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Segment export: HubSpot

Prerequisites

To export to HubSpot, this destination must be set by the administrator. 

After segmenting the audience, go to the Exports section, where you should be able to find to which destination is currently possible to export the segment (It is possible to set more exports, but it requires the help of the Meiro team).

Export settings

Exportable

Exportable shows how many customers will be exported to your destination.

This number is defined by the conditions you choose to segment the audience but also by mandatory attributes that have been set up by the administrator (that must be present to export to your destination).

For example, if you segment 1000 profiles but only 10 profiles have mandatory attributes present, only those 10 will be exported to your destination.

Mandatory attributes are visible in the Data tab/ Sources & Destinations tab.

For exports to HubSpot, the mandatory attribute are:

Email

Parameters

One of the list-name or list-id is required

  • If list-id is provided, the component will expect the list already exists and will update the contacts in it
  • If list-name is provided, the component will create the list with a given name and populate it

If both list-id and list-name are provided, the component will update the contacts, however, will NOT rename the list in case a different name is provided

Data Requirements

Input file structure

  • Component expats export.ndjson file
  • Each line contains one contact object that will be exported to HubSpot
  • Email address is required
  • Each additional JSON attribute on the contact object will be pushed to HubSpot contact as a custom property.

Example

{"email": "Sun@bar.com", "first_name": "marek", "last_name": "langer", “product” : { “product-name” : “Race Car”, “product-price: “15”, “product-category: “Car miniatures”  } }
{"email": "jane@doe.com", "first_name": "Jane", "last_name": "Doe",
“product” : { “product-name” : “Lego”, “product-price: “25” } }
{"email": "michal.tomcanyi@meiro.io", "Michal": "Tomcanyi", "phone_number": "420731145567"}

HubSpot environment

Export your segment manually by clicking the Export button or set up a schedule (optional), so your export will run at a scheduled time.



  1. Create a segment, and fill in the HubSpot list-name or list-id.
  2. Click on the Export button.
  3. Then go to HubSpot.
  4. Find your new audience created and exported in HubSpot. Go to Contacts > Lists, the Contact list will be visible there. Example: 



5. Copy list-id from the settings of the newly created Contact list and paste it to the Meiro segment builder. You can find the list id for HubSpot in the URL: https://app.hubspot.com/contacts/{account_id}/lists/{list_id}/filters
You can also find the list id under the list Details after clicking on the list, for example:


6. All following scheduled exports will be uploaded to the ONE specific List.

HubSpot FAQs

Does export create a new audience or update an existing one?

If list-name is provided, the component creates a new Contact List

If list-id is provided, the component updates contacts in the Contact List.

The Contact List must exist in this case or the component will fail.

Can I add a new contact list?

Yes. When you provide a List Name but no List ID, the component creates a new Contact List.

Can I update the existing contact list with new customers?

Yes. Provide an existing List ID, and the component will add or update the contacts in the list based on email. Contacts are never deleted from the list.

Are there any limits for exports?

There are no (known) limits on the number of contacts.

What data is exported to HubSpot?

Only emails will be exported to HubSpot in the most simple use case. However, additional attributes can be exported as well, including nested JSON objects.





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