HubSpot Integration 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. With this integration you will be able to:

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:

HubSpot subscription RollWorks Subscription What HubSpot/RollWorks integration features are available to me?

Any HubSpot subscription:

  • Free,
  • Starter,
  • Professional,
  • and Enterprise.
Free RollWorks subscription

Any HubSpot subscription:

  • Free,
  • Starter,
  • Professional,
  • and Enterprise.

Paid RollWorks subscription:

  • Starter,
  • Standard,
  • Professional,
  • and Ultimate.

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 Contact Lists

Before you start

  • Importing your HubSpot Contact Lists to RollWorks will allow you to either target this audience with Ads or to exclude this audience from these RollWorks Ad Campaigns:
  • You must ensure that your HubSpot account is connected to RollWorks. Learn how-to here
  • Your HubSpot Contact List must contain a minimum of 100 emails for you to run an Advertising campaign in RollWorks.

 

Step 1: Create a Contact List in HubSpot

You can skip this step if you already have existing HubSpot contact Lists that you want to bring over to RollWorks.

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  • Click 'Create list' to build the list of contacts that you would like to bring over RollWorks. You can find step-by-step instructions about how to create Contact Lists in this HubSpot help center article.  
⚠️   Your contact list must contain a minimum of 100 emails for you to run an advertising Contact Targeting Campaign in RollWorks. 

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Step 2: Import Contact List to RollWorks

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After completing the steps above you have successfully synced your selected HubSpot Contacts Lists over to RollWorks. If the lists you import are dynamic Contact Lists in HubSpot they will update automatically in RollWorks.

Now that you have synced over your contact lists from HubSpot to RollWorks, you can engage or suppress this audience in your RollWorks Ad Campaigns. 

 

Find HubSpot Contact Lists

Log in to RollWorks and go to 'Audiences' > 'Contact Audiences'

Your imported HubSpot Contact Lists will be listed under 'Synced Audiences' and will automatically be named ending with '-hubspot' so that you can easily identify them by their name.

You can use the 'Source' filter to find any Hubspot Contact List synced into RollWorks.

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Data Sync

The data sync between RollWorks and HubSpot is scheduled daily at 9:00 am (UTC), any new lists created in HubSpot will appear as available to be imported to RollWorks after this daily sync.

After importing a list, RollWorks will complete the cookie matching process, which can take up to 72 hours. You cannot use imported Contact Lists in your Ad Campaigns until this cookie matching process is complete.

To confirm if a Contact List is ready to be used in Ad Campaigns login to RollWorks, navigate to 'Audiences' > 'Contact Audiences' and search your contact list name under 'Synced Audiences'.

Synced Audience Status Description
Waiting for matches You have successfully imported this list and Rollworks is matching your contact email addresses to use browser cookies. This process can take up to 72 hours.
Ready to use The cookie matching process has been completed and your Contact List is ready to be used in an Ad Campaign.
Audience too Small The imported contact list has less than 100 email addresses and cannot be used in RollWorks Ad Campaigns
Audience no longer Syncing RollWorks is unable to update your imported contact list from HubSpot, either because this list has been deleted from Hubspot or has changed.

 

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To learn more about the RollWorks process we use to ingest your CRM Contact Lists go to this Help Center article.

 

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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Advertising using HubSpot data

The following are the types of Advertising programs that you can launch in RollWorks using your HubSpot data:

Launch a Contact Targeting Campaign: Reach known contacts from HubSpot email lists with digital advertising from RollWorks. Drive awareness and nurture contacts with targeted messaging across channels - email & digital ads

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Launch an Intent Targeting Playbook: reach unknown contacts, at HubSpot target accounts, layering on Intent signals, and prioritize these in-market accounts for advertising.

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Launch a LinkedIn Account Targeting Campaign (requires LinkedIn add-on): reach unknown contacts, at HubSpot target accounts, with digital advertising. Drive awareness and nurture buyers with targeted messaging.

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Use Account Scoring to prioritize and augment your Account Lists: This feature uses a predictive machine learning model to score account lists for firmographic fit. Prioritize best-fit accounts for sales and marketing outreach.

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FAQ

Why is the contact list size in RollWorks different than the list size in HubSpot? 

The list size surfaced in RollWorks is after email validation.  It’s possible a HubSpot Contact List has invalid emails (e.g., not a recognized email format) which RollWorks skips ingesting.

 

What is the minimum amount of emails required in a Contact List to run an Ad campaign?

Your contact list must contain a minimum of 100 emails for you to run a campaign in RollWorks. 

 

How do I create Account Lists and Account Groups 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.

 

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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