Context
There are two ways of getting your HubSpot marketing automation system (MAS) data into Demandbase:
- Connect directly to HubSpot MAS as a native integration.
- Connect using a HubSpot MAS to Salesforce to Demandbase workflow.
Prerequisites/Preparation
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 and Demandbase.
Steps: Native Integration with HubSpot MAS
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From the left navigation bar, go to
Settings > Integrated Systems > Integrations.
- Click Create Data Source and click HubSpot.
- 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.
Steps: Sync HubSpot MAS > Salesforce > Demandbase
You can sync Hubspot MAS to Salesforce and then to Demandbase. See Hubspot's Workflow action article for more information.
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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 for more information.