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Hubspot
Import & Sync your Hubspot Organizations, Accounts, Contacts into Vitally with our Hubspot integration
The tabs below show the following data in which you can sync into Vitally via our Hubspot integration:
- Companies - Vitally can import your Hubspot companies (or the Hubspot object you use as the equivalent) into Vitally as Accounts or Organizations. You'll be able to select the Hubspot fields to add to your Vitally Account/Organization profiles, make changes to those fields in Vitally, and push Vitally's customer analytics (e.g. health scores, indicators) back to your Hubspot records.
- Contacts - Vitally can import your Hubspot contacts into Vitally as users. You'll be able to whitelist the Hubspot fields to add to your Vitally user profiles and make changes to those fields in Vitally.
- Custom Objects - Bi-directionally sync any custom object from Hubspot into Vitally, and even create new objects directly in Vitally. Deals are treated as Custom Objects, and are supported in the same full read/write/create basis.
- Notes - Sync your Hubspot Notes into Vitally and push Vitally's notes back to Hubspot. Please be aware we only sync in historical Notes from Hubspot over the last 7 day period. We will create a note in Vitally when a note, call or meeting is created in Hubspot.
- Tasks - Sync your Hubspot Tasks into Vitally and push Vitally's Tasks back to Hubspot. Please be aware we do not sync in historical Tasks from Hubspot; only new tasks going forward.
- Email - You can sync your Hubspot email into Vitally to give you a full view of your customers and the conversations they are having .
How-To | How-To (Visual) |
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If you have hierarchy in place; parent <> child account relationships, please ensure you correctly set up filters to identify the correct parent company here as per step 7 below.
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While still in the Hubspot Integrations page:
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If you have hierarchy in place (i.e. parent <> child relationships) please ensure you correctly set up filters to identify the correct child company here as per step 7 below.
We'll import all users updated in the past 90 days when an account or organization is imported into Vitally.
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While still in the Hubspot Integration page:
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With the HubSpot integration you can sync Contacts associated to your Companies in HubSpot and create them as Users in Vitally.
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While still in the Hubspot integration page:
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Vitally's Hubspot integration can be used to achieve a bi-directional sync of notes between the two systems.
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While still in the Hubspot integrations page (this process is the same for Notes and Tasks):
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Q: Once I enable the push to Hubspot, are past notes already in Vitally created in Hubspot?
A: No, only new notes going forward will be synced to Hubspot.
Q: Is there a delay when creating/updating a Vitally note before the change is pushed to Hubspot?
A: There may be a slight delay, but the update should be applied to Hubspot in near real-time.
Q: What happens if I take a note on an account in Vitally not linked to a Hubspot company?
A: Nothing - no note will be created in Hubspot.
Q How are owners set in the Hubspot note?
A: Vitally will attempt to set the note owner to a Hubspot user with the same email as the user that created the note in Vitally. If a user is not found with a matching email, then the note has no owner in Hubspot.
Q: What happens when a note that was pushed to Hubspot is deleted in Vitally?
A: If the note was first created in Vitally (i.e. it is not a 'clone' of a Hubspot-owned note), then Vitally will delete the note in Hubspot. If the note was first created in Hubspot and the Vitally 'clone' is deleted in Vitally, it is not deleted in Hubspot.
Q: What happens when a note pushed to Hubspot is deleted in Hubspot?
A: Nothing - the note in Vitally will remain.
Q: Will a note sync if an account is churned/ignored?
A: No, it will not. Once the account is out of churned/ignored state, any update to a note will cause it to sync, though
Q: Once I enable the import from Hubspot, are past notes already in Hubspot created in Vitally?
A: Vitally will import Hubspot notes created or updated in the last 7 days.
Q: Is there a delay when creating/updating a Hubspot note before the change is pushed to Vitally?
A: Yes - there is a maximum of a 1 hour delay.
Q: What types of Hubspot engagements are pulled in as notes?
A: Hubspot engagements with a
Note
, Meeting
, or Call
type are imported into Vitally. Email engagements are not currently synced.Q: How are owners set on the Vitally note?
A: Vitally will attempt to set the note owner to a Vitally user with the same email as the user that owns the note in Hubspot. If a user is not found with a matching email, Vitally will auto-create a new Vitally user and associate the note to the newly auto-created profile. Note that auto-created users do not count against teammate limits on your Vitally plan.
Q: What happens when a note that was imported from Hubspot is deleted in Vitally?
A: If a Hubspot-imported note is later deleted in Vitally, then Vitally will not delete the note in Hubspot. This way, you can selectively clean up notes imported from Hubspot without affecting your Hubspot data.
Q: Once I enable the push to Hubspot, are past tasks already in Vitally created in Hubspot?
A: No, only new tasks created going forward will be synced to Hubspot.
Q: Is there a delay when creating/updating a Vitally task before the change is pushed to Hubspot?
A: There may be a slight delay, but the update should be applied to Hubspot in near real-time.
Q: What happens if I create a task on an account in Vitally not linked to a Hubspot company?
A: Nothing - no task will be created in Hubspot.
Q: How are owners set in the Hubspot task?
A: Vitally will attempt to set the task owner to a Hubspot user with the same email as the user that is assigned to, completed, or created the task in Vitally (in that order). If a user is not found with a matching email, then the task will have no owner.
Q: What happens when a task that was pushed to Hubspot is deleted in Vitally?
A: If the task was first created in Vitally (i.e. it is not a 'clone' of a Hubspot-owned task), then Vitally will delete the task in Hubspot. If the task was first created in Hubspot and the Vitally 'clone' is deleted in Vitally, it is not deleted in Hubspot.
Q: What happens when a task pushed to Hubspot is deleted in Hubspot?
A: Nothing - the task in Vitally will remain.
Q: Once I enable the import from Hubspot, are past tasks already in Hubspot created in Vitally?
A: Vitally will import Hubspot tasks created or updated in the last 7 days.
Q: Is there a delay when creating/updating a Hubspot task before the change is pushed to Vitally?
A: Yes - there is a maximum of a 1 hour delay.
Q: How are owners set on the Vitally task?
A: Vitally will attempt to set the task assignee to a Vitally user with the same email as the user that owns the task in Hubspot. If a user is not found with a matching email, Vitally will auto-create a new Vitally user and associate the task to the newly auto-created profile. Note that auto-created users do not count against teammate limits on your Vitally plan.
Q: What happens when a task that was imported from Hubspot is deleted in Vitally?
A: If a Hubspot-imported task is later deleted in Vitally, then Vitally will not delete the task in Hubspot. This way, you can selectively clean up tasks imported from Hubspot without affecting your Hubspot data.
Alongside Notes and Tasks, you can also sync any Object associated with your mapped Account Object into Vitally. This includes standard objects like Deals as well as any Custom Objects you create in Hubspot. We support Custom Objects on the Account and Organization level!
We can only sync up to 25 records of a particular custom object for an individual Vitally Account.
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While still in the Hubspot integrations page:
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Vitally now supports syncing and pushing key roles to HubSpot owner fields. This includes the CSM & AE sync from your HubSpot configuration and any new custom Key Roles you may create. If you map your key role to a HubSpot owner field (ie a field that points to a user) then Vitally will give you the option of sync-only, push-only, or two-way sync.
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We do not bring in HubSpot marketing emails, as that is not part of their Engagements API and we only sync in historical emails from the past 30 days.
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While still in the Hubspot integration page:
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Q: What permissions do I need to integrate Hubspot?
A: We use Hubspot's schema APIs. SuperAdmin is recommended but as long as you have all the right permissions you should be able to connect. Additionally, when connecting you should be prompted with the necessary permissions when you authenticate
Q: How can I sync parent/ child companies to the right levels in Vitally?
A: Parent companies should be synced to the Organization level and Child companies to the Account level. You can select the relevant object to sync to the appropriate level but please ensure that if using a "Company" object that the relevant filters are also applied to differentiate between a Parent/ Child as per step 6 in Organizations & Accounts. You can reach out to your Solutions Architect for any clarification on this before syncing.
Q: Why can I not select traits from the custom objects such as Deal to add to Lifecycle Tracking, Notes, Docs etc?
A: Custom object traits such as from Deals will not pull through as traits you can add across our features, we would recommend mapping these traits on to the company level via a workflow in Hubspot.
Q: Why are they key roles not mapping from Hubspot to Vitally?
A: If you have selected a non-email trait in our key roles mapping feature then for example the CSM/AE who is associated in Salesforce will not appear in Vitally against the relevant key role field. You will also need to ensure the team member who you are matching to exists in Vitally and has a seat for us to make a match,
Last modified 14d ago