How Can I Handle Errors and Configure the HubSpot Integration in Vitally?
Using Vitally's HubSpot integration allows you to sync critical data between the two platforms, enabling smooth processes for customer success teams. This article outlines how to troubleshoot sync errors and configure data transfers effectively.
Troubleshooting Push Errors in HubSpot Integration
When pushing data from Vitally to HubSpot, you might encounter errors due to mismatches in property values or configurations. Below are common scenarios and solutions:
Scenario 1: Invalid Field Values
If you receive an error stating that a value is not one of the allowed options for a specific HubSpot field:
Verify Field Configurations: Check whether the HubSpot field is set to accept any value. If not, ensure that all values used in Vitally are accurately reflected in HubSpot. - For instance, if pushing the vitally_csm field, ensure all required options are added in HubSpot.
Update Allowed Options: Add the missing values directly in HubSpot by navigating to: - Settings > Properties > [Field Name] - Add the required value and save.
Scenario 2: Property Value Mismatch
Another common error occurs when pushing properties where a specific value in Vitally does not match the accepted list of values in HubSpot. For example, attempting to push vitally_deal_status = Downgraded may fail if HubSpot only allows the following: Canceledm Pending Cancellationm or Saved
Resolution Steps:
Identify Mismatched Property: Determine the field causing the error (e.g., vitally_deal_status).
Update HubSpot Property Settings: - Navigate to Settings > Properties > [Problematic Field] in HubSpot. - Add the missing option (e.g., Downgraded) with the correct label and value. - Save the changes.
Retry Push: Go back to the affected account in Vitally and manually retry the data push.
By ensuring the property values align between both systems, you can prevent similar errors in the future.
Configuring the HubSpot Integration in Vitally
Vitally’s HubSpot integration supports syncing at the Organization and Account levels and allows you to push nearly any data point recorded in Vitally. Below are details on data configuration:
Categories of Syncable Data:
Health Scores: Overall and individual health scores.
Subscription Details: Renewal dates, MRR values.
NPS Data: Total scores, along with the number of promoters, passives, and detractors.
Product Usage Indicators: Active segments and metrics.
Custom Traits: All traits pulled from other integrations (e.g., Intercom or Chargebee)
Segments: The date the customer entered a segment is pushed
Health Scores: the current value 0-10 is pushed
Indicators: The date the indicator was set is pushed
Success Metrics & Elements: The current value is pushed
Activity items: Last Completed Task, Most Recent Note, Next due project
To configure these settings:
Access HubSpot Integration Settings: - Visit HubSpot Integration Settings.
Enable Specific Data Points: Bring in traits from HubSpot that you want to sync bidirectionally, and then separately, map the traits and other data points that you want to push from Vitally to HubSpot.
Sync Notes and Tasks: Ensure individual toggles are enabled for seamless syncing of notes and tasks.
This configuration ensures that your HubSpot and Vitally systems remain aligned, streamlining workflows and improving data visibility.
Related Topics
By following the steps outlined above, you can troubleshoot common errors, configure your integration settings accurately, and maintain consistent data flows between Vitally and HubSpot.