Hubspot

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Introduction

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Hubspot Configuration

The hubspot user needs setting up a connection on valmi needs permissions to create and update CRM objects, such as Contact and Company. Go to Hubspot App, Click the settings icon, and select Users & Teams from the left sidebar. Select the user you want to use for the connection and click on the Edit Permissions button. Give Read and Write permissions to the objects you want updated through valmi.io. Once the Permissions are granted, we are ready to create a Hubspot connection on valmi.io.

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Creating a Hubspot Connection on valmi.io

Go to destinations on valmi.io and create a new destination. Select Hubspot as the destination. On the next page, Sign in with Hubspot and enter a name for the connection. Click on the Next button to connect to the Hubspot API, test the connection, and create it.

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Setting up a Sync

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   Supported Destination Modes

The picture shows the list of Hubspot objects supported by valmi.io.

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   Mapping Source Columns to Destination Fields

We have chosen the Contact object for this example. The next screen lets the user map the source columns onto the fields of the Hubspot object. The picture below shows that we have selected Upsert destination sync mode. email has been selected as the Primary Key for the Warehouse source. The source fields first_name, last_name, email, phone, city have been mapped to the destination fields firstname, lastname, work_email, phone, city respectively.

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   Verifying data loaded into Hubspot

You can confirm the number of records sent to Hubspot CRM API from the Sync Runs Page.

You can also confirm the data loaded into Hubspot from the Hubspot UI. The picture below shows the Contacts Objects of Hubspot CRM.