We have created a brief product overview here that shows how to setup a sync to HubSpot.
Hightouch can both create and update standard HubSpot objects (Contacts, Companies and Deals) as well as custom objects (like "invoices" or "projects"). To use a custom object, you first need to create it in HubSpot directly.
The HubSpot destination has two different possible modes for how to alter HubSpot objects:
Upsert — pushes new objects to HubSpot and updates fields that change in your warehouse.
Update — updates particular fields on existing objects in HubSpot. It does not add new objects.
You have to choose how to match records from your model to objects in HubSpot. Select a matching column from your model that corresponds to the same field in the HubSpot object. In the example below, we are mapping our model's
An Object Association is for when you have data relating the current object to a different object in your database, and you want to create that same association in HubSpot. For example, if you wanted to map your contacts to companies, you can do so by selecting the
CONTACT_TO_COMPANY association. Then, you can select a common field to map both object types (such as a company's domain).
In the example below, we are mapping Contacts to Companies by matching the
company_domain field on our Contacts model to the
domain field on our Company objects.
Finally, you can choose which specific fields you want to update on your objects in HubSpot. If you do not yet have a HubSpot field to place your data in, you can add a new field to the object within HubSpot directly. Then, refresh the Hightouch site and the new field should be available to map.
In the example below, we are mapping our model's
first_order_item_name field to the custom field
first_order_item_name that we added to our Contacts objects in HubSpot.