Hubspot

Import & Sync your Hubspot Organizations, Accounts, Contacts into Vitally with our Hubspot integration

Hubspot Overview

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 .

HubSpot: Supported Property Types

Vitally Trait	HubSpot Property
String	Single-line text, Radio select, Dropdown select, or HubSpot user
Number	Number
Datetime	Date picker
Boolean	Single checkbox
Multi-select	Multiple checkboxes
Textarea	Multi-line text
File attachment	File attachments uploaded in Vitally can be pushed to HubSpot. We can not receive attachments from HubSpot's File property. To send a file from HubSpot to Vitally, we recommend sending a Single-line text property with a URL to download the file.

Vitally Trait

HubSpot Property

String

Single-line text, Radio select, Dropdown select, or HubSpot user

Number

Datetime

Date picker

Boolean

Single checkbox

Multi-select

Multiple checkboxes

Textarea

Multi-line text

File attachment

File attachments uploaded in Vitally can be pushed to HubSpot. We can not receive attachments from HubSpot's File property. To send a file from HubSpot to Vitally, we recommend sending a Single-line text property with a URL to download the file.

Hubspot: Enable integration

How-To	How-To (Visual)
Enabling Hubspot: Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there via Quick Jump CMD+J). Select Connect to Hubspot button Follow the steps to grant access in Hubspot Now, you're able to configure your data sync! Continue below for more specifics on each hierarchy and activity

How-To

How-To (Visual)

Enabling Hubspot:

Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there via Quick Jump CMD+J).
Select Connect to Hubspot button
Follow the steps to grant access in Hubspot
Now, you're able to configure your data sync! Continue below for more specifics on each hierarchy and activity

Hubspot: Create Organizations from Hubspot Companies

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.

How-To	How-To (Visual)
Create Organizations from Hubspot: Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there quickly via Quick Jump CMD+J) Navigate to the Organizations tab Toggle the button labeled "Organization sync with HubSpot is disabled. Click to enable" Select the HubSpot Object that you want to sync into Vitally as an Organization Select Yes or No if your HubSpot Companies have the external ID of the Organization stored in some field Select "Yes" if you have a common External ID linking all your customer data from one tool to another as per outlined in the article here Select "No". If you currently don't track this External ID in Hubspot. In this instance you can configure a Hubspot field that has a value which maps to an existing Vitally Organization trait that is already being synced from one of your other tools (Must be a "String") (Optional) Choose a Fallback ID if you've selected Yes in the above step. This is useful if you want to import HubSpot Companies before the above primary external ID field is set Vitally will create Organizations using this Fallback ID only if the primary External ID for the Organization you want to sync is NULL Once the primary external ID is set on the Organization, Vitally will automatically switch the ID over to the primary ID and merge any duplicate Organizations created from other systems
Select whether you want to create and update Organizations or update only current Vitally Organizations Define conditions to limit which Organizations you want to pull in data (e.g: Only those marked as a "paying customer" to avoid pulling in any prospects) It is mandatory you add a filter here so that Vitally can identify the parent companies. Pick the traits you would like to pull into Vitally and set the relevant editing permissions If you select 'no one' to allow edits, that means Vitally can't make updates. Updates can only be done in Hubspot You can choose if you want to push any Vitally data points back to Hubspot (E.g. NPS, Health Scores). Please follow to steps below to set this up as Vitally does not create fields for you: Create the field in Hubspot. When creating your Hubspot field, give it a name that starts with "Vitally" (this is required). You must match the field type of your new Hubspot field. For example, create a new Number field if pushing our health score. Finally, back in Vitally, select the Vitally trait you attach to your Hubspot Organization Once all done, select the blue button labeled "Sync my Hubspot data with Vitally"

How-To

How-To (Visual)

Create Organizations from Hubspot:

Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there quickly via Quick Jump CMD+J)
Navigate to the Organizations tab
Toggle the button labeled "Organization sync with HubSpot is disabled. Click to enable"
Select the HubSpot Object that you want to sync into Vitally as an Organization
Select Yes or No if your HubSpot Companies have the external ID of the Organization stored in some field
- Select "Yes" if you have a common External ID linking all your customer data from one tool to another as per outlined in the article here
- Select "No". If you currently don't track this External ID in Hubspot. In this instance you can configure a Hubspot field that has a value which maps to an existing Vitally Organization trait that is already being synced from one of your other tools (Must be a "String")
(Optional) Choose a Fallback ID if you've selected Yes in the above step. This is useful if you want to import HubSpot Companies before the above primary external ID field is set
- Vitally will create Organizations using this Fallback ID only if the primary External ID for the Organization you want to sync is NULL
- Once the primary external ID is set on the Organization, Vitally will automatically switch the ID over to the primary ID and merge any duplicate Organizations created from other systems

Select whether you want to create and update Organizations or update only current Vitally Organizations
Define conditions to limit which Organizations you want to pull in data (e.g: Only those marked as a "paying customer" to avoid pulling in any prospects) It is mandatory you add a filter here so that Vitally can identify the parent companies.
Pick the traits you would like to pull into Vitally and set the relevant editing permissions If you select 'no one' to allow edits, that means Vitally can't make updates. Updates can only be done in Hubspot
You can choose if you want to push any Vitally data points back to Hubspot (E.g. NPS, Health Scores). Please follow to steps below to set this up as Vitally does not create fields for you:
1. Create the field in Hubspot. When creating your Hubspot field, give it a name that starts with "Vitally" (this is required).
2. You must match the field type of your new Hubspot field. For example, create a new Number field if pushing our health score.
3. Finally, back in Vitally, select the Vitally trait you attach to your Hubspot Organization
Once all done, select the blue button labeled "Sync my Hubspot data with Vitally"

Hubspot: Create Accounts from Hubspot Companies

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.

How-To	How-To (Visual)
Creating Accounts from Hubspot: Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there quickly via Quick Jump CMD+J) Navigate to the Accounts tab Toggle the button labeled "Account sync with HubSpot is disabled. Click to enable" Select the HubSpot Object that you want to sync into Vitally as an Account Select Yes or No if your HubSpot Companies have the external ID of the Account stored in some field Select "Yes" if you have a common External ID linking all your customer data from one tool to another as per outlined in the article here Select "No". If you currently don't track this External ID in Hubspot. In this instance you can configure a Hubspot field that has a value which maps to an existing Vitally Account trait that is already being synced from one of your other tools (Must be a "String") (Optional) Choose a Fallback ID if you've selected Yes in the above step. This is useful if you want to import HubSpot Companies before the above primary external ID field is set Vitally will create Accounts using this Fallback ID only if the primary External ID for the Accounts you want to sync is NULL Once the primary external ID is set on the Account, Vitally will automatically switch the ID over to the primary ID and merge any duplicate Accounts created from other systems
Select whether you want to create and update Accounts or update only current Vitally Accounts Define conditions to limit which Accounts you want to pull in data (e.g: Only those marked as a "paying customer" to avoid pulling in any prospects) If you have hierarchy in place (parent <> child account relationships) and will be syncing "Organizations" please ensure you add filters here so that Vitally can identify the correct child companies. Pick the traits you would like to pull into Vitally and set the relevant editing permissions Note: If you select 'no one' to allow edits, that means Vitally can't make updates. Updates can only be done in Hubspot. You can choose if you want to push any Vitally data points back to Hubspot (E.g. NPS, Health Scores). Please follow to steps below to set this up as Vitally does not create fields for you: Create the field in Hubspot. When creating your Hubspot field, give it a name that starts with "Vitally" (this is required) You must match the field type of your new Hubspot field. For example, create a new Number field if pushing our health score Finally, back in Vitally, select the Vitally trait you attach to your Hubspot Organization Once all done, select the blue button labelled "Sync my Hubspot data with Vitally"

How-To

How-To (Visual)

Creating Accounts from Hubspot:

Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there quickly via Quick Jump CMD+J)
Navigate to the Accounts tab
Toggle the button labeled "Account sync with HubSpot is disabled. Click to enable"
Select the HubSpot Object that you want to sync into Vitally as an Account
Select Yes or No if your HubSpot Companies have the external ID of the Account stored in some field
- Select "Yes" if you have a common External ID linking all your customer data from one tool to another as per outlined in the article here
- Select "No". If you currently don't track this External ID in Hubspot. In this instance you can configure a Hubspot field that has a value which maps to an existing Vitally Account trait that is already being synced from one of your other tools (Must be a "String")
(Optional) Choose a Fallback ID if you've selected Yes in the above step. This is useful if you want to import HubSpot Companies before the above primary external ID field is set
- Vitally will create Accounts using this Fallback ID only if the primary External ID for the Accounts you want to sync is NULL
- Once the primary external ID is set on the Account, Vitally will automatically switch the ID over to the primary ID and merge any duplicate Accounts created from other systems

Select whether you want to create and update Accounts or update only current Vitally Accounts
Define conditions to limit which Accounts you want to pull in data (e.g: Only those marked as a "paying customer" to avoid pulling in any prospects) If you have hierarchy in place (parent <> child account relationships) and will be syncing "Organizations" please ensure you add filters here so that Vitally can identify the correct child companies.
Pick the traits you would like to pull into Vitally and set the relevant editing permissions Note: If you select 'no one' to allow edits, that means Vitally can't make updates. Updates can only be done in Hubspot.
You can choose if you want to push any Vitally data points back to Hubspot (E.g. NPS, Health Scores). Please follow to steps below to set this up as Vitally does not create fields for you:
1. Create the field in Hubspot. When creating your Hubspot field, give it a name that starts with "Vitally" (this is required)
2. You must match the field type of your new Hubspot field. For example, create a new Number field if pushing our health score
3. Finally, back in Vitally, select the Vitally trait you attach to your Hubspot Organization
Once all done, select the blue button labelled "Sync my Hubspot data with Vitally"

Learn more about the Vitally account columns you can push back to Hubspot here.

Hubspot: Create Users from Hubspot Contacts

With the HubSpot integration you can sync Contacts associated to your Companies in HubSpot and create them as Users in Vitally.

How-To	How To (Visual)
Create Users from Hubspot: Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there quickly via Quick Jump CMD+J) Navigate to the tab Users/Contacts Toggle on the button labelled "User sync with HubSpot is enabled" Select Yes or No if your HubSpot Contacts have the external ID of the User stored in some field Select "Yes" if you have a common External ID linking all your customer data from one tool to another as per outlined in the article here Select "No". If you currently don't track this External ID in Hubspot. In this instance you can configure a Hubspot field that has a value which maps to an existing Vitally User trait that is already being synced from one of your other tools (Must be a "String") (Optional) Choose a Fallback ID if you've selected Yes in the above step. This is useful if you want to import HubSpot Contacts before the above primary external ID field is set Vitally will create users using this Fallback ID only if the primary External ID for the User you want to sync is NULL Once the primary external ID is set on the User, Vitally will automatically switch the ID over to the primary ID and merge any duplicate Users created from other systems
Select whether you want to create and update Users or update only current Vitally Users Define conditions to limit which Users you want to pull in data (E.g. Only those marked as a "decision maker/main contact") Select the Hubspot contact field that contains the email of the User Pick the traits you would like to pull into Vitally and set the relevant editing permissions If you select 'no one' to allow edits, that means Vitally can't make updates. Updates can only be done in Hubspot. Once all done, select the blue button labeled "Sync my Hubspot data with Vitally"

How-To

How To (Visual)

Create Users from Hubspot:

Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there quickly via Quick Jump CMD+J)
Navigate to the tab Users/Contacts
Toggle on the button labelled "User sync with HubSpot is enabled"
Select Yes or No if your HubSpot Contacts have the external ID of the User stored in some field
- Select "Yes" if you have a common External ID linking all your customer data from one tool to another as per outlined in the article here
- Select "No". If you currently don't track this External ID in Hubspot. In this instance you can configure a Hubspot field that has a value which maps to an existing Vitally User trait that is already being synced from one of your other tools (Must be a "String")
(Optional) Choose a Fallback ID if you've selected Yes in the above step. This is useful if you want to import HubSpot Contacts before the above primary external ID field is set
- Vitally will create users using this Fallback ID only if the primary External ID for the User you want to sync is NULL
- Once the primary external ID is set on the User, Vitally will automatically switch the ID over to the primary ID and merge any duplicate Users created from other systems

Select whether you want to create and update Users or update only current Vitally Users
Define conditions to limit which Users you want to pull in data (E.g. Only those marked as a "decision maker/main contact")
Select the Hubspot contact field that contains the email of the User
Pick the traits you would like to pull into Vitally and set the relevant editing permissions If you select 'no one' to allow edits, that means Vitally can't make updates. Updates can only be done in Hubspot.
Once all done, select the blue button labeled "Sync my Hubspot data with Vitally"

Hubspot: Syncing Notes/Tasks between Vitally <> Hubspot

Vitally's Hubspot integration can be used to achieve a bi-directional sync of notes between the two systems.

How-To	How-To (Visual)
Sync Notes and Task from Hubspot Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there quickly via Quick Jump CMD+J) Navigate to the Notes or Tasks tab Turn on the toggle for the relevant directions you would like to sync the data: Vitally -> Hubspot (Automatically create a note in HubSpot when a note is created in Vitally) Hubspot <- Vitally (Automatically create a note in Vitally labeledwhen a 'Note', 'Call', or 'Meeting' is created in HubSpot) Click the blue button labeled "Update Hubspot Configuration"

How-To

How-To (Visual)

Sync Notes and Task from Hubspot

Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there quickly via Quick Jump CMD+J)
Navigate to the Notes or Tasks tab
Turn on the toggle for the relevant directions you would like to sync the data:
- Vitally -> Hubspot (Automatically create a note in HubSpot when a note is created in Vitally)
- Hubspot <- Vitally (Automatically create a note in Vitally labeledwhen a 'Note', 'Call', or 'Meeting' is created in HubSpot)
Click the blue button labeled "Update Hubspot Configuration"

Hubspot FAQ: Notes/Tasks

Pushing Vitally Notes to Hubspot

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 Do note participants sync back to Hubspot? A: Note participants added in Vitally do not sync back to 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

Importing Hubspot Notes into Vitally

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.

Pushing Vitally tasks to Hubspot

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.

Importing Hubspot tasks into Vitally

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.

Hubspot: Custom Objects

Alongside Notes and Tasks, you can also sync any Object associated with your mapped Account or Organization Object into Vitally. This includes standard objects like Deals as well as any Custom Objects you create in Hubspot.

We can only sync up to 25 records of a particular custom object for an individual Vitally Account/Organization.

How-To	How-To Visual
Sync Custom Objects from Hubspot: Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there quickly via Quick Jump CMD+J) Navigate to the Custom Objects tab. There, you'll see the ability to map any object into Vitally Once you select an object from Hubspot, you'll be able to configure these details: Account reference field - here you'll need to select the field on the object that references the Account the object belongs to. We'll try our best to suggest a field that references your mapped Account object. It is important that the field you select is only populated with the ID for an Account otherwise we will not be able to import your data Organization reference field - here you can select the field on the object that references the Organization the object belongs to. Note: If you configure an association to both Accounts and Organizations, and an object has an association to both, the association to the Account will be preferred. Name field - choose the Hubspot field that serves as the main 'name' of the object. If you allow your users to create new objects in Vitally, we will sync those objects back to Hubspot in real-time Create permissions - choose who, if anyone, should be able to create new objects in Vitally Fields - select the fields on the object to import into Vitally, as well as whether the field can be edited in Vitally. We'll sync any edits back to Hubspot near real-time (can take up to an hour at times) Once you're happy with the set up; click the blue button labelled "Sync my Hubspot data with Vitally"

How-To

How-To Visual

Sync Custom Objects from Hubspot:

Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there quickly via Quick Jump CMD+J)
Navigate to the Custom Objects tab. There, you'll see the ability to map any object into Vitally
Once you select an object from Hubspot, you'll be able to configure these details:
- Account reference field - here you'll need to select the field on the object that references the Account the object belongs to. We'll try our best to suggest a field that references your mapped Account object. It is important that the field you select is only populated with the ID for an Account otherwise we will not be able to import your data
- Organization reference field - here you can select the field on the object that references the Organization the object belongs to. Note: If you configure an association to both Accounts and Organizations, and an object has an association to both, the association to the Account will be preferred.
- Name field - choose the Hubspot field that serves as the main 'name' of the object. If you allow your users to create new objects in Vitally, we will sync those objects back to Hubspot in real-time
- Create permissions - choose who, if anyone, should be able to create new objects in Vitally
- Fields - select the fields on the object to import into Vitally, as well as whether the field can be edited in Vitally. We'll sync any edits back to Hubspot near real-time (can take up to an hour at times)
Once you're happy with the set up; click the blue button labelled "Sync my Hubspot data with Vitally"

Hubspot FAQ: Custom Objects

Configuring the Custom Object Sync

Q: I'm seeing an error to re-authenticate A: You will see this if you haven't re-authenticated since we released custom objects in early Jan 2023

Hubspot: Syncing Key Roles between Hubspot <> Vitally

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 Roles to a HubSpot owner property (i.e., a property that points to a team member) then Vitally will give you the option of sync-only, push-only, or two-way sync.

How-To How-To Visuals

How-To	How-To Visuals
Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there quickly via Quick Jump CMD+J) In the Accounts (or Organizations) Tab, click Add a trait to pick the HubSpot Company property that holds the email of the Key Role you'd like to pull into Vitally. This must be a Company property that points to the email of a HubSpot team member (e.g `Owner Email`) Set the relevant editing permissions If you select 'no one' to allow edits, that means Vitally can't make updates. Updates can only be done in HubSpot. Navigate back to Vitally Settings to find Accounts (or Organization) and select Key Roles (or get there via Quick Jump CMD+J) Hover over the Key Role to access the three-dot menu to edit or create a new Key Role. Select the HubSpot email trait you synced in above. Select the sync mode HubSpot to Vitally Only Bi-directional Vitally to HubSpot Only Select Save

Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there quickly via Quick Jump CMD+J)
In the Accounts (or Organizations) Tab, click Add a trait to pick the HubSpot Company property that holds the email of the Key Role you'd like to pull into Vitally.

This must be a Company property that points to the email of a HubSpot team member (e.g Owner Email)

Set the relevant editing permissions If you select 'no one' to allow edits, that means Vitally can't make updates. Updates can only be done in HubSpot.

Navigate back to Vitally Settings to find Accounts (or Organization) and select Key Roles (or get there via Quick Jump CMD+J)
Hover over the Key Role to access the three-dot menu to edit or create a new Key Role.
Select the HubSpot email trait you synced in above.
Select the sync mode
1. HubSpot to Vitally Only
2. Bi-directional
3. Vitally to HubSpot Only
Select Save

Hubspot: Syncing Emails between HubSpot <> Vitally

If enabled we bring in person-to-person emails via HubSpot's Engagements API.

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.

How-To	How-To (Visual)
Sync emails from Hubspot Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there quickly via Quick Jump CMD+J) Navigate to the tab Emails. Turn on the toggle labeled "Hubspot -> Vitally". Click the blue button labeled "Update Hubspot Configuration".

How-To

How-To (Visual)

Sync emails from Hubspot

Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there quickly via Quick Jump CMD+J)
Navigate to the tab Emails.
Turn on the toggle labeled "Hubspot -> Vitally".
Click the blue button labeled "Update Hubspot Configuration".

If you have setup one of our native email integrations (Gmail or Outlook) we will already be bringing in conversations with your HubSpot contacts who are also users in Vitally.

HubSpot: Reconnect integration

If you need to change the user who authenticated the Vitally <> HubSpot integration, you can easily do so without affecting your current configuration settings. Mapped fields, import filters, and other integration specifics will be retained!

How-To	How-To Visual
Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there quickly via Quick Jump CMD+J) Select the Reconnect button Follow the steps to grant access in Hubspot

How-To

How-To Visual

Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations to find Hubspot (or get there quickly via Quick Jump CMD+J)
Select the Reconnect button
Follow the steps to grant access in Hubspot

Hubspot General FAQ

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.

Q: Can I change the user who authenticated the Hubspot integration? A: Yes! Follow the steps outlined above in Reconnect Integration

PreviousSalesforce NextStripe

Last updated 3 days ago