How to configure a HubSpot integration
Focus topic. Configure an integration that syncs HubSpot companies with Bullseye locations, or Bullseye leads with HubSpot contacts
Requirements: Available in any paid subscription
Bullseye’s HubSpot integration offers sychronization between HubSpot companies and Bullseye locations, or Bullseye leads and HubSpot contacts. Our HubSpot integration's company synchronization is a simple solution that helps you quickly and easily get all your HubSpot Company data into Bullseye, and keep your Bullseye locations in sync with your HubSpot CRM Company data. You can continue to manage your data in HubSpot, without the need to update it in Bullseye too.
Alternatively, our HubSpot integration's lead synchronization pushes the leads that have been added to Bullseye via our locators into HubSpot as contacts, so you can utilize the power of Hubspot's lead nurturing and marketing workflows.
To get started, log in to your Bullseye Locations account. From there, there are 4 main steps to getting a HubSpot integration up and running:
- Connect Bullseye to your desired HubSpot account
- Configure field mapping (optional)
- Configure filters (optional. Not available for leads)
- Enable the synchronization(s)
Connect Bullseye to your desired HubSpot account
Navigate to Settings>Integrations. You’ll see this screen:
Notice that it says "Connect" at the bottom of the HubSpot card, and the link icon appears to be unlinked.
Click on the HubSpot card to install the app in your Hubspot account and link it with your Bullseye account. You’ll be prompted to log in to HubSpot if you aren’t already logged in. Once you’re logged in, you’ll see a list of your accounts - select the account you want to connect to Bullseye Locations, and click on Choose Account.
The Bullseye Locator app needs permission to manage and view your CRM data, and basic access to your HubSpot account information. Click on Connect app to grant permission and install the app.
Notice that the bottom of the HubSpot card says "Remove", and the link icon is green.
The green link icon indicates that the connection is complete, and an integration has been created. Click on the HubSpot card again to view the integration.
When you first install the app, niether synchronization is enabled and each has a basic configuration; required fields are mapped and there are no filters . If you do not need to edit the basic configuration, just slide the gray toggle to the on position to enable the synchronization. If you want to review or update the field mapping or create filters, click on Configure.
After the synchronization has been configured, the Configure link changes to Edit. Click the Edit link any time to review details about the synchronization or to make changes to mapping or filters.
Configure field mapping
This step is optional. Bullseye automatically maps our required fields to the expected matching HubSpot fields, and enables them for inclusion in the sync. Required fields are bright green and cannot be disabled. Non-required fields are automatically mapped to the appropriate field, and can disabled or enabled for inclusion in the sync by sliding the toggle to the ON or OFF position - toggles turn green when enabled and are gray when disabled. Disabled fields are NOT synced with HubSpot.
When mapping is configured, click on the Save dropdown and select Save and Continue to configure a filter (filters are only available with the Company sync), or select Save and Close to return to the list of HubSpot integrations.
Configure a filter
This step is optional and only available with the Company sync. By default, Bullseye will attempt to get all HubSpot locations when a sync is run. If you want to exclude some locations, or only include specific locations, you can create a filter to identify the locations you want. We often see clients create a custom property in HubSpot, like a “Show on Locator” checkbox, that can be used as a filter to limit the locations that will be synchronized. In the following example, we will configure a filter that will get companies in New Jersey.
Click on the Property Name drop down to select from a list of HubSpot properties. For our example, we will select State/Region.
Next pick an operator. The operators that will be available depend on the data type of the property you select. In our example, we will select Equal To.
Finally, we will enter the value that we want to find in the State/Region field in order for the sync to include the location in the sync. In our example, we will enter “New Jersey”. Click on ADD to add the filter. It will be added in the text box below, and can be edited there.
You can add multiple filters using the dropdowns and the ADD button. By default, multiple filters will use AND logic, meaning a location will need to meet all of the filter criteria in order to be included in the sync. Use the text box to add OR statements between the filter criteria if you want to include locations that meet any of the filter criteria. If you need help with a complicated filter, contact us at [email protected].
When you’re done configuring filters, click on the Save dropdown and select Save and Close to return to the list of HubSpot integrations.
Enable and run the integration
Slide the toggle to the ON position to enable the integration. Once enabled, the status will change to Ready. Click the Run link to run the integration and pull the desired HubSpot locations into Bullseye or push Bullseye leads into HubSpot.
While the integration is running, the status will change to “Running”. When it is done, it will change back to “Ready”.
Each time the Company synchronization runs, new locations and changes to existing locations since the last time the integration ran are synchronized. If field mapping or filters are modified, it will synchronize all locations. It does not delete locations that were previously integrated; it will only add any new locations and update existing ones.
When the lead synchronization runs, new leads that have been submitted to Bullseye are pushed to Hubspot as Contacts.
Additional Notes
History
When the synchronization is complete, you can use the History link to see the status of the integration.
If there are errors, or if the number of locations or leads that are synchronized isn’t what you expect, click on the Details link to see more information. Use the View Input and/or View Output links to see the data that was sent to and/or received from HubSpot.
This is a good way to discover if there are missing required fields, or if your filter isn’t working as expected, or other issues. This is most easily visible in the Output of the records that have errored. If necessary, you can correct the data in HubSpot or Bullseye and re-run the synchronization from the integrations list page.
Editing mapping or filters and resynchronizing locations
Return to the list of integrations any time and click on Edit to edit the field mapping or filters. The next time you run the integration, Bullseye will get any new locations and the associated fields that meet the updated mapping and filter criteria. Leads are not updated, but new leads will be pushed according to the updated mapping.
You may want to “start over” and delete the locations you already have, then resynchronize using the updated configuration. To do that click the Sync link, and confirm your understanding that all of your current locations will be deleted before the synchronization runs. Resynchronization is only available for the company synchronization.