HubSpot

Learn how to use HubSpot Connector in DBSync Cloud Workflow

Overview

The DBSync HubSpot connector makes it easy to synchronize your inbound marketing, sales, and customer service data between HubSpot and other platforms. It's highly customizable, meaning it can be tailored to fit your specific needs. You can connect it to popular CRM software like Salesforce and other systems to manage your content, generate leads, analyze web traffic, optimize search engines, and more. Whether you use on-demand, on-premise, or SaaS-based applications, this connector helps you integrate HubSpot seamlessly.

Key Features

• Payment Integration: Automatically trigger payment processes.

• Sales Tracking: Track sales information like lead details and qualified leads. Sync these with Salesforce to manage opportunities and convert leads into customers.

Managing Key Data

Manage your company records, including associations with contacts, deals, engagements, and tickets. Parent-child company relationships and special contact associations are also supported.

• Contacts: Store and manage information about individuals, leveraging HubSpot's marketing automation and smart content features.

• Deals: Track ongoing transactions through pipeline stages, managing data between HubSpot and other systems.

• Invoice: Manage Invoice attached to deals. Sync that with other systems.

• Products: Manage products attached to deals. Sync line items that are unique to individual quotes with HubSpot and other systems.

Benefits

• Comprehensive View: Get a complete picture of your marketing stages, from leads to qualified leads, inside sales, company info, opportunities, web analytics, and more.

• Unified Data: Strengthen your marketing, customer service, and support by having unified data across different apps.

• Time-Saving: Easy to use and saves time by automating data synchronization.

• Simple Integration: Easily integrates with other systems, streamlining your business operations and aiding in marketing decisions.

Prerequisites

To connect HubSpot with the DBSync HubSpot Connector, you'll need:

1. A valid DBSync HubSpot Connector license and login credentials for DBSync iPaaS.

2. Your HubSpot login credentials (username, password).

3. Ensure your HubSpot account has API access privileges.

Setting Up the Connector

1. Login: Use your DBSync iPaaS credentials to log in.

2. Connect: On the HubSpot Connector detail page, click "Connect."

3. You will be redirected to a HubSpot login popup.

4. Authenticate: Enter your HubSpot email and password to authenticate.

5. Confirm: After successful authentication, your HubSpot username will appear on the connector settings page, indicating a successful connection.

By following these steps, you'll have HubSpot connected to DBSync in no time, allowing for seamless data synchronization and integration with your other platforms.

How to Grant API Access to HubSpot Objects

To ensure DBSync can read or write to specific objects in HubSpot (like Contacts, Deals, Companies, etc.), follow these steps:

Step 1: Log in to HubSpot

• Visit https://app.hubspot.com
• Use an account with Super Admin or appropriate App Management permissions.

Step 2: Go to App Marketplace

• Click on the gear icon (⚙️) at the top right to go to Settings.

• In the left sidebar, scroll down and click Integrations > Connected Apps.

• Search for the DBSync app (or the app you used for integration) and click on it.

Step 3: Review API Scopes

• Click on the Permissions or Details tab for the connected app.

• Make sure the necessary scopes are granted. For most DBSync use cases, you'll need:

  • crm.objects.contacts.read/write

  • crm.objects.deals.read/write

  • crm.objects.companies.read/write

  • crm.objects.custom.read/write (if using custom objects)

  • crm.schemas.custom.read (for metadata)

Step 4: Reconnect If Needed

If you made changes to the scopes or permissions:

• Go back to your DBSync HubSpot connector.

• Reconnect the account to refresh the token and permissions.

Step 5: Verify Access in DBSync

• In DBSync, test a Read or Write action with the desired object.

• If you see an error related to permissions, double-check the scopes and token expiration.

Frequently Asked Questions (FAQ)

1. What is the DBSync HubSpot Connector?

The DBSync HubSpot Connector is a tool that allows you to seamlessly synchronize data between HubSpot and other platforms, such as CRM systems like Salesforce. It helps you manage inbound marketing, sales, and customer service data efficiently.

2. Do I need technical expertise to use the DBSync HubSpot Connector?

No, the DBSync HubSpot Connector is designed to be user-friendly. You don't need to be tech-savvy to set it up or use it. The setup process is straightforward, and our support team is always available to help if you encounter any issues.

3. What types of data can be synchronized using the DBSync HubSpot Connector?

The connector can synchronize a variety of data, including company records, contacts, deals, line items, and more. It ensures that information across your marketing, sales, and customer service platforms is consistent and up-to-date.

4. How secure is my data when using the DBSync HubSpot Connector?

Your data security is our top priority. The DBSync HubSpot Connector uses secure APIs and follows best practices to ensure that your data is protected during synchronization. Additionally, you control the permissions and access levels within your HubSpot account.

5. Can the DBSync HubSpot Connector integrate with multiple HubSpot accounts?

Yes, if you have multiple HubSpot accounts, you can create separate connections for each one within the DBSync platform. Each connection can be configured individually to meet your specific needs.

6. Is there any API limit for HubSpot?

Yes, 100 records per call.

7. Can we write back status in HubSpot?

Yes, DBSync allows you to write sync status back to HubSpot.