Prerequisites

All you need is:

a Harvestr Editor account with an Elite or Enterprise subscription
having connected the first part of our HubSpot integration with the feedback widget

Connect Harvestr to HubSpot

After installing the first part of the integration from the HubSpot integration settings in Harvestr, go to the Customers synchronization tab and click "Create connection".

Create a new connection by:

Entering a replication start date
Press save

Configure synchronization rules

Customer Attributes

To configure synchronization rules for a HubSpot object, click "Add attributes" next to its name.

For each HubSpot object (Contact, Company), you first have to choose how you want to match Harvestr objects with HubSpot objects:

HubSpot Companies can be matched with Harvestr Companies by name (not case sensitive) or by a custom unique ID (case sensitive) to prevent potential duplicate issues if you have several companies with the same name in HubSpot
HubSpot Contacts can be matched with Harvestr Users by email (not case sensitive) or by a custom unique ID (case sensitive) if you have several Contacts with the same email in HubSpot

About the identification by custom ID:

If you choose to identify users or companies by a custom HubSpot ID, this custom ID will be imported with the user/company when feedback is sent from HubSpot
If feedback is sent from another source where this custom ID does not exist, Harvestr will automatically use the user's email or the company's name to match this feedback with the right customer in Harvestr. In this situation, and if you have users with the same emails but different ids/companies with the same names but different IDs in Harvestr, feedback might be associated with the wrong customer

You can choose which attributes you want to synchronize in Harvestr for each HubSpot object.

Additional synchronization rules

HubSpot customer data synchronization also offers 2 other options to help you get reliable customer data in Harvestr.

1. Make all of your HubSpot users and companies searchable when assigning feedback to customers in Harvestr

When activated, you can search in all your HubSpot Companies and Contacts when assigning feedback to customers in your Harvestr inbox, from the Chrome extension and our Slack integration. When you search for a customer, the results from HubSpot will be displayed with the HubSpot logo next to their names.

2. Automatically associate users with their companies when a relationship exists in HubSpot

When active, this option automatically associates users with companies, using HubSpot as a source of truth to build those relationships. Thanks to this option, only users who do not yet have a company in Harvestr will be associated.

For example:

you create user A in Harvestr without associating user A with any company
if user A belongs to company B in HubSpot, then user A will also belong to company B in Harvestr
if company B does not already exist in Harvestr, it will be automatically created

Leveraging HubSpot customer data in Harvestr to make product decisions that drive business impact

After launching a first sync, you will see all the attributes you chose to sync in your customer profiles in Harvestr.

These attributes can then be used to build customer attributes aggregration fields that will help you measure the business impact of your Discoveries and prioritize them appropriately.

You will be able to answer questions like:

How much ARR do all customers linked to a Discovery represent for my company?
How many users will be impacted by a given Discovery?
How many churned customers are linked to a given Discovery?
And many more!

Do you also want to collect structured feedback from teams working in HubSpot? Then you should look at the second part of our HubSpot integration.