DemandScience Intelligence seamlessly links with your HubSpot account. Why hassle with downloading a list and then uploading it to your CRM. Save yourself some time by making the process more efficient. By following these few simple steps, you will be able to import Contacts directly into HubSpot.
Please note: DemandScience Intelligence account holders with Manager level capabilities can sync their exported contact or company data to HubSpot by following these steps. Once the connection has been established, all users listed on the account will have the ability to export to HubSpot.
If you were previously using the HubSpot integration, you will need to clear your cache prior to following the steps below:
Click on the Manage tab to navigate to the Subscription Manager.
Click on Integrations to display the list of CRMs.
Click on the Connect button to start the process.
Upon clicking Connect you will see a configuration screen for Tray.io. You will be able to select an existing Tray.io account or add a new one. To add a new account, click on "New authentication". This will prompt you to enter your name for authentication purposes. After adding your name, click the "Next" button.
A HubSpot Login window will appear prompting you to enter your HubSpot credentials to log into your account.
After Logging in, the HubSpot platform will ask the user to choose a HubSpot account to connect with Tray.io, then click on “Choose Account”.
The next screen displays the permissions you will be granting by connecting Tray.io with HubSpot. Click on “Connect app”.
Now that you have authenticated your HubSpot Tenant to connect to DemandScience Intelligence, you can now configure the available connectors. The example below demonstrates how to configure the Contacts to Contacts workflow. To start, click on the “Configure” button twice.
Select your authenticated HubSpot account. You can then click the "Next" button to proceed to the mapping portion of the configuration. If you wish to create a new account, you will see there is an option to do that by clicking on the option of “Add A New Account” in the dropdown and following the same authentication process above.
The mapping configuration allows you to map the data values you are exporting from DemandScience Intelligence with the desired/respective fields in HubSpot. You are able to map both Company and Contact fields. Once you are satisfied with the field mapping, click the "Next" or "Finish" button to save your progress.
Please note: If any standard DemandScience Intelligence fields are left unmapped, they will route to the description field in HubSpot.
You're now able to export records directly to HubSpot using the configured workflows by following these simple steps below:
Select your records.
Click the Export button.
Set the file type to download as "Sync to HubSpot Contacts" in the dropdown list.
You have the option to save this order for later reference.
Click the "Checkout Now" button.
The next time you log into your HubSpot account, you will see all of the contacts you have downloaded. Please be advised, this process will not add duplicate records to HubSpot if a contact in your database already exists based on the email address of the record. You will however incur a charge for the export as you are downloading information from DemandScience Intelligence. To avoid being charged for records you already own, we encourage you to use the suppression list feature, available in the Subscription Manager menu.