Connect HubSpot to Connexu IQ

Follow these steps to securely connect your HubSpot portal to the Connexu platform, allowing seamless bi-directional data synchronization.

Prepare Your Environment

Before initiating the connection, ensure you have the correct permissions within your HubSpot portal.

You must have Super Admin privileges in HubSpot.

Navigate to Settings

Inside the Connexu IQ platform, locate the Connected Apps section to start the integration process.

Log in to your Connexu IQ dashboard.
Click on the Settings gear icon in the left-hand navigation menu.
Select Connected Apps from the sub-menu.
Find the HubSpot integration card.
Click the blue Connect button.

Authenticate with HubSpot

You will be securely redirected to HubSpot to grant Connexu access.

Choose Account

Select the correct HubSpot account when prompted.

Grant Permissions

Click "Connect App" to grant Connexu IQ read/write access to Contacts and Companies.

Configure Field Mappings

Once connected, you need to tell Connexu how your data aligns with your HubSpot setup.

After the window closes and shows "Connected", click the Configure Mapping button on the HubSpot card.

Use the Smart Match button to automatically align standard fields.
Review the Prospect Mapping tab to map your Contact fields.
Review the Account Mapping tab to map your Company fields.
Click Save Changes at the bottom.

Setup Selective Sync (Recommended)

To maintain control over which contacts are sent to Connexu, we recommend using a HubSpot List.

A
Create a List
Create an Active or Static List in HubSpot named "Connexu Enrollment".
B
Add Contacts
Add the contacts you wish to enroll in Connexu campaigns to this list.
C
Sync
Enter this List's ID into the HubSpot Settings modal in Connexu. Connexu will then only import contacts from that list.
Updates (notes, activities) will be pushed back to these specific contacts.

Data Sync & Best Practices

Important information about how data flows between your CRM and Connexu IQ.

Sync Frequency & Direction

By default, the integration supports bi-directional synchronization. This means updates in Connexu IQ will reflect in your CRM, and vice versa.

Data syncs automatically on a regular frequency (e.g., hourly). You can configure the sync direction (Bi-Directional, Import Only, or Export Only) and frequency within the Connexu platform settings to suit your workflow.

Auto Token Refresh: Our backend securely and automatically refreshes your connection tokens as needed. Your bi-directional syncing will remain uninterrupted without requiring manual re-authentication.

Critical Requirements

For contacts to be successfully ingested and processed by Connexu IQ, the following properties are MANDATORY:

Client Name (Identifies the client context)
Campaign (Assigns the contact to a campaign)
Segment (Categorizes the contact for targeting)

Contacts missing any of these three properties will be rejected during the sync process. Please ensure these fields are mapped and populated in HubSpot.

Exporting to HubSpot

You can easily push newly discovered or enriched prospects from Connexu directly into HubSpot. Connexu handles deduplication by automatically matching existing contacts by email, performing seamless updates without creating duplicates.

Loop Prevention: To maintain data integrity and prevent infinite sync loops, any contact originally imported from HubSpot into Connexu is restricted from being exported back out via bulk export actions.

Advanced Export Features

Targeted Lists: Specify an "Export List ID" in your settings. Any prospect exported to HubSpot will automatically be added to this designated HubSpot List.
Managed Fields: Define a custom "Connexu Managed" property. Connexu will flag this field as true whenever it pushes data, making it easy to build lists and workflows in HubSpot.
Bulk Campaign Export: Utilize the HubSpot Data dashboard to bulk export specific cohorts by selecting an active Campaign.

Supported Data Fields Reference

Below are the fields available in Connexu IQ for mapping, along with their expected data types in your CRM.

Prospect (Contact) Fields

Field Name	Expected Type
First Name	Text
Last Name	Text
Full Name	Text
Title	Text
Email	Email
Mobile Phone	Phone
LinkedIn URL	URL
LinkedIn Connected	Checkbox / Boolean
Client Name	Text
Segment	Text
Campaigns	Text
Company Name	Text
Total Calls	Number
Emails Sent	Number
Emails Opened	Number
Emails Replied	Number
LinkedIn Messages Sent	Number
LinkedIn Messages Replied	Number
LinkedIn Reactions	Number
Last Meeting Date	Date/Time
Next Follow Up Date	Date/Time

Account (Company) Fields

Field Name	Expected Type
Account Name	Text
Website	URL
Industry	Text
Employee Count	Text / Number
Annual Revenue	Text / Currency
LinkedIn URL	URL
Total Calls	Number
Emails Sent	Number
LinkedIn Messages Sent	Number
Meetings Booked	Number
Last Meeting Date	Date/Time
Next Follow Up Date	Date/Time

Need further assistance? Contact our support team or your assigned Connexu representative.