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HubSpot is a CRM platform that offers products for marketing, sales, content management, and customer service. You can use Hevo Activate to synchronize and transform data from your data warehouse into HubSpot objects.
An active HubSpot account.
A HubSpot user with
An Enterprise subscription to use the CRM Custom Objects API.
Essential scopes granted to Activate.
Activate uses OAuth to connect to your HubSpot account. OAuth requires certain scopes, or permissions, to be provided to Activate. Each scope provides access to a set of HubSpot API endpoints. Read Working with OAuth for more information.
The following table lists the scopes to be enabled for Activate:
|Scope||Description||Provides access to|
||Provides access to contacts and lists.||Contact, Companies, Deals, and Properties endpoints.|
||Allows bulk import of records into your CRM.||CRM Imports API.|
||Provides access to e-commerce features.||Products and Line items endpoints.|
||Provides access to tickets.||Tickets endpoints.|
||Provides access to view, create, delete, and change account-specific CRM custom objects and object definitions.||CRM Custom objects API.|
Configuring HubSpot as a Target
Perform the following steps to configure HubSpot as the Target in your Activation:
Click Activate in the Asset Palette.
Do one of the following:
Select the TARGETS tab in the Targets List View, and click + CREATE TARGET.
Select the ACTIVATIONS tab in the Activations List View, and click + CREATE ACTIVATION.
In the Select Warehouse page, select your Activate Warehouse or click + ADD WAREHOUSE to add a new warehouse. Read Activate Warehouses to configure the selected Warehouse type.
In the Select a Target page, click + ADD TARGET.
In the Select a Target Type page, click on HubSpot.
In the Add a HubSpot Target page, click + ADD HUBSPOT ACCOUNT.
In the Connecting Hevo to HubSpot page:
Select the HubSpot account, and click Choose Account.
Click Connect app to authorize Hevo to access your HubSpot data.
Confirm the authorization.
In the Add a HubSpot Target page, specify a unique Target Name.
- You can view the new Target in the Targets List View. If you are creating an Activation, you return to the Select Data to Synchronize page.
Activate supports the following synchronization behaviors:
Insert New and Update Existing Rows (Upsert).
Update Existing Rows (Update).
Add New Rows (Add).
Read Synchronization Behaviors for more information.
HubSpot does not use the concept of primary keys. Instead, its object properties are used as identifiers. An object’s properties store its metadata information. For example, the
contacts object’s properties store information about your contacts, such as their email address, first name, last name.
Activate synchronizes data with all supported HubSpot objects using a matching identifier. You can select any unique property or non-unique property as the identifier. HubSpot provides HubSpot Object ID (
hs_object_id) as a unique property. However,
hs_object_id is a field internal to HubSpot and is a view-only field. As a result, Activate cannot synchronize data using this field. Hence, to overcome this limitation, Activate provides a custom property
hevo_id in HubSpot, which can be mapped to any field of the same data type in the Activate Warehouse. You can use this property as a unique identifier for all supported objects. For the
contacts object, you can also use
Note: If you select a non-unique property as a matching identifier, all records in the Target object that match the property’s value are updated. For example, in the HubSpot object,
contacts, the field,
City, which can hold multiple values, is a non-unique property. If you select,
City as a matching identifier, then all the records in the Target object that match any of the values in the
City field are updated. Therefore,
City is a non-unique property.
Read Data Synchronization Identifiers for more information.
The following examples illustrate the usage of different properties as matching identifiers to synchronize data:
Using a unique field,
hs_object_idfield from the Warehouse is mapped to the
hevo_idfield in the Target. Only those records in the Target object, for which the value of
hevo_idmatches, are updated.
Using a non-unique field: The
domainfield from the Warehouse is mapped to the
domainfield in the Target. All records in the Target object, for which the
domainvalues match, are updated.
Activate uses matching identifiers to update data from the Warehouse to the selected Target object when you run the Activation. You can select any property from the HubSpot objects’ set of default properties, as a matching identifier. You can find this set using the object properties endpoints.
The table lists the objects supported by Activate and their matching identifiers.
||Stores information about businesses and organizations.|
|Stores information about individuals.|
||Stores information about revenue opportunities with a contact or company.|
||Stores information about goods or services for sale.|
||Stores information about customer requests for help or support.|
||Stores information about custom objects created in the HubSpot portal for specific business requirements. These are tied to the HubSpot account.|
An Enterprise HubSpot account can only have upto 10 custom CRM objects.
Activate uses HubSpot’s public APIs for synchronizing data, hence, it is subject to the rate limit and the daily API call limit imposed by HubSpot. This is based on the type of HubSpot account. Read Rate Limits.
Refer to the following table for the list of key updates made to this page:
|Date||Release||Description of Change|
|Oct-25-2021||1.74||Updated the following sections:
- Data Replication to add information about
- Data Model to change the matching identifier from