HubSpot CRM enrichment: Get HG data in your HubSpot

Available to
Subscription to HG Insights’ Market Analyzer module with Credits required

Enrich your Hubspot Companies with HG firmographics and technology installs to help target accounts, refine messaging, and add additional context for both your Sales and Marketing teams to use throughout HubSpot.

The HubSpot CRM Enrichment integration is compatible with any HubSpot plans.

How does the HubSpot CRM Enrichment integration work

Object: The HubSpot CRM integration works only on the Company object in HubSpot.
Properties management:
- The HG app manages the creation and deletion of any properties needed to operate the integration based on your configuration.
- There is no need for you to manually create any properties to work with this integration.
- For every product you select, we'll create 4 related properties. The product name will be appended to the beginning of the property name for each of the following:
Refresh Frequency:
- When you have the Auto-sync setting turned ON, the integration enriches new records nightly at 5 AM UTC / 10 PM PST and refreshes existing records monthly.
- At any time you can click on Sync HubSpot for a manual sync.
Matching HG Companies with your HubSpot Companies
- To match your records with HG companies, HG read the following standard HubSpot properties that are already available on your Company object
  - Company Domain Name
  - Company Name
  - Country/Region
    These properties are only referenced in matching. HG will never change or overwrite these properties.

The following properties will be created on the HubSpot Company object.

Integration management properties

Field name	Description	Type
HG ID	HG's unique identifier for our companies	Single-line Text
HG Match Status	Status of record, can be Matched, Not Matched or null	Single-line Text
HG Match Date	Date of initial match between HG and HubSpot	Date Picker

Firmographics properties

Field Name	Example Field Name	Description	Type
HG Company Name	Ford Motor Company	Date of most recent install signal	Single-line text
HG URL	ford.com	The URL of the HG company.	Single-line text
HG City	Dearborn	The city of the HG company.	Single-line text
HG State	MI	The state of the HG company.	Single-line text
HG Country	United States of America (the)	The country of the HG company.	Single-line text
HG Employee Count	177,000	Number indicating the total number of employees at the company.	Number
HG Revenue Count	176,191,000,000	Currency indicating the annual sales of the company.	Number
HG Industry	Manufacturing	HG industry of the company.	Single-line text

Technology Installs properties

For every product you select, we'll create 4 related properties. The product name will be appended to the beginning of the property name for each of the following:

Field Name	Example Field Name	Description	Type
HG {product name} Date Last Verified	HG Amazon Web Services (AWS) Date Last Verified	Date of most recent install signal	Date Picker
HG {product name} Date First Verified	HG Amazon Web Services (AWS) Date Last Verified	Date of most recent install signal	Date Picker
HG {product name} Intensity	HG Amazon Web Services (AWS) Date Last Verified	An aggregated view of the Country and Location intensity	Number
HG {product name} Locations	HG Amazon Web Services (AWS) Date Last Verified	Date of most recent install signal	Number

Which permissions are required

The HubSpot CRM Enrichment integration requires the following read/write scopes for the integration user.

- Minimum Permissions:
  - Companies Object READ and WRITE
  - Contacts Object READ and WRITE
  - CRM EXPORT
  - IMPORT
- Translated to Required Scopes:
  - crm.export
  - crm.import
  - crm.objects.contacts.read
  - crm.objects.contacts.write
  - crm.schemas.companies.read
  - crm.schemas.companies.write
  - crm.schemas.contacts.read
  - crm.schemas.contacts.write
  - oauth

How to activate HubSpot CRM Enrichment

HubSpot requires a super admin user to install the application.

We recommend using a generic integration user with minimum permissions, not a personal account to connect your HubSpot to HG.

Log in HG Admin Hub
Go to Integrations > Hubspot
In CRM enrichment section click Enable
Select CRM Enrichment (HG -> HubSpot) and click Continue
Select Production then Authorize with Hubspot
A browser pop up opens to Oauth with your Hubspot account.
1. Select the account to connect and click Choose Account
2. Check the box to confirm permissions and click Connect App
Back in HG Admin Hub, configure settings
1. Auto-sync: if you want the enrichment to run continuously with new records enriched daily
2. HG Data enrichment: if you want to enrich with Firmographics and/or Products Installs (you’ll be able to select which products at the next step
3. Localized Installation:
Click Start Matching
Then Confirm & Complete setup
In the next step, you'll land on the HubSpot integration page, scroll down to the section What gets enriched and click Edit Configuration
Click on the section Filter by Products and select the products you’d like to track.
When you’re done click Save changes
When you are ready, click on Sync Hubspot, a modal opens showing a credit estimate before you start the sync (you must have at least one product selected).
This initial sync will create HG properties dynamically on the Company object. The number of properties created will depend on the number of products you select.
You can find the HG properties in Hubspot by selecting View all properties on a Company and viewing the HG section. These can be freely placed in cards, used in reporting, or used in automations.

FAQ

Can I test on a Sandbox first?

Yes. You can connect a Sandbox first.