|
| 1 | +--- |
| 2 | +title: Connect HubSpot to Segment Profiles |
| 3 | +plan: unify |
| 4 | +--- |
| 5 | + |
| 6 | +This guide explains how to set up HubSpot as a source and connect it to Segment Profiles. |
| 7 | + |
| 8 | +Once configured, this integration lets you send HubSpot data directly to Segment Profiles, eliminating the need for a data warehouse and enabling faster data synchronization and profile enrichment. |
| 9 | + |
| 10 | +> info "Private beta" |
| 11 | +> The HubSpot/Segment Profiles integration is in private beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. |
| 12 | +
|
| 13 | +## Prerequisites |
| 14 | + |
| 15 | +Before you begin, make sure that you have the following: |
| 16 | + |
| 17 | +- A Segment workspace with [Unify](/docs/unify/) enabled and [Identity Resolution](/docs/unify/identity-resolution/) configured. |
| 18 | +- Administrator access to your HubSpot account. |
| 19 | + |
| 20 | +## Integration steps |
| 21 | + |
| 22 | +Follow the steps in this section to connect HubSpot to Segment Profiles. |
| 23 | + |
| 24 | +### 1. Add HubSpot as a source |
| 25 | + |
| 26 | +To start syncing HubSpot data, first add HubSpot as a source to your workspace. |
| 27 | + |
| 28 | +1. From your Segment workspace, go to **Connections > Catalog** and search for **HubSpot**. |
| 29 | +2. Select **HubSpot**, then click **Add Source**. |
| 30 | +3. Enter a name for your HubSpot source and add an optional label. |
| 31 | +4. Log in to HubSpot and choose the account you want to sync data from. |
| 32 | +5. Once you've authenticated, return to Segment and click **Next**. |
| 33 | +6. Verify the **Schema name**, then click **Next**. |
| 34 | +7. In the **Selective Sync** settings: |
| 35 | + - Set a start date for the initial sync (or leave it blank for a full historical sync). |
| 36 | + - Keep the default sync frequency (every three hours) or adjust it. |
| 37 | + - Choose the collections to sync. |
| 38 | + |
| 39 | +After adding the source, go to **Settings > Basic settings** and toggle **Enable source**. The first sync begins immediately. |
| 40 | + |
| 41 | +### 2. Add a Segment Profiles destination |
| 42 | + |
| 43 | +Next, add a Segment Profiles destination. |
| 44 | + |
| 45 | +1. From your HubSpot source, go to the **Models** tab and click **Add destination**. |
| 46 | +2. Select **Segment Profiles**, then click **Add destination**. |
| 47 | +3. Enter a name for the destination, then click **Create destination**. |
| 48 | + |
| 49 | +### 3. Create a data model |
| 50 | + |
| 51 | +A data model defines how HubSpot data maps to Segment Profiles. |
| 52 | + |
| 53 | +1. In the HubSpot source, go to the **Models** tab and click **Create Model**. |
| 54 | +2. Select the collections and columns to sync. |
| 55 | +3. Preview the data in real time and validate the schema. |
| 56 | +4. Name the model and click **Next** to save it. |
| 57 | + |
| 58 | +### 4. Map HubSpot data to Segment Profiles |
| 59 | + |
| 60 | +Now, configure mappings to determine how HubSpot data updates Segment Profiles. |
| 61 | + |
| 62 | +1. In the **Models** tab of your HubSpot source, click **Add mapping**. |
| 63 | +2. Segment redirects you to the Segment Profiles destination. Click **Add mapping**. |
| 64 | +3. Select your data model and define the mapping rules: |
| 65 | + - Choose the Profile Space to update. |
| 66 | + - Map HubSpot fields to Segment Profile fields. |
| 67 | + - **You must map either the User ID, Anonymous ID, or Group ID field.** |
| 68 | +4. Test the mapping with real HubSpot data. |
| 69 | +5. Save the configuration. |
| 70 | + |
| 71 | + |
| 72 | +### 5. Enable destination mapping and finish setup |
| 73 | + |
| 74 | +Finish the setup process by enabling the destination mapping. |
| 75 | + |
| 76 | +1. From the **Overview** tab of the Segment Profiles destination, toggle **Mapping Status** to **Enabled**. |
| 77 | +2. Return to your HubSpot source and verify that **Settings > Basic settings** is enabled. |
| 78 | + |
| 79 | +Once complete, HubSpot data syncs to Segment Profiles automatically. |
| 80 | + |
| 81 | +## Data synchronization |
| 82 | + |
| 83 | +After connecting HubSpot to the Segment Profiles destination, the integration begins syncing data: |
| 84 | + |
| 85 | +- New or updated records in HubSpot get sent to Segment Profiles based on your mapping configuration. |
| 86 | +- The first sync includes historical data based on your selected start date. |
| 87 | +- Future syncs run at the default interval of every three hours. |
| 88 | + |
| 89 | +If you change the start date after the first sync, Segment doesn’t retroactively sync data unless you manually trigger a full sync. Changes to synced collections apply only to future syncs. Data you previously synced from removed collections stays in your workspace. |
| 90 | + |
| 91 | +## Best practices |
| 92 | + |
| 93 | +Keep the following in mind when working with the HubSpot/Segment Profiles integration: |
| 94 | + |
| 95 | +- Start with a small dataset to validate mappings before expanding to all HubSpot objects. |
| 96 | +- Regularly review your mappings to make sure they reflect any schema changes in HubSpot or Segment Profiles. |
| 97 | +- Monitor both your HubSpot source and Segment Profiles destination for errors and data discrepancies. |
| 98 | + |
| 99 | +Each data model supports mapping from one HubSpot collection at a time. For complex use cases requiring multiple collections, create separate data models and mappings. |
0 commit comments