Overview
You can utilise HubSpot’s CRM data inside Factors to qualify, track and engage your high-intent accounts with Factors web analytics and account identification capabilities. You can build funnels to understand how Deals are progressing and build out easy to consume analytics dashboards.
Integration with Factors
Log in to your Factors account and click on the settings icon ⚙️ in the top navigation bar and then click Integrations.
Find HubSpot inside the integrations page and click Connect.
You will be redirected to HubSpot where you can authorise the integration with SSO.
And that’s it! Factors can start pulling your CRM data from HubSpot.
Which objects does Factors pull from HubSpot?
We pull the following objects from your HubSpot data:
Basic Plan:
Company
Deal
Growth Plan:
Contact
Company
Deal
Forms
Campaign
Engagements
Contact List
For these objects, we pull in all associated fields under each object by default.
To prevent Factors from pulling specific objects or properties, go to Sync Configuration and uncheck the relevant objects or properties. Only Admins can change Sync Configuration. This can be done at the point of setting up the authentication and even can be configured once the integration is setup.
Manage Data Volume controls which properties Factors processes. Factors may still pull data for properties excluded there, even if it does not process them. Only the Solutions account can exclude properties in Manage Data Volume to reduce sync delays. If you want to prevent data from being pulled into Factors, use Sync Configuration.
