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      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: 

      To setup your HubSpot integration:

      • Under the "Workspace" section in the navigation panel, click on "Settings" and then click on "Integrations".

      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)".
      • Manually sync HubSpot contacts to Talkbase with all basic attributes.
      • Automatically sync new Talkbase contacts to HubSpot whenever a new contact 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".
      • Sync company data (like company name, annual recurring revenue (ARR), amount, etc.) to community members and the Company CRM. 

      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. 

      To set up the integration with HubSpot, make sure you have the right permission to do so.

      • Click on "Add integration".
      • 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 new members.
        • Click sync button to manually sync all existing members.

      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 then can name the HubSpot list and create custom filters to only send attendees by confirmation status or by 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 just read-only? Does Talkbase overwrite any data in HubSpot?

      The HubSpot:Talkbase integration is a one-way sync, meaning Talkbase pulls the data from HubSpot (contacts, companies, deals) 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.

      You do have the option to send data from Talkbase to HubSpot, for example 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 people who registered, you can send the list of contacts from Talkbase to HubSpot as a list.

       

      👋 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.