively.

In the next screen, you can choose a schedule for the sync and finally create the sync.

3. Verifying data loaded into Hubspot

You can confirm the number of records sent to Hubspot CRM API from the Sync Runs Page.

You can also confirm the data loaded into Hubspot from the Hubspot UI. The picture below shows the Contacts Objects of Hubspot CRM.

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