📚 Already have a HubSpot Legacy integration installed? Follow the Uninstall steps below.
Ready to start fresh, skip to the below install steps.
Uninstalling the Current HubSpot Integration
First, you’ll need to uninstall your existing HubSpot Integration. To do this, click the “...” icon on the right side of the integration card. Then select “Remove Integration”.
Removing Existing Records
Next, you’ll need to clear out all of the existing records Crossbeam has pushed into HubSpot. The new integration will push new copies of these records once it is running.
NOTE: Any workflows or reports you have built with these objects will continue to work once we start pushing the new records.
Instructions for deleting these records can be found here. You’ll want to delete all records for the Custom Object called “Crossbeam Overlaps”. Note: Users must have Bulk Delete permission to delete multiple records.
Installation Info
✍️ Note
This integration is available for paying Crossbeam customers on the Connector or Supernode plan. To install, you must have a HubSpot Marketing Hub - Professional license to send Crossbeam data to contact lists. A HubSpot Sales Hub - Enterprise license is required to create the HubSpot custom object.
If applicable, after you have completed the pre-install steps, you can begin to install the integration. On the Integrations page, there is an integration called HubSpot Outbound V2 . Click Install and follow the instructions in the pop-up modals.
❗️Important
Initial Record Exports will contribute to the overall Record Export Limits.
Prior to initiating Record Exports, it's crucial to assess and potentially reduce the number of Populations, as having too many Populations can quickly surpass the Record Export Limits.
Crossbeam data metering will cap your Record Exports at 100% of the data limit based on the account plan.
Installation Steps
Displaying that we're connecting to your Crossbeam account for your confirmation.
The required scopes for this token are:
crm.lists.read
crm.lists.write
crm.objects.companies.read
crm.objects.companies.write
crm.objects.contacts.read
crm.objects.contacts.write
crm.objects.custom.read
crm.objects.custom.write
crm.schemas.companies.read
crm.schemas.companies.write
crm.schemas.custom.write
crm.schemas.custom.read
Select your Crossbeam reports that you want to be exported as Lists in HubSpot
❗️Important: Report exports will count towards record export limit
Learn more about Record Export Limits
Select the Crossbeam Populations you want to be exported in your HubSpot Custom Object.
❗️Important
Population exports will count towards Record Export Limits. Learn more about Record Export Limits here.
That's it! You should see your Hubspot data appear soon, and within 6 hours at most
HubSpot Contact Lists
From the reports you selected above, relevant overlaps will automatically be sent and saved within associated lists in HubSpot.
Your contact lists will appear in HubSpot with the same naming convention as your reports in Crossbeam, with a "Crossbeam" appended to the title for easy identification.
Please note, all overlaps that are present in associated contact lists will be updated in real-time, removing stale overlaps and surfacing new records. Corresponding campaigns are kept highly targeted, relevant and accurate.
That's it! Now, your marketing team can use these lists to build and deliver highly targeted co-marketing campaigns.
Need to test?
You can cross-reference overlap flows by verifying the contact list in HubSpot was created as 'Crossbeam [Selected Report Name]'
Verify data from those accounts are added to the Contact List that was selected when configuring the HubSpot integration
Keep in mind
You must be on a HubSpot Professional plan (or higher) to build contact lists using overlap data in HubSpot.
HubSpot Crossbeam Custom Object
✍️ Note
A HubSpot Enterprise license is required to create the HubSpot custom object.
❗️Important: Exports will count towards record export limit
Learn more about Record Export Limits
For HubSpot Enterprise Customers who want to leverage the Custom Object. Authenticate connection to begin routing overlaps in the Crossbeam Overlaps Custom Object in HubSpot.
Once you've selected your populations, the following fields will automatically be passed (and are locked) in HubSpot:
Account ID
Crossbeam EID
Lead ID
Partner AE Email
Partner AE Name
Partner AE Phone
Partner
Partner Population (Name of partner population the overlap is identified on)
Population (Name of population)
From here, you can use the Custom Object to trigger new workflows, sales tasks, reports, and boundless other HubSpot-related activities.
FAQ
Does Crossbeam impact my HubSpot Private App API limits?
This integration will use some of your Private App API limits but uses batch calls and we pick up where we last left off to reduce usage. If you have questions about the integration's API usage please reach out!
What happens to my legacy HubSpot integration once I delete it?
You will not be able to reinstall this deprecated integration, as it is no longer available as a new install.