Setup & Configuration

Connect your HubSpot account to Quotient and configure basic sync settings

Prerequisites

Before setting up the HubSpot integration, ensure you have:

• HubSpot Account: A HubSpot account with appropriate permissions
• Admin Access: Administrative access to your HubSpot portal to authorize the integration
• Quotient Business: An active Quotient business account

Required HubSpot Permissions

The integration requires the following HubSpot scopes:

• CRM Objects: Read/write access to contacts, companies, and deals
• Lists: Read/write access to contact lists
• Custom Properties: Access to create and manage custom properties
• Marketing Email (optional): For email sync functionality

Connecting Your HubSpot Account

Step 1: Navigate to Integrations

1. In your Quotient workspace, go to Settings → Integrations
2. Find the HubSpot integration card
3. Click Connect to begin the setup process

Step 2: Authorize with HubSpot

1. You'll be redirected to HubSpot's authorization page
2. Select your HubSpot portal if you have access to multiple accounts
3. Review the permissions that Quotient is requesting
4. Click Grant access to authorize the integration

Step 3: Review Permissions

After authorizing with HubSpot, you'll be redirected back to Quotient where you can review the permissions that were granted:

Step 4: Verify Connection

After authorization, you'll be redirected back to Quotient where you should see:

• ✅ Connection Status: "Connected" with your HubSpot portal name
• 📊 Account Info: Your HubSpot portal ID and connected user
• 🔧 Available Features: List of enabled capabilities based on your HubSpot plan

Initial Configuration

Sync Preferences

By default, all sync options are disabled to give you full control over what data is synchronized. You'll need to explicitly enable the objects you want to sync.

Available Sync Options

Object Type	Description	Dependencies
Contacts → People	Sync HubSpot contacts as Quotient people	None
Companies	Sync HubSpot companies with Quotient	None
Deals	Import HubSpot deals (read-only)	None
Lists & Segments	Sync HubSpot lists and dynamic segments	Requires Contacts sync

Enabling Sync Options

1. In the HubSpot integration settings, toggle on the objects you want to sync
2. Smart Dependencies: Enabling Lists automatically enables Contacts sync (required dependency)
3. Confirmation: Review your selections and click Save Preferences

First Sync

After enabling sync preferences, Quotient will automatically trigger an initial synchronization:

1. ETL Process: A background job will start importing your HubSpot data
2. Progress Tracking: Monitor sync progress in the integration dashboard
3. Completion: You'll receive a notification when the initial sync completes

Sync Schedule & Updates

Automated Sync Schedule

• Daily Automatic Sync: Complete synchronization runs every night at midnight
• Manual Sync: On-demand synchronization available in the integration settings
• Background Processing: Continuous monitoring and progress tracking

How Updates Work

Quotient keeps your data synchronized through scheduled processes. Changes made in HubSpot will appear in Quotient after the next sync cycle:

• New contacts, companies, and deals are imported during daily sync
• Modified information is updated during scheduled sync runs
• List membership changes are processed automatically
• You can trigger manual sync for immediate updates when needed

Verification & Testing

Verify Your Setup

After the initial sync completes, verify everything is working correctly:

1. Check Data: Review synced contacts, companies, and deals in Quotient
2. Test Updates: Make a small change in HubSpot and verify it appears in Quotient
3. Review Mappings: Ensure field mappings are working as expected

Common Setup Issues

Connection Failed

• Verify you have admin permissions in HubSpot
• Check that your HubSpot plan includes the required features
• Ensure popup blockers aren't preventing the OAuth flow

No Data Syncing

• Confirm sync preferences are enabled for the desired objects
• Check that the initial ETL job completed successfully
• Verify your HubSpot account contains data to sync

Missing Fields

• Review field mappings in the integration settings
• Ensure custom properties exist in both systems
• Check data type compatibility between systems

Next Steps

Once your HubSpot integration is connected and syncing:

1. Configure Object Sync - Fine-tune which objects are synchronized
2. Set Up Field Mappings - Customize how data maps between systems
3. Enable Email Sync - Sync email templates and broadcasts
4. Configure Lists - Set up list and segment synchronization

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Need Help? If you encounter issues during setup, check our troubleshooting guide or contact support.