HubSpot Integration: Initial Installation Guide

What is the HubSpot Integration

The HubSpot Integration for RollWorks connects your HubSpot account to the RollWorks platform to power your account-based strategy. The HubSpot integration is bi-directional and allows you to push data from RollWorks to HubSpot Company records and vice-versa. To find other articles related to our HubSpot Integration:

At this time with the RollWorks + HubSpot Integration, you will not be able to see contact-level RollWorks ad performance metrics in HubSpot. Only Account-level RollWorks performance metrics are available in HubSpot.

Click here to see the list of RollWorks Ad performance metrics available in HubSpot.

 

Who can access

To connect your HubSpot account to your RollWorks account you must have:

  • A HubSpot Marketing Hub package including Free, Starter, Professional, and Enterprise.
  • A RollWorks account  (Free, Starter, Standard, Professional, or Ultimate)

Depending on your RollWorks Subscription you may have limited access to some RollWorks features:

RollWorks feature RollWorks free package RollWorks paid package
Sync Contact Lists from HubSpot to RollWorks to launch Contact Targeting Campaign
Combine your HubSpot data in combination with RollWorks data to create dynamic Account Lists and Account Groups. 🚫
Use HubSpot data to customize Journey Stages and view Journey Events in RollWorks.  🚫
View RollWorks advertising performance directly in HubSpot Reports. 🚫
Share RollWorks Sales Insights with your sales team through Spike email alerts or view them directly in your HubSpot Company records. 🚫

To find your current subscription, log in to RollWorks and navigate to Settings > Billing > Plans & Usage.

 

Connecting HubSpot to RollWorks

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  • Click Connect with HubSpot and you will be prompted to log in to your HubSpot account. Enter your HubSpot credentials and log in.

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  • If you have multiple HubSpot accounts, select the one you are looking to connect to RollWorks and click Choose Account
  • In the next screen, click Connect App and you will be taken back RollWorks automatically
  • In the next screen, mark the checkbox Gain Access to powerful... and click Save
  • Click Done

Success! you have connected your HubSpot and RollWorks accounts.

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Import HubSpot Contact Lists

To learn more about how to import your existing contact lists from HubSpot into RollWorks visit this Help Center article.

 

Create Account Lists using HubSpot properties

Creating account lists and groups using HubSpot properties is done in the Account List Builder in the RollWorks Platform. ​​For more information about how to use the RollWorks Account List Builder to create Account Lists and Account Groups please refer to this Help Center article.

 

Data Sync

The data sync between RollWorks and HubSpot is scheduled daily at 9:00 am (UTC).

 

Troubleshooting

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If the Hubspot Integration is not Connected, click 'Connect' to complete the integration setup. Learn about it here.

If the HubSpot Integration is already Connected, confirm that you allow RollWorks to sync standard fields from HubSpot:

  • Go to 'Integrations' and click the 'HubSpot' card
  • Mark the checkbox 'Gain Access to powerful...' under 'HubSpot Data Sync Settings'
  • Click 'Save'

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Grant RollWorks Account Login Access

In case all of the above is set correctly and you are still facing issues please contact RollWorks Customer Support Team. In some cases, you might be asked to grant RollWorks Account Login Access to HubSpot for further troubleshooting. Depending on the case a different type of access might be requested. To learn more about how to grant account login access to RollWorks visit this HubSpot article.

  • RollWorks Customer Support Team will provide you with the information on what type of access is needed and to what email address it needs to be granted.
  • Please make sure not to revoke the access until the query is resolved and you get the confirmation from RollWorks Customer Support Team that it is no longer required.

 

Watch Video Lessons

🎓  Bring your CRM and MAP Data to RollWorks 

In the video posted below, we’ll go over the following topics:

🤔  What a Customer Relationship Management (CRM) and a MAP (Email Automation Platform) are

🔗  How to integrate them with the RollWorks platform

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Need help accessing this video lesson? Email community@rollworks.com  

 

🎓  Integrating RollWorks with HubSpot

In the video posted below, we’ll go over the following topics:

  hb logo.png   Overview of the HubSpot Integration

   ⚙️    Installation

   🔁    Data Sync

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Need help accessing this video lesson? Email community@rollworks.com 

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