Enrich your data with HubSpot

Enrich your Fincome account with HubSpot properties

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 deeper insights, better segmentation, and more powerful analytics, all from a single unified source.

Boost your decision-making with CRM data enriched in real time and make your customer understanding smarter, faster, and more actionable.

Prerequisites

Before getting started, make sure the following conditions are met:

• You have the necessary permissions to manage and view the following HubSpot CRM objects:

  • Companies

  • Contacts

  • Deals

• An OAuth connection is enabled

• Your Fincome account is active

• Access to the entity Customers is enabled in Fincome

Step-by-step guide

Follow these simple steps to connect HubSpot to Fincome:

1. Go to the Fincome Settings

2. Open the Data Sources

3. Go to Enrichment Sources and click Connect a new enrichment source

4. Select Sync the HubSpot property or properties. A configuration popup will appear with four fields to fill in:

   1. Source name : give your data source a clear, recognizable name. This name will help you identify it easily in your Fincome account and should be unique.

   2. HubSpot properties to fetch (comma-separated) : specify the HubSpot properties you want to sync with Fincome. You can enter one or more properties. Separate multiple properties with commas. Example: Industry, Phone number, City

   3. Name of the axis for the HubSpot Record ID on Fincome : indicate which Fincome axis stores theRecord ID HubSpot. This ID is essential to correctly match your Fincome customers with their corresponding HubSpot companies.

   4. Axis prefix (optional) : set a custom prefix for axes created from HubSpot properties. If no prefix is provided and axes in Fincome and HubSpot properties have the same name, they will be merged.

      • Default:

        • Base: hubspot_

        • Random characters: xxxxxx_ (generated automatically)

        • Properties: Industry, Phone number

        • Resulting axis: hubspot_xxxxxx_Industry, hubspot_xxxxxx_Phone number

      • Custom example:

        • Prefix: _Axis

        • Properties: Industry, Phone number

        • Resulting axis: hubspot_AxisIndustry, Hubspot_AxisPhone number

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

1. Click on Validate.

You will then be redirected to HubSpot to select the account from which the data will be retrieved.

1. Click on Choose an account.

If this is your first connection between Fincome and HubSpot:

1. Review and accept the requested permissions.

2. Click on Connect the app.

Final check

Return to the Fincome settings page and verify that your new source appears under Enrichment systems.

FAQ

→ What type of HubSpot data can I enrich in Fincome?

You can fetch and sync any HubSpot company properties accessible via your CRM permissions, such as industry, revenue, phone number, or custom attributes.

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→ Can I modify the properties after setup?

Yes, you can return at any time to the enrichment source configuration to update or adjust the list of synchronized properties. Please note that old data will not be re-synced. If you change which HubSpot company properties to fetch, it is therefore recommended to create a new connector.

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→ What happens if the HubSpot Record ID axis does not exist?

Synchronization will fail. Make sure the required axis is created in Fincome before configuring the enrichment.

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→ Will this impact my existing Fincome data?

No existing data will be overwritten unless you choose to merge axes with identical names already created by another connector. Example: if the old custom axis of your connector is hubspot_726564_industry and the new custom axis of your connector is hubspot_726564_industry, your data will then be overwritten.

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→ How often is the data updated?

The data refresh frequency depends on your Fincome plan and your synchronization settings.