How to configure a HubSpot integration

Focus topic. Configure an integration that syncs HubSpot companies with Bullseye locations

Requirements: Available in any paid subscription

Bullseye’s HubSpot integration 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. 

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:

1. Connect Bullseye to your desired HubSpot account
2. Configure field mapping (optional)
3. Configure filters (optional)
4. Enable the synchronization  integration

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, the integration is not enabled and 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 integration. If you want to update the field mapping or create filters, click on Configure.

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. Other fields are automatically mapped, but are not automatically enabled for inclusion in the sync. You can enable them if desired by sliding the toggle to the ON position - it will turn green when enabled. To exclude optional fields from the sync, simply slide the toggle to the OFF position.

When mapping is configured, click on the Save dropdown and select Save and Continue to configure a filter, or select Save and Close to return to the list of HubSpot integrations.

Configure a filter

This step is optional. 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.

While the integration is running, the status will change to “Running”. When it is done, it will change back to “Ready”.  

Each time the integration 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. 

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 imported 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 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. 

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.