Getting Started with HubSpot

Introduction

In this guide, we will show you how to connect your HubSpot instance to Census and create your first sync.

See HubSpot & Census in action

Prerequisites

1. Connect HubSpot

  • Once you are in Census, Navigate to Connections
  • Click the Add Service button
  • Select HubSpot in the dropdown list

Follow HubSpot OAuth flow to connect Hubspot. Your end state should look something like this 👇

2. Connect your Data Warehouse

Please follow one of our short guides depending on your data warehouse technology

After setting up your warehouse, your Census Connections Page should look like this

3. Create your first Model

Now navigate to the Model section of our Dashboard

Here you will have to write SQL queries to select the data you want to see in Hubspot. Here are some ideas of data you should select

  • The Lifetime Value of a customer and add it to a contact or companies
  • The end of their trial
  • The date they became active in your product
  • The number of key activities a user did in your app in the last 7/30 days

Once you have created your model, click save. 

4. Create your first Sync

No head to the Sync page and click the Add Sync button

In the " What data do you want to sync?" section

  • For the Connection, select the data warehouse you connected in step 2
  • For the Source,  select the model you created in step 3

Next up is the "Where do you want to sync data to?" section

  • Pick HubSpot as the Connection
  • For Object, pick the one you want to sync data to; Contact or Company.

For the " How should changes to the source be synced?" section 

  • Select Update Only
  • Pick the right mapping key, it could be Email for Contacts, Domain for Companies but we recommend you use your own internal id if possible

Finally, select the fields you want to update in the Mapper in the "Which Fields should be updated?" section

  • Here simply map the field from your Hubspot instance to the column from your model.

The end result should look something like this

Click the Next button to see the final preview which will have a recap of what will happen when you start the sync

5. Confirm the data is in HubSpot

Now go back to your HubSpot and go view a record type (Contact or Company) that should have been updated. If everything well well, you should see your data in HubSpot


that's it, in 5 steps, you connect Census to HubSpot and started syncing customer & product data from your warehouse to HubSpot 🎉

If you have any question or if you have any issues getting started, please contact us via the in-app live chat in the bottom right corner or send us an email at support@getcensus.com