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HubSpot integration
HubSpot integration

Keep your HubSpot in sync with product data from June

Updated over a week ago

With HubSpot integration, you can easily keep your product data synced with HubSpot.

  • Automatically create and update users and companies from June to HubSpot, along with their traits.

  • View, create and update HubSpot contacts / companies straight from a June user / company profile.

  • Associate contacts to the right companies

Here you can find the most popular Hubspot workflows powered by June


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Getting started

You can connect one HubSpot workspace per June workspace.

  1. Go to the June's workspace Settings & Integration page

  2. Click "Install"

  3. Next, you'll be prompted by HubSpot to approve the June HubSpot app.

    Note: You must be a HubSpot admin to install.

Configuring data

Once you've installed the HubSpot integration in June, you can configure which data you want to sync from June users / companies to HubSpot contacts / companies in the HubSpot integration settings modal.

If there are HubSpot properties missing, you need to create them in HubSpot.

Here's a mapping example.
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In general, we advice to map only the properties that you need in your workflows in order to keep your CRM as lean as possible.
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💡Pro tip: use the domain unique identifier for exploiting Hubspot's automatic enrichment and also logging all the conversations with the people from that company you had in the past. It might be necessary for you to explicitly set up the domain as a company trait through the group call.
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Note: If you choose not to map your data, we will use "email" when creating users and "name" when creating companies.

Syncing data

How, when and what does it sync?

  • Automatic creation: it will create new users and companies that are not present in your CRM yet. To check that, June uses the unique identifier that you've chosen in the settings (emails for users and name or domain for companies).
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  • Automatic updates: once every 1/2 hours, the integration will update all the companies that sent a group call and the users that sent an identify call in the last 1/2 hours. Note: June will update the records mapped to Hubspot regardless of whether the value changed or not
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  • Automatic association: it will associate users (contacts) to companies in Hubspot on the basis of the group call and not by the domain as CRMs normally works.




Manual actions

When you visit a user or company profile in June, you will notice the HubSpot card. We will populate this card with all HubSpot contacts that match a June user's email, and all HubSpot companies that match a June company's name, like so:


User

If a June user / company doesn't exist in HubSpot, you have the option to create one, straight from June, by clicking on "Create contact" | "Create company":

Creating a user / company will use all the configured traits in the user / company data settings (see section above).

If you don't wish to enable auto updates from June to HubSpot, you can choose to manually update a HubSpot contact / company with their latest June traits by clicking on the re-sync icon:

How do I uninstall the HubSpot app?

You can do so at any point by simply returning to the HubSpot integration in Settings & Integrations and clicking on "Uninstall".

Important: This will suspend any contact / company creation / updates from June to HubSpot.

What's next?

If you have any questions or feedback, we'd love to hear from you! Let us know through the Intercom chat. Thanks for trying out our HubSpot integration.

In case you're looking for some inspiration on how to use the integration, we shared a few common templates here: https://help.june.so/en/articles/7056313-hubspot-templates

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