HubSpot is a comprehensive customer relationship management (CRM) and marketing automation platform that helps businesses attract, engage, and delight customers. It provides tools for marketing, sales, customer service, and content management, all integrated into a single platform.

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1. Add your HubSpot access

  1. In the Destinations tab, click on the “Add destination” button located on the top right of your screen. Then, select the HubSpot option from the list of connectors.
  2. Click Next and you’ll be prompted to add your access:
    • Authorization: Login with a Hubspot account that has Super Admin permissions in order to install the Nekt app into the workspace.
    • Date Format: The format for dates included in the input table.
    • Import Mode: Used to indicate whether the import should create and update, only create, or only update records for a certain object or activity.
  3. Click Next.

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2. Select your catalog data to send

  1. The next step is letting us know which data you want to send to the database. Select the layer and then the desired table.
    Tip: The table can be easily found by typing its name.
  2. Click Next.

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3. Map your HubSpot data to send

  1. Select the columns from your selected table that you want to send.
  2. For each column selected:
    • Select the column from your input table;
    • Inform the internal name of the field on Hubspot. You can find the internal name by accessing Settings -> Properties -> Click the Property Name (ex. Company name) of interest -> Finding the value next to the Internal name field;
    • The name of the target entity. If it’s a custom object, please inform the ObjectType of your Custom Object (see more here). The ID of a Custom Object usually has the following structure 2-XXX;
    • Inform whether this field should be considered an object or alternate ID. If not, leave this field empty. In HubSpot, Object ID (or hs_object_id) is a system-generated ID used to identify and reference records within HubSpot’s API and database. An Alternate ID, on the other hand, is a custom property you create and define to represent a unique identifier for a record, often used for external systems or to map records from other platforms.
    When upserting, at least one field should be selected as ID for proper merging.
  3. Click Next.

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4. Configure your HubSpot data destination

  1. Describe your destination for easy identification within your organization. You can inform things like what data it sends, to which team it belongs, etc.
  2. To define your Trigger, consider how often you want data to be sent to this destination. This decision usually depends on how frequently you need the new table data updated (every day, once a week, only at specific times, etc.).
  3. Click Done.

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Check your new destination!

  1. Once completed, you’ll receive confirmation that your new destination is set up!
  2. You can view your new destination on the Destinations page. Now, for you to be able to see it on your HubSpot account, you have to wait for the pipeline to run. You can monitor it on the Destinations page to see its execution and completion. If needed, manually trigger the pipeline by clicking on the refresh icon. Once executed, your data should be seen on HubSpot.
If you encounter any issues, reach out to us via Slack, and we’ll gladly assist you!