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Loader HubSpot

HubSpot is a versatile suite of inbound marketing and sales tools that offers a comprehensive platform to manage customer interactions and boost digital presence. It provides a practical and user-friendly interface to streamline marketing, sales, and customer service efforts.

Business value in CDP

Integrating HubSpot within a CDP can bring operational advantages, allowing organizations to consolidate and analyze customer data efficiently. This integration fosters improved communication and engagement strategies, enhancing overall customer relationship management without relying on overly promotional language.

Channels for Activation

HubSpot provides an extensive app marketplace with various integrations. Some notable ones for marketing activation through ads based on top installs include:

  • Facebook/Meta Ads: This integration offers a centralized hub for creating, monitoring, and optimizing ad campaigns, ensuring a precise and effective reach to your desired audience across the Facebook and Meta platforms.
  • Google Ads: Empower your marketing strategy with data-driven decisions, enhancing the impact of your Google Ads campaigns through detailed analytics and insights.
  • LinkedIn Ads: Facilitate precise targeting on the professional networking platform, enabling marketers to engage effectively with a business-focused audience on LinkedIn.
  • Mailchimp: Coordinate and personalize your email campaigns seamlessly with this integration, ensuring optimal engagement with your audience.
  • Twitter: Gain a holistic view of your social media presence, stay connected with your audience, and manage your Twitter campaigns more efficiently through this integration.
  • Zapier: Empower marketers to automate repetitive tasks and streamline workflows, allowing them to focus on high-impact, strategic activities.
  • Slack: Enhance communication and collaboration within your team, ensuring everyone stays informed, aligned, and connected through this integration.
  • Typeform: Seamlessly collect and analyze data with this integration, providing valuable insights into customer preferences and behaviors through engaging forms, polls, quizzes, and surveys.
  • Gravity Forms: Effortlessly execute various forms, polls, quizzes, and surveys, streamlining your data collection process with this powerful tool.
  • Salesforce: Enhance collaboration between sales and marketing teams, leading to more informed decision-making and a unified approach toward customer relationship management.
  • Shopify: Sync, analyze, and segment Shopify data to create targeted campaigns, personalized customer interactions, and a more streamlined marketing approach.
  • WooCommerce by MakeWebBetter: Achieve a unified platform for e-commerce and customer relationship management through this seamless integration, optimizing your workflow for enhanced efficiency.

Learn more: about integrations with HubSpot here.

Steps for setting up HubSpot Loader

Follow this step-by-step guide to configure the component:

  1. The first step is to to set up the loader within Meiro Integration by following the instructions given in this article below.
  2. Set up the loader as a destination in CDP. Read Read here.  
  3. Continue with exporting your segmented customer profiles. Refer to this this article.

Setting up the loader in MI

The HubSpot loader is a component in Meiro Integration designed to facilitate importing contacts into HubSpot, which is a widely used CRM platform that helps businesses manage their contacts, marketing campaigns, and sales processes.

Data In/Data Out

Data In In 
  • Loader requires contacts.csv file in directory /data/in/tables/contacts.csv

  • The CSV file /data/in/tables/contacts.csv must have the following header: email, phone, and an email is required on each line.

  • The CSV file /data/in/tables/contacts.csv must have a header consisting of the required field email and the optional fields as phone, company, firstname, lastname, website, address, city, state, zip. All available fields can be retrieved from this API endpoint.


Example: 

email,phone
foo@bar.com,
jane@doe.com,123456789

Data Out

N/A

Learn more: about folder structure in configuration here.

Parameters

API KEY KEY 

(required)

Private app access token.

When creating a Private App in HubSpot for the API key, make sure to include the following authentication scopes:

  • crm.lists.read
  • crm.objects.contacts.read
  • crm.objects.contacts.write
  • crm.schemas.contacts.read
  • crm.lists.write
  • crm.schemas.contacts.write

Learn more: on Authentication Overview in HubSpot

Contact list

(at least one Contact list ID or Name is required):

ID ID 

The ID of the contact list where contacts from the contacts.csv file will be imported.

Name Name 

Name of a new contact list.

Methods

  • When the Contact list id is provided in the configuration: The component will check the contact_list_id existence and import all given contacts there.
  • When the Contact list id is unknown, then the Contact list name must be provided in the configuration. The component will create a new Contact list with a defined name and import all given contacts to a newly created Contact list.
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