Hubspot

Video Walkthrough

Destination Overview

Sync Schedule

Each record in your audience will appear as a new Contact in HubSpot. With the audience's filter settings applied, new visitors will be continuously refreshed and added to your audience automatically. New records entering your audience will automatically sync to HubSpot daily at 12:15 pm EST.

Suppression Settings

Suppressing HubSpot contacts in your destination settings ensures only fresh visitor data is transmitted, avoiding duplicate records in your CRM. During setup, Untitled requires that you enable the HubSpot suppression settings for audiences intending to sync to HubSpot. Once activated, Untitled automatically handles duplicate suppression before syncing your audience data to HubSpot.

Mapping Rules between Untitled and HubSpot

Untitled records will appear as new Hubspot Contacts with the following properties. Below are the mapping rules from Untitled to HubSpot.

Sorting Leads in HubSpot

Easily group and identify leads pushed to HubSpot based on the Original Source property. When leads are pushed from Untitled to HubSpot, the following HubSpot properties will auto-populate for each Contact record:

1. Original Source = “Offline sources”

2. Original source drill-down 1 = INTEGRATION

3. Original source drill-down 2 = Census

Sending your saved audiences from Untitled to HubSpot allows you to automate data transmission directly to your customer relationship management (CRM) platform. The following guide provides step-by-step instructions to help you seamlessly connect Untitled to HubSpot as a destination.

Connection Setup

Prerequisites

Start here! To ensure success, please ensure the following prerequisites are complete before proceeding.

Super Admin access to HubSpot Account

To authorize HubSpot as a destination in Untitled, you'll require Super Admin credentials to your HubSpot account. If you do not have Super Admin privileges, you can either work with your team to adjust your access level or share these instructions with an existing Super Admin for assistance.

Authorize HubSpot as a Source

Before configuring HubSpot as a destination for data transmission from Untitled, you will be required to establish HubSpot as a source for data import (inflow). This initial step enables Untitled to cross-reference and suppress duplications with the profiles already present in your HubSpot account. By connecting HubSpot as a source, you safeguard against any unintended updates or overwrites to your existing HubSpot profiles during the synchronization process with the destination. Follow the guide here to connect HubSpot as a source in Untitled.

Instructions

Connect HubSpot as a Destination

1. First, log into your Untitled account.

2. Select Destinations in the left navigation menu.

3. Find Hubspot and click Connect.

4. A popup will appear with a link. Select Continue - you will be redirected to a new window.

1. In the new window, first select Continue to allow a connection to Hubspot.

2. Next, you will be asked to login to your Hubspot account. Select Login and keep this window open.

1. After selecting Login, follow the prompt to Sign in to your Hubspot account

1. Enter your Hubspot credentials and select the account you would like to integrate with Untitled.

To authorize HubSpot as a destination in Untitled, you'll require Super Admin credentials to your HubSpot account. If you don't have Super Admin privileges, you can either adjust your access level or share these instructions with an existing Super Admin for assistance.

1. After the Test Connection is successful, select Finish. You will then be redirected back to your Untitled account.

Nice work! You have now authorized HubSpot as a destination in Untitled. You are now ready to schedule one of your audiences to sync to Hubspot. Follow the steps below to get started.

Syncing Untitled Audiences

Select the Audience to Sync to HubSpot

1. On the left navigation menu, select the Audiences tab to view your list of saved audiences.

2. Select the View button next to the audience you want to push to Hubspot

If you still need to create your first Audience, select the Create new + button in the top right corner. Utilize the demographic, firmographic, and behavioral filters to target specific segments of your website visitors. Follow this guide to learn more - How to Build & Save Audiences in Untitled.

1. Go to the Destinations tab of your saved audience.

2. Under HubSpot, select Setup sync

Confirm Suppression Settings & Setup Audience Sync

If you have not setup Hubspot as a source for data import, you will be prompted to authorize HubSpot as a source before moving forward. For step-by-step instructions, reference the guide here.

1. Select Setup Sync to Hubspot. Follow the prompt to Update and Refresh the Audience with the required suppression settings. You may have to wait up to one minute for your audience to refresh.

1. Note: When you confirm to Update and Refresh the Audience, Untitled will automatically apply the necessary suppression settings to your audience. This settings update will be visible in the section titled Source Suppression. You can now proceed to the next step.

1. Select Setup sync again. Enter the Audience name to confirm the integration and hit Continue

Done! Your saved audience has been successfully integrated with Hubspot. You can integrate an unlimited number of saved audiences in Untitled to your HubSpot account by repeating the previous steps. Proceed to the next section for additional workflow recommendations within Hubspot to get the most out of your Untitled Audience.

Untitled Audience Workflows in Hubspot

Prerequisites: Ensure your desired audience is synced from Untitled to HubSpot.

Part A: Create an Active List in HubSpot

1. Log in to your HubSpot account.

2. Navigate to CRM > Lists and click Create list.

3. Choose Contact-based list, then click Next.

Part B: Set the Filter Criteria

1. In the Filter Group, click Edit filter.

2. Select the filter type: Contact properties.

3. Search for and select the property named Record source detail 1.

4. Set the filter condition to is equal to any of.

5. In the value field, type: Census (This is the identifier used for records synced from Untitled — see screenshot if available.)

1. You should now see your synced contacts populate in the list preview.

2. Save your list and give it a recognizable name.

Part C: Use the List as a Workflow Trigger

1. Navigate to Automation > Workflows.

2. Create a new workflow (or open an existing one).

3. For the enrollment trigger, choose List membership > Added to list.

4. Select the Active List you just created (in Part B).

Part D: Build Your Workflow

• Add emails and actions as desired.

• Use branching logic to segment users based on additional attributes or behaviors coming from the Untitled ID Tag.

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