HubSpot Installation Guide - ABM Signals

Prerequisites 

• HubSpot login credentials

  • User must have Edit access to Everything for Contact/Companies. For more information on Hubspot’s user permission guide, please visit their knowledge center here.

• ML Platform login credentials

Steps

1. Integrate ML Platform with HubSpot

2. Click on Setup Measurement under the HubSpot Tile on the Integration page

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3. Toggle the Setup & Activate buttons. To facilitate the daily push of account engagement data, Madison Logic will automatically create a custom property group on the company object

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Testing  (Note: The Test Activity Sync process is not required)

1. To test that the synchronization is working as intended, enter an existing HubSpot Company ID and click Send

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Madison Logic Custom Property Group

Madison Logic will automatically create a custom property group on the companies object in HubSpot on your behalf to hold the account level engagement data. The custom property group will hold the below properties:

1. Group Name: Madison Logic Account Engagement

2. Properties: 

   1. Last 15 Days Impressions (Integer)

   2. Last 30 Days Impressions (Integer)

   3. Last 90 Days Impressions (Integer)

   4. Last 15 Days Site Visits (Integer)

   5. Last 30 Days Site Visits (Integer)

   6. Last 90 Days Site Visits (Integer)

   7. Last 15 Days Site Leads (Integer)

   8. Last 30 Days Site Leads (Integer)

   9. Last 90 Days Site Leads (Integer)

   10. Trending Topics (String)