Skip to main content

HubSpot Installer

Updated

Review how to connect, set up, and configure the Propensity HubSpot integration in this guide.

Time: < 30 minutes

Access Requirements: HubSpot Admin or similar credentials

 

Set-Up

Connecting to HubSpot

Log into Propensity > Workspace Settings > Connections Tab > Activate

connections.png

 

 

Installing the Propensity HubSpot Integration Package

Workspace Settings > Installed Packages > Go to Installer

installer.png

 

Click Create/Update HubSpot Properties to install the Propensity HubSpot Properties. No field mapping between the systems is required. Once connected, it will push data to HubSpot based on your CRM Sync Settings. Propensity will not overwrite any existing data points in HubSpot. 

 

create components.png

 

On the HubSpot Installed Package Components page, you can review the status of each component to understand what is successfully connected and what is not. Propensity Marketing Data and Website Visits require custom objects to be manually built in your HubSpot instance for the data to display in HubSpot, the directions for additional configuration are below. 

components.png

 

Additional Configuration

Without further configuration, Propensity data will still pass into the system. Propensity will add contacts and companies only if it does not find them within the system, Propensity will de-dupe based on email address at the contact level and website at at the company level. 

Manage Contacts

  • Log into HubSpot > Contacts > Lists

The first thing Propensity does when it integrates with HubSpot is send over a static list. Contacts will not integrate as marketing contacts, they are tagged as regular contacts, so that the customer's available HubSpot subscription contacts are not affected. It is up to the customer to set a contact as a marketing contact.

 

Recommended Customization

Additional customizations are below to allow users to view and use Propensity-specific fields not automatically created as part of the install package. Users must create Custom Objects for Propensity Website Visits and Propensity Marketing Data if they wish to access the data in HubSpot. 

 

Add Website Visit Data with Custom Object Setup

Object Name: propensity_website_visits

Step 1:

 

Step 2:

During the setup process in step 2 (see image below), you configure the association, and then the integration automatically creates the relationships between the company and the visit.

 

 

Step 3 Properties:

 

 

Add Propensity Marketing Data with Custom Object Set-Up

 

Object Name: propensity_marketing_data

Data Fields:

  • Propensity Id (primary field, no duplicate values allowed)
    • Field Type: Single Line Text
  • Propensity Engagement Type
    • Field Type: Single-line text
  • Propensity Engagement Quantity
    • Field Type: Number
  • Propensity Engagement Date
    • Field Type: Date picker
  • Propensity Channel
    • Field Type: Single-line text
  • Propensity Campaign Name
    • Field Type: Single-line text

 

 

Propensity HubSpot ABM Dashboard

In this 15-minute overview video, our CEO Sumner will walk you through dashboard building in HubSpot. 

https://www.loom.com/share/4121e47f51984bbcb7a16915154d2e91

 

Read Next:

How to Setup CRM Sync Settings

Related articles