Send data 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

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. Get details

  2. Authorize Amperity access to the customer’s account

  3. Add destination

  4. Add data template

Get details

The HubSpot destination requires the following configuration details:

  1. Authorize Amperity to send data to the customer’s Hubspot account.

  2. The list name to which the HubSpot connector will write. This can be the name of an existing list or a new list.

  3. A query that outputs the fields that must be mapped to the HubSpot contacts.

Configure OAuth

OAuth is an open standard for access delegation, commonly used to grant websites or applications access to information on other websites.

To configure OAuth

  1. From the Destinations tab, click Add Destination. The Add Destination dialog box opens.

  2. From the Plugin drop-down, select HubSpot.

  3. From the Credential drop-down, select Create a new credential. This opens the Create New Credential dialog box.

  4. Generate an authorization link, and then visit the URL that was generated to complete the authorization process.

    Log in to HubSpot at the generated URL using the customer’s credentials to allow access to the customer’s instance of HubSpot.

    Tip

    Send the URL to an individual who can provide the customer’s credentials, and then ask them to log into HubSpot on your behalf.

  5. When complete, you will be redirected to the Credentials page in Amperity.

    Verify the credential is on the page, and then return to the Destinations tab.

Add destination

Configure Amperity to send data to HubSpot using the HubSpot API.

To add a destination

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

  2. Enter the name of the destination and a description. For example: “HubSpot” and “This sends contact list updates to HubSpot”.

  3. From the Plugin drop-down, select HubSpot.

  4. The “hubspot” credential type is selected automatically.

  5. From the Credential drop-down, select Create a new credential. This opens the Create New Credential dialog box.

  6. Enter a name for the credential along with the HubSpot API key. Click Save.

  7. Select Allow business users to use this destination.

    This allows users who have been assigned to the Amp360 User and/or AmpIQ User policies to use this destination with orchestrations and/or campaigns.

  8. Select Allow business users with limited PII access to send data.

    This allows users who have been assigned to the Restrict PII Access policy option to use this destination with orchestrations and/or campaigns.

  9. Click Save.

Add data template

A data template defines how columns in Amperity data structures are sent to downstream workflows. A data template is part of the configuration for sending query and segment results from Amperity to an external location.

You have two options for setting up data templates for HubSpot:

  1. For use with campaigns

  2. For use with orchestrations

for campaigns

You can configure Amperity to send campaigns to HubSpot. These results are sent from the Campaigns tab. Results default to a list of email addresses, but you may configure a campaign to send additional attributes to HubSpot.

To add a data template for campaigns

  1. From the Destinations tab, open the menu for a destination that is configured for HubSpot, and then select Add data template.

    This opens the Add Data Template dialog box.

  2. Enter the name of the data template and a description. For example: “HubSpot audiences” and “Send audiences to HubSpot.”

  3. Enable the Allow customers to use this data template option, and then enable the Make available to campaigns option. This allows users to send campaign results from Amperity to HubSpot.

  4. Verify all template settings and make any required updates.

  5. Click Save.

for orchestrations

You can configure Amperity to send query results to HubSpot. These results are sent using an orchestration.

To add a data template for orchestrations

  1. From the Destinations tab, open the menu for a destination that is configured for HubSpot, and then select Add data template.

    This opens the Add Data Template dialog box.

  2. Enter the name of the data template and a description. For example: “HubSpot customer profiles” and “Send email addresses and customer profiles to HubSpot.”

  3. Enable the Allow customers to use this data template option. This allows users to build queries, and then configure orchestrations that send results from Amperity to a configured destination.

  4. Optional. Enable the Allow orchestrations from customers with limited PII access option. This allows users who have been assigned the Restrict PII Access policy option to send results from Amperity.

  5. Verify all template settings and make any required updates.

  6. Click Save.