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

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.

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.

*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.

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.

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.

Updated on: 03/07/2026