HubSpot

Polytomic connects to HubSpot using OAuth and requires a HubSpot account with read-write permissions. While not required, we recommend you create a user in HubSpot exclusively for Polytomic so that the import logs in HubSpot distinguish Polytomic syncs from manual uploads.

1. In Polytomic, go to Connections → Add Connection → HubSpot.

2. Click Connect to HubSpot to authenticate to your HubSpot instance using OAuth.

3. Click Save.

Syncing to HubSpot: matching against 'Additional emails' field

When syncing to HubSpot contacts, you can have Polytomic also match against email addresses in HubSpot's 'Additional emails' field. This comes at the expense of extra HubSpot API calls if turned on, so it is off by default. If you'd like to turn it on, you can do in Advanced settings in your sync:

Syncing to HubSpot

Use Model Syncs to sync to HubSpot from your databases, data warehouses, SaaS applications, spreadsheets, and APIs.

Update-only-mode speed optimization

For syncs to HubSpot in Update-only mode, you are welcome to use any field as your identity value as with all other modes. However, if your source system (e.g. data warehouse) has the HubSpot record ID, we recommend using that as your identity value as that will result in much faster syncs to HubSpot.

Syncing from HubSpot

Use Bulk Syncs to sync from HubSpot to your data warehouses, databases, and cloud storage buckets like S3.

Use Model Syncs to sync from HubSpot to your SaaS applications.