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Hubspot

Seamlessly connect Ottogrid with HubSpot to automate data imports and enrichment processes.

The HubSpot integration allows you to:

  • Automatically import HubSpot records (Contacts and Companies) into Ottogrid for enrichment.

  • Use automations to push enriched data back into HubSpot without manual effort.

  • Ensure data accuracy by filling in only missing fields without overwriting existing information.

Important Note:

Ottogrid will only autofill empty fields when syncing data back to HubSpot. If an existing field contains data, Ottogrid will not overwrite it.

Supported HubSpot Objects

Ottogrid currently supports the following HubSpot objects for import and automation:

  • Contacts

  • Companies

We are continuously working to expand our support—let us know if you have additional requirements.

How to Use the HubSpot Integration

1. Connect Your HubSpot Account

  1. Navigate to the Integrations Page in Ottogrid.

  2. Click Connect under HubSpot.

  3. Follow the on-screen instructions to authenticate and link your HubSpot account.

Once connected, you can start creating tables from your HubSpot data.

2. Starting a New Project with HubSpot (Importing Data)

  1. On your homepage, click New Project.

  2. Select HubSpot as your data source.

  3. Choose the HubSpot object you want to import:

    • Contacts

    • Companies

  4. Ottogrid will automatically create a table based on your selected HubSpot object—no manual mapping is required at this stage. Please review the supported fields for Contacts and Companies listed below.

Reminder:

  • All imported columns will initially be set as non-AI columns. You can later configure which columns should use AI for enrichment.

  • You can add additional data or modify the table as needed once the table is created.

3. HubSpot Field Support

Ottogrid imports specific fields from HubSpot objects:

Companies:

  • ID

  • Name

  • Description

  • Website URL

  • Industry

  • City

  • Country

  • Lead Status

  • Lifecycle Stage

  • Owner

  • Year Founded

Contacts:

  • ID

  • First Name

  • Last Name

  • Email

  • Job Title

  • Lead Status

  • Lifecycle Stage

  • Salutation

  • Mobile Phone Number

  • Website URL

  • Owner

⚠ Do not manually modify your ID columns:

  • When creating a new company or contact in HubSpot, HubSpot will automatically generate a unique ID. Ottogrid will update your table with this ID once it has been created. Do not manually add your own IDs for new records, as HubSpot will generate these, and we will ensure the correct ID is populated in your table.

  • When updating existing records, do not modify the ID column. The ID serves as a unique identifier within HubSpot and is crucial for accurate data mapping. Ottogrid will manage all updates to this field automatically.

4. Automate Workflows with HubSpot

Ottogrid allows you to set up automations to sync enriched data back to HubSpot automatically.

How it Works:

  • Automations trigger actions based on conditions such as when a row is completed.

  • Mapping fields between Ottogrid and HubSpot happens during automation setup to ensure proper data synchronization.

Supported Triggers (When this happens in HubSpot):

  • A new Company is created.

  • A new Contact is created.

Supported Actions (Then do this in HubSpot):

  • Create new records:

    • Contact

    • Company

  • Update existing records:

    • Contact

    • Company

Example Workflow: Automating Contact Enrichment

Here’s how you can create a fully automated workflow in Ottogrid to enrich HubSpot contacts and keep them up-to-date, in under 1 minute:

Step 1: Create an Automation to Import New Contacts from HubSpot

  1. Create a new automation in Ottogrid and give it a descriptive name (e.g., “Import New Contacts”).

  2. Set the trigger condition ("When" field):

    • Click the dropdown and hover over the HubSpot submenu.

    • Select "When a new contact is added in HubSpot."

  3. Set the action ("Do" field):

    • Open the dropdown and hover over Ottogrid.

    • Select "Add as a new row in Ottogrid."

  4. Click Save.

Result:

Now, whenever a new contact is created in HubSpot, it will automatically appear in Ottogrid for enrichment.

Step 2: Create an Automation to Push Enriched Contacts Back to HubSpot

  1. Create another automation and name it (e.g., “Push Enriched Contacts to HubSpot”).

  2. Set the trigger condition ("When" field):

    • Select "When a row is completed in Ottogrid."

  3. Set the action ("Do" field):

    • Hover over the HubSpot submenu and select "Update existing contact."

  4. Click Save.

Result:

Once Ottogrid completes the enrichment process, it will automatically update the corresponding contact in HubSpot with the new insights—without overwriting any pre-existing data.

Limitations & Considerations

  • Beta Feature: The HubSpot integration is currently in beta, and we welcome feedback to improve it.

  • Import Limit: Currently, you can import up to 100 records initially when starting a new project from Salesforce. We are able to expand this limit based on user feedback.

  • No Direct Export: Data cannot be exported manually; automations must be used to sync enriched data back to HubSpot upon row completion.

  • Manual Sync Options: If needed, you can still manually import data using CSV uploads or by copying from a sheet into Ottogrid.

Why Use the HubSpot Integration?

  • Eliminate Manual Data Handling: Automate data sync between HubSpot and Ottogrid.

  • Real-Time Enrichment: Leverage Ottogrid’s AI to enhance your HubSpot records effortlessly.

  • Effortless Setup: Get started with just a few clicks.

  • Preserve Data Integrity: Ottogrid ensures existing HubSpot data is never overwritten unless desired.

Getting Started

Ready to streamline your HubSpot workflows?

👉 Connect your HubSpot account now

Have feedback or feature requests? Let us know how we can improve the integration to better fit your needs.