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 updates 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.

The steps that are required to send contact list updates to HubSpot from Amperity.

  1. Build a query

  2. Add orchestration

  3. Run orchestration

Caution

This destination is available for sending query results to HubSpot after it is configured by a Datagrid Operator or your Amperity representative.

If this destintion cannot be selected from the campaigns editor or activations canvas ask your Datagrid Operator or Amperity representative to configure a destination for sending query results to HubSpot.

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:

1SELECT
2  email AS email
3FROM 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 fails 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 updates 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 destination and the frequency at which an orchestration runs.

To add an orchestration

  1. Open the Activations page, select the Orchestrations tab, and then click the Add orchestration button. This opens the Add orchestration dialog box.

  2. From the Object type dropdown, select Query.

  3. From the Object dropdown, select the query for which results is sent to HubSpot.

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

  5. Verify all settings.

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

  7. Click Save.

Run orchestration

Run the orchestration manually to validate that it works.

To run the orchestration

  1. Open the Activations page, select the Orchestrations tab, and then open the    menu for the HubSpot orchestration. Select Run.

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

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