Connecting Ubico to HubSpot lets you push contacts and campaign data directly into your CRM without manual exports.
Before you start
- Make sure your team is set up and active in your Ubico workspace.
- Confirm you have the right HubSpot permissions.
Steps
- Go to Integrations in your Ubico settings.
- Click Add Integration and select HubSpot.
- Connect and authorize your HubSpot account.
- Map your fields. Go to the People table and add a new column to push contact information to your CRM. Click Add enrichment, open the Enrichment tab, and choose your action (e.g. Contact create or update).
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Then configure the column:
- Email (required): Map it using the slash command (
/) to view available variables. - Other fields: Map any additional fields you want synced (First Name, Last Name, Company, Phone, etc.).
- Configure run settings (optional). Set up an auto-trigger by selecting one or more segments. The push then runs automatically whenever a person enters a selected segment.
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- Save and test. Save your configuration, then run a quick test by executing the action on one or a few rows to confirm contacts push correctly.
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