HubSpot integration

Connect Talkbase to HubSpot to better sync data across platforms, send custom emails to lists, view account-level details, and more.

You can connect Talkbase to your HubSpot account to better manage your community operations, allowing you to synchronize data across platforms.

To view help articles for the other integrations, visit the Integration articles:

The Talkbase:HubSpot integration allows you to:

Manually sync all Talkbase members and contacts to HubSpot with basic details and custom attributes.
- All contacts will have an attribute "Talkbase profile id" to help you identify which contacts you have in Talkbase within the HubSpot CRM.
- Talkbase will automatically create an active list in your HubSpot account named "Talkbase contacts (integration)".
Automatically sync HubSpot contacts to Talkbase with all basic attributes.
Sync company data from Hubspot (like company name, annual recurring revenue (ARR), amount, etc.) to community members and the Company CRM.
Sync deal data or form submissions from Hubspot to community members and the Company CRM.
Automatically sync new Talkbase contacts to HubSpot whenever a new record is created (manually or by an event, such as via event registration).
Create list from event attendees:
- When your event ends, you can create (multiple) static lists in your HubSpot from Talkbase event detail interface. You can select which registrations you want to include in the list to support your post-event workflow. Here are some use cases:
  - I want send an email to all who actually attended the event.
  - I want to send a different email to people who registered but haven't shown up.
  - I want to send different email to those who registered for in-person or virtual.
- Within few clicks, all data is synced into your HubSpot account. You can find this feature under "Event Detail" → "Registrations" → "Export".

How does the two-way integration work?

Sync from HubSpot → Talkbase: You can enable automatic synchronization for:

Contacts: Real-time synchronization of all contacts.
Companies: Automatically synced hourly.
Deals: Automatically synced daily.
Form Submissions: Automatically synced daily.

Sync from Talkbase → HubSpot: You can enable real-time synchronization of:

Contacts: Any contacts created manually or collected through event registrations in Talkbase will automatically sync to HubSpot.

ℹ️ Tips & Useful Information:

Contacts which are synced from Talkbase have a property Talkbase Profile ID.
After installation, a new Dynamic List will be created in your account named Talkbase contacts (integration) which will contain all profiles synced from Talkbase.
In order to sync Account data for the Company CRM (like ARR, etc.), your HubSpot instance needs to use default properties for Deals (Amount, Annual Recurring Revenue) and Company (Annual Revenue). Here is a knowledge base article from HubSpot with details on how to set up recurring revenue properties.

HubSpot integration set up

To set up the integration with HubSpot, ensure you have the right permission.
Under the "Workspace" section in the navigation panel, click "Integrations".

Click on "Install".
Choose or log into your HubSpot account.

You will be prompted to grant permission to access the HubSpot.

After successful installation:
- Toggle whether you want to automatically sync specific new records (contacts, companies, deals, form submissions).
- Click the "Re-sync all data" button to sync all existing members manually.

Frequently Asked Questions (FAQs)

How do I send a list of contacts from Talkbase to HubSpot?

You can send event attendees from Talkbase to HubSpot. From the "Registrations" tab in your event, click on "Export" and select "Sync with HubSpot".

You can then name the HubSpot list and create custom filters to send attendees only by confirmation status or check-in status.

*Note: All contacts added in HubSpot will be shown as created by the person who installed the integration.

Is the integration a two-way sync, or is it read-only? Does Talkbase overwrite any data in HubSpot?

The HubSpot:Talkbase integration is a two-way sync, Talkbase pulls the data from HubSpot (contacts, companies, deals and form submissions) and surfaces that data within Talkbase. This way, the data from your community platform and HubSpot can provide additional context into cross-functional community metrics, displayed within Talkbase Analytics.

Moreover, you can now choose to send Contact data from Talkbase to Hubspot directly. This provides real-time sync of contacts from event registrations or those created manually in Talkbase.

You also have the option to send manually data from Talkbase to HubSpot, by sending contact lists to HubSpot for marketing or email campaigns. This, however, does not override data in HubSpot at all. For example, if you organize an event in Talkbase and want to send a follow up email to registered people, you can send the list of contacts from Talkbase to HubSpot as a list.

Talkbase syncs only contact data when the integration is installed. Other entities, like companies or deals, are opt-in.

Talkbase reads these fields from Hubspot:

Personal information: email, firstname, lastname, photo, phone, hs_additional_emails
Metadata: id, createdAt, archived, archivedAt
Company data (opt-in): title, url, address, revenue, ARR, company size, industry
Deal data (opt-in): name, stage, type, amount, ARR
Forms (opt-in): all input data (these are dynamic and depend on the form fields in Hubspot)

It is possible to opt out of syncing Contacts to Talkbase on a self-service basis in integration settings in Talkbase.

Talkbase writes these fields to Hubspot (opt-in):

PI information: email, firstname, lastname, photo
Custom fields: talkbase_profile_id, talkbase_profile_created_at
Custom fields from talkbase prefixed with ’talkbase_’. (these are dynamic)

👋 If you need additional support, be sure to check out the Talkbase Friends Community where you can connect with fellow peers for help. Or, reach out to us at support@talkbase.io.

📍For future features and releases, keep an eye out on our Roadmap.