The HubSpot integration for Virtuous will allows for records in Virtuous to be synced to records in HubSpot.
Setting up the Integration
To configure your integration, select "More Tools" from the menu, click on "Connectivity," and then select "Integrations."
Click on the blue "Add an Integration" button in the upper-right to add a new integration. Select "HubSpot Integration" from the list of options.
Enter your Hub ID (the number underneath your account name in HubSpot). If you'd like, you can also enter a description. Then press "Save Integration."
On your Manage Integrations screen, you'll see that HubSpot is now included as an integration. There will be 3 buttons next to it:
Click "Grant Access" to sign in to your HubSpot account to give Virtuous access.
Click "Edit" to change any of the details you entered from above (including Hub ID).
Click "Enable" to allow Virtuous to pass data to HubSpot.
Now That Your HubSpot Integration Has Been Configured
Here's what you can expect to see:
Contacts: This is a one-way sync from Virtuous to HubSpot. When you create new Contacts in Virtuous that include email addresses, they will show up in HubSpot within a couple minutes. Then, in HubSpot, you'll be able to see the primary individuals' phone, email, first and last name, as well as company name, which is added from Virtuous Contact names with the Contact Type set as either "Organization" or "Foundation." In addition to Contact information, their lifecycle stage will be set as "Subscriber" and their original source will be set as "Offline Source."
Emails: This is a one-way sync from HubSpot to Virtuous. Email sends in HubSpot will be logged to Virtuous as new activity.