Connect HubSpot to Segment Profiles

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.

Prerequisites

Before you begin, make sure that you have the following:

• A Segment workspace with Unify enabled and Identity Resolution configured.
• Administrator access to your HubSpot account.

Integration steps

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 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.
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 by contacting friends@segment.com.
   • 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 the User ID, Anonymous ID, or Group ID field.
4. Test the mapping with real HubSpot data.
5. Save the configuration.

5. Enable destination mapping and finish setup

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.

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.

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:

• 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.