> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.fincome.co/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Enrich your data with HubSpot

Connect HubSpot to Fincome in a few clicks and unlock the full potential of your customer data. By enriching your Fincome dimensions with HubSpot properties, you get more detailed information, better segmentation, and more powerful analyses, all from a single, unified CRM source.

You thus improve your decision-making thanks to data that is automatically enriched and kept up to date, for a finer, more actionable reading of your customer base.

# Prerequisites

Before starting, make sure the following conditions are met:
* You have the necessary permissions to view the following HubSpot CRM objects: **Companies**
* An **OAuth** connection is enabled on HubSpot
* Your **Fincome account is active**
* Access to the **Customers** entity is enabled in Fincome

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# Step-by-step guide: connecting HubSpot to Fincome
### Step 1 – Access the settings

1. Go to **Settings** in Fincome.
2. Open the **Data sources** tab.
3. Click **Enrichment sources**.
4. Select **Connect a new enrichment source**.
5. Choose **Sync HubSpot property(ies)**.


### Step 2 – Configure the HubSpot source

A configuration window opens with the following fields:

###### 1. Source name
Give your source a clear and **unique** name (e.g.: *HubSpot – Companies*). This name makes it easy to identify the source in Fincome.

###### 2. HubSpot properties to retrieve (separated by commas)
Enter the **exact labels** of the HubSpot properties to sync.
**Example:** `Industry, Phone number, City`

**How to find a property's exact label:**
1. Go to **HubSpot Settings**
2. Open **Data management → Properties**
3. Select the **Company** object
4. Click on the desired property
5. Copy the **Property label** field

###### 3. Name of the HubSpot identification dimension in Fincome
Enter the **Fincome dimension** that contains the identifier used to match with HubSpot.

By default, this is the **HubSpot Record ID***, but you can also use **another HubSpot property** (for example an internal customer identifier), provided that:
* the identifier is **unique**
* the identifier is **exhaustive** across all your customers
* the value is **strictly identical** between HubSpot and Fincome

This dimension must already exist in Fincome, otherwise the synchronization will not work.

||| The goal is to use a common, reliable, and consistent identifier across all the sources used in Fincome.

###### 4. Dimension prefix (optional)

Set a prefix for the dimensions created from the HubSpot properties.

* **Without a custom prefix**:
Default prefix: `HubSpot_xxxxxx_`
Example: `HubSpot_726564_Industry`

* **With a custom prefix**:
Prefix: `_Axis`
Example: `HubSpot_AxisIndustry`

If no prefix is entered and the names match existing dimensions, Fincome will merge the dimensions.


### Step 3 – Finalize the connection
1. Click **Validate**.
2. You are redirected to HubSpot.
3. Select the HubSpot account to connect.
4. Accept the requested permissions.
5. Click **Connect the app**.


### Final check
Go back to Settings → Data sources → Enrichment sources and check that your HubSpot source appears as active.

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# *What is a Record ID and where to find it in HubSpot

A **Record ID** (also called *HubSpot Record ID* or *Object ID*) is the unique identifier assigned by HubSpot to each CRM record — here, a **Company**.

Fincome can use this identifier to match a Fincome customer (via an analytical dimension) to the right HubSpot company, in order to correctly sync the CRM properties.

**Where to find the Record ID in HubSpot (Companies)**
1. Log in to HubSpot.
2. Open the **Contacts → Companies** menu.
3. Click on the relevant company to open its record.
4. Look at the browser's address bar: the Record ID appears in the URL.

**Example URL:** `https://app.HubSpot.com/contacts/XXXX/record/XXXX/1234567890` 👉 In this example, `1234567890` corresponds to the **Record ID**.

**Other ways to get the Record ID**
* From the company record, open **Edit properties** and search for the `Record ID` property.
* During a HubSpot export (Contacts → Companies → Export), include the **Object ID** or **Company ID** column.
* Via the HubSpot API (CRM Objects API v3), the Record ID corresponds to the `id` field.

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# Best practices for syncing with Fincome

* Check that the Record ID recorded in Fincome is **strictly identical** to HubSpot's (no spaces or formatting).
* The `hs_object_id` property used by HubSpot in the APIs corresponds to the same identifier.
* For large volumes, it is recommended to export the HubSpot companies with their Object IDs, then update the Fincome dimensions in bulk.

||| If the identifier recorded in Fincome does not match HubSpot's, the enrichment will not be able to work.

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# FAQ

→ **What type of HubSpot data can I enrich in Fincome?**
You can sync all the HubSpot company properties you have access to: industry, size, location, custom attributes, etc.

→ **Can I modify the properties after the configuration?**
Yes, but the old data will not be re-synced. For a structural change, it is recommended to create a new connector.

→ **What happens if the identification dimension does not exist in Fincome?**
The synchronization will fail. The dimension must imperatively be created beforehand.

→ **What happens if a HubSpot property's label is incorrect?**
The synchronization runs, but the dimensions concerned will be filled with the value `None`.

→ **Is my existing Fincome data impacted?**
No, except in the case of a deliberate merge of dimensions with exactly the same name.

→ **How often is the data updated?**
The frequency depends on your Fincome plan and the synchronization configuration.