Send query results to HubSpot

HubSpot is a CRM platform built around dedicated hubs for marketing, sales, services, content management, and operations.

Use Amperity to manage contact lists in HubSpot. Build a query using the email field and send the results of that query to HubSpot. Amperity will update contacts that already exist in HubSpot; Amperity does not create contacts.

Note

Field names that are sent from Amperity to HubSpot should be lowercase and contain only letters (a-z), numbers (0-9), and underscores (_). Amperity automatically converts uppercase letters to lowercase and replaces non-underscore characters (such as #, *, or -) with an underscore.

This topic describes the steps that are required to send contact list updates to HubSpot from Amperity:

  1. Build a query

  2. Add orchestration

  3. Run orchestration

Note

HubSpot must be enabled before you can configure an orchestration to send query results.

Build query

The default audience list in HubSpot requires only an email address. This requires a simple SELECT statement that returns only the Amperity ID and its associated email address:

SELECT
  ,amperity_id AS "Amperity ID"
  ,email AS "Email"
FROM Customer360

Important

HubSpot has specific requirements for email address validation. All email addresses that are sent to HubSpot must:

  1. Have a valid format, as defined by RFC 2822.

  2. May not contain quotation marks in the local part of the address, which is the part to the left of the @ symbol.

  3. Must end in a valid top-level domain (TLD), as listed at https://data.iana.org/TLD/tlds-alpha-by-domain.txt and may contain Unicode characters within the TLD.

If a list of email addresses that is sent to HubSpot contains a single invalid email address the entire import will fail and return a 400 error.

If you experience a 400 error (due to invalid email addresses), identify which email addresses are invalid, remove them from the list, and then resend a list of valid email addresses to HubSpot.

Amperity will update contacts that already exist in HubSpot; Amperity does not create contacts.

Add orchestration

An orchestration defines the relationship between query results and a destination, including the location to which those query results will be sent and the frequency at which the orchestration will be run.

To add an orchestration

  1. From the Destinations tab, click Add Orchestration. This opens the Add Orchestration dialog box.

  2. From the Object Type drop-down, select Query.

  3. From the Object drop-down, select the query for which results will be sent to HubSpot.

  4. From the Destination drop-down, select a destination that is configured for sending data to HubSpot.

  5. From the Data Template drop-down, select a data template.

  6. Verify all settings.

  7. Set the workflow to Manual. (You can change this to automatic later, after verifying the end-to-end workflow.)

  8. Click Save.

Run orchestration

Run the orchestration manually to validate that it works.

To run the orchestration

  1. From the Destinations tab, under Orchestrations, open the    menu for the HubSpot orchestration, and then select Run.

  2. The Status column for the orchestration will update to say “Waiting to start…”, after which the notifications pane will update to include a notification that shows the current status.

  3. When the orchestration has run successfully, the status is updated to “Completed”.