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Installing via HubSpot

Installing via HubSpot

3 min read

This quick installation guide will take you through syncing your customer data with Gather via HubSpot.

Before you start

Gather requires all accounts and users to have a unique ID that is consistent across all the integrations you use. This is because Gather needs to know how to link an account or user from one service with an account or user from another. Read more about account and user IDs

Your companies and contacts in HubSpot therefore must have a property that contains a unique ID that will be present in any other apps you want to use with Gather.

Step 1 - Add the integration

Go to Integrations in Gather and click Add New Integration and choose HubSpot

Step 2 - Configure the ID fields

For both the companies and contacts in HubSpot, there must be a field that will contain a unique ID.

Using an internal ID

If your developers have configured HubSpot in such a way that each company and contact contains a property that contains the internal ID from your application database, then you should provide the name of that property here. This is often the case if your application backend creates new HubSpot companies/contacts when they're added to your system or if you're using HubSpot's live chat in your web app.

  • For Account ID, enter the name of the company property that contains your internal ID
  • For User ID, enter the name of the contact property that contains your internal ID

Using the HubSpot companyId and contact vid

If HubSpot is the central source of customer data in your application, you may want to use the HubSpot companyId and contact's vid as your unique IDs. Bear in mind, this will require your developers to use this HubSpot ID throughout your application and any other SaaS apps you use, otherwise Gather won't be able to connect you customer data into a single unified record.

  • For Account ID, enter companyId
  • For User ID, enter vid

User ID - Using an email address

Often an email address is the easiest ID to use to uniquely identify your end users. If you store you customer email addresses in your own system and those email addresses are used in all the other apps you'd like to connect to Gather, enter email as the property name in the User ID field.

Step 3 - Connect your HubSpot account

Next, click Add. This will open up a new window that asks you to allow Gather to access your HubSpot account. Once you've authenticated, Gather will start syncing your companies and contacts from HubSpot with your accounts and users. The syncing rules are as follows:

  • If an existing account or user cannot be found, a new one is created
  • If an existing account or user is found, its updated with the properties from HubSpot

For Accounts, the following properties are synced:

  • name
  • city
  • country

For User, the following properties are synced:

  • first_name
  • last_name
  • email
  • city
  • country

Need Help?

If you're not sure how you've set up HubSpot or you're not able to connect it properly to Gather, drop us a line at support@gatherdata.co and we'll help you get set up.

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Installing via HubSpot