Sending HubSpot Data to Insider

You can configure the Insider Connector for HubSpot to allow data to be sent to Insider with ease via Insider's InOne panel.

 With this guide, you can find answers to the following questions:

• What are the use cases?
• What should I do before configuration?
• How can I set up HubSpot?
• How can I authenticate the Connector from Insider's InOne panel?

Use Cases

You can quickly send HubSpot data to Insider and use all of Insider's features by utilizing the Hubspot and Insider connectivity capabilities. Using the HubSpot connector enables you to sync the selected user data from a Contact list.

During configuration, you can also set some filters to decide which data should be synced. For example:

• You can get users whose emails do not contain “@yourbrandname.com”
• if you want to keep phone numbers with a country code and HubSpot has phone numbers registered without a country code, you can only migrate those with a country code.

After having set up the data connection, you can enable such use cases:

• You can sync the data you collect with HubSpot with Insider and include it in an Architect journey. For example, you can send a personalized SMS or email to users who do not return your sales calls. By placing a content such as poll in the content, you can schedule the new call for a date chosen by the user.

What should I do before configuration?

Before configuring the connector, you should decide and define the following points clearly:

• You need to select the identifier(s) to be used. Insider supports email, phone_number, uuid identifiers by default. You can use a custom user identifier too.
• You need to provide mapping for the attributes you would like to get from HubSpot and sync to Insider. You can refer to the table below:

How can I set up HubSpot?

To connect Insider with the HubSpot API, you will need to create an “App” within HubSpot:

1. Login to the HubSpot Developer Portal here.
2. Follow the HubSpot documentation to create an application.
3. In the Auth tab, you will see Client ID and Client Secret. Note these to use in the connector setup later on.
4. You can see the redirect URL that creates the link between your Insider and HubSpot on the page where the Client ID and Client Secret are entered.
   1. Redirect URL: https://insider.cyclr.com/connector/callback
5. It’s not necessary to set Scopes at this point - see the next section for details on this. 
   1. The default scopes of  < crm.objects.contacts.read > & < crm.objects.contacts.write > will be requested by the Insider Connector if you leave the input empty.

How can I authenticate the Connector from Insider's InOne panel?

1. First, you need to generate UCD API Key. This key will be automatically used during the connector setup within Insider's InOne panel.

2. Navigate to Components > Integrations > External Platform Integration.

3. Click the View button on HubSpot.

4. Click the Install button for the desired connector template.

5. Fill in the necessary fields shown. Remember that we suggested you to note them down while setting up your HubSpot account.

6. After filling in the fields, click Next and log in to the HubSpot account to authenticate the connector. Note that you can do this only for once.

By default, all users will be asked to give consent to the following permissions/scopes:

• < crm.objects.contacts.read,crm.objects.deals.read > and < crm.objects.companies.read > and where appropriate (these are optional scopes) users will be asked to give consent to content reports e-commerce forms.

You will then be prompted to log in, select your HubSpot and authorize access to the connector.

Finalizing the Setup

After the authentication, the connector field mappings will be completed by Insider according to the schema you provided. Once the mapping is complete, the connector will be started by Insider.