HubSpot Insights

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Esteemed Advisor
 If I am adding information into the CRM which did not appear in insights, I am hoping the information would be used for the next person.  
 
For example, if the street address for my prospect/customer  HubSpot comes up as 1 First Street when we know the actual location is 25 First Street and we make the change, how are insights effected?
 
While privacy is important, certain things are public information. Where is the line?
 
Or, how can we the users help HubSpot Insights information update?
 
Additionally, there has been chatter about the insights only working once and then not updating or changing. If Hubspot changes its domain from Hubspot.com to HubSpotAcademy.com and a user changes the domain, insights are not updated.  Or if the domain needs to change due to country location, nothing is updated. Please explain the rationale behind this?
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Inbound Professor

Hello! Let me take this in parts:

 

If I am adding information into the CRM which did not appear in insights, I am hoping the information would be used for the next person.

It does not. For privacy reasons, we don’t take the data put in by our customers for insights. In theory we could try and use some data from customers and not others, but that is far too risky and would be more problematic than anything else. Among many, one easy problem to think of is: what if someone changes HubSpot’s address to Iceland in their CRM? While most of our customers are not malicious, we don’t want to make it easy for malice of one customer to affect others.

 

Or, how can we the users help HubSpot Insights information update?

If you ever notice that any data is incorrect, contact our support team. They have the ability to manually update information in our database.

 

Additionally, there has been chatter about the insights only working once and then not updating or changing. If Hubspot changes its domain from Hubspot.com to HubSpotAcademy.com and a user changes the domain, insights are not updated. Or if the domain needs to change due to country location, nothing is updated. Please explain the rationale behind this?

 

The data populated by insights is updated when the backing data store’s data updates. If the data updates in our system, those changes will be propagated to the CRM--and we know this happens because we get complaints about it occasionally Smiley Happy

 

It’s also worth noting that if a customer changes a field for a given company in their CRM, that field for that company will never be updated by insights again, because we assume that the customer knows that they are doing and that they have the correct information relevant to their portal.

I hope this helps!

11 Replies 11
Inbound Professor

Hello! Let me take this in parts:

 

If I am adding information into the CRM which did not appear in insights, I am hoping the information would be used for the next person.

It does not. For privacy reasons, we don’t take the data put in by our customers for insights. In theory we could try and use some data from customers and not others, but that is far too risky and would be more problematic than anything else. Among many, one easy problem to think of is: what if someone changes HubSpot’s address to Iceland in their CRM? While most of our customers are not malicious, we don’t want to make it easy for malice of one customer to affect others.

 

Or, how can we the users help HubSpot Insights information update?

If you ever notice that any data is incorrect, contact our support team. They have the ability to manually update information in our database.

 

Additionally, there has been chatter about the insights only working once and then not updating or changing. If Hubspot changes its domain from Hubspot.com to HubSpotAcademy.com and a user changes the domain, insights are not updated. Or if the domain needs to change due to country location, nothing is updated. Please explain the rationale behind this?

 

The data populated by insights is updated when the backing data store’s data updates. If the data updates in our system, those changes will be propagated to the CRM--and we know this happens because we get complaints about it occasionally Smiley Happy

 

It’s also worth noting that if a customer changes a field for a given company in their CRM, that field for that company will never be updated by insights again, because we assume that the customer knows that they are doing and that they have the correct information relevant to their portal.

I hope this helps!

Esteemed Advisor

@KyleJepson Thank you.

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Occasional Contributor

We imported data into Hubspot...If I add a URL I would expect to get data from Hubspot Insights...I can get them only when creating completely new companies...

 

Thanks

 

Pavel

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meO
New Contributor

@KyleJepson  related to this last question about adding companies with an Import.

Is it possible to trigger a review of Company data by Insights to be able to add the company image and any missing data that is not part of the Import upload?

 

So if we are adding a number of companies with a data import (from .xls), is there a particular field/Property that we should include – or leave empty - that would help to trigger a review of the company by the Insights data?

 

It would be helpful to have Insights add missing data and add the company logo – as Insights does when you are manually entering data.

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Inbound Professor

Hi @meO ,

 

Company insights will be added to imported records as long as they have a website domain on them. The domain is what our system uses to search public records for the information, so that's required in order for insights to be populated.

 

Let me know if this helps!

 

Kyle

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Esteemed Advisor

@KyleJepson  Hi Kyle. Just a thought..If I want insights then is it better to import in the domain name when is it not originally known so those insights will appear?

 

Thanks.

 

Chris

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meO
New Contributor

@KyleJepson Well we have run a number of imports of new Companies/Contacts over this last week, but they don't seem to be picking up additional Insights info – like the company logo from the website.

 

All of these do includ a Web Domain in the import info.

So it just seems that Insights is not triggering for those that are imported with much of the info already included in the import file.

 

I was just wondering if there was a way to trigger an Insights update for the other missing fields/properties.

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Inbound Professor

@meO - I don't know of a way to manually trigger the insights. It sounds like you might need someone more technical than me to dig into this with you. @jennysowyrda - any suggestions?

 

@gelflex-cc - Yes, in general it is always best to include a domain name, since that how our system matches records to the information in the databases.

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Community Manager

Hi @meO,

 

Importing information with the domain should be enough to prompt the insights to pull in. If you have a scenario where the insights are being pulled in for the same company in a different portal and you aren't able to get it triggered for the company in one portal, please let me know.

 

Thank you,
Jenny


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New Contributor

Is there a Hubspot insights field for Instagram?

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Inbound Professor

As far as I know, there isn't.

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