Load to HubSpot Action Type

Gainsight NXT

Overview

Admins can configure the Load to HubSpot Action to sync data from Gainsight to HubSpot. The Rules Engine provides the ability to prepare the dataset from various standard and custom objects of Gainsight, and Load to HubSpot Action sends the data to the Company and Contact objects of HubSpot.

Gainsight recommends reading the configuration of the Rules Details, Data Setup, and Schedule steps before reading this article. For more information, refer to the Create New Rule section of the Rules Engine Horizon Experience Overview article.

Example Business Use Case:

Consider that the CSM wants to communicate some data back to HubSpot, such as feedback surveys, NPS scores, Health scores, and so on, so that individuals working in HubSpot on the same Company or Contact can leverage these insights from the CS and work more efficiently with their customers.

The Load to HubSpot Action is used to upsert/update these values in the target fields of the HubSpot object. 

Configure Load to HubSpot Action Type 

To configure the Load to HubSpot Action type:

1. In the Action Setup step, hover over the dataset. The Add Action icon appears.
2. Click the Add Action icon. The Add Criteria slide-out panel appears.
3. (Optional) Click Add Criteria to define filter criteria for the dataset.
4. Click Skip This Step to navigate to the Add Actions step.
5. From the Create Action drop-down list, select the Load to HubSpot Action type.

6. In the Load to HubSpot section, provide the following details:

   1. From the Connection drop-down list, select the HubSpot connection.

      Note: The HubSpot Connection must be authenticated on the Connectors 2.0 page.

   2. From the Object name drop-down list, select an object to which you want to transfer the data. 
   3. From the Operation drop-down list, select one of the following:
      1. Update: Updates the existing record as per the chosen identifier.
      2. Upsert: Updates any matching records and if no matching records are found, new records are created.

5. (Optional) Description: Enter a description for the rule action.

7. From the Add Fields drop-down list, select the following types of fields to add to the action.

   1. Source Field: This option lets you select source field(s) from the source object and map it to the target field in the HubSpot object. To select source field(s) from the source object and map it to the target field in the HubSpot object provide the following details:

      1.  Click Source Field. The Select Fields slide-out panel appears.
      2. Select the checkbox of the source fields from where the data must be fetched.
      3. Click Select. The selected source fields are added to the Field Mappings section.
      4. Select the Target Fields of HubSpot Object where the data should be loaded.
      5. (Mandatory) Select at least one Include in Identifiers checkbox, to avoid data duplication.

Note: Since data is transferred back to HubSpot, any mandatory HubSpot fields that are missed may cause errors while saving the action.

6. (Optional) Add a Default Value.

Note: This value is loaded in the target field in case the source field value is invalid or not available.

7. Configure the Define Lookup operation. This fetches the source field data from an intermediate object and loads it into the target field.

2. Custom Field:  This option lets you provide a custom value to the target field in the HubSpot object. 

           To  provide a custom value to the target field in the HubSpot object configure the following details:

1. Click Custom Field.
2. From the drop-down list, select Target Fields.
3. Enter the value that must be loaded in the selected target fields.

8. Reuse Source Field: This option allows you to reuse a source field from the list of source fields that are already selected. The configuration remains the same as Source Fields explained in the previous section.

9. Click Save Actions. The Load to HubSpot Action Type is saved successfully.

Additional Resources

• Rules Engine Horizon Experience Overview