From dd9ff7004f186de36cdd9c7387d839dbfdd83c22 Mon Sep 17 00:00:00 2001 From: pwseg Date: Mon, 17 Mar 2025 17:13:41 -0500 Subject: [PATCH 1/8] init --- .../sources/catalog/cloud-apps/hubspot-profiles/index.md | 0 1 file changed, 0 insertions(+), 0 deletions(-) create mode 100644 src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md diff --git a/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md b/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md new file mode 100644 index 0000000000..e69de29bb2 From 638410733510a00fbdda550730213718a0b7b2b1 Mon Sep 17 00:00:00 2001 From: pwseg Date: Mon, 17 Mar 2025 17:35:40 -0500 Subject: [PATCH 2/8] add process --- .../cloud-apps/hubspot-profiles/index.md | 100 ++++++++++++++++++ 1 file changed, 100 insertions(+) diff --git a/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md b/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md index e69de29bb2..ff4d8f8278 100644 --- a/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md +++ b/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md @@ -0,0 +1,100 @@ +--- +title: Connect HubSpot to Segment Profiles +plan: unify +redirect_from: + - '/unify/hubspot-unify' +--- + +This guide explains how to set up HubSpot as a source and connect it to Segment Profiles. + +Once configured, this integration lets you send HubSpot data directly to Segment Profiles, eliminating the need for a data warehouse and enabling faster data synchronization and profile enrichment. + +> info "Sync date and collections" +> - Changing the start date after the first sync has no effect unless you initiate a full manual sync. +> - Changes to synced collections apply only to future syncs. Data already synced from removed collections remains in the warehouse. + +## Prerequisites + +Before you begin, make sure that you have the following: + +- A Segment workspace with [Unify](/docs/unify/) enabled and [Identity Resolution](/docs/unify/identity-resolution/) configured. +- Administrator access to your HubSpot account. + +## Integration steps + +Follow these steps to connect HubSpot to Segment Profiles. + +### 1. Add HubSpot as a source + +To start syncing HubSpot data, first add it as a source: + +1. From your Segment workspace, go to **Connections > Catalog** and search for **HubSpot**. +2. Select **HubSpot**, then click **Add Source**. +3. Enter a name for your HubSpot source and add an optional label. +4. Log in to HubSpot and choose the account you want to sync data from. +5. Once you've authenticated, return to Segment and click **Next**. +6. Verify the **Schema name**, then click **Next**. +7. In the **Selective Sync** settings: + - Set a start date for the initial sync (or leave it blank for a full historical sync). + - Keep the default sync frequency (every three hours) or adjust it. + - Choose the collections to sync. + +After adding the source, go to **Settings > Basic settings** and toggle **Enable source**. The first sync begins immediately. + +### 2. Add a Segment Profiles destination + +Next, add a Segment Profiles destination: + +1. From your HubSpot source, go to the **Models** tab and click **Add destination**. +2. Select **Segment Profiles**, then click **Add destination**. +3. Enter a name for the destination, then click **Create destination**. + +### 3. Create a data model + +A data model defines how HubSpot data maps to Segment Profiles. + +1. In the HubSpot source, go to the **Models** tab and click **Create Model**. +2. Select the collections and columns to sync. +3. Preview the data in real time and validate the schema. +4. Name the model and click **Next** to save it. + +### 4. Map HubSpot data to Segment Profiles + +Now, configure mappings to determine how HubSpot data updates Segment Profiles. + +1. In the **Models** tab of your HubSpot source, click **Add mapping**. +2. Segment redirects you to the Segment Profiles destination. Click **Add mapping**. +3. Select your data model and define the mapping rules: + - Choose the Profile Space to update. + - Map HubSpot fields to Segment Profile fields. + - **You must map either a User ID, Anonymous ID, or Group ID.** +4. Test the mapping with real HubSpot data. +5. Save the configuration. + + +### 5. Enable destination mapping and finish setup + +Finish by enabling the destination mapping: + +1. From the **Overview** tab of the Segment Profiles destination, toggle **Mapping Status** to **Enabled**. +2. Return to your HubSpot source and verify that **Settings > Basic settings** is enabled. + +Once complete, HubSpot data syncs to Segment Profiles automatically. + +## Data synchronization + +After connecting HubSpot to the Segment Profiles destination, the integration begins syncing data: + +- New or updated records in HubSpot get sent to Segment Profiles based on your mapping configuration. +- The first sync includes historical data based on your selected start date. +- Future syncs run at the default interval of every three hours. + +## Best practices + +Keep the following in mind when working with the HubSpot/Segment Profiles integration: + +- Start with a small dataset to validate mappings before expanding to all HubSpot objects. +- Regularly review your mappings to make sure they reflect any schema changes in HubSpot or Segment Profiles. +- Monitor both your HubSpot source and Segment Profiles destination for errors and data discrepancies. + +Each data model supports mapping from one HubSpot collection at a time. For complex use cases requiring multiple collections, create separate data models and mappings. From 7dc04d7d03c14d6c113f17cc741c332706a2eb5e Mon Sep 17 00:00:00 2001 From: pwseg Date: Mon, 17 Mar 2025 17:40:23 -0500 Subject: [PATCH 3/8] add private beta flag --- .../catalog/cloud-apps/hubspot-profiles/index.md | 11 +++++------ 1 file changed, 5 insertions(+), 6 deletions(-) diff --git a/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md b/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md index ff4d8f8278..e0532fa02b 100644 --- a/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md +++ b/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md @@ -1,17 +1,14 @@ --- title: Connect HubSpot to Segment Profiles plan: unify -redirect_from: - - '/unify/hubspot-unify' --- This guide explains how to set up HubSpot as a source and connect it to Segment Profiles. Once configured, this integration lets you send HubSpot data directly to Segment Profiles, eliminating the need for a data warehouse and enabling faster data synchronization and profile enrichment. -> info "Sync date and collections" -> - Changing the start date after the first sync has no effect unless you initiate a full manual sync. -> - Changes to synced collections apply only to future syncs. Data already synced from removed collections remains in the warehouse. +> info "Private beta" +> The HubSpot/Segment Profiles integration is in private beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. ## Prerequisites @@ -89,6 +86,8 @@ After connecting HubSpot to the Segment Profiles destination, the integration be - The first sync includes historical data based on your selected start date. - Future syncs run at the default interval of every three hours. +If you change the start date after the first sync, Segment doesn’t retroactively sync data unless you manually trigger a full sync. Changes to synced collections apply only to future syncs. Data you previously synced from removed collections stays in your workspace. + ## Best practices Keep the following in mind when working with the HubSpot/Segment Profiles integration: @@ -97,4 +96,4 @@ Keep the following in mind when working with the HubSpot/Segment Profiles integr - Regularly review your mappings to make sure they reflect any schema changes in HubSpot or Segment Profiles. - Monitor both your HubSpot source and Segment Profiles destination for errors and data discrepancies. -Each data model supports mapping from one HubSpot collection at a time. For complex use cases requiring multiple collections, create separate data models and mappings. +Each data model supports mapping from one HubSpot collection at a time. For complex use cases requiring multiple collections, create separate data models and mappings. \ No newline at end of file From 817c5306d60fb80671cf5043c124f2ea1be0bcff Mon Sep 17 00:00:00 2001 From: pwseg Date: Mon, 17 Mar 2025 17:47:12 -0500 Subject: [PATCH 4/8] some minor cleanup [netlify-build] --- .../sources/catalog/cloud-apps/hubspot-profiles/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md b/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md index e0532fa02b..22a558b861 100644 --- a/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md +++ b/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md @@ -19,7 +19,7 @@ Before you begin, make sure that you have the following: ## Integration steps -Follow these steps to connect HubSpot to Segment Profiles. +Follow the steps in this section to connect HubSpot to Segment Profiles. ### 1. Add HubSpot as a source From 1abdb875059c731ee8d54e555bbab952a833a560 Mon Sep 17 00:00:00 2001 From: pwseg <86626706+pwseg@users.noreply.github.com> Date: Wed, 19 Mar 2025 00:10:38 -0500 Subject: [PATCH 5/8] Update src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- .../sources/catalog/cloud-apps/hubspot-profiles/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md b/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md index 22a558b861..c4e7f2b874 100644 --- a/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md +++ b/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md @@ -23,7 +23,7 @@ Follow the steps in this section to connect HubSpot to Segment Profiles. ### 1. Add HubSpot as a source -To start syncing HubSpot data, first add it as a source: +To start syncing HubSpot data, first add HubSpot as a source to your workspace. 1. From your Segment workspace, go to **Connections > Catalog** and search for **HubSpot**. 2. Select **HubSpot**, then click **Add Source**. From d9dff962635e04ed59b9963cd7a3568182d4cff6 Mon Sep 17 00:00:00 2001 From: pwseg <86626706+pwseg@users.noreply.github.com> Date: Wed, 19 Mar 2025 00:10:50 -0500 Subject: [PATCH 6/8] Update src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- .../sources/catalog/cloud-apps/hubspot-profiles/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md b/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md index c4e7f2b874..331df155f7 100644 --- a/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md +++ b/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md @@ -40,7 +40,7 @@ After adding the source, go to **Settings > Basic settings** and toggle **Enable ### 2. Add a Segment Profiles destination -Next, add a Segment Profiles destination: +Next, add a Segment Profiles destination. 1. From your HubSpot source, go to the **Models** tab and click **Add destination**. 2. Select **Segment Profiles**, then click **Add destination**. From 42eb4697b813a7b29b27309cb1bd8adac1720104 Mon Sep 17 00:00:00 2001 From: pwseg <86626706+pwseg@users.noreply.github.com> Date: Wed, 19 Mar 2025 00:10:59 -0500 Subject: [PATCH 7/8] Update src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- .../sources/catalog/cloud-apps/hubspot-profiles/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md b/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md index 331df155f7..a77d7c9d99 100644 --- a/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md +++ b/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md @@ -64,7 +64,7 @@ Now, configure mappings to determine how HubSpot data updates Segment Profiles. 3. Select your data model and define the mapping rules: - Choose the Profile Space to update. - Map HubSpot fields to Segment Profile fields. - - **You must map either a User ID, Anonymous ID, or Group ID.** + - **You must map either the User ID, Anonymous ID, or Group ID field.** 4. Test the mapping with real HubSpot data. 5. Save the configuration. From 44a0c50b8dc705641888dc7d3c07490c55f34f3d Mon Sep 17 00:00:00 2001 From: pwseg <86626706+pwseg@users.noreply.github.com> Date: Wed, 19 Mar 2025 00:11:06 -0500 Subject: [PATCH 8/8] Update src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- .../sources/catalog/cloud-apps/hubspot-profiles/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md b/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md index a77d7c9d99..4d5531aba5 100644 --- a/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md +++ b/src/connections/sources/catalog/cloud-apps/hubspot-profiles/index.md @@ -71,7 +71,7 @@ Now, configure mappings to determine how HubSpot data updates Segment Profiles. ### 5. Enable destination mapping and finish setup -Finish by enabling the destination mapping: +Finish the setup process by enabling the destination mapping. 1. From the **Overview** tab of the Segment Profiles destination, toggle **Mapping Status** to **Enabled**. 2. Return to your HubSpot source and verify that **Settings > Basic settings** is enabled.