Send 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. If contacts exist in HubSpot for the emails sent in the query, the contact list will be updated to match the query.

Note

This destination uses the HubSpot API .

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. Ask your DataGrid Operator or Amperity representative to enable HubSpot for your tenant.

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

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”.