HubSpot (Event Stream)

HubSpot is an easy to use and powerful CRM platform that enables scaling companies to sell, market and provide customer service from a unified UI. Amplitude's HubSpot streaming integration enables you to forward your Amplitude events and event properties straight to HubSpot with just a few clicks.

Use cases

1. Personalized Marketing: With the ability to track user behavior and capture user and event properties in Amplitude, businesses can create highly personalized and targeted marketing campaigns in HubSpot. This can lead to increased engagement, conversions, and customer loyalty.
2. Lead Scoring and Nurturing: By tracking user behavior and capturing user and event properties in Amplitude, businesses can score and rank leads based on their level of engagement and interests. This can help businesses to optimize their lead nurturing efforts and increase their chances of closing deals.
3. Customer Retention: By tracking user behavior and capturing user and event properties in Amplitude, businesses can identify customers who are at risk of churning and take proactive steps to retain them. For instance, businesses can trigger personalized emails or ads to offer discounts or incentives to encourage customers to stay engaged with the product or service.

Considerations

Keep these things in mind when sending events to HubSpot:

• Don't manually create or delete events or property definitions in HubSpot for your Amplitude events. Amplitude automatically creates the necessary event and property definitions when you enable the integration. Amplitude expects event and property definitions in HubSpot to be named and typed according to Amplitude's internal specification so the integration can match them consistently. If you manually create event or property definitions in HubSpot that don't match the Amplitude integration, you can't send events without additional steps as event definition names can't be changed or permanently deleted in HubSpot. It's safe to edit display names and descriptions in HubSpot. For more information, review Troubleshooting
• If you already have an existing HubSpot streaming connection, re-authenticate with HubSpot to grant additional permissions to create events and properties for you. With this update, Amplitude sends events and their properties to different event definitions in HubSpot, matching each of the selected events, rather than the single event definition from the internal event name.
• You must enable this integration in each Amplitude project you want to use it in.
• Events from Amplitude appear as custom events in HubSpot.
• Sending custom events requires a HubSpot Enterprise subscription. See the HubSpot Product & Services Catalog for more information.
• HubSpot events have these limits:
  • HubSpot enforces strict API rate limits. You can find more information about these limits on HubSpot's Usage Details page.
  • HubSpot limits event streaming to 30 million events per month. This is a HubSpot-enforced limitation.
  • HubSpot allows up to 50 custom properties for each custom event.
  • Amplitude truncates event and property names to 50 characters to comply with HubSpot's API limitations.
• Amplitude sends selected event and user properties along with the event.
• Amplitude targets an end-to-end p95 latency of 60s. This means 95% of Events streamed deliver to HubSpot within 60s or less. Amplitude has internal processes, monitors, and alerts in place to meet this target.

Setup

Amplitude setup

1. In Amplitude Data, navigate to Catalog > Destinations.

2. Scroll down and click HubSpot.

3. Enter a sync name, then click Create Sync.

4. Choose a HubSpot Account ID or authenticate with HubSpot. If you have an existing Account ID, re-authenticate to grant the necessary permissions from HubSpot.

5. Toggle the Send events filter to select the events to send.

6. Under Select & filter events, choose the Amplitude Events you want to map to HubSpot. Provide a HubSpot Internal Event Name that corresponds to the Amplitude event you’ve selected. HubSpot recommends choosing the events that are most important to your use case.

7. Under Map properties to destinations, select the Event Properties you want to send. The HubSpot identifier for this object must be at least one of the following: User Token, Email or Object ID.

8. Under Select additional properties, select any extra event and user properties you want to send to HubSpot. If you don't select any properties here, Amplitude doesn't send any.

9. When finished, enable the destination and click Save.

10. Click Create in HubSpot if there are events and/or properties that are missing.

    • If no event or property is missing in HubSpot, the creation modal doesn't appear.
    • If errors appear on this step, check the Troubleshooting section for next steps.

11. Click Continue, verify your connection, and click Finish.

Troubleshooting

If you encounter an error when trying to create event and/or property definitions in HubSpot, or if you manually created and then deleted a custom event matched with an Amplitude event in HubSpot, try the following workaround. It creates a custom event that references the original event and uses it instead. This doesn't impact existing charts using the original event in Amplitude.

1. In Amplitude Data, navigate to Events > Custom Events.
2. Click Create custom event.
3. Name the custom event something similar to the original, but not the same (for example, if you deleted user_signup, use user_signup_copy). This ensures Amplitude can create the event in HubSpot without naming conflicts.
4. Configure the custom event to be defined on the original event.
5. Update your HubSpot event stream to send this new custom event instead of the original one (using the previous example, send user_signup_copy instead of user_signup), and complete the setup flow.
6. Once the event is created successfully, you can use it in HubSpot workflows, reports, and automations in place of the other event.

Use custom event data in HubSpot

• Click here to learn more about how you can analyze custom events in HubSpot.

Report on custom events

Analyze custom event completions from the custom events tool, and event data is available in the custom report builder and attribution reports.

Learn more about analyzing your custom events.

View event completions on the contact timeline

Event completions appear on the contact record timeline, along with any properties that populate.

To view event details on the contact timeline:

• Navigate to a contact record that has completed a custom event.
• To filter a contact timeline by completed events, click Filter activity, then select Custom event.
• In the contact timeline, click to expand the event to display the event details.

Use custom events in workflows

In a workflow, you can delay based on custom event completions using a Delay until event happens action or an event enrollment trigger.

1. In your HubSpot account, navigate to Automation > Workflows.
2. Click the name of a workflow or, learn how to create a new workflow.
3. In the workflow editor, click the + icon to add a workflow action.
4. In the right panel, click Delay until the event happens.
5. Configure the delay:
   • From the Event dropdown menu, select a custom event.
   • Select the event property you want to delay on.
   • Select the filter for the event property.
   • Click Apply filter.
   • Select the maximum wait time, or check Delay as long as possible.
6. Click Save.

Disconnect HubSpot from within Amplitude

To disconnect HubSpot from within Amplitude, follow these steps:

1. In Amplitude, navigate to Data > Sources > HubSpot.
2. Click the trash can icon.
3. Follow the instructions displayed in the confirmation modal that appears.
4. Click Delete.

Disconnecting HubSpot means Amplitude doesn't process new data sent from this source. Amplitude doesn't delete historical data from HubSpot, so you can still analyze it.

Uninstall Amplitude from a HubSpot account

To disconnect HubSpot from within Amplitude, follow these steps:

1. In HubSpot, navigate to Reporting & Data > Integrations > Connected apps > Amplitude.
2. Select Uninstall from the Actions dropdown.
3. Follow the instructions displayed in the confirmation modal that appears.
4. Click Uninstall.

This doesn't delete any existing Amplitude data in HubSpot, but it's no longer updated.