BoostUp Hubspot Integration

Table of Contents

Sign Up and Granting of Access 

Hubspot Data Sync 

Hubspot Objects That Are Synced By Default

BoostUp Hubspot Data Flow 

BoostUp has a two-way sync process with Hubspot. BoostUp syncs data in Hubspot into its platform. And users can push updates back to Hubspot from BoostUp. This document describes in detail how the sync works.

Sign Up and Granting of Access

• Users grant access to Hubspot using the OAuth authorization process. 
• The best practice is to create a dedicated hubspot integration user for granting BoostUp access to Hubspot. This user is then used for all read operations, and for ingesting data from Hubspot into BoostUp. Permissions for POC testing at a minimum should include:
  • API access
  • View access to all objects and fields detailed below
• The customer can control which tables and fields in Hubspot are visible to this integration user via permission sets in Hubspot. This gives the customer full control over data and access to BoostUp.
• In addition, every user can grant access to Boostup using their own user credentials (also via the OAuth flow). These credentials are used to push updates from BoostUp back to Hubspot.

Hubspot Data Sync

1. BoostUp allows full customization of the Hubspot Data Sync. The following aspects can be configured.
   1. The list of objects to sync from Hubspot to BoostUp. Boostup supports syncing of both standard and custom objects.
   2. For each object
      1. The list of fields to sync
      2. The frequency of sync (every 5 mins or 10 mins, etc). This interval is configurable.
      3. The list of records to sync or not sync specified via the use of Hubspot query filters.
2. BoostUp uses standard Hubspot REST APIs to pull data. Periodic syncs only pull the records that have changed since the last sync. This allows BoostUp to limit the data that is actually being downloaded, making the sync very efficient.
3. BoostUp also has support for Real-time sync. BoostUp uses the Hubspot Webhooks API to “listen” to changes on specific objects in Hubspot. When an object changes, it notifies BoostUp, which in turn uses the REST API to pull the changed object back into BoostUp. This allows BoostUp to pull updates in real-time from Hubspot.
   1. In order to get real-time push notifications, BoostUp subscribes to specific Webhooks for each of the tables for whom real-time sync is enabled.

• Whenever changes are made to specific fields in Hubspot, Hubspot sends an event on the registered Webhook for that Table, and BoostUp picks up the event, and syncs the updated record in real-time.

Hubspot Objects That Are Synced By Default

The following standard objects and their listed fields are synced from Hubspot by default. In addition, any custom object, or any additional fields can be ingested from Hubspot.

BoostUp Hubspot Data Flow