How to use Kademi with Hubspot

Blank 22/11/2023 14:09 - 22/11/2023 14:09

The Hubspot app allows you to sync your profiles, organisations and/or leads between Salesforce and Kademi. This tutorial will go through the process on how to set that up. 

First, you will need to create an application in Hubspot.

  1. Click on the settings icon to the top right
  2. Click on Integrations in the left sidebar
  3. Click on Private Apps
  4. Click on Create a private app

Give your app a name and description. The scopes you give your app will depend on what you need it to do. To sync profiles, orgs and leads give it the relevant read/write scopes for contacts, companies and deals.

Click Create App to create your app. Once you've created your app, you'll be shown your app's Access token (you can also click Auth on the app to view this). Copy this access token as we will need this in the next step.

In Kademi, install the following apps:

  • Hubspot
  • KIntegration

In the left sidebar, navigate to the Website Manager > Apps page.  Search for the Hubspot app and click the cog icon to open the settings for the app. In the Access Token field, paste in your app's Access Token that you were shown in the previous step and click save.

Next, we'll setup the sync job.

In the left sidebar, navigate to the Data > Sync Jobs page. Click on Add Sync Job and configure the following settings:

  • Sync Job Name: enter an appropriate name for the sync job.
  • Sync Provider: select Hubspot CRM Sync Provider.
  • Sync Direction: select whether to sync from Hubspot to Kademi, Kademi to Hubspot or both (bidirectional).
  • Sync Types: select whether to sync Organisations, Profiles or Leads. You may select multiple sync types.
  • Schedule Mode: select whether to run the job at a scheduled interval or only have it be run manually.

Click Add Sync Job once you've finished configuration.

On the Sync Job page, there will be some additional settings to configure:

Filter settings control which profiles, orgs or leads will be synced to Hubspot

  • Profile Tracking Tag: select which group of profiles will be synced to Hubspot and/or which group profiles will be added to when synced from Hubspot
  • Leads journey: select which journey leads to sync to Hubspot.
  • Organisations Org Types: organisations with the selected org type will be synced to Hubspot and/or orgs synced from Hubspot will be added to the selected org type 

Hubspot settings. If you're syncing leads/deals then you will need to configure these settings:

  • Deal pipelines: tick all the pipelines you wish to sync to/from Hubspot
  • Customer groups: select which group to search for deal contacts. If found, this will set the customer profile on the lead. 
  • Assignee groups: select which group to search for deal contacts. If found, this will set the assignee profile on the lead.

In Hubspot, the Kademi ID property needs to be created for contacts, companies and deals in order to sync across properly. The internal name needs to be “kademi_id”. Additionally any other properties expected to sync with Hubspot with the journey in Kademi will need to have matching IDs in Kademi with the internal names in Hubspot.

When syncing deals, the pipeline stage name internal IDs need to match with Kademi in order for the stages to correctly sync:

Leads MUST have a lead number assigned to them in order to sync across properly. This can be done on the journey settings:

Once you've configured everything, click Save. When you're ready to run the job, click Run. If you've configured a schedule, then it will run repeatedly according to the frequency you've selected. 

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