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Learn how to integrate your Firmable account with your HubSpot account for contact and company imports
Below is a step-by-step guide detailing the process of installing the HubSpot Integration including setup prerequisites, setup steps, and property mapping processes.
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Prerequisites
Before initiating the integration, ensure the following:- You are on a Teams or Teams Pro plan with Firmable.
- You have the Admin or Integration role permission on Firmable and the Super Admin role in HubSpot.
- Please log into HubSpot in a separate tab before integrating Firmable.
Note: If your company has multiple Admins, the app only needs to be installed once by one Admin. All other Admins and users can subsequently use it.
Integration setup
Connect the integration
- Log into HubSpot in a separate tab.
- Log into your Firmable account to begin your installation process.
- Click on Manage account in the top right corner.
- In the secondary menu, click on Integrations.
- Locate the HubSpot integration. Click on the HubSpot icon to connect.
- Choose the HubSpot account you wish to connect with Firmable and click Choose account.
- You’ll be provided with a summary of the access the Firmable HubSpot Integration needs from your HubSpot account. This allows us to enrich records you choose to update data values for. Review and click Connect app.
- Now your HubSpot Integration will be connected to your Firmable account.
How to map users (optional but recommended)
If users are not mapped, the default behaviour is to leave the record owner field blank.
- Click on User mappings.
- Select the corresponding Firmable user from the dropdown to update the Owners name field.
- Repeat this step for each Firmable user and click Save mappings.
- To clear user mapping, click the rubbish bin icon and click save mappings.
Mapping company properties
- Next step is to review a list of HubSpot company properties (fields) mapped to corresponding Firmable company properties (fields). Under Integrations, click on HubSpot.
- Note, Firmable will map some HubSpot fields by default.
- If a HubSpot field is already mapped, it will be greyed out and unavailable for selection. To map it to another field, you’ll need to clear the current mapping first.
- Change the pre-selected Firmable properties to connect your HubSpot properties to via the corresponding Firmable company field dropdown.
- Once you’ve reviewed all the properties you want to connect, select the Sync rule for each property that will apply whenever a user chooses to enrich a company record. The three options are:
- When blank use Firmable. This means if there is currently no value in the field for a record, Firmable data will be populated when enriched. This is the most commonly used sync rule. Note: This option works only for Enrich.
- Override from Firmable. This means regardless of whether there is or isn’t a value in the field for a record, Firmable data will override it when enriched. Note: Be wary of using this as it will override existing data you have populated in HubSpot for that field.
- Don’t sync. You can also choose not to sync the property at all.
- Click Update when done.
Note: During mapping, ensure that the data types match between HubSpot and Firmable so that the data can be pushed to HubSpot seamlessly without throwing any errors. Firmable supports Text, Number, and Boolean field types but for optimal compatibility, map to Text type fields in HubSpot.
Mapping contact properties
- Click on Contact field mappings and review the list of HubSpot contact properties (fields) mapped to corresponding Firmable contact properties (fields).
- Complete the same steps as described under Mapping company properties above in the previous step including mapping of properties and choosing sync rules.
- Click Update when done.
- Your HubSpot Integration is now set up and ready for use.
Records pushed through the HubSpot integration will show Firmable as the value in Record Source Detail 1. If you're using the HubSpot Enrichment App, the data source will appear as Firmable under the Enrichment Data Source property.
We hope this article has helped you understand how to set up the HubSpot integration. If you have any other questions, don't hesitate to contact us at support@firmable.com.
Learn more about How to use the HubSpot Integration
Learn more about How to connect the Firmable Enrichment HubSpot app
Learn more about How to use the Firmable Enrichment HubSpot app