Store Leads
HubSpot Integration
Contents
- Overview
- Enabling the Integration
- Disabling the Integration
- Configuring the Integration
- Company Enrichment
- Company Property Mappings
- Calculated Values for Companies
- Manual Creation
- Manual Enrichment
- Bulk Creation
- Bulk Creation (CSV Import)
- Automatic Enrichment
- Automatic Company Creation
- Activity Timeline
- Contact Enrichment
- Using HubSpot Data within Store Leads
- Best Practices
- Information Security Considerations
Overview
HubSpot is a leading customer relationship management platform.
With the HubSpot integration enabled, accounts on all paid plans can manually create new HubSpot companies from Store Leads domains. Existing HubSpot companies can also be manually updated.
Accounts on the Pro, Elite or Enterprise plans can also:
- Update all existing HubSpot companies and contacts with the latest Store Leads data. This can be configured to happen automatically as soon as we refresh our data (weekly) or triggered manually.
- Automatically update HubSpot companies and contacts when they are manually created or modified within HubSpot.
- Automatically create new HubSpot companies for any new stores on a list.
- Automatically create new HubSpot contacts from the non-personal email addresses in the Store Leads database.
- Export domains to a CSV file that is compatible with HubSpot CSV import. This is useful for initially creating companies in HubSpot or for manual bulk updates.
Enabling the HubSpot Integration
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To enable the HubSpot integration, visit the Integrations page in the Dashboard and click on HubSpot.
HubSpot Integration Summary. -
You'll see a page that summarizes the HubSpot integration. Click the enable button to proceed.
Enable HubSpot Integration. -
At this point, you may be asked to login to your HubSpot instance. You'll also be asked for permission to allow Store Leads to manage data in your HubSpot instance. You must approve this request in order to use the HubSpot integration.
Once you approve the request, your HubSpot integration will be enabled. As soon as the integration is enabled, we scan your HubSpot instance to determine the overlap between companies in HubSpot and domains in the Store Leads database.
Connecting to HubSpot with Individual Accounts
When the HubSpot integration is enabled by the Store Leads account owner, it establishes an "Organization Connection" to HubSpot. This means that:
- All automated actions that Store Leads performs in HubSpot will be done using the HubSpot credential supplied when establishing the organization connection.
- If you have shared access to your Store Leads account with other users, then any manual actions performed by those users will also default to using the HubSpot credentials of the organization connection. To fix this, each Store Leads user can also connect to HubSpot using their own HubSpot account credentials. Doing so ensures that accounts created manually by a user are attributed to the right person in HubSpot. Each account should visit the Integrations page, click on the "HubSpot" link and then click on the "Connect to HubSpot" button.
Disabling the HubSpot Integration
If you wish to deactivate the integration, simply click the disable button.
Configuring the HubSpot Integration
After the integration is enabled, choose which objects within HubSpot should be enriched. Enrichment of companies, contacts and even custom objects is supported.
Next, review the available configuration options under the General tab.
- Create separate HubSpot companies for each of the merchant's subdomains. If there are 3 domains for a single merchant (www.merchant.com, uk.merchant.com and merchant.ca), all 3 will be created as separate HubSpot companies if this option is enabled. If this setting is disabled, only a single company (with the highest ranked domai) will be created in HubSpot.
- Automatically create new HubSpot properties.. By default, new HubSpot properties are automatically ceated and all available data is sent to HubSpot. Disable if you'd rather limit the data sent to HubSpot (which requires creating HubSpot properties manually).
- Assign owner when manually creating companies or contacts in HubSpot.. By default, an owner is assigned to newly created HubSpot records when manually created through our website. Disable if an owner should not be assigned.
- Assign owner when automatically creating companies or contacts in HubSpot through workflows.. By default, an owner is assigned to newly created HubSpot records when automatically created through workflows. Disable if an owner should not be assigned.
- Send Daily Integration Error Email. Enable this option to receive a daily email of any errors that occurred when trying to enrich records.
Company Enrichment
By default, Store Leads will automatically enrich HubSpot companies every week when we publish our weekly data update. HubSpot companies are also enriched as soon as they are created or changed. HubSpot companies are only enriched if they have a Domain Property that matches a store in our database that your plan can access.
HubSpot Company Properties
By default, Store Leads data will be set in the following company properties.