1Click on the Integrate option on the left navigation panel.

2If you have an admin role in Demand and HubSpot, you will see a HubSpot tab. Click on that tab. If you do not see this tab, that’s because you do not have admin permissions. In that case, please contact your admin for further assistance.

3You will see the Authentication tab and a CONNECT button on the page. Click on CONNECT

4When you click on CONNECT, you will be taken to the HubSpot login page, where you need to enter your HubSpot credentials and click Log In.

5If you’ve entered the correct HubSpot credentials and right account, you will be taken back to the Authentication page. You will also notice a green tick and a message to imply that you have successfully connected to your HubSpot.

6At any point in time, if you wish to disconnect your HubSpot account, you can click on the Disconnect link and follow the instructions.

7After your HubSpot account has been disconnected, you will once again see the below screen with the CONNECT button and without the green tick.

Happy Prospecting!

For any additional help, please feel free to contact our support team at support@buzzboard.com
or call +1 (201) 708-2724.

Reach out to product@buzzboard.com for any further assistance

1Now that you have connected your HubSpot account, the next step is to configure.

2Choose the check box where you want to “sync from”.

• Demand to HubSpot – Users would be able to sync prospects & Contacts from Demand to HubSpot.
• HubSpot to Demand – Users would be able to sync companies from HubSpot to Demand for enrichment.

**Both options can be selected if that is the preference.

3Choose the option for managing duplicates and click on the respective radio option as per your preference. (Demand Rules or Hubspot Rules)

4If Selecting Demand, create the dedupe logic that identifies the duplicate company between Demand and Hubspot. You can add and delete filters by clicking on the ‘+’ icon and the delete icon respectively.

Click on Apply to save the dedupe logic.

5Select Signals – Here, you select the signals for field mapping that you wish to sync for any business from Demand to your HubSpot.

6The left bucket is a scrollable list that consists of all the signals (apart from the default business information fields) available in Demand for a given business. The right bucket is where you would add all the signals that you wish to sync.

7To select 1 or more signals, simply select the signal names in the left box and click the green arrow. This action will move those selected signals from the left bucket to the right bucket. To move all signals click “ Select All”

8To undo a selection in the left bucket, uncheck the corresponding checkboxes.

9You can also select an entire section by selecting the section name and the green arrow.

10Once you are done with signal selection. Click Apply.

Field Mapping

1This step Maps the desired data to their respective fields

• Step 1: The default business fields to corresponding fields in HubSpot
• Step 2: The selected signals to corresponding fields in HubSpot

2As you can see, there are a few business information fields on the left – Business Name, Website, Street Address, City, State, Zip, Country, and Business Phone. These fields represent default fields in HubSpot. You need to map the fields on the left with a corresponding field in HubSpot.

3To make it easier for you, we have pre-mapped most of the default fields. However, you can click the dropdown(s) on the left to search and select any HubSpot field for mapping.

4You will notice two distinct sections for mapping fields, one for adding new records and another for updating existing records. It is necessary to map these fields separately when adding new prospects and updating existing prospects in HubSpot.

5We request our customers to perform separate mapping for adding new records and updating existing records because their preferences for syncing data in these scenarios may differ. New records are added as fresh entities, while existing records may already have values in the mapped fields that customers may not want to overwrite. Therefore, we offer the option to configure mapping settings separately for these two scenarios.

6It is mandatory to map all the default fields. If any of these fields are unmapped, you will see a red border for that textbox and cannot proceed unless you complete the mapping for all default fields.

7Please note that it is crucial to map fields that are of the same data type to avoid sync errors. For example, Business Name is a ‘text’ field type in Demand. It has to be mapped to a ‘text’ field type in HubSpot and not to a ‘date’ field type.

8Map the signals to the desired fields in HubSpot and click on UPDATE

9The configuration is completed successfully. Below is the configuration summary page.If you need to update the configuration, after the required configuration is done click on the “UPDATE” CTA to save the changes.

10After the configuration is complete, you will be able to see the Sync to CRM buttons and icons on the Prospects page.

11Refer to this article to know more details about the Sync to CRM feature.

Happy Prospecting!

For any additional help, please feel free to contact our support team at support@buzzboard.com
or call +1 (201) 708-2724.

Reach out to product@buzzboard.com for any further assistance