diff --git a/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md b/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md new file mode 100644 index 0000000000..4d5531aba5 --- /dev/null +++ b/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md @@ -0,0 +1,99 @@ +--- +title: Connect HubSpot to Segment Profiles +plan: unify +--- + +This guide explains how to set up HubSpot as a source and connect it to Segment Profiles. + +Once configured, this integration lets you send HubSpot data directly to Segment Profiles, eliminating the need for a data warehouse and enabling faster data synchronization and profile enrichment. + +> info "Private beta" +> The HubSpot/Segment Profiles integration is in private beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. + +## Prerequisites + +Before you begin, make sure that you have the following: + +- A Segment workspace with [Unify](/docs/unify/) enabled and [Identity Resolution](/docs/unify/identity-resolution/) configured. +- Administrator access to your HubSpot account. + +## Integration steps + +Follow the steps in this section to connect HubSpot to Segment Profiles. + +### 1. Add HubSpot as a source + +To start syncing HubSpot data, first add HubSpot as a source to your workspace. + +1. From your Segment workspace, go to **Connections > Catalog** and search for **HubSpot**. +2. Select **HubSpot**, then click **Add Source**. +3. Enter a name for your HubSpot source and add an optional label. +4. Log in to HubSpot and choose the account you want to sync data from. +5. Once you've authenticated, return to Segment and click **Next**. +6. Verify the **Schema name**, then click **Next**. +7. In the **Selective Sync** settings: + - Set a start date for the initial sync (or leave it blank for a full historical sync). + - Keep the default sync frequency (every three hours) or adjust it. + - Choose the collections to sync. + +After adding the source, go to **Settings > Basic settings** and toggle **Enable source**. The first sync begins immediately. + +### 2. Add a Segment Profiles destination + +Next, add a Segment Profiles destination. + +1. From your HubSpot source, go to the **Models** tab and click **Add destination**. +2. Select **Segment Profiles**, then click **Add destination**. +3. Enter a name for the destination, then click **Create destination**. + +### 3. Create a data model + +A data model defines how HubSpot data maps to Segment Profiles. + +1. In the HubSpot source, go to the **Models** tab and click **Create Model**. +2. Select the collections and columns to sync. +3. Preview the data in real time and validate the schema. +4. Name the model and click **Next** to save it. + +### 4. Map HubSpot data to Segment Profiles + +Now, configure mappings to determine how HubSpot data updates Segment Profiles. + +1. In the **Models** tab of your HubSpot source, click **Add mapping**. +2. Segment redirects you to the Segment Profiles destination. Click **Add mapping**. +3. Select your data model and define the mapping rules: + - Choose the Profile Space to update. + - Map HubSpot fields to Segment Profile fields. + - **You must map either the User ID, Anonymous ID, or Group ID field.** +4. Test the mapping with real HubSpot data. +5. Save the configuration. + + +### 5. Enable destination mapping and finish setup + +Finish the setup process by enabling the destination mapping. + +1. From the **Overview** tab of the Segment Profiles destination, toggle **Mapping Status** to **Enabled**. +2. Return to your HubSpot source and verify that **Settings > Basic settings** is enabled. + +Once complete, HubSpot data syncs to Segment Profiles automatically. + +## Data synchronization + +After connecting HubSpot to the Segment Profiles destination, the integration begins syncing data: + +- New or updated records in HubSpot get sent to Segment Profiles based on your mapping configuration. +- The first sync includes historical data based on your selected start date. +- Future syncs run at the default interval of every three hours. + +If you change the start date after the first sync, Segment doesn’t retroactively sync data unless you manually trigger a full sync. Changes to synced collections apply only to future syncs. Data you previously synced from removed collections stays in your workspace. + +## Best practices + +Keep the following in mind when working with the HubSpot/Segment Profiles integration: + +- Start with a small dataset to validate mappings before expanding to all HubSpot objects. +- Regularly review your mappings to make sure they reflect any schema changes in HubSpot or Segment Profiles. +- Monitor both your HubSpot source and Segment Profiles destination for errors and data discrepancies. + +Each data model supports mapping from one HubSpot collection at a time. For complex use cases requiring multiple collections, create separate data models and mappings. \ No newline at end of file