Hubspot Input Connector Setup Guide

Hubspot Input Connector Setup Guide

by ‎01-18-2019 03:22 PM - edited ‎01-18-2019 04:45 PM (71 Views)

This article describes how to set up the HubSpot connector in your Universal Data Hub account.

In this article:

Table of Contents Placeholder

Connector Actions

Action Name AudienceStream EventStream
Insert Contact
Update Contact
Add Contact to Contact List
Remove Contact from Contact List

Configure Settings

Go to the Connector Marketplace and add a new connector. Read the Connector Overview article for general instructions on how to add a connector.

After adding the connector, configure the following settings:

Action Settings - Parameters and Options

Click Next or go to the Actions tab. This is where you configure connector actions.

This section describes how to set up parameters and options for each action.

Action - Insert Contact

Parameters

Parameter Description
Action Name Name for this specific action.
Action Categories
  • CRM, Email, Engagement, and VoC.
  • Cannot change.
  • These categories presented to users via the consent prompt and consent preferences feature.
  • Users can opt-in/opt-out of tracking based on these categories.
Frequency Cap
  • Values are On or Off.
  • Default is On.
  • Controls how often this action triggers.
Source Select a source from the prepopulated drop-down list.
Data to Set

Map

  • Required.
  • Email address.
  • Identifies an email address to map.

To

  • Select a HubSpot field to map to from the drop-down list.

    Your HubSpot account credentials must be correctly entered for this field to accurately populate HubSpot data; otherwise an error displays.

Action - Update Contact

Parameters

Parameter Description
Action Name Name for this specific action.
Action Categories
  • CRM, Email, Engagement, and VoC
  • Cannot change.
  • These categories presented to users via the consent prompt and consent preferences feature.
  • Users can opt-in/opt-out of tracking based on these categories.
Frequency Cap
  • Values are On or Off.
  • Default is On.
  • Controls how often this action triggers.
Source Select a source from the prepopulated drop-down list.
Contact Lookup

Map

  • Required.
  • Email address.
  • Identifies an email address to map.

To

  • Select a HubSpot field to map to from the drop-down list.

    Your HubSpot account credentials must be entered correctly in previous steps for this field to accurately populate HubSpot data; otherwise an error displays.

Data to Set

Map

  • Required.
  • Contact ID or Contact Email

To

  • Select a HubSpot field to map to from the drop-down list.

    Your HubSpot account credentials must be entered correctly in previous steps for this field to accurately populate HubSpot data; otherwise an error displays.

Action - Add Contact to Contact List

Parameters

Parameter Description
Action Name Required: Contact List for Contact
Action Categories
  • CRM, Email, Engagement, and VoC
  • Cannot change.
  • These categories presented to users via the consent prompt and consent preferences feature.
  • Users can opt-in/opt-out of tracking based on these categories.
Frequency Cap
  • Values are On or Off.
  • Default is On.
  • Controls how often this action triggers.
Source Select a source from the prepopulated drop-down list.
Target Contact List
  • Required.
  • Use the prepopulated drop-down list to select the desired Contact List for Contact.

    Your HubSpot account credentials must be entered correctly in previous steps for this field to accurately populate HubSpot data; otherwise an error displays.

Contact Lookup

Map

  • Required.
  • Contact ID or Contact Email.

To

  • Select a HubSpot field to map to from the drop-down list.

    Your HubSpot account credentials must be entered correctly in previous steps for this field to accurately populate HubSpot data; otherwise an error displays.

Action - Remove Contact from Contact List

Parameters

Parameter Description
Action Name Required: Contact List for Contact
Action Categories
  • CRM, Email, Engagement, and VoC
  • Cannot change.
  • These categories presented to users via the consent prompt and consent preferences feature.
  • Users can opt-in/opt-out of tracking based on these categories.
Frequency Cap
  • Values are On or Off.
  • Default is On.
  • Controls how often this action triggers.
Source Select a source from the prepopulated drop-down list. 
Target Contact List
  • Required.
  • Use the prepopulated drop-down list to select the desired Contact List for Contact.

    Your HubSpot account credentials must be entered correctly in previous steps for this field to accurately populate HubSpot data; otherwise an error displays.

Contact Lookup

Map

  • Required.
  • Contact ID or Contact Email.

To

  • Select a HubSpot field to map to from the drop-down list.

    Your HubSpot account credentials must be entered correctly in previous steps for this field to accurately populate HubSpot data; otherwise an error displays.