The Demandbase HubSpot CRM integration allows you to connect and create a bidirectional sync between Demandbase and HubSpot CRM.
Important: The first time you integrate with HubSpot CRM, the duration of the initial sync is dependent on the volume of records in your CRM. You can see the status of the sync in System Notifications.
Data Sync from HubSpot CRM to Demandbase
Demandbase uses the HubSpot REST API to sync data from HubSpot:
- Demandbase syncs Company, Contact, Deal, Activities, and Owner data from 100 records per API call.
- Demandbase syncs Email Events data from 1,000 records per API call.
- The frequency of the read cron job from HubSpot can be configured in Data Sync Settings.
- Demandbase queries HubSpot for all Account (company), people (contact), opportunity (deal), email event, web visits, owner, and related default and custom fields (properties) with a last modified date after the Datetime of the last completed sync.
- Synced HubSpot data is available in the Demandbase Database.
Data Sync from Demandbase to HubSpot CRM
Demandbase uses the HubSpot REST API (via batch update mode) to sync data back to HubSpot:
- Demandbase syncs data to 100 records per batch.
- The writeback job to HubSpot runs daily between 10:00 a.m. and 10:00 p.m. UTC. If you want to adjust the timing of the writeback job, contact Demandbase Support.
- Demandbase syncs data to the account and contact objects.
- Demandbase custom fields (properties) are automatically created in HubSpot via an API. See Demandbase Custom Fields in HubSpot CRM.
- Data is pushed ONLY when there's a difference between the calculated state in Demandbase and the previous field value in HubSpot AND the record exists in Demandbase. This ensures that Demandbase only syncs meaningful updates to your HubSpot.
Record Creation and Updates in HubSpot CRM
During the standard data sync, Demandbase does not create HubSpot records or write back to non-Demandbase fields.
Exceptions
Record creation or updates may occur when you use certain features within Demandbase One for Marketing and Demandbase One for Sales:
- Demandbase One for Marketing
- Demandbase One for Sales
Prerequisites
- We only support Professional or Enterprise editions of HubSpot CRM.
- Review Best Practices: HubSpot CRM Permissions.
- You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
Set Up HubSpot CRM Integration
Review the following articles to learn how to integrate HubSpot CRM with Demandbase and configure Demandbase in HubSpot CRM.