Overview
The HubSpot connector page has additional configuration options that let you specify which HubSpot records and properties Sona can update. You can also configure the data mapping for new custom properties that will be synced to HubSpot's records.
Configuring the HubSpot connector
Click Companies or Contacts depending on which records you want to sync. The configuration options are similar for both. Note: the Sona HubSpot integration performs two functions: creating and enriching company records, while enriching existing contact records without modifying email addresses.
Click Yes to automatically create new records in HubSpot for accounts that Sona is able to de-anonymize.
Add Filters if you only want to sync a specific set of visitor or account profiles to HubSpot.
Select who will be identified as the owner of the records in HubSpot from the dropdown list.
In HubSpot Default Fields, select which HubSpot fields will be updated with Sona data.
In Additional Fields, select additional Sona attributes you want to add to your HubSpot records. Before configuring the additional fields, you need to create new custom properties in HubSpot first to properly map the data when it is sent to HubSpot.
Click + Add to add new attributes to the list.
Click Save to accept the changes, or Cancel to go back to the Connectors page.
After completing these steps your account will start to sync. The duration of the initial sync will depend on the volume of data accumulated in Sona, and it can take several hours to complete.
Where is my Sona data in HubSpot?
View synced companies in HubSpot: after syncing companies from Sona to HubSpot, you can find them in HubSpot's Companies section. You will see a date for Sona: Created for all companies that have been created or enriched with Sona data.
View synced contacts in HubSpot: after syncing contacts from Sona to HubSpot, you can find them in HubSpot's Contacts section. You will see a date for Sona: Created for all contacts that have been enriched with Sona data.
FAQs
What does the HubSpot connector configuration control?
What does the HubSpot connector configuration control?
It lets you specify which HubSpot records (Companies or Contacts) and properties Sona can update, whether new records get created automatically, who owns synced records, and how additional Sona attributes map to custom properties in HubSpot.
Does Sona ever change a contact's email address in HubSpot?
Does Sona ever change a contact's email address in HubSpot?
No. The Sona HubSpot integration creates and enriches company records, and enriches existing contact records, but it does not modify email addresses on existing contacts.
Why do I need to create custom properties in HubSpot before adding Additional Fields?
Why do I need to create custom properties in HubSpot before adding Additional Fields?
Sona needs a matching custom property already created in HubSpot to properly map each additional attribute when the data is sent over. See Create a Custom Property in HubSpot for the setup steps before configuring Additional Fields here.