Video Walkthrough:
Prerequisites:
- Access to a HubSpot account with permissions for the CRM module that you intend to integrate
Getting Started:
- Log in to your Datahash account on https://studio.datahash.com/login
- Navigate to the CRM category under the Sources list in the left section.
- Click on the “HubSpot” connector tile.
- Click on “Sign in with HubSpot” to start the Authentication.
- Login to your HubSpot account.
- Choose the account you want to integrate and provide permissions to your HubSpot account for Datahash to set up the integration and process the required data.
- You will be redirected back to the set-up screen.
- Choose the data entity as Offline Events.
Select the HubSpot module from which you want to track the lead status updates into the Offline Conversion API and provide a name to the connection.
- Next step is to map the CRM fields with the data points required for Offline Events integration.
- Configuration: First choose the integration Method i.e
- Webhook: Use this method to send updates to the destination when the Offline Event column is updated, such as when a user’s lifecycle stage changes.
- API: Use this method to send updates to the destination whenever any value related to a contact in the CRM is updated. This may result in duplicate entries
- Once done, select the following column name:
- Offline Event: This field indicates the identifier for the offline event in the CRM.
- Event time: This is the field that indicates the time at which the lead is captured
- Personal Information: Now you need to map the offline schema to Hubspot property names along with choosing the HubSpot module. Here the details of the User is asked.
- Product: In similar way as done above we need to map the offline events schema of the product to the HubSpot.
- Once done, click on “Test Connection” to proceed.
- Once done, you can view the latest leads data available in your CRM as per the mapping provided above.
- You can check for errors if any are shown in the table data itself.
- Click Finish to complete the setup.
- You can access the set-up again by clicking on the edit button in the Hubspot connector widget
- The set-up configurations can be edited if required, from the Manage connections section.
- The source setup is completed, now the destination is to be set up. For that, refer to the documentation below:
- Set up Snapchat Offline Conversions API data destination
