Overview
This guide walks you through connecting your Sona Audiences to HubSpot Engagements for automated syncs. By completing this setup, your HubSpot contact records will update in real time with behavioral data from Sona, enabling smarter segmentation and engagement.
Prerequisites
A HubSpot account must be connected to Sona.
Access to Sona Audiences data.
Step 1: connect HubSpot to Sona
Go to Connectors in the Sona sidebar.
Locate or add the HubSpot Connector.
Authenticate with your HubSpot credentials and ensure the status reads Active.
Step 2: create a new destination
Navigate to the Destinations section.
Click + Add Destination.
Select HubSpot Engagements from the list.
Step 3: HubSpot-specific configuration
Destination Name: enter a clear name like "Engaged Contacts: HubSpot".
Target Selection: select your connected HubSpot account.
Event Platform: choose the Sona platform sending engagement data.
Target Type: select the HubSpot object type to update, such as Contacts or Companies.
Company Association (optional): toggle on Allow Company Association & Creation if you would like Sona to associate or create Company records for engaged contacts.
Enable Real-Time Processing: check this box if you want immediate data updates. When enabled, real-time processing will override the scheduled sync frequency, ideal for time-sensitive workflows and immediate lead follow-up.
For general destination configuration steps, such as selecting a Sona audience, setting sync frequency, record matching, field mapping, sync settings, and saving, follow the instructions in the Data: Destination Setup guide.
Best practices
Use clear and specific destination names, for example "Product Demo Visitors: HubSpot".
Start with more frequent syncs, such as every 30 to 60 minutes, if engagement recency is critical.
Segment destinations by engagement type or funnel stage, such as high-intent visits versus generic content views.
Periodically audit your HubSpot fields and sync logs to ensure all data is flowing correctly.
Use custom properties in HubSpot to capture and act on rich engagement signals from Sona.
FAQs
What does this destination do?
What does this destination do?
This destination syncs a Sona Audience to HubSpot Engagements so your HubSpot contact records update in real time with behavioral data from Sona, enabling smarter segmentation and engagement.
What does Company Association & Creation do?
What does Company Association & Creation do?
This optional toggle lets Sona associate engaged contacts with existing Company records in HubSpot, or create new Company records for them if none exist yet, keeping your contact and company data connected.
When should I enable real-time processing?
When should I enable real-time processing?
Enable real-time processing when you need immediate data updates rather than waiting for the scheduled sync frequency. It is ideal for time-sensitive workflows and immediate lead follow-up, since it overrides the regular sync schedule.