HubSpot

Overview

This page is intended to help you integrate your data into the Zeta Marketing Platform with HubSpot. The information is intended to help in prospecting new or existing clients with details on how to integrate with the vendor.

HubSpot Documentation

What does the Zeta Integration for HubSpot do?

This channel manager integration with HubSpot allows for the creation and syndication of customers from the Zeta Marketing Platform to HubSpot. Marketers in the ZMP can use the decisioning of Experiences to decide when the creation of a new customer in HubSpot is necessary and what to syndicate.

Prerequisites

  • Set up your HubSpot access token: OAuth | Managing tokens

  • Plan your data flow

    • Understand in what scenarios a customer should be created

    • Determine what data needs to be stored per customer

    • Think through what additional data should be assigned at the point of contact; i.e. source of data, purpose of data, etc.

Workflow

Step

Description

Create your Custom Channel

Utilize the default Channel Manager template to create your custom channel.

Create your Campaign Inputs

Create form fields for the additional data that should be assigned at the point of contact; i.e., source of data, purpose of data, campaign IDs, etc.

Map your data to the request

Utilize the JSON template to determine how the request should be populated. Use {{ form field calls to map form field inputs and other Zeta Markup Language to fill out the rest of the request: Zeta Markup Language (ZML)

Save Your Channel

Name your channel so that your marketing team knows which channel to use. Note you can save multiple HubSpot Channels for different endpoints.

User Your Channel

When setting up an Experience or a Broadcast Campaign (depending on the trigger), select the new channel from the dropdown and fill out the necessary fields.