topic Re: Sync our proprietary data with our customers' HubSpot accounts in APIs & Integrations

Sync our proprietary data with our customers' HubSpot accounts

RCarl4 — Wed, 08 Nov 2023 12:58:02 GMT

We are a SaaS provider of company intelligence data. Some of our customers use HubSpot and we'd like to be able to let our customers sync whatever data we provide for them to their HubSpot account.

Ideally, this would be data sync, but as far as I can see, all the data sync apps are created by HubSpot, so not something we can tap into?

What is then left to do, a public app? This brings a host of downsides like token management, requests quotas, backfilling data, etc. Am I on the right path, is this the only way to go about it?

Re: Sync our proprietary data with our customers' HubSpot accounts

zachh — Wed, 08 Nov 2023 13:19:58 GMT

Hi @RCarl4

A public app would likely be the best way to go if you're using your own proprietary platform. This way people can just install your app and you can control how data is distributed between the platforms. This, naturally, involves building and maintaining the app.

I believe there are companies that will help build and maintain an app for you, if your team is unable. I can't speak to costs or monetization though.

Alternatively, if your platform has any kind of webhook functionality, you may be able to use middleware like Zapier to sync the two systems.

Additionally, depending on what data needs to be moved to Hubspot, you can offer CSV data exports that can be imported into Hubspot. A Knowledge Base article somewhere on your website with instructions can help prevent errors in this process.

- Zach

Re: Sync our proprietary data with our customers' HubSpot accounts

RCarl4 — Wed, 08 Nov 2023 13:37:33 GMT

Thanks @zachh for your reply. Yes, we have our engineering team, so we'll build this ourselves, I'm just thinking of the best way to go about it. Hmmm, CSV exports might actually be a viable entry into this integration with the least amount of work needed. I'll think about it and talk with the team...

If we don't go with CSVs, what would be the best way to set up a one-way sync from our app into HubSpot that would work similarly to the official data sync?

Re: Sync our proprietary data with our customers' HubSpot accounts

johnelmer — Wed, 08 Nov 2023 14:32:16 GMT

@RCarl4 You might look into one of the iPaaS platforms like Skyvia or a reverse ETL platform like Census or Hightouch. Either one of these options would require connecting your app's underlying database and using the integration app to map your database fields to corresponding standard or custom properties in HubSpot.