Add HubSpot Connector

Please prepare your HubSpot environment first before you add the HubSpot Connector in Spotler Connect by installing the Spotler Marketing Cloud app from the HubSpot App Marketplace:

• Preparation HubSpot - Install the Spotler Marketing Cloud app
• Check if your HubSpot environment is ready to connect

To connect your HubSpot environment you need to to activate the HubSpot integration on the Spotler Connect integration platform. The HubSpot connector is onboarded through Connect's onboarding wizard. This step-by-step plan contains the following steps: 

• Step 1 – Selecting the connector
• Step 2 – Preset
• Step 3 – Authentication
• Step 4 – Billing Information
• Step 5 – Summary
• Step 6 – Confirmation
• Step 7 – First import and activation

To onboard the HubSpot connector, make sure you’ve got access as a user to your HubSpot environment and make sure this user has permissions to read and write CRM objects like companies and contacts.

Step 1 - Selecting the connector

When logging into Connect, click the New connector button on the dashboard. This will open the onboarding wizard.

Select the HubSpot connector from the list of available connectors. If you want to move to a different tab in Connect at any time during the onboarding process, you can save the connector as a draft. When HubSpot is selected, click Next.

Step 2 – Preset

For HubSpot, you can select the CRM preset with its configuration, which is set up to work best your HubSpot environment. Read more about the CRM preset to find out what data will be synchronized. Select the CRM preset to continue with, or choose  Configure connector manually to manually set up the connector. Click Next.

Step 3 – Authentication

Click on the Connect button to connect with your HubSpot environment.

A pop-up appears where you need to sign in to your HubSpot environment. Make sure you’ve got access as a user to your HubSpot environment. You need to have at least the App Marketplace access permission within your HubSpot environment. However, we advise a user with Super Admin permission to do the authentication. 

If you have access to more than one HubSpot account, please select the one you want to connect.

Step 4 – Billing Information

To continue, fill out any remaining billing information. If all information has been filled out previously, this step may be skipped. Click Next.

Step 5 – Summary

A summary of the selected preset for the integration will be displayed. The blue underlined text is clickable and represents a preset configuration. Any configuration options that still need to be completed will appear as questions or placeholders on this screen. These must be configured before proceeding. Once completed, click Next.

Step 6 – Confirmation

This is the final step before the connector is activated. Once Next is clicked, the connector will be created, and data import will begin. Click Next to activate the connector.

Step 7 – First import and activation

After activation, the import progress can be tracked through the progress bars. The connector will now import data from your HubSpot environment. By default, the connector will import data looking back a predetermined amount of time:

• Organisations: 10 years
• Contacts: 10 years
   

This means that for this initial import, any organisation from the past 10 years will be imported into Connect. It also means that virtually any organisation that has ever been created (and not deleted) will be imported into Connect as well.

Depending on the amount of data being imported, the first import can take up to an hour. This screen can be navigated away from and reopened later by clicking the HubSpot connector icon on the dashboard home screen.

While exporting, the status icon below the connector icon may still display as inactive. Some time after the first export, the status will change to ‘operational’. An email confirmation will also be sent when the first export is complete. Once you have received this email, the connector is operational.
Your connector is now operational. New organisations, contacts and contact lists will be imported as they are created in HubSpot itself.