Page Comparison

Purpose

N.Rich Hubsopt CRM / MAP 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: 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. 
4. Hubspot MAP: 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. 
5. Hubspot MAP: 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 MAP

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.

Hubspot MAP

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