Home Integrations CRM Hubspot Integration

Table of Contents

Was this article helpful?

Yes No

Thank you for your feedback!

Hubspot Integration

In this article you'll learn:

  • Step-by-step instructions for setting up the Hubspot integration
  • How to format events and properties to be sent between Heap and Hubspot
This doc is for: Admins Architects
View instructions for: 

Overview

The Heap HubSpot integration automatically captures all of your email journey touchpoints as events and all contact info as user properties in Heap. By integrating HubSpot with Heap, you’ll be able to answer the following questions (and more!):

  • How effective are different campaigns at driving conversions?
  • How many email touches does it take to re-active cart abandonment?
  • Does engagement in a journey improve retention over time?

For more information about the benefits and requirements of this integration, see Heap’s marketplace listing in Hubspot.

Setup

To configure the HubSpot source, you’ll need to have the following privileges:

  1. Admin or Architect privileges in Heap
  2. Admin privileges in HubSpot

To get started, visit the HubSpot source in the app and click Connect in the top right of the page.

You will then be prompted to specify an email property if you haven’t set one up already for your account. The selected user property needs to be the user property associated with your users’ email addresses as this is the property HubSpot uses when sending Heap data about your users.

Before we can ingest event data from HubSpot into Heap, you’ll need to have email addresses attached to your users in Heap (either as an identity or a user property). Please don’t hesitate to reach out to support@heap.io if you’re unsure if you have the required data in Heap for this source.

Once the email property has been sent, you’ll be prompted to connect your HubSpot account and be redirected to authenticate in HubSpot. Once authenticated, you’ll be redirected back to the HubSpot source page in Heap with a successful confirmation message.

Upon completion, the source connection page will present Waiting For Data until the first event data from HubSpot is seen by Heap, at which point the connection status will change to Connected.

Please don’t hesitate to reach out if you have any questions or if you’re running into trouble with the source connection process!

Data Format

Events

HubSpot events are ingested as the following event types in Heap. Please reference HubSpot’s email event documentation to see what specific properties Heap ingests and their respective descriptions.

  • Bounced Email: The recipient’s email server could not or would not accept the message, and no further attempts will be made to deliver the message.
  • Changed Email Subscription: The recipient changed their email subscription in some way.
  • Clicked Email Link: The recipient clicked on a link within the message.
  • Deferred Email: The recipient’s email server has temporarily rejected the message, and subsequent attempts will be made to deliver the message.
  • Delivered Email: The recipient’s email server has accepted the message, and the message has been successfully delivered to the recipient.
  • Dropped Email: The message was rejected, either by HubSpot or by our delivery provider, and no attempt will be made to deliver the message.
  • Forwarded Email: The recipient forwarded the message.
  • Marked as Spam: The recipient flagged the message as spam.
  • Opened Email: The recipient opened the message.
  • Printed Email: The recipient printed the message.
  • Processed Email: The message has been received by our delivery provider, which has indicated it will attempt to deliver the message to the recipient’s email server.
  • Sent Email: The message was sent to and received by our delivery provider, which has queued it for further handling.

User Properties

Heap will also automatically capture all properties available on contacts in HubSpot as user properties in Heap. These properties will include standard properties like First Name or Last Contacted, though the complete list of properties is determined by your particular HubSpot setup and/or HubSpot’s connection to your CRM.