Documentation
HubSpot Integration
Connect your HubSpot CRM with Quotient for powerful marketing automation
Overview
The Quotient HubSpot integration provides comprehensive two-way synchronization between your HubSpot CRM and Quotient's AI-powered marketing platform. This integration enables you to leverage your existing CRM data for sophisticated marketing campaigns while maintaining data consistency across both platforms.
Key Benefits
- Bi-directional sync of contacts, companies, and deals
- Automated sync scheduling with daily updates and on-demand synchronization
- Flexible field mappings with support for custom properties
- Smart list synchronization that respects HubSpot's dynamic vs static list types
- Email template and broadcast sync with customizable branding
- Automated workflows that trigger based on CRM data changes
What Gets Synced
The integration supports synchronization of the following HubSpot objects:
| HubSpot Object | Quotient Equivalent | Sync Direction |
|---|---|---|
| Contacts | People | Bi-directional |
| Companies | Companies | Bi-directional |
| Deals | Deals | Inbound only |
| Dynamic Lists | Segments | Inbound only |
| Static Lists | Lists | Bi-directional |
| Marketing Emails | Email Templates & Broadcasts | Outbound only |
How It Works
The integration keeps your data synchronized through multiple processes:
- Daily Automatic Sync: Complete synchronization of all enabled data every night at midnight
- Manual Sync: On-demand synchronization you can trigger anytime
- Background Processing: Automatic progress tracking and error handling
- Scheduled Updates: Regular data refresh to keep information current
Security & Privacy
The integration uses secure authentication with HubSpot to protect your data. All information is encrypted during transfer, and you have complete control over what data is synchronized between the two platforms.
Getting Started
1. Setup & Configuration
Connect your HubSpot account and configure basic sync settings.
Setup Guide →
3. Configure Field Mappings
Map HubSpot fields to Quotient fields and set up custom properties.
Field Mappings →
4. Sync Lists & Segments
Understand how HubSpot lists work with Quotient segments and lists.
List Sync →
Advanced Features
Email Integration
Sync your Quotient email templates and broadcasts directly to HubSpot as marketing emails. The integration automatically creates a customizable quotient-base.html template in your HubSpot Design Manager.
Custom Properties & Advanced Mappings
Create sophisticated field mappings between HubSpot custom properties and Quotient's flexible data model. Support for all HubSpot property types including enumerations, dates, and calculated fields.
Support & Resources
HubSpot Help Resources
- HubSpot Knowledge Base - Official HubSpot help articles
- HubSpot Community - User forums and discussions
- HubSpot Academy - Free training courses
- HubSpot Support - Contact HubSpot support directly
Troubleshooting
Having issues with your HubSpot integration? Check our comprehensive troubleshooting guide.
Need Help? Contact our support team or check the Help Agent for assistance with your HubSpot integration.