Adding HubSpot as a connection

Here's what you need to do step by step.

Connect HubSpot

Go to your connections and click the Connect button under the HubSpot logo:

Connections

Choose the HubSpot account that you want to connect:

Choose HubSpot account

Review the permissions and accept:

Review permissions

If you've accepted the permissions, you'll see that HubSpot is connected:

HubSpot is connected

Review source settings

In the source settings you can choose to:
- Create users in journy.io when a HubSpot contact is created or updated
- Create accounts in journy.io when a HubSpot company is created or updated
- Link the users and accounts in journy.io based on the relationships you have in HubSpot

In order to setup syncing for accounts, review the destination settings too. You'll need to tell us in which field we can find your own account IDs (to uniquely identify accounts).

Source settings

Review destination settings

User destination settings
Account destination settings

Owner

When journy.io creates a contact or company in HubSpot, you can choose the HubSpot user that will be assigned as owner.

Using segments to limit which users and accounts will be created or updated in HubSpot

When no segments are selected, journy.io will sync every user and account to HubSpot. To sync only a subset of users or accounts to HubSpot, you can select one or more segments that will act as a filter.

Creating or updating

By default journy.io will only update records in HubSpot. You can allow journy.io to create contacts or companies in HubSpot when they don't exist yet.

For contacts we'll use the email property to match with users in journy.io.

For companies you'll need to tell us in which field we can find your own account IDs (to uniquely identify accounts). An account ID should be a robust, static, unique identifier that you recognize an account by in your own systems. Ideally, the account ID should be a database ID.

Mapping fields

For contacts we'll map the following fields automatically:
journy.io email identifier => HubSpot email property
journy.io first_name property => HubSpot firstname property
journy.io last_name property => HubSpot lastname property
journy.io phone property => HubSpot phone property

For companies we'll map the following fields automatically:
journy.io domain identifier => HubSpot domain property
journy.io name property => HubSpot name property

So you'll only need to map the extra properties you want to sync to HubSpot in the settings. You can map any journy.io property to any supported property in HubSpot. We'll do our best to match the types of the properties. All of the scores you created in journy.io, computed properties, stage, health, ... are mappable to HubSpot.
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