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:

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)
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.
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.
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.
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.
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:

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