HubSpot Integration Guide
This guide outlines how to connect your HubSpot CRM to Unify.
Overview
In just a few steps, you can integrate Unify with HubSpot and start syncing data:
- Add additional Unify fields as HubSpot properties
- Connect your HubSpot account via OAuth
- Create or update field mappings between HubSpot and Unify objects
- Enable read and write syncs
1. Add additional Unify fields as HubSpot properties
In order to track actions that Unify is taking in your HubSpot instance with easy-to-create reports, you can add additional Unify fields as HubSpot properties. Prior to creating additional properties, it is recommended that you create a dedicated property group (recommended title “Unify information”).
Below are some of the properties you might wish to create and map from Unify.
Contact Properties
| Property label | Description | Field type |
|---|---|---|
| Unify Created At | Date and time that a record was created by Unify. | Date and time picker |
| Unify Updated At | Date and time that a record was last updated by Unify. | Date and time picker |
| Unify First Written At | Date and time that a record was first created or updated by Unify. | Date and time picker |
| Unify Initial Play | Name of the play that initially ran on this record. | Single-line text |
| Unify Most Recent Play | Name of the play that most recently ran on this record. | Single-line text |
| Unify Initial Sequence | Name of the sequence that this record was initially enrolled in. | Single-line text |
| Unify Initial Sequence At | Date and time this person was first enrolled in a Unify Sequence. | Date and time picker |
| Unify Initial Sequence Step At | Date and time this person first completed a step in a Unify Sequence. | Date and time picker |
| Unify Most Recent Sequence | Name of the sequence that this record was most recently enrolled in. | Single-line text |
| Unify Most Recent Sequence At | Date and time this person was most recently enrolled in a Unify Sequence. | Date and time picker |
| Unify Most Recent Sequence Step At | Date and time this person most recently completed a step in a Unify Sequence. | Date and time picker |
| Unify Most Recent Sequence Status | Status of the most recent enrollment for this person. The statuses shown on enrollments in Unify are the same values that will be written to Salesforce. | Single-line text |
Company Properties
| Property label | Description | Field type |
|---|---|---|
| Unify Created At | Date and time that a record was created by Unify. | Date and time picker |
| Unify Updated At | Date and time that a record was last updated by Unify. | Date and time picker |
| Unify First Written At | Date and time that a record was first created or updated by Unify. | Date and time picker |
| Unify Initial Play | Name of the play that initially ran on this record. | Single-line text |
| Unify Most Recent Play | Name of the play that most recently ran on this record. | Single-line text |
Here is what this process would look like for adding Contact properties:
First, in HubSpot, navigate to CRM -> Contacts.
Next, select Actions -> Edit properties.
You’ll want to navigate to Groups -> Create group.
You’ll then type in the name of the group (recommended title “Unify information”) and click Create.
Next, navigate to Properties -> Create property.
When editing the property details, make sure the Object type is set properly (in this case, to Contact) and the Group is set to whatever group you created earlier. You can fill in the Label and Description as you see fit (perhaps from the above table).
Lastly, select the Field type and click Create.
This is what your Contact properties filtered to your new group might look like after you’ve added them:
You can repeat this process for Company properties as well. Later, you’ll be able to map Unify fields to these properties.
2. Connect your HubSpot account via OAuth
You can connect your HubSpot account to Unify in the HubSpot Settings page. Click on the Setup HubSpot button and log in using the HubSpot user you want to use.
3. Create or update field mappings between HubSpot and Unify objects
Unify allows you to select which HubSpot properties map to which Unify fields. For each Unify object type, click on Create Mapping or, if you already have one, Update Mapping and choose which fields you want Unify to read and write to.
Once your field mappings are set, press Confirm if it is a new mapping or Save if it is an existing one.
In most cases, the default options will be a good starting point. You can always return to change these mappings later.
4. Enable read and write syncs
Reading from HubSpot
By default when you first connect HubSpot to Unify, syncs are paused. You can unpause them and begin syncing data into Unify by clicking Resume.
If at any point you want to pause syncs again, you can return to this page and click Pause.
Writing to HubSpot
To start writing new records to HubSpot, simply activate the toggle next to Enable writing to HubSpot and Unify will be able to sync records back to HubSpot.
You can stop writing records any time by deactivating this toggle.