HubSpot Installation Guide - Dynamic Targeting

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Last updated: Apr 01, 2024 by Robert Van Brunt
1 min read

Prerequisites 

  • HubSpot Login Credentials

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

  • ML Platform Login Credentials

Steps

  1. Integrate the ML Platform with HubSpot

  2. Select the Hubspot objects & fields you'd like to leverage to build target account lists

    1. Contacts

    2. Companies

    3. Contact Lists

    4. Deals

  3. Choose which HubSpot property Madison Logic uses to pull in the account domain names (Optional)