Send audiences to HubSpot¶
HubSpot is a CRM platform built around dedicated hubs for marketing, sales, services, content management, and operations.
This topic describes the steps that are required to configure campaigns to send email address lists to HubSpot.
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.
Important
HubSpot has specific requirements for email address validation . All email addresses that are sent to HubSpot must:
Have a valid format, as defined by RFC 2822 .
May not contain quotation marks in the local part of the address, which is the part to the left of the @ symbol.
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.
Note
Ask your DataGrid Operator or your Amperity representative for help configuring HubSpot as a destination to which you can send campaigns for customer activation.
Build a segment¶
Use the Segment Editor to build any audience using a series of dropdowns and picklists.
As you define the attribute profile for an audience be sure to refresh segment insights to see how many customers match your audience and to see how much value they bring to your business.
When the segment is ready, activate it, and then use it use it in a campaign to send to your preferred destinations for customer activation.
Which attributes should you use?
You can use any attribute that is in your customer 360 database to define your audience.
When the list of customers who belong to this audience is sent to HubSpot as part of a campaign you will be required to choose specific attributes to send.
HubSpot supports the following attributes: email address lists.
Add to a campaign¶
Use the campaign editor to configure Amperity to send data to HubSpot. Add a segment, define exclusions and sub-audiences, and then define the audiences that will be sent to HubSpot.
To add HubSpot to a campaign
|
Open the Campaign Editor. This is available from the Campaigns page. Click the Create campaign button in the top right corner of the page. |
|
Assign HubSpot as a destination for at least one treatment group. 
Note You may need to edit the attributes for the sub-audience to ensure Amperity is sending the right data to HubSpot. |
|
Click Edit attributes to review the attributes that Amperity will send to HubSpot. HubSpot requires only email addresses. There are no optional fields. Amperity pre-selects the list of attributes that may be sent to HubSpot. The Edit attributes page for HubSpot is similar to: 
Note The Merged Customers table is the default table from which data is sent to HubSpot, even though segments are often built from the Customer 360 table. This is by design. The Merged Customers table is the underlying table for customer profile data and is the source for all customer profile data that exists within the Customer 360 table. |
Configure default attributes¶
Each unique destination that is configured to send data to HubSpot may be configured to have a set of default attributes that will sent to HubSpot every time this destination is associated with a treatment group in an active campaign.
Default attributes may be configured for a destination by clicking the Default attributes link next to the Create campaign button on the Campaigns page.
The source table is set to Merged Customers for most attributes. Your brand may configure each attribute to be pulled from the source table that best represents how your brand wants to use the attribute in HubSpot.
HubSpot has the following requirements for attributes.
Source attribute |
Destination attribute |
|---|---|