Integrate HubSpot CRM and Demandbase

There are two options available for setting up the HubSpot CRM integration:

• Create a new HubSpot CRM integration (available if you don’t have an existing HubSpot MAS integration.) 
• Upgrade an existing HubSpot MAS integration to a HubSpot CRM integration.

What does the integration not do?

• This integration does NOT create new Objects in HubSpot.
• This integration does NOT create new Records in HubSpot.
• This integration does NOT create any user profiles or permission sets in HubSpot.

Prerequisites

• You must have Super Admin privileges in HubSpot CRM to set up the integration user. See Hubspot's article HubSpot user permissions guide. As a best practice, we highly recommend that you create a dedicated HubSpot CRM API user profile. This makes it easier to manage authentication credentials in the event that the dedicated HubSpot user leaves the company or changes roles.
• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access. 
• Important: If installing in a Sandbox, only connect a HubSpot Sandbox to a Demandbase Sandbox. Reach out to your Implementation Manager and confirm you have a Demandbase Sandbox environment.

Create New HubSpot CRM Integration 

1. From the left navigation bar, go to Settings > Integrated Systems > Integrations. 
2. Click New Integration, and under CRM, click HubSpot.
   
3. Toggle on Include CRM? and Active.
4. Click Authenticate.
   
5. Log in to HubSpot CRM using admin credentials. Once authenticated, HubSpot is listed on the Demandbase integrations page.

Update Existing HubSpot MAS Integration to a HubSpot CRM Integration 

1. From the left navigation bar, go to Settings > Integrated Systems > Integrations.
2. On the Integrations page, click HubSpot. 
3. Toggle on Include CRM?.
4. Click Re-Authenticate.
   
5. Log in to HubSpot using admin credentials and re-authenticate the integration.

Outcome

The integration creates a bidirectional sync between Demandbase and HubSpot CRM.

Important: The initial data sync may take 2-5 days, depending on volume. You can monitor the progress in Demandbase at Settings > Demandbase-Wide Settings > Data Sync. See Understanding Data Sync Status.

HubSpot CRM Data in Demandbase

After syncing, HubSpot CRM account (company), people (contacts), opportunity (deal), activities, users objects and all their default and custom fields (properties) are available in the Demandbase Database.

How to Identify Records from HubSpot CRM

You can identify records synced from HubSpot CRM by adding the Source column to any List table. 

See Understanding Fields.

Demandbase Data in HubSpot CRM

After synchronization, Demandbase custom fields (properties) are automatically created in HubSpot CRM via an API. See Demandbase Custom Fields in HubSpot CRM.

Demandbase updates the custom fields on a daily basis.

Tip: You can also manually create calculated fields and see additional Demandbase data in HubSpot CRM. See instructions on how to create Demandbase Calculated Fields.