HubSpot Connection

How to use the HubSpot connection with BlueConicWhat: The HubSpot connection allows you to enrich BlueConic profiles with data from HubSpot contacts and vice versa. This connection supports real-time import and export.

About BlueConic: The BlueConic Customer Data Platform harnesses the data required to power the recognition of an individual at each interaction, and then synchronizes their intent across the marketing ecosystem.

Why: CRM data integrated into BlueConic is prime material for segmentation and personalization. BlueConic features a unique data collection engine that captures data at the customer level for known and anonymous users. For known users, or once a user becomes known, having this data in your CRM will arm your call center and other communication platforms with relevant details about your customers' explicit and implicit intents.

Creating a HubSpot Connection

  1. Click Connections in the BlueConic navigation bar.
  2. Click Add Connection.
    How to create a HubSpot connection to BlueConic
  3. A pop-up window appears. Enter "HubSpot" in the Search bar.
  4. Click HubSpot Connection.
    How-to-create-a-BlueConic-HubSpot-Connection.png
    The HubSpot Connection page opens. You can expand or collapse the metadata fields (favorite, labels, and description) by clicking the gray + or -.
  5. Enter a name for the connection at the top of the page and Save your settings.

Configuring a HubSpot connection

Setting up the connection

  1. Click Set up in the Setup section in the left panel.
  2. Enter your HubSpot API key in the Setup section of the Set up page.

    Retrieve or create your HubSpot API key in your HubSpot environment by clicking the settings icon in the right upper corner and choosing Integrations > API key.

    How to exchange data between HubSpot and BlueConic

Data exchange: Once the connection has run, this shows the total number of unique profiles that have been imported and exported via the connection. Note that these are unique profiles. E.g. if the same profile is exported multiple times, it is counted as 1.
data-exchange-between-HubSpot-BlueConic.png

To make the connection work, you have to add at least one import or export goal, save your settings, and switch the connection on. In the goal section, you specify how data from BlueConic should be linked and mapped to HubSpot.

Importing data from HubSpot into BlueConic

In the left-hand panel, click Add goal and choose Import goal and then follow the steps laid out in the import goal.

  1. Select a BlueConic segment to import HubSpot data into.
    Only profiles that are part of the segment can trigger a HubSpot data import.
  2. Select BlueConic profile properties to trigger an import.
    Only changes to the values of these profile properties will trigger a HubSpot data import.
  3. Link identifiers between HubSpot and BlueConic.
    Only profiles with a value for at least one of the linked identifiers can trigger a HubSpot data import.
    link-HubSpot-BlueConic-identifiers.png
  4. Map the HubSpot data you want to import to the corresponding BlueConic profile properties.
    map-HubSpot-data-import-to-BlueConic.png

Exporting data from BlueConic into HubSpot

To send BlueConic customer data to HubSpot, click Add goal in the left-hand panel, choose Export goal, and follow the steps laid out in the export goal.

  1. Select a BlueConic segment to export profile data from.
    Only profiles that are part of the segment can trigger an export into HubSpot.
  2. Select BlueConic profile properties to trigger an export.
    Only changes to the values of these profile properties will trigger an export into HubSpot.
  3. Link identifiers between BlueConic and HubSpot.
    If no match is found for a BlueConic profile, a new HubSpot contact is created.
    export-customer-profile-data-BlueConic-to-Hubspot.png
  4. Map the BlueConic data you want to export to the corresponding HubSpot fields.
    map-BlueConic-data-to-HubSpot-customer-data.png
    Click Add mapping to add a new mapping rule, or click Add multiple mappings to add a number of rules for properties.
    Note that the logo before the entry field is a clickable menu where you can select the type of data you want to export: the BlueConic profile identifier of the profile, the associated segments (click the text to select only a couple instead of all), a profile property, all associated lifecycles, all viewed interactions, or a text value.
    select-type-of-data-to-export.png

Using HubSpot Connections in BlueConic Lifecycles

You can add HubSpot connection goals as touchpoints in BlueConic Lifecycles. Here are some key points to keep in mind:

  • Exporting Lifecycle stage information to HubSpot: When a HubSpot connection goal has been added as a marketing touchpoint to a Lifecycle stage, you can use that export goal to send a list of profiles that attain a certain lifecycle stage along their customer journeys and use this information for targeted emails. You can also use lifecycle stage information to create new audiences or segments outside of BlueConic.
  • Setting Lifecycle stage restrictions: By placing a Hubspot connection goal in a lifecycle stage, you restrict that connection goal to export only the profiles that are currently part of that lifecycle stage.
  • Setting thresholds on marketing touchpoints: Lifecycle stages can have stage thresholds that limit campaign pressure by counting the number of times customers are affected by touchpoints. Note that Hubspot Connection goals are excluded from the lifecycle stage threshold count, as symbolized by the blue infinity symbol in the list of lifecycle touchpoints.
    HubSpot-Connection-BlueConic-Lifecycle-Stage.png

Learn more about using connection goals in BlueConic Lifecycles.

Privacy management

Connections can be added to Objectives, allowing for privacy management of the information that is being picked up. A connection will only process the profiles of visitors who have consented to at least one of the objectives that the connection is linked to.