HubSpot Integration

The article is currently being updated. Please get in touch with your CSM for more information.

Purpose

N.Rich HubSpot CRM / MAS integration is used for the following purposes:

  1. HubSpot CRM: pulling deal (opportunity) data from HubSpot to N.Rich. This data is used for measuring opportunity attribution (opportunity analytics), creating segments based on opportunity data and for generating Ideal Customer Profiles (ICP)

  2. HubSpot CRM: pushing ABM engagement data and Intent data to HubSpot company object. This data becomes available as account properties and can be used for example for account prioritisation, reporting, or sales outreach personalisation.

  3. HubSpot CRM: Account Push Feature
    This feature enables you to grow your CRM accounts by pushing new accounts that are discovered in N.Rich to HubSpot. Read more here.
  4. HubSpot CRM: Showing N.Rich ABM engagement on company timeline. Timeline engagement is useful for tracking the overall journey of the account, although this data can't be used as a basis of creating lists or workflows. 
  5. HubSpot MAS: Syncing HubSpot contact-level cookie id's with N.Rich cookie id's. HubSpot contacts have a cookie id if they have either submitted a HubSpot form or clicked a HubSpot marketing email (clicking Sales emails doesn't create a HubSpot cookie). Cookie sync is used to associate the ad and website engagement tracked on N.Rich to the contact on HubSpot. 
  6. HubSpot MAS: Pulling form submissions and email engagement data to N.Rich intent reports. HubSpot engagement data is used as a component of N.Rich intent reports scoring model.

Setting up

HubSpot CRM and MAS

If you use HubSpot as both CRM and Marketing Automation Platform, you need to integrate HubSpot only from the CRM setup of N.Rich and there is no need to integrate from the Marketing Automation tab in this case. HubSpot integration can be done by simply clicking on INTEGRATE button on N.Rich setup (Setup / CRM /HubSpot CRM) and authenticating with a HubSpot API user.

Here are the steps that you need to ensure when creating the user:

  1. For security reasons, instead of using shared credentials and a shared user, it is recommended to create a dedicated user for N.Rich

  2. The HubSpot user must have read and write access to HubSpot API including Companies, Contacts, Deals objects as well as any objects used for identifying product-association of opportunities.

Account properties

N.Rich Intent Report Scores

Type

Field name

Field label

Description

Text

nrich_intent_report_name

Intent report name

Intent report name

Number

nrich_composite_intent_score

Composite intent score

Composite account intent score (weighted third party and first party intent data based on intent report settings)

Number

nrich_high_intent_contacts_num

High intent contacts

Number of contacts (cookies) with high intent score)

Number

nrich_high_intent_topics_num

High intent topics

Number of topics with > 60 as the intent score

Text

nrich_intent_location_1

Intent location 1

Top location for intent

Text

nrich_intent_location_2

Intent location 2

2nd location for intent

Text

nrich_intent_location_3

Intent location 3

3rd location for intent

Text

nrich_intent_topic_1

Intent topic 1

Highest scoring intent topic (available only if third party intent data is used in report and available for the account)

Text

nrich_intent_topic_2

Intent topic 2

Second highest scoring intent topic (available only if third party intent data is used in report and available for the account)

Text

nrich_intent_topic_3

Intent topic 3

Third highest scoring intent topic (available only if third party intent data is used in report and available for the account)

Text

nrich_analytics_link

N.Rich analytics link

Permanent link to the N.Rich account analytics page of the account

Text Area (Long) nrich_intent_topics_list All intent topics Multiline text property that has all the topics separated by a newline
Number nrich_first_party_intent_score First party intent score Raw first party intent score from the selected intent report
Number nrich_third_party_intent_score Third party intent score Raw third party intent score from the selected intent report
Text first_party_intent_countries First party intent countries Lists the top 10 countries from where first-party engagements have originated, sorted by highest engagements first.
Text first_party_intent_locations First party intent locations Lists the top 10 locations, including city-level info where first-party engagements have originated, sorted by highest engagements first.
Text third_party_intent_countries Third party intent countries Lists the top 10 countries from where third-party intent signals have originated, sorted by highest intent first.
Text third_party_intent_locations Third party intent locations Lists the top 10 locations, including city-level info where third-party intent signals have originated, sorted by highest intent first.

N.Rich ABM and website engagement

Type

Field name

Field label

Description

Date

nrich_last_engagement_date

Last ABM engagement date

Last date with one or more ABM Engagements: video views, article readers or clicks

Date

nrich_last_click_date

Last ABM click date

Last N.Rich click (and visit) date. Clicks are recorded using N.Rich tag on the website, so every click also means a visit.

Date

nrich_last_website_visit_date

Last website visit date

Last website visit date (any website visit, not just ABM)

Number

nrich_engaged_contacts

Contacts with ABM engagement

Number of ABM engaged unique cookies from the account. Aggregated to the time frame user has selected

Number

nrich_clicked_contacts

Contacts with ABM clicks

Number of clicked unique cookies from the account. Aggregated to the time frame user has selected

Number

nrich_visited_contacts

Contacts with website visits

Number of visited unique cookies from the account from any channel. Aggregated to the time frame user has selected

Number

nrich_total_clicks

Total clicks

Total ABM clicks. Aggregated to the time frame user has selected.

Number

nrich_total_video_views

Total video views

Total ABM video views. Aggregated to the time frame user has selected.

Number

nrich_total_article_readers

Total article readers

Total ABM article readers. Aggregated to the time frame user has selected.

Number

nrich_total_engagements

Total ABM engagement

Total ABM engagements. Aggregated to the time frame user has selected.

Number

nrich_total_website_visits

Total website visits

Total website visits from any source. Aggregated to the time frame user has selected.

Text Area (Long)

nrich_top_website_engagements

Top 5 website engagements

Multiline text property with top-5 urls based on the number of page views.

Text Area (Long)

nrich_top_ad_engagements

Top 5 ad engagements

Multiline text property with top-5 ads based on number of engagements

Text Area (Long)

nrich_top_campaign_engagements

Top 5 campaign engagements

Multiline text property with top-5 campaigns based on the number of engagements.

Number nrich_all_time_engagements All time engagements Total all time engagements disregarding the selected time range
Number nrich_all_time_engaged_contacts All time engaged contacts Total engaged cookies disregarding the selected time range

ICP velocity metrics

Type

Field name

Field label

Description

Text

nrich_icp_sales_velocity_class

ICP sales velocity

Sales velocity has 3 possible values: HighMedium or Low.

Number

nrich_icp_sales_velocity_score

ICP sales velocity score

A number in the range of 0-100 representing sales velocity score.

 

Hubspot MAS

If you only use HubSpot for marketing automation and not as CRM, you need to go to the Marketing Automation tab of N.Rich setup and add the HubSpot portal ID and API key.