There are two ways of integrating with HubSpot Marketing Automation System (MAS) in Demandbase:
- Connect directly to HubSpot MAS as a native integration.
- Connect using a HubSpot MAS to Salesforce to Demandbase workflow.
Prerequisites
- HubSpot Marketing: Professional or Enterprise Subscription.
- Salesforce: Enterprise, Unlimited, or Performance Edition (for the HubSpot MAS-Salesforce-Demandbase integration option).
- You must have Admin privileges in HubSpot.
- You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
Native Integration with HubSpot MAS
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From the left navigation bar, go to
Settings > Integrated Systems > Integrations.
- Click New Integration and click HubSpot.
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Toggle on Active and click Save.
Important: Make sure you don't toggle on Include CRM? - Log in to HubSpot using admin credentials and authenticate the integration.
Sync HubSpot MAS > Salesforce > Demandbase
You can sync Hubspot MAS to Salesforce and then to Demandbase.
See Hubspot's Workflow action article for instructions.
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Sync data from HubSpot MAS to Salesforce using the following methods:
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Salesforce Campaign Method
Tip: Salesforce Campaigns must be created before you can add people to the Campaign. -
Salesforce Tasks Method
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Salesforce Campaign Method
- In Demandbase, use Salesforce data and fields related to Hubspot.
Outcome
The integration syncs data from Hubspot MAS to Demandbase.
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.
You can also install the Demandbase One for Sales app card in HubSpot. See Understanding the Demandbase One for Sales App Card in HubSpot.