Add HubSpot Destinations for Audiences

  • Updated

Context

When you add HubSpot as the Destination for an Audience with Orchestration, you can select one of the following actions to define how you want the new Audience to be created and used in HubSpot:

  • Create New: Creates a new Audience in HubSpot to use in your campaigns.
  • Use Existing: Allows you to select an Audience in HubSpot to overwrite. This option removes all people currently included in the Audience and replaces them with people that meet the Audience’s Selector criteria.

You can only add HubSpot as a Destination for Person member type Audiences.

Tip: If you need to update the Destinations added for an Audience, you must first Deactivate it from the Scheduler tab. Be sure to Activate the Audience after saving your changes to resume syncing.

Prerequisites/Preparation

You must have Administrative privileges or be assigned to a permission set with the required access to use Orchestration.

You must have the Demandbase Orchestration or Advertising Cloud solution to create more than three Audiences.

Demandbase HubSpot Integration.

Steps: Create New

  1. From the left navigation bar, go to Orchestration_N.png Orchestration > Audiences.
  2. Click Create New to create a new Audience or click the name of an existing Audience.
  3. Click the Destinations tab and click the plus icon.
    Audience_Destination_Person.png
  4. In the Add Destination window, click HubSpot.
  5. In the Create HubSpot Destination window, select Create New and enter the Audience name in the Static List Name field.
    HupSpot_Destination_Create_New.png
  6. Click Create

Outcome: Create New

Demandbase adds HubSpot as a Destination for the Audience and creates a new Audience in HubSpot for you to use in your HubSpot campaigns.

Steps: Use Existing

  1. From the left navigation bar, go to Orchestration_N.png Orchestration > Audiences.
  2. Click Create New to create a new Audience or click the name of an existing Audience.
  3. Click the Destinations tab and click the plus icon.
    Audience_Destination_Person.png
  4. In the Add Destination window, click HubSpot.
  5. In the Create HubSpot Destination window, select Use Existing and select the Audience you want to overwrite in HubSpot from the Static List drop-down list.
    HubSpot_Destination_Use_Existing.png
  6. Click Create

Outcome: Use Existing

Demandbase adds HubSpot as a Destination for the Audience and overwrites the members of the Static List you selected in HubSpot.

Next Steps

Click the Scheduler tab to schedule and activate the Audience to start syncing the people that meet the Selector criteria to HubSpot. The first sync takes between 24 and 48 hours to complete and subsequent syncs run nightly. 

Tip: You can remove Destinations for Audiences set to Inactive. To remove a Destination, click the Delete icon Delete_Destination.png.

After the first sync finishes, the Destinations tab shows a dashboard with information about the Audience's status and metrics.

HubSpot_Dashboard.png

The dashboard shows the following information:

  • Status: The Audience’s current status. Statuses include:
    • Active: The Audience is active and successfully synced during the last attempt.
    • Pending: The Audience is active and is currently syncing for the first time.
    • Scheduled: The Audience is active and scheduled to sync.
    • Inactive: The Audience has never been activated or has been deactivated.
  • Last Sync: The number of people that were added or removed from the Static List in HubSpot during the last sync. Demandbase skips and does not add people to the Static List if they do not exist in HubSpot.
  • People in List: The number of people on the Static List selected for the Audience in HubSpot.
  • HubSpot List Over Time: The number of people that met the Selector criteria and have been added or removed from the Static List in HubSpot over the last 30 days. Click the right arrow icon Show_Dashboard_Graph.png to show this section.

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