HubSpot
This page describes how to use Census with HubSpot.

๐Ÿƒโ€โ™€๏ธ 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 Connectionsโ€‹
  • Click the Add Service button
  • Select HubSpot in the Add Destination menu and click Connect
Follow HubSpot OAuth flow to connect HubSpot. Your end state should look something like this below.
If you plan on using Custom Behavioral Events, you'll also need to provide a
separate API Key. See Custom Behavioral Events section below.

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 Dashboardโ€‹
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 your desired Sync Behavior from Update or Create, Update Only, or Mirror
  • 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 ๐ŸŽ‰

๐ŸŽ Sync Speed

Census connects to HubSpot using their "Connected App" model, which are not subject to the daily HubSpot API call limit, only to the burst limit (100 requests/10 sec). Your Census syncs will not impact your HubSpot daily API limits or nor any other HubSpot integrations. For more information, see HubSpot docs.
The choice of your sync identifier and behavior can have very drastic performance impacts to your sync.
Using a HubSpot Object ID or Contact Email as identifiers in HubSpot is fast, but using all other fields as identifiers is very slow. That means that any syncs that create new records in HubSpot (other than Contacts by Email) will be slow. We're working with HubSpot to try and increase the speed of their APIs in order to improve our HubSpot sync speed.
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 Objects require extra API calls and are even slower as a result (about 1/3 the speed).

๐Ÿ—„ Supported Objects

โ€‹Contact us if you're looking for Census to support other HubSpot objects!
Object Name
Supported?
Identifiers
Company
โœ…
Object ID, any Text/Number
Contact
โœ…
Object ID, any Text/Number
Deal
โœ…
Object ID, any Text/Number
Product
โœ…
Object ID, any Text/Number
Line Item
โœ…
Object ID, any Text/Number
Custom Object
โœ…
Object ID, any searchableProperty
Custom Behavioral Event
โœ…
Unique Event ID
Engagements (Task, Call, Email)
๐Ÿ”œ
โ€‹

Custom Objects

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.

Custom Behavioral Events

Custom Behavioral Events require a little bit of prep work. You'll first need to jump into HubSpot and do two steps:
Step 1, get your HubSpot API key (unfortunately, this type of object needs a slightly different credential than the rest of HubSpot). You can do that within the Integrations > API Key section of Settings. One twist, you'll need Super Admin privileges to access it. HubSpot has all the details in their docs. Once you have your API Key, visit Census's Connections page and use the Edit button on your existing HubSpot connection to store the key in Census.
Step 2, create the Custom Behavioral Event, see HubSpot's instructions for how to do that. You'll need to both create the event AND add all of the custom properties beforehand. Once you've done so, copy and paste HubSpot's internal name for object, you'll need to provide that to the Event Name property during the Census sync.
Note: The custom fields you've added will not show inside Census, you'll need to use the New Custom Field option to create the matching fields on Census, make sure they're named exactly the same (keep in mind, names are case sensitive!).

๐Ÿ”„ Supported Sync Behaviors

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

๐Ÿ”‘ 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.

๐Ÿš‘ Need help connecting to HubSpot?

โ€‹Contact us via [email protected] or start a conversation with us via the in-app chat.