# 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 axes with HubSpot properties, you gain more detailed information, better segmentation and more powerful analytics, all from a single unified CRM source.

This improves your decision-making with data that is automatically enriched and kept up to date, for a finer and 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**
* A connection **OAuth** is enabled on HubSpot
* Your account **Fincome is active**
* Access to the entity **Customers** is enabled in Fincome

### Step-by-step guide: connect HubSpot to Fincome

#### Step 1 – Access settings

1. Go to **Settings** on Fincome.
2. Open the **Data sources**.
3. Click on **Enrichment sources**.
4. Select **Connect a new enrichment source**.
5. Choose **Synchronize one or more HubSpot property(ies)**.

#### Step 2 – Configure the HubSpot source

A configuration window opens with the following fields:

**1. Source name**

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

**2. HubSpot properties to fetch (separated by commas)**

Provide the **exact labels** of the HubSpot properties to synchronize.

**Example:**\
`Industry, Phone number, City`

**How to find the exact label of a property:**

1. Go to **HubSpot settings**
2. Open **Data management → Properties**
3. Select the object **Company**
4. Click on the desired property
5. Copy the field **Property label**

**3. Name of the HubSpot identification axis in Fincome**

Specify the**Fincome axis** 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 **comprehensive** across all your customers
* the value is **strictly identical** between HubSpot and Fincome

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

{% hint style="danger" %}
This axis must already exist in Fincome, otherwise the synchronization will not work.
{% endhint %}

**4. Axis prefix (optional)**

Define a prefix for axes created from HubSpot properties.

* **Without a custom prefix** :
  * Default prefix: `HubSpot_xxxxxx_`
  * Example: `HubSpot_726564_Industry`
* **With custom prefix** :
  * Prefix: `_Axis`
  * Example: `HubSpot_AxisIndustry`

{% hint style="danger" %}
If no prefix is provided and the names match existing axes, Fincome will merge the axes.
{% endhint %}

#### Step 3 – Finalize the connection

6. Click on **Validate**.
7. You are redirected to HubSpot.
8. Select the HubSpot account to connect.
9. Accept the requested permissions.
10. Click on **Connect the app**.

### Final check

Go back to **Settings → Data sources → Enrichment sources** and verify 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 axis) to the correct HubSpot company, in order to correctly synchronize CRM properties.

**Where to find the Record ID in HubSpot (Companies)**

1. Log in to HubSpot.
2. Open the menu **Contacts → Companies**.
3. Click on the relevant company to open its record.
4. Look at the browser 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 obtain the Record ID**

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

**Best practices for syncing with Fincome**

* Check that the Record ID stored in Fincome matches **strictly identical** the one in HubSpot (without spaces or formatting).
* The property `hs_object_id` used by HubSpot in APIs corresponds to the same identifier.
* For large volumes, it is recommended to export HubSpot companies with their Object IDs, then update Fincome axes in bulk.

⚠️ If the identifier stored in Fincome does not match the one in HubSpot, enrichment will not be able to work.

#### FAQ

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

***

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

***

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

***

→ **What happens if the label of a HubSpot property is incorrect?**\
The synchronization runs, but the affected axes will be filled with the value `None`.

***

→ **Are my existing Fincome data affected?**\
No, except in the case of a deliberate merge of axes with exactly the same name.

***

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


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