Field Ingestion Control for HubSpot CRM

Field Ingestion Control for HubSpot CRM allows you to control the HubSpot CRM Company, Contact, and Deal fields you want to sync into Demandbase. You can add or remove fields to focus only on the ones that matter to you. This helps streamline data by reducing the number of synced fields.

Important:

• You can only manage Company, Contact, and Deal fields.
• You can add or remove fields at any time. Changes are applied retroactively and take effect within 24 hours.

Prerequisites for Field Ingestion Control for HubSpot CRM

• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
• The HubSpot CRM field must be visible to the Demandbase-HubSpot integration user.

Select Fields for New HubSpot CRM Integration

1. Complete Step 1: Authenticate in Integrate HubSpot CRM and Demandbase.
2. Go to Step 2: Field Selection tab.
3. Go to the Company, Contact, and Deal tab and select the HubSpot CRM fields you want to sync into Demandbase.
   • To add fields, search for and drag and drop the fields under My Fields.
   • To delete fields, click the x to the right of the field.
     Important: Demandbase Required Fields are automatically selected by Demandbase and can't be edited. See list of Demandbase-HubSpot Required Fields.
4. Click Next.
5. In the confirmation pop-up, enter the desired historical backfill date, and click Proceed.
   Important: You can select a backfill date up to one year in the past. For data older than one year, contact Demandbase Support.
   
6. Complete Step 3: Field Mappings and Step 4: Record Ingestion in Integrate HubSpot CRM and Demandbase.

Select Fields for Existing HubSpot CRM Integration

1. From the left navigation bar, go to Settings > Integrated Systems > Integrations.
2. Click HubSpot. 
3. Go to Fields tab.
4. Click Refresh Fields.
5. Click Edit.
6. Go to the Company, Contact, and Deal tab and select the HubSpot CRM fields you want to sync with Demandbase. 
   • To add fields, search for and drag and drop the fields under My Fields.
   • To delete fields, click the x to the right of the field.
     
7. Click Save.
8. In the confirmation pop-up, enter the desired historical backfill date, and click Proceed.
   Important: You can select a backfill date up to one year in the past. For data older than one year, contact Demandbase Support.