HubSpot

Use the Hubpot connector to send basic contact details to your HubSpot CRM. The connector also enables you to automatically add them to a segment (list).

HubSpot Connector Properties

Connecting an account

To be able to send contact information to HubSpot you will need to connect to a HubSpot account.

Begin by expanding the dropdown and selecting 'New Account' under the HUBSPOT DETAILS section. This will prompt an external browser window to open, where you will connect your Squirrel account to HubSpot. Two options will appear:

1. Create a HubSpot account

2. Sign in to your HubSpot account

Select the appropriate option and follow the steps to create or log in to a HubSpot account.

Once you have followed the steps and logged into your HubSpot account, you will be prompted to select an account to connect to Squirrel. Select the account and click the 'Choose account' button.

Once the account has been selected, the webpage will update to display a successful connection to HubSpot.

The dropdown under HUBSPOT DETAILS should now contain the connected account.

Select the HubSpot account that you wish to connect and the rest of the connector's properties will appear.

Capturing Contact Details

The CONTACT DETAILS section contains pairs of inputs. Where you can map the contact field in HubSpot to the source filed in the Squirrel Project. Email is set as the first of these pairings as this is mandatory for the creation of a contact record in HubSpot. Bind the Source to the cell that contains the email address you want to send to HubSpot.

Click on the 'Add a contact field' button to add more information to the contact record. Clicking on the button will cause the following pair pf properties to appear:

• Contact field - Select from the list of available contact fields in the drop down.

• A Source input field - Bind to the spreadsheet to the cell that contains the value for the contact field you selected above. For example, with "First Name" selected as the Contact field, you would bind this Source to a cell containing the First Name for the contact.

• 'Add a contact field' button - select this button to add another set of inputs. Continue adding and mapping all the contact fields that you wish to populate in HubSpot.

Automatically add contacts to a List/Segment

• Add contact to list after creation - this option, if checked, adds the contact to the specified segment (list) after it is created. This is checked by default.

• Select the list to add to - this dropdown populates with a selection of pre-existing lists in your HubSpot account for you to select from.

Triggering the HubSpot connection

After you have created your fields and bound them to the spreadsheet, create a trigger for the items to be sent to HubSpot under the USAGE section at the bottom of the properties panel.

A trigger is a set of conditions that determine when the connector will fire. Learn about Conditional logic for further information on how to get this working.