HubSpot

GoodFit supports native integration with HubSpot. This guide will outline the steps to take in order to fully set it up as well as best practices.

Overview

Before diving into the exact steps you need to take to set up the HubSpot integration, it is worth briefly outlining the main features of the HubSpot connector.

Companies & Contacts

GoodFit supports sending both Companies and Contacts to Hubspot. The Contacts will be associated against the corresponding Companies (same as they are associated in GoodFit).

Deduplication

When the Account is synced for the first time, the connector will lookup whether a matching Account already exists.

The matching is always done on host domain. If you have a full URL in your field we will clean it up to the root domain (i.e. https://www.test.com/app -> test.com) and do match exactly on the host domain.

Please note that records with subdomain set will be considered as distinct records. For example, test.com will only match test.com and not match us.test.com.

The connector is only using the first field mapped to domain property for the lookup.

If there's two fields mapped (for example Website and Domain) it will only use Website for the finding the matches. When setting up sync for the first time please ensure that you map the most populated property first to ensure the highest match rate.

Sync Modes Settings

By default GoodFit syncs all the records available in the platform to the CRM. We support following modes:

• Account Create & Update (default) - we will sync all accounts available in your GoodFit app to your CRM (updating the existing records & creating new ones).

• Accounts Update Only - we will only sync to accounts that already exist in your CRM. We will not create any new accounts.

• Contacts Create & Update - we will sync all contacts to your CRM. If we don't find a matching contact (based on email) we will create a new one and associate it with the account.

• Contacts Update Only - we will only sync to contacts that already exist (matched on email). We will not create any new contacts.

• Contacts Disabled - we will not sync any contact data ever.

The Sync Mode is currently in Beta and cannot be set directly in the GoodFit App. Please contact our team if you'd like to change how your records are synced.

HubSpot Configuration

To enable full sync, first you need to create HubSpot fields that will hold GoodFit data. In order to create new fields in HubSpot you can follow this guide. We recommend creating all the fields and keeping a static naming convention like {Field Name} (GoodFit).

You can find all fields available in your Data Directory under Field Definitions.

We're currently experimenting with a mechanism to create all the required fields and mappings automatically (to save you time as usually there's tens of fields to be created). Please speak to GoodFit team if you're integrating for the first time and we will be able to help you speed up this process.

HubSpot Authentication

You can find the Connector configuration in the Settings > Connectors section under the Cog icon on the right hand side.

In the Connector Settings page click Connect which will bring you to the HubSpot authentication screen. Once authenticated, the page will redirect you to the HubSpot connector configuration page.

Mappings

Field mappings are available in Data Directory section of the app. To enable mapping mode, first you need to toggle Edit mappings. Here's a quick video of how Field Mapping works:

Update Strategies

For every mapped field you can define an Update Strategy. There's currently two options:

• Override - GoodFit will always override this field with the latest value. This options should be used if GoodFit is the only source of that data.

• Update if empty - GoodFit will only update this field if the value is currently empty. This option should be used if this field is often updated manually. By default, GoodFit will set Name & Website fields to "update if empty".

Mapping Multiple Fields

GoodFit supports mapping multiple HubSpot fields to a single GoodFit field. We recommend using this functionality if you've mapped a field with Update if empty option selected. That way we can ensure that the most recent data is always available in HubSpot.

Syncing Data

In order to schedule the initial sync of the data you need to navigate back to the Companies page and click Sync > Hubspot button as shown below. It is recommended to first sync a couple Companies as a test. This can be achieved by filtering down the list (set up Filter + Click search).

Connector Logs

To monitor progress of your sync jobs and review whether there's been any integration errors you can use Connector Logs page.