# HubSpot

Jimo’s HubSpot integration lets you use HubSpot data to target and personalize in-app experiences, enabling you to tailor onboarding content in Jimo based on HubSpot data. 

* It **syncs properties from HubSpot into existing Jimo users** in near real time, with a daily catch-up to ensure consistency. 
* It does **not** write data back to HubSpot.

Detailed information on the integration's functioning and setup is provided below. Additional general information is available in the HubSpot marketplace listing.

## How it Works

#### Data flow (direction)

* **One-way:** **HubSpot → Jimo** (read-only from HubSpot).
* **Purpose:** Use HubSpot fields for **segmentation and targeting** in Jimo.

### Object Mappings

Easily set up "object mappings" between HubSpot contacts and Jimo users. This allows for importing HubSpot fields into Jimo for targeted experiences. 

You choose:

* **Supported HubSpot** **Object type(s):** <mark style="color:$warning;">Contacts, Companies, Deals.</mark>
* **Matching field:** Usually **email** or a **custom external ID** present in both systems.
* **Fields to sync:** Any HubSpot properties you want available on the Jimo user profile.

{% hint style="warning" %}
Contacts/companies/deals are **not created** in Jimo by this integration. \
We update **only** users that already exist in Jimo.
{% endhint %}

### Sync Behavior

* **Live updates:** \
  When a **matched HubSpot record** (Contact/Company/Deal) is **created or updated**, Jimo updates the mapped fields on the corresponding user **immediately** (near real time).
* **Daily catch-up:** \
  A **daily job** scans for **recent HubSpot changes** to fill any gaps that might have been missed by live updates.
* **New field mappings:** \
  If you add a new field to sync, there is **no automatic backfill** of historical values. Run a **Full sync** if you need past data populated.
* **Scope:** \
  Only **mapped fields** on **matched users** are updated; unmatched records are ignored.
* **Visibility & targeting:** \
  Synced HubSpot properties appear on the **Jimo user profile** (with a HubSpot icon) and can be used in **segments/conditions** for targeting.

## Setup Guide

1. Sign in to Jimo.
2. Go to [Settings -> Integrations](https://i.usejimo.com/settings/integrations) and click on Enable next to HubSpot.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FnDcVvK3oKmQkHT9ahh1m%2Fimage.png?alt=media&#x26;token=03688f2f-8dfc-4aba-bdca-7d165a35376d" alt=""><figcaption></figcaption></figure>

3. Connect with HubSpot and choose the appropriate account.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2Fj53PgGUhyvaWB7WSvHLm%2FCapture%20d%E2%80%99e%CC%81cran%202023-12-12%20a%CC%80%2011.19.39.png?alt=media&#x26;token=af94c38d-e8cf-4451-9fce-63891dc4a7e3" alt=""><figcaption></figcaption></figure>

4. Select the field in HubSpot and Jimo that will be used to map HubSpot contacts to Jimo users. By default, the mapping is made on email properties, but you can also use the ID used to identify your users in Jimo. If you do so, make sure the same ID is available in HubSpot as a property.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2Faao1gKbD5hWa3KxC9c6X%2Fimage.png?alt=media&#x26;token=1cb4c87b-7466-47bb-9f9b-337a2158396a" alt=""><figcaption></figcaption></figure>

5. Map the fields from HubSpot contacts, companies, and deals you want to send to Jimo and for each one select or create the associated variable in Jimo.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FrFSOWyFEoBdqECX02f8r%2Fimage.png?alt=media&#x26;token=7c85bf9f-bcf9-4be2-92c3-225a631a236a" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2F7JVv6G4PW7badLlJpwnK%2Fimage.png?alt=media&#x26;token=1c84ab2c-2190-4b48-956e-6277ac5a9ba3" alt=""><figcaption></figcaption></figure>

6. Run a full sync to make the changes appear on your existing users.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2F0K9PIGPXyarOpXqivudo%2Fimage.png?alt=media&#x26;token=a299971f-70d4-447f-8c2a-b5c51e6bb866" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FVBwbAAhDfShoktNu6oup%2Fimage.png?alt=media&#x26;token=da27acd7-a2f2-48ee-95c6-4ecb180ab386" alt=""><figcaption></figcaption></figure>

### Stopping the Integration

To stop the integration, go to Settings -> Integrations, find the HubSpot integration, and click on the delete button. Property sync will cease immediately.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FPm4DVHF0XdiULv8lYsI9%2Fimage.png?alt=media&#x26;token=dae2853a-b7d0-4d2d-8217-a9632849d6b9" alt=""><figcaption></figcaption></figure>

## Limitations & Recommendations

* **No Jimo → HubSpot write-back** (currently not supported).\
  If you need to push Jimo events or properties **to HubSpot**, [we recommend using **webhooks**](https://help.usejimo.com/docs/integrations/webhooks)**.**\
  **⇒** Have your backend receive Jimo webhooks, transform the payload, and update the relevant records in HubSpot via their API.
* **No auto-backfill for new mappings.** Add the field, then **run a full sync** if you want historical values populated.

### FAQ

{% stepper %}
{% step %}
**Are fields “real-time”?**

Yes—updates apply live when received from HubSpot. A **daily job** also checks recent changes in case any were missed.
{% endstep %}

{% step %}
**What if I add a new field to sync?**

It won’t backfill automatically. Use **Run full sync** to pull historical values.
{% endstep %}

{% step %}
**Can Jimo create HubSpot contacts or write properties back?**

Not at the moment. Use **webhooks + HubSpot API** on your side if you need a two-way setup.
{% endstep %}

{% step %}
**What happens if a HubSpot record has no match in Jimo?**

It’s skipped. Ensure your chosen **matching field** (email or external ID) exists in both systems.
{% endstep %}
{% endstepper %}