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.

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) please work with your DataGrid Operator to identify which email addresses are invalid, have them help you remove them from your list, and then resend a list of valid email addresses to HubSpot.

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

HubSpot requires the following configuration details:

	Authorize Amperity to send data to the customer’s Hubspot account.
	The list name to which the HubSpot connector will write. This can be the name of an existing list or a new list.
	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.

Use OAuth to configure Amperity to send contact list updates to HubSpot.

To configure OAuth

	Open the Destinations tab and click Add Destination. The Add Destination dialog box opens. Select HubSpot from the Plugin drop-down, and then from the Credential drop-down, select Create a new credential. This opens the Create New Credential dialog box.
	In the Create New Credential dialog box, click “Generate authorization URL”. Copy the URL, and then provide the URL to a user who has credentials that allow access to HubSpot. The user must log in and complete the steps required by the OAuth process for HubSpot. After this is completed, you will be redirected to the Credentials page in Amperity. Verify the credential is on the page, and then return to the Destinations tab.
	Open the Destinations tab and click Add Destination. The Add Destination dialog box opens. Select HubSpot from the Plugin drop-down, and then from the Credential drop-down, select the credential that is authorized to access HubSpot. Note The value for the Refresh Token setting is updated automatically after you select the credential.

Add destination

Configure Amperity to send contact list updates directly to HubSpot.

To add a destination

	Open the Destinations tab to configure a destination for HubSpot. Click the Add Destination button to open the Destination dialog box. Enter a name for the destination and provide a description. For example: “HubSpot” and “This sends contact list updates to HubSpot”. From the Plugin drop-down, start typing “hub” to filter the list, and then select HubSpot.
	Credentials allow Amperity to connect to HubSpot. The credential type is set automatically. You may use an existing credential or you may add a new one. Select an existing credential from the Credential drop-down. – or – Select Create a new credential from the Credential drop-down. This opens the Credential dialog box. Enter the name for the credential, and then add a description. Steps to configure OAuth 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 credentials that allow access to your instance of HubSpot. Note Send the URL to an individual who can provide these credentials, and then ask them to log into HubSpot on your behalf. 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. From the Plugin drop-down, select the HubSpot, and then use the credential that was just created.
	Each destination has settings that define how Amperity will deliver data to HubSpot. These settings are listed under the Settings section of the Destination dialog box.
	Business users are assigned to the Amp360 User and/or AmpIQ User policies. (Amp360 User allows access to queries and orchestrations and AmpIQ User allows access to segments and campaigns.) A business user cannot select a destination that is not visible to them. Business users – including users assigned to the DataGrid Operator policy – may have restricted access to PII. What is restricted access to PII? Restricted PII access is enabled when the Restrict PII Access policy option that prevents users who are assigned to that option from viewing data that is marked as PII anywhere in Amperity and from sending that data to any downstream workflow. You can make this destination visible to orchestrations and allow users with restricted access to PII to use this destination by enabling one (or both) of the following options: Note To allow business users to use this destination with campaigns, you must enable the Make available to campaigns option within the data template. This allows users to send campaign results from Amperity to HubSpot. The other two settings may be configured within the data template instead of the destination.
	Review all settings, and then click Save. Important You must configure a data template for this destination before you can send data to HubSpot.

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.

To add a data template

	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. Enter the name of the data template and a description. For example: “HubSpot” and “Send contact list updates to HubSpot.”.
	Verify business user access to queries and orchestrations and access to segments and campaigns. A business user may also have restricted access to PII, which prevents them from viewing and sending customer profile data. If business user access was not configured as part of the destination, you may configure access from the data template. Important To allow business users to use this destination with campaigns, you must enable the Make available to campaigns option. This allows users to send campaign results from Amperity to HubSpot. If you enable this option, the data extension settings require using campaign name and group name template variables to associate the name of the data extension to your campaign.
	Verify all configuration settings.
	Review all settings, and then click Save. After you have saved the data template, and depending on how you configured it, business users can send query results and/or send campaigns to HubSpot.