In this article:
❗️Important
Already have a HubSpot Legacy integration installed? Follow the Uninstall steps below.
If you are installing the HubSport Outbound Integration for the first time, click here to start the installation process.
Uninstall the Current HubSpot Legacy Integration
From the Integration workspace, locate HubSpot Custom Object (legacy) from the Installed Integrations list.
On the right end of the row, click on the three dots. Next, you will see Remove Integration. Click on it.
In HubSpot, you will need to clear out all of the existing records pushed from Crossbeam. 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. Click here for instructions for deleting records in HubSpot. Delete all records for the Custom Object called Crossbeam Overlaps. Users must have Bulk Delete permission to complete this process.
How to Install the HubSpot Custom Object
✍️ Note
HubSpot Custom Object is only available on the Supernode plan.
To upgrade your account, visit the Plan & Billing page.
You must have a Full Access Seat (Partner Manager role or Admin role)in Crossbeam Core with Integration permissions to install.
A HubSpot Sales Hub - Enterprise license is required to create the HubSpot custom object.
You must have a HubSpot Marketing Hub - Professional license to send Crossbeam data to contact lists.
❗️Important
The initial Record Export when setting up an integration will also count towards the Record Export limit for your account.
Crossbeam Record Exports can be monitored here. Once you hit the Export Limit, Crossbeam insights will stop flowing into external tools.
Learn more about maximizing your record exports here.
Crossbeam Authentication Steps
From the Integration workspace, locate HubSpot Custom Object from the Available Integrations section, and click the Install button.
Next, you will complete Crossbeam Authentication in the pop-up modal.
Once you have completed The Crossbeam Authentication, you will be prompted to complete the HubSport Authentication.
Click the Next button when this step is complete.
HubSpot Authentication Steps
On the HubSpot Authentication screen, click next to the New Authentication, and input the Access Token.
✍️ Note
Click here to learn how to create a HubSpot Private App Access Token.
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
Click the Next button when this step is complete.
In the next screen, configure the Crossbeam reports to be exported as Lists into HubSpot by clicking on the dropdown options under Report, and then click Add to Configuration.
Click the Next button when this step is complete.
The next screen will state the Installation is complete and prompt you to click Finish.
❗️Important
The HubSpot Custom Object is not complete until you configure the Population data in Crossbeam.
Configure Population Data in Crossbeam
After clicking Finish in the HubSpot Authentication process, you will return to the Crossbeam Integration workspace to customize the data from Crossbeam that is pushed into HubSpot.
From the side panel, locate the Customize Data in Push section. To complete the HubSpot Custom Object Integration:
Click the arrow next to My Data to expand your available Populations
Select or deselect the Populations to be pushed into HubSpot
Click the arrow next to Partner Data to expand and see the available Populations and a list of your Specific Partners
Select or deselect the Populations under Partner Data to be applied to all the Specific Partners collectively or individually per Specific Partner, depending on your needs
Click Save Changes when done.
To adjust these settings or to reauthorize the connection, return to the Integrations workspace, locate HubSpot from the Installed Integrations list, and click Settings.
HubSpot Contact Lists
Selected reports from the Install process will automatically sync relevant overlaps to corresponding lists in HubSpot. These lists will maintain the same naming convention as your Crossbeam reports, with 'Crossbeam' added for easy recognition.
All overlaps in associated contact lists update in real-time, ensuring accuracy by removing stale overlaps and revealing new records. Your marketing team can now utilize these lists for precise co-marketing campaigns
FAQ
Does Crossbeam impact my HubSpot Private App API limits?
This integration will use some of your Private App API limits but employs batch calls and resumes where it last left off to reduce usage. For questions about the integration's API usage, please reach out to the support team.
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.