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HubSpot Integration

Step-by-step guide to integrate Ours with HubSpot for updating contacts and sending events while prioritizing privacy and HIPAA compliance.

The HubSpot integration allows you to sync data between Ours Privacy and HubSpot. This integration supports both updating contacts and sending events to HubSpot.

Integration Capabilities

The HubSpot integration supports two types of actions:

  • Update Contacts: Create or update contacts in HubSpot using HubSpot's Contacts API. This allows you to sync contact information, custom properties, and contact attributes to HubSpot CRM records.
  • Send Events: Track custom event completions and behavioral data using HubSpot's Events API. This enables you to send event completions that can trigger workflows, update contact timelines, and power attribution reporting in HubSpot.

This integration requires an email address to be associated with the visitor for proper contact identification.

Requirements

  • A HubSpot account
  • Email address associated with the visitor in Ours Privacy
  • (optional) - Custom fields configured in HubSpot (if you want to send custom data)

Setup

  1. Navigate to your HubSpot Settings and find "Private Apps"
  2. Create a new "Private App" with the crm.objects.contacts.write, crm.schemas.contacts.write, crm.schemas.contacts.read, and crm.objects.contacts.read scopes
  3. Copy the API key into your Ours integration settings

Custom Fields

You can send custom fields to HubSpot using the property names from your HubSpot account. To find the correct property names:

  1. Go to HubSpot's Properties Center
  2. Export a CSV of your properties
  3. Use the property names from the CSV in your Ours integration settings

Data Mapping

When configuring the integration, you can map Ours events to HubSpot contact properties. The integration will:

  • Create a new contact if one doesn't exist with the provided email
  • Update existing contacts if they match the email address
  • Send custom field data to the specified HubSpot properties

Privacy and Compliance

This integration is designed to send data over to HubSpot. Please make sure you have the proper safeguards in place before sending data to HubSpot.

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