This article covers the following:
- Overview
- Before You Begin
- Configure the HubSpot Integration for Personalization
- Verify HubSpot Integration
- Troubleshooting
- FAQs
Overview
Integrating HubSpot with Wingify enables you to import valuable Account and Contact data directly from your HubSpot CRM into Wingify’s Data Studio. This integration is crucial for Account Based Marketing (ABM) as it allows you to use your rich HubSpot data to precisely segment visitors and deliver personalized web experiences in Wingify campaigns.
The synchronization process involves creating an ABM - Import CRM data from HubSpot connection, authenticating your HubSpot account, selecting the data objects (Accounts, Contacts) you want to import, mapping HubSpot fields to Wingify attributes, and initiating the data sync.
Before You Begin
To integrate HubSpot CRM with Wingify, you must have:
- An active HubSpot account.
- Data Studio Add-on enabled in your Wingify account.
- Administrator-level access within HubSpot to authenticate and grant access to data objects (Accounts, Contacts).
- An active ABM - Import CRM data from HubSpot connection configured in Wingify. For more information, see Integrating Wingify With HubSpot to set up the connection.
Configure the HubSpot Integration for Personalization
To enable the use of HubSpot data for personalization:
- Log in to your Wingify account.
- From the left navigation panel, navigate to Configurations > Integrations.
- Click the HubSpot integration tile and click Create Connection.
- Select ABM - Import CRM data from HubSpot.
- Enter a name in the Connection Name field.
- Click Connect Wingify with HubSpot to authenticate your HubSpot account.
- Click Create Connection.
After authenticating, you must select the data objects to import and map your HubSpot fields to the attributes in Wingify.
Field Mapping and Data Synchronization
Under the HubSpot configuration, select the data objects you want to synchronize.
You need to map the appropriate HubSpot fields to Wingify attributes for each object.
Here's how to map your data:
- Click Map fields corresponding to the data object, such as Accounts or Contacts.
- The Map account fields view displays a table with Wingify field names on the left and HubSpot fields on the right.
- Wingify provides standard fields, such as Account Domain, Company, Industry, and others, for which HubSpot fields are typically auto-mapped.
- Select the HubSpot field from the dropdown list that corresponds to the Wingify field.
- To add custom fields for targeting or personalization, select Add more fields and map them accordingly.
- Once all necessary fields are mapped, click Save and sync.
Similarly, map the data for Contacts. After mapping the respective data fields, select Sync Now next to the object name (Accounts and Contacts) to initiate the complete data transfer to Wingify Data Studio.
Note:
- Once you map and sync the data for the first time, Data Studio may take a few minutes to display the data. The total time required for complete data synchronization depends on the volume of data in the HubSpot account, which may result in a longer duration.
- The data is automatically synced every 24 hours to fetch updated contacts or leads.
- Wingify maps both Contacts and Leads data into a single unified table called Contacts in Data Studio.
- Changing the field mapping (adding, removing, or modifying fields) forces a complete re-sync of all data for that object to maintain data integrity.
Once your HubSpot data is successfully imported and mapped, you can utilize its attributes to create custom segments for account-based marketing. This allows you to deliver personalized experiences specifically tailored to your target audience.
Verify HubSpot Integration
To verify the integration and successful data transfer in Wingify Data Studio:
- From the navigation panel on the left, navigate to Data360 > Data Studio.
- Verify Accounts and Contacts:
- Select the Accounts tab to view your synced HubSpot company data.
- Select the Contacts tab to view your synced HubSpot individual data.
- Look for the HubSpot data in Data Studio to confirm it is correctly attributed to the source.
- Ensure the synced record count is accurate and matches the data quantity you expect to see in Wingify.
Troubleshooting
| Issue | Possible Cause | Recommended Solution |
|---|---|---|
| The Account data does not appear in Data Studio. | The HubSpot Accounts object synchronization may be pending. | Return to the HubSpot Config screen and confirm that the Accounts object is synchronized. |
| Data fields are displaying blank. | The field you mapped in Wingify may not be populated with data in HubSpot for that specific record. | Verify the data directly in your HubSpot CRM for the specific Contact or Company record to ensure the field has a value. |
| Cannot use HubSpot data for personalization. | The primary sync or the integration is only enabled for pushing Wingify data to HubSpot. | Go to Personalize, select your campaign and in Configurations > Integrations, ensure HubSpot is selected. |
FAQs
-
Is the HubSpot integration a two-way sync?
The Wingify-HubSpot integration enables two-way functionality: importing HubSpot data into Wingify for segmentation and personalization, and exporting Wingify campaign data to HubSpot for reporting and analysis. For more information, see export of Wingify test data back to HubSpot for performance analysis.
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Does Wingify automatically handle the association between HubSpot Contacts and Companies?
Yes. When Wingify imports the Contacts data, it receives the data points associated with the contact record. If the contact is associated with a company in HubSpot, and the corresponding Company Domain/Account ID is mapped, Wingify uses this information to perform both individual and account-level targeting
Need more help?
For further assistance or more information, contact Wingify Support.