Set up the two-way HubSpot integration

This article describes how to configure the two-way HubSpot integration for the first time, which involves the following steps:

1. Start the integration
2. Connect to HubSpot
3. Map objects
4. Configure the "pull" sync
5. Configure the "push" sync
6. Enable the integration
7. Send Core Events to HubSpot

We recommend that you also read the overview article: Two-way HubSpot integration with Pendo.

Upgrading from the legacy HubSpot integration

Follow the instructions in this article if you already have the one-way HubSpot integration (legacy) and want to upgrade to the Two-way HubSpot integration. The following instructions describe the configuration flow for a new integration.

The setup involves reselecting the same unique identifiers for mapping and the same metadata fields that you're already pulling in from HubSpot through the legacy integration. All data syncing and any segments using HubSpot metadata should continue to work as expected.

Step 1. Start the integration

Mapping HubSpot Contacts and Companies with Pendo Visitor IDs and Account IDs must be done separately. After setting up one object (accounts or visitors), repeat the instructions from this step onwards to set up the other object.

1. In Pendo, go to Settings > Integrations.
2. Find and open the HubSpot tile.
3. Select Setup for either the HubSpot Account Sync or the HubSpot Visitor Sync, depending on which object you're setting up. If you're setting up both, choose one to start with and then come back and follow the instructions again for the second object.

Step 2. Connect to HubSpot

Setting up the two-way connection between Pendo and HubSpot involves creating a mapping between Pendo and HubSpot objects. 

Choose an account from the dropdown menu or select Add a new account. Adding a new account involves authenticating to HubSpot, for which we use Tray.io. After you've authenticated, select Next in the integration panel in Pendo.

Step 3. Map objects

To connect Pendo with HubSpot, you must select a unique identifier to match records between the two systems. For a visitor sync, the integration panel in Pendo opens the Connect Pendo visitors to HubSpot contacts page. For an account sync, the integration panel in Pendo opens the Connect Pendo accounts to HubSpot companies page.

Map visitors to contacts

On the Connect Pendo visitors to HubSpot contacts page:

1. Open the Pendo visitor dropdown menu.
2. Select either the Visitor ID or another unique field from your visitor metadata that matches a value in HubSpot.
3. Open the HubSpot contact dropdown menu.
4. Select the contact property that contains matching values to your selected Pendo field.
5. Select Next in the integration panel in Pendo.

Map accounts to companies

On the Connect Pendo accounts to HubSpot companies page:

1. Open the Pendo account dropdown menu.
2. Select either the Account ID or another unique field from your account metadata that matches a value in HubSpot.
3. Open the HubSpot company dropdown menu.
4. Select the company property that contains matching values to your selected Pendo field.
5. Select Next in the integration panel in Pendo.

Step 4. Configure the "pull"

This step involves choosing what additional information (HubSpot properties) you want to pull from HubSpot into Pendo metadata. This is useful for segmentation and guide targeting. If you don’t want to pull any properties from HubSpot into Pendo, skip this step. The HubSpot Record ID field is pulled into Pendo by default, so also appears in Pendo metadata.

1. Select a HubSpot property from the dropdown menu to pull in from the HubSpot contact or company objects.
2. Select Add Property to add more than one property and repeat the first step in this sequence for the new dropdown menu.
3. Select Next when finished.

Step 5. Configure the "push"

This step involves choosing what Pendo usage data and NPS survey data you want to push into HubSpot. This creates a Pendo "property group" in HubSpot containing all the Pendo fields that you choose to send to HubSpot as properties. You can then see what properties were created from Pendo directly in HubSpot.

You can select zero or more fields in the Usage Data category and the NPS Survey Results category. If you don’t want to push any fields from Pendo into HubSpot, skip this step.

1. Select a field from the Add usage data dropdown menu.
2. Select Add Field to add more than one field.
3. Select a field from the Add NPS survey data dropdown menu.
4. Select Add Field to add more than one field.
5. Select Next and then Finish to complete the setup.

Step 6. Enable the integration

To start the daily syncs, enable the integration using the toggle in the Setup tab. A push and pull sync occurs immediately after the integration is enabled. This can take up to 20 minutes to run. After the initial run, the integration runs once a day to keep your data in sync.

Step 7. Send Core Events

Sending Pendo Core Events to HubSpot is optional. You should only start this step if you've already:

• Set up a Visitor Sync, following either or both Step 4 (configure the push) and Step 5 (configure the pull) for the visitor object.
• You have set up Core Events in Pendo.

To start sending Pendo Core Events to Hubspot:

1. Go back to Settings > Integrations > HubSpot
2. Select Send Core Events underneath HubSpot Visitor Sync. 
3. Select your HubSpot account.
4. Select Finish.

The first sync occurs immediately after the integration is complete, and then nightly.

View data pulled into Pendo

To verify and view both the visitor and account metadata pulled in from HubSpot, look for the orange HubSpot metadata fields in Settings > Data Mappings. The metadata appears in rows labeled HubSpot Integration under the Group column of the Metadata table.