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.
Here you can find the most popular Hubspot workflows powered by June
Install
You can connect one HubSpot workspace per June workspace.
Log into June's workspace Settings & Integration page
Navigate to Settings > Integrations
Locate the HubSpot integration
Click "Connect HubSpot"
5. Select your HubSpot account (portal)
Click Choose Account
Review the requested scopes on this screen. June requests access to read and write to contacts and companies and read and edit contact and company properties
Click Connect app
You will be redirected to the June "Integrations" page and new configuration options will appear. See the next section
Note: You must be a HubSpot admin to install.
Configure
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 you're not sure about whether to use June's Workspaces or Companies to map to your HubSpot companies read this article.
If there are HubSpot properties missing, you need to create them in HubSpot.
Here's a mapping example.
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.
Workspace Sync details
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.
Note: If you have your own internal unique identifier already in HubSpot (which should be the same you use in the group calls and events you send to June), you can choose it from the picker.
Keep in mind that this property should be: unique, required and single-line text
Use
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, domain or custom id for workspaces, domain for companies ).
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
Note: If you're using computed traits, all of the records for which these computed traits are calculated will be synced at least once per day. This happens because the latest values of the calculation is attached to it's record via identify call or group call which makes them eligible to be synced
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:
Disconnect & Uninstall
To interrupt the stream of data from June to HubSpot you simply have to turn off these toggles on the desired object
If you want to uninstall completely the integration you can do so at any point by simply returning to the HubSpot integration in Settings & Integrations and clicking on "Uninstall".
To uninstall the June integration from your HubSpot account, follow the instructions in this HubSpot Knowledge Base article.
Important: This will suspend any contact / company creation / updates from June to HubSpot. Once you uninstall the app, all the contacts updated and created by the June app will remain in your HubSpot account. We will not delete any data.
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/8360978-powering-hubspot-workflows