HubSpot Source Integration

Set up HubSpot as a data source so your HubSpot account automatically sends form submissions and meeting events to Ours Privacy for analytics and event tracking built for HIPAA-regulated workflows.

Note: If you're looking to send data to HubSpot from Ours Privacy (updating contacts in HubSpot based on visitor events), please see our HubSpot Destination Integration instead.

Requirements

Before you begin, ensure you have:

• An active HubSpot account with admin access
• Access to HubSpot Workflows
• An Ours Privacy Account

Setup Steps

1. Create a Source in Ours Privacy

1. Log in to your Ours Privacy dashboard
2. Navigate to Sources > Add source
3. Search for "HubSpot" in the source catalog
4. Click on the HubSpot CRM source to begin setup

2) Authenticate with HubSpot

1. In the HubSpot source setup screen, click Authenticate with HubSpot
2. You'll be redirected to HubSpot's authorization page
3. Select the HubSpot account you want to connect
4. Grant the necessary permissions to Ours Privacy
5. You'll be redirected back to Ours Privacy once authentication is complete

3. Configure HubSpot Workflows

1. In HubSpot, navigate to Automation > Workflows
2. Create a new workflow or edit an existing one
3. Under Actions, look for the "Integrated apps" section
4. Find and select Ours Privacy
5. Click Add action to add the "Send event to Ours Privacy" action

4. Configure Event Settings

For each event you want to send to Ours Privacy, you'll need to configure:

1. Action Key: A unique identifier for this specific event (e.g., "form_submission", "meeting_scheduled")
2. JSON Payload: The data structure you want to send to Ours Privacy, which can include:
   • Contact properties
   • Custom fields
   • Event metadata

Example JSON payload:

{
  "email": "{{contact.email}}",
  "firstName": "{{contact.firstname}}",
  "eventType": "form_submission",
  "formId": "{{form.id}}",
  "submissionDate": "{{submission.date}}"
}

Note: You will need to replace the bracketed variables above with the variables HubSpot gives you in their Workflow tool

Data Mapping

Each event sent from HubSpot can be mapped differently in Ours Privacy. When configuring your events:

1. Use descriptive Action Keys to easily identify different event types
2. Structure your JSON payload to match your data requirements
3. Use HubSpot's property placeholders (e.g., {{contact.email}}) to dynamically insert data

Best Practices

• Create separate workflow actions for different types of events
• Use clear, consistent naming conventions for Action Keys
• Test your workflow in HubSpot's test mode before activating
• Monitor event delivery in Ours Privacy's event logs

Troubleshooting

If events aren't appearing in Ours Privacy:

1. Verify the workflow is activated in HubSpot
2. Check the JSON payload syntax
3. Ensure all required fields are included
4. Review the authentication status in both platforms
5. Ensure that your source is published and enabled