Source setup as Hubspot for Meta CRM CAPI

Source setup as Hubspot for Meta CRM CAPI

Prerequisites:
  1. Access to a HubSpot account with permissions for the CRM module that you intend to integrate
  2. A defined field in HubSpot to capture Meta Lead ID.
Set-up process:
  1. Log in to your Datahash account on https://studio.datahash.com/login
  2. Navigate to CRM category under Sources list in the left section.
  3. Click on the “HubSpot” connector tile.

  4. Click on “Sign in with HubSpot” to start the Authentication.
  5. Login to your HubSpot account.
  6. Choose the account you want to integrate and provide permissions to your HubSpot account for Datahash to set up the integration and process the required data.
  7. You will be redirected back to the set-up screen.
  8. Choose the data entity as Meta CLO.
  9. Select the HubSpot module from which you want to track the lead status updates into Meta Conversion API for CRM and Provide a name to the connection.
  10. Next step is to map the CRM fields with the data points required for Meta Conversion API for CRM integration.
  11. Next step is to map the CRM fields with the data points required for Meta CLO integration.
  12. Configuration: First choose the integration Method i.e
  • Webhook: Use this method to send updates to the destination when the Meta Lead ID column is updated, such as when a user’s lifecycle stage changes.
  • API: Use this method to send updates to the destination whenever any value related to a contact in the CRM is updated. This may result in duplicate entries
Once done, select the following column name:
  • Meta Lead ID: This is the unique identifier generated at the source where the lead was captured.
  • Lead Lifecycle Status column: Lead lifecycle status refers to the field in the CRM that is used to track the stages that a lead moves through during the lead lifecycle. Updates in these stages are tracked as events and pushed to a destination e.g. as conversion signals in Meta Conversion API for CRM for Lead Ads campaign optimisation.
  1. Click on “Test Connection” to proceed.
  2. Once done, you can view the latest leads data available in your CRM as per the mapping provided above.
  1. You can check for errors if any are shown in the table data itself.
  2. Click Finish to complete the setup.
      
  3.  You can access the set-up again by clicking on the edit button in the Hubspot connector widget

  4. The set-up configurations can be edited if required, from the Manage connections section.


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