HubSpot
This page describes how to use Census with HubSpot.

πŸƒβ€β™€οΈ Getting Started

In this guide, we will show you how to connect HubSpot to Census and create your first sync.

Prerequisites

1. Connect HubSpot

    Once you are in Census, Navigate to Connections​
    Click the Add Service button
    Select HubSpot in the dropdown list
Follow HubSpot OAuth flow to connect HubSpot. Your end state should look something like this πŸ‘‡

2. Connect your Data Warehouse

Please follow one of our short guides depending on your data warehouse technology
After setting up your warehouse, your Census Connections Page should look like this

3. Create your first Model

Now navigate to the Model section of our Dashboard​
Here you will have to write SQL queries to select the data you want to see in HubSpot. Here are some ideas of data you should select
    The Lifetime Value of a customer and add it to a contact or companies
    The end of their trial
    The date they became active in your product
    The number of key activities a user did in your app in the last 7/30 days
Once you have created your model, click save.

4. Create your first Sync

Now head to the Sync page and click the Add Sync button
In the " What data do you want to sync?" section
    For the Connection, select the data warehouse you connected in step 2
    For the Source, select the model you created in step 3
Next up is the "Where do you want to sync data to?" section
    Pick HubSpot as the Connection
    For Object, pick the one you want to sync data to; Contact or Company.
For the " How should changes to the source be synced?" section
    Select Update Only
    Pick the right mapping key, it could be Email for Contacts, Domain for Companies but we recommend you use your own internal id if possible
Finally, select the fields you want to update in the Mapper in the "Which Fields should be updated?" section
    Here simply map the field from your HubSpot instance to the column from your model.
The end result should look something like this
Click the Next button to see the final preview which will have a recap of what will happen when you start the sync

5. Confirm the data is in HubSpot

Now go back to your HubSpot and go view a record type (Contact or Company) that should have been updated. If everything went well, you should see your data in HubSpot
that's it, in 5 steps, you connect Census to HubSpot and started syncing customer & product data from your warehouse to HubSpot πŸŽ‰

🏎 Sync Speed

With HubSpot, you have both a rate limit and a daily api call limit that is tied to the plan you have. See HubSpot documentation here. HubSpot doesn't have the concept of bulk API so every call is roughly a record being sync.
Service
Public API rate limit
Records sync / Minute
HubSpot (Free & Start Plan)
600 calls / min
~600
HubSpot (Pro & Enterprise)
900 calls / min
~900
API Boost Add-on
1,200 calls / min
~1,200
Please be aware that with custom object, we need to do extra call due to the limiation of HubSpot' API. You can divide the records sync / minute by 3 to get a good estimation.

πŸ—„ Supported Objects

Object Name
Supported?
Identifiers
Company
βœ…
Object ID, any Text/Number
Contact
βœ…
Object ID, any Text/Number
Deal
βœ…
Object ID, any Text/Number
Product
βœ…
Object ID, any Text/Number
Line Item
βœ…
Object ID, any Text/Number
Any Custom Object
βœ…
Object ID, any searchableProperty
Event
πŸ”œ
​
​Contact us if you want Census to support more objects for HubSpot.
If possible when doing Update Only syncs, use HubSpot Object IDs as your Sync Identifier. Using them will provide a dramatic sync performance boost!
    As of March 2021, only properties in the searchableProperties set are usable as sync identifiers to HubSpot Custom Objects. This is a bit confusing as this label only appears in the HubSpot API (Custom Objects API Docs > Object Definitions Tab > searchableProperties). If you need a hand making one of your existing Custom Object fields as searchable, please contact Census's API Support team and we can walk you through it.

πŸ”„ Supported Sync Behaviors

Learn more about what all of our sync behaviors on our Core Concept page.
Behaviors
Supported?
Objects?
Update or Create
βœ…
All
Update Only
βœ…
All
Mirror
βœ…
All
​Contact us if you want Census to support more Sync Behaviors for HubSpot.

πŸ”‘ Require Permissions

Census requires that the connecting HubSpot user have Super Admin permissions in order to access all supported HubSpot objects. If you have limited permissions and still want to connect Census to HubSpot, contact the contact the Census support team.

πŸš‘ Need help connecting to HubSpot?

​Contact us via [email protected] or start a conversation with us via the in-app chat.
Last modified 1mo ago