This integration is available as an Add On for Growth and Enterprise plans.

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Overview

The two-way HubSpot integration with Userpilot enables you to seamlessly connect your in-app experiences with your customer relationship management (CRM) data. By syncing user properties and events between Userpilot and HubSpot, you can create more personalized and data-driven user experiences.

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Use Cases

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Set up the Integration

1

Connect your HubSpot account

  1. Navigate to the integrations page and click on the “HubSpot” integration
  2. Select the HubSpot account that you want to integrate with
  3. Select your Data Flow Direction : Both ways, HubSpot to Userpilot, or Userpilot to HubSpot
2

Map the user/company properties

Properly mapping user and company properties between Userpilot and HubSpot ensures accurate data synchronizationYou can map users between Userpilot and HubSpot using one of the following methods:
Property TypeMapping MethodRequirement
User/Contact PropertiesOption A: HubSpot ID MappingThe HubSpot Contact ID must match the User ID passed to Userpilot in the identify call.
Option B: Email Address MappingThe HubSpot Contact Email must match the email field passed to Userpilot in the identify call.
Company Properties (Optional)HubSpot Company ID MappingThe HubSpot Company ID must match the Company ID passed to Userpilot in the identify call.
3

Configure Data and Events

Select the list of user/company properties that exist in HubSpot in order to sync them in Userpilot.The data will be updated in real-time.You can then view the properties in the Users dashboard, the property name will begin with “HubSpot”.You can also view the properties in the Data management tab.
Updating Mapped Properties After Data SyncIn case new properties were added/removed after the Data Sync please keep the below points in mind:
  • If you’re adding an existing Hubspot property that is already populated for most of your contacts, then you’d need to re-run the sync to pull historical data.
  • If you’re adding a newly created HubSpot property with no historical data. Simply add the property in the settings and save – new data will sync automatically.
  • If you remove a mapped property, no manual sync is needed. Userpilot will stop updating that property automatically.

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View Events in HubSpot

Once you click on save, you will start to see the events appear under the “Activity” tab for a contact or company.
In order to see the events appear under the Company activity tab in HubSpot you need to map the company ID as mentioned in step 2.

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FAQs