Hubspot: Integration Setup Guide

This article will walk you through the initial integration setup for Leadpace for Hubspot. This integration allows you to use Hubspot to update Contact and Company properties with Leadspace enriched data.

Requirements

In order to use the Leadspace for Hubspot integration, you must be able to use the Leadspace webhook in a workflow. If you are unsure if you meet the following requirements, please reach out to your Hubspot Sales or Customer Success representative to confirm:

• Access to Automations > Workflows > Trigger 3rd-Party Webhook. This requires a Data Hub Professional license with Hubspot, which is required to allow third-party webhooks, such as the Leadspace Webhook, to be used with Hubspot for enrichment.
  
  
• Registered user in Leadspace to access and use the Leadspace for Hubspot integration

Install Leadspace for Hubspot

• Send the following details to support@leadspace.com.
  • Hub ID (found by clicking your organization name at the top right)
  • Email address of the user who will be installing Leadspace

• Leadspace will send an email to the user with a link to install Leadspace.
• Click the link and select the Hub ID of the Hubspot account to which you are setting up the integration
• Select the checkbox 'You are agreeing to use a third party application...' and select Connect app

Create Leadspace Fields

Leadspace allows data to be written into both the Contact and Company objects in Hubspot. Therefore, the next order of business is for you to decide which Leadspace Fields you would like to collect data for when enriching contacts and/or company data. 

Contact

• In Hubspot, go to Settings > Data Management > Properties on the left panel
• Click on 'Contact Properties' and 'Create Property' button
• Enter the Property Label as recommended by Leadspace. You can refer to the following list of Leadspace fields.
• Create two required system fields as follows:
  • lSStatus
  • lSUpdated

You can choose the Edit More Options button at the bottom of the create property screen per object if you want to set more details, like the internal field name which is essentially the API name value in Hubspot.

Company

• In Hubspot, go to Settings > Data Management > Properties on the left panel
• Click on 'Company Properties' and 'Create Property' button
  
• Enter the Property Label as recommended by Leadspace. You can refer to the following list of Leadspace fields.
• Create two required system fields as follows:
  • lSStatus
  • lSUpdated

You can choose the Edit More Options button at the bottom of the create property screen per object if you want to set more details, like the internal field name which is essentially the API name value in Hubspot.

Once the fields are created, export the internal field names into a spreadsheet or .csv. Example internal field value for LS Company Name would be ls_company_name.

• Reach out to the Support or CSM contact you have been working with and send the list of Hubspot fields.
• Leadspace will complete the mapping and confirm when finished

Create Workflows for Leadspace Webhooks

You will need to create separate workflows for both the contact and company objects as needed. Each object will have a separate webhook that will send records to Leadspace for enrichment.

Contacts

• Navigate to Automation > Workflows
• Select Create Workflow > From Scratch
  
• Name your workflow something like 'Leadspace Inbound Contact Enrichment'
• We will now set the Trigger action. For Inbound Contact/Company enrichment, select Data Values > Record Created
• Choose the Contact object
• You can add extra criteria or other enrollment conditions
  
• Select Next until you get the the Choose an action options
• Select Data ops > Send a Webhook
  • Method: POST
  • Webhook URL: https://lshubspot.leadspace.com/v1/hubspot/enrich?apikey=<API Key Provided by LS>. This is provided once you complete the registration of your Hub ID.
  • Authentication Type: None
  • Request Body: This is where you will set the input fields you will send to Leadspace for enrichment. This makes up the Request for the API call.
  • For Contacts:
    • Select the Select Property input field and use the following, at minimum:
      • email
      • firstname
      • lastname
      • company
• Click Save and Review and turn on

Companies

• Navigate to Automation > Workflows
• Select Create Workflow > From Scratch
  
• Name your workflow something like 'Leadspace Inbound Company Enrichment'
• We will now set the Trigger action. For Inbound Contact/Company enrichment, select Data Values > Record Created
• Choose the Company object
• You can add extra criteria or other enrollment conditions
• Select Next until you get the the Choose an action options
• Select Data ops > Send a Webhook
  • Method: POST
  • Webhook URL: https://lshubspot.leadspace.com/v1/hubspot/enrich/companies?apikey=<API Key Provided by LS>. This is the same API key as used for contacts, just a different webhook endpoint.
  • Request Body: This is where you will set the input fields you will send to Leadspace for enrichment. This makes up the Request for the API call.
  • For Companies
    • Select the Select Property input field and use the following, at minimum:
      • company
      • website
      • country
• Click Save and Review and turn on

Test Workflows

• Click on "Enroll" at the top right to enroll a test contact and/or company.
• Click into the contact or company
• Choose Individual Contacts or Companies
  
• Select some records and Enroll
• You can check the Enrollment History to see if the record was successfully processed, and that LS data was appended.