HubSpot integration
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Two-way sync with HubSpot
The HubSpot integration connects with your HubSpot account to link contact or company data with subscriber custom properties in ProsperStack. Use custom properties in segments to enable targeted offers, conditional cancellation flow steps and segmented reporting. Learn more about custom properties.
The HubSpot integration also allows you to store cancellation survey responses in your HubSpot contact or company properties.
Connecting your HubSpot account
Click the gear icon in the main header to open Settings, then select Integrations. Click Configure in the HubSpot section to open the HubSpot integration page.
Click Connect HubSpot to begin the connection process. You'll be redirected to grant ProsperStack access to your HubSpot account.
ProsperStack will request access to your contact data in order for the integration to work. Choose a HubSpot account and click Connect app to proceed.
Once your account is connected, you can map HubSpot properties to custom properties in ProsperStack and choose where to store cancellation survey answers.
Matching HubSpot contacts or companies
ProsperStack can sync data with HubSpot contacts, companies or custom objects available in your HubSpot account, depending on where you store subscriber data.
By default, ProsperStack will match your subscribers with HubSpot contacts by email address.
In Object mapping, select Contacts, Companies or an available custom object. The properties offered in the remaining settings follow the selected object type.
Only contacts can be matched by email address. Companies and custom objects are matched using a property that contains your subscription platform's customer ID.
In the dropdown under Billing customer ID, select the HubSpot property that contains your subscription platform's customer ID.
HubSpot contacts can also be matched using a billing customer ID if you do not store email addresses in your connected subscription platform.
Sending session statuses to HubSpot
In the General section, choose a writable HubSpot property under Session status property. ProsperStack stores the most recent completed session status in this property for the matched object. Click Save changes.
Mapping properties
In the Property mappings section, you can select HubSpot properties to map to ProsperStack subscriber custom properties.
Select a property from your HubSpot account from the dropdown on the left, then choose a corresponding custom property in ProsperStack (or create a new one) to store the data.
The custom property in ProsperStack must be of the same data type as the HubSpot property to create a mapping. For example, a number property in HubSpot must be mapped to a number custom property in ProsperStack.
Click the + button to add another mapping. You can add as many mappings as you need.
Once you've configured your property mappings, click Save changes. ProsperStack will begin collecting your contact property data and will keep it in sync over time.
Sending data to HubSpot
In the Question mappings section, you can select survey questions to map to HubSpot properties. When a subscriber answers a survey question in your cancellation flow, ProsperStack will send the data to HubSpot and store the answer in the selected property.
Select a question from your available cancellation survey questions using the dropdown on the left, then choose a HubSpot property that will store the answer data.
When storing the answer to a multiple choice survey question in HubSpot, ProsperStack will use the option's reason code if configured. If no reason code is configured, the full text of the multiple choice option will be stored.
Click Add mapping to configure another question and destination property. When you finish, click Save changes.
View subscribers in HubSpot
Once the HubSpot integration is connected, ProsperStack subscribers that are matched with contacts in your HubSpot account will be linked so you can refer back to them in HubSpot.
When viewing a subscriber in ProsperStack, click the View in HubSpot link to open a new browser window to the record in your HubSpot account.