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The HubSpot integration connects with your HubSpot account to link contact or company data with subscriber custom properties in ProsperStack. Use custom properties in segments to enable targeted offers, conditional cancellation flow steps and segmented reporting. Learn more about custom properties.
The HubSpot integration also allows you to store cancellation survey responses in your HubSpot contact or company properties.
Navigate to the HubSpot integration page by clicking Settings in the left navigation, then Manage integrations. Click Configure in the HubSpot section.
Click Connect HubSpot to begin the connection process. You'll be redirected to grant ProsperStack access to your HubSpot account.
ProsperStack will request access to your contact data in order for the integration to work. Choose a HubSpot account and click Connect app to proceed.
Once your account is connected, you can map HubSpot properties to custom properties in ProsperStack and choose where to store cancellation survey answers.
ProsperStack can sync data with either HubSpot contacts or companies, depending on which record type your store your subscriber data with.
By default, ProsperStack will match your subscribers with HubSpot contacts by email address.
If you store your data in HubSpot company records rather than contacts, select Companies in the Object mapping section.
Since company records in HubSpot do not have an email property by default, ProsperStack will try to match your subscribers to HubSpot company records using a property that contains your billing platform's customer ID.
In the dropdown under Billing customer ID, select the HubSpot property that contains your billing platform's customer ID.
HubSpot contacts can also be matched using a billing customer ID if you do not store email addresses in your connected billing platform.
In the Property mappings section, you can select HubSpot properties to map to ProsperStack subscriber custom properties.
Select a property from your HubSpot account from the dropdown on the left, then choose a corresponding custom property in ProsperStack (or create a new one) to store the data.
The custom property in ProsperStack must be of the same data type as the HubSpot property to create a mapping. For example, a number property in HubSpot must be mapped to a number custom property in ProsperStack.
Click the + button to add another mapping. You can add as many mappings as you need.
Once you've configured your property mappings, click Save changes. ProsperStack will begin collecting your contact property data and will keep it in sync over time.
In the Question mappings section, you can select survey questions to map to HubSpot properties. When a subscriber answers a survey question in your cancellation flow, ProsperStack will send the data to HubSpot and store the answer in the selected property.
Select a question from your available cancellation survey questions using the dropdown on the left, then choose a HubSpot property that will store the answer data.
When storing the answer to a multiple choice survey question in HubSpot, ProsperStack will use the option's reason code if configured. If no reason code is configured, the full text of the multiple choice option will be stored.
Once the HubSpot integration is connected, ProsperStack subscribers that are matched with contacts in your HubSpot account will be linked so you can refer back to them in HubSpot.
When viewing a subscriber in ProsperStack, click the View in HubSpot link to open a new browser window to the contact in your HubSpot account.
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