HubSpot Setup

The HubSpot Synapse enables data synchronization between HubSpot standard objects and Syncari entities using the HubSpot API. After the Synapse is Authenticated, you can Activate the HubSpot Synapse, which enables Syncari to replicate the HubSpot schema and make it available within the Unified Data Model.

Using Sync Studio, you can map HubSpot objects to Syncari entities and HubSpot fields to Syncari fields. To accelerate the setup and configuration of these pipelines, Syncari provides a default mapping for the standard objects and fields in HubSpot as an option you can choose.

Requirements & Reference

• HubSpot API documentation

Supported Synapse Capabilities

• Schema Discovery of Standard Objects and Custom Objects*
• Bi-Directional Sync of Standard Objects and Custom Objects*

*Note: If you connected the HubSpot Synapse prior to January 20, 2022, you will need to re-authenticate the synapse in order to sync with Custom Objects.

HubSpot Setup

To authenticate with the HubSpot synapse you’ll need the Portal ID for the account you're connecting. Keep this information handy. You'll need it to Configure the HubSpot Synapse in Syncari.

The Portal ID is the unique identifier for your HubSpot account. To find the Portal ID:

1. Log in to your HubSpot account.
2. Select your name in the upper-right corner.
   Your Portal ID is below the name of your HubSpot account.
   

Configure the HubSpot Synapse in Syncari

In the previous section, you located your Portal ID. Now, you can connect the HubSpot synapse in Syncari:

1. In Syncari, open Synapse Studio.
2. Find HubSpot in the Synapse Library, and drag it to the canvas.
   
3. Complete the information in the Configure step:
   
   • Synapse Name—Enter your own custom name for the synapse.
     Note: Stick to letters and numbers. The name must begin with a letter. The only special characters we allow are spaces, hyphens (-), and underscores (_).
   • Portal ID—Enter the Portal ID that you 
   • Authentication Method—Keep OAuth selected.
   • Optional: The Sync Rate Limit affects downstream syncs with the synapse. Turn on the Sync Rate Limit if needed to limit the sync rate for updates. You can edit this configuration later if you find you need to manage your downstream syncs.
     
4. Click Next.
5. Click Authenticate and log in with your HubSpot credentials.
   
6. If you're prompted to select an account, be sure to select the correct account, and then click Choose Account.
   
7. Review the access you are granting to Syncari, and then click Connect app.
   
8. Click Next.
9. Select Make Synapse Active. 
   Other options include: 
   • Map Entities in Sync Studio—Syncari takes you to Sync Studio to map the entities before activating the Synapse.
   • Activate and Create Pipelines—We don't recommend using this option except in specific use cases (e.g., this is your first synapse, and you want your schema to match that of the synapse). If you do, Syncari updates the Sync Studio canvas and creates draft pipelines for the Syncari Unified Data Model based on the Default Mappings. Contact one of our Onboarding and Support team members before using this option. 
     
10. Click Close.