Getting the most out of integration with HubspotUpdated 3 months ago

While setting up the HubSpot integration is straightforward, there are several advanced features and best practices that can help you maximize its value. This guide will walk you through optimizing your VennCard-HubSpot integration for the best results.

Optimizing Contact Data Quality

Field Mapping Strategy

The integration comes with default field mappings, but customizing these can improve your data organization:

• Standard Fields: Use HubSpot's standard fields (firstname, lastname, email, phone, company) when possible to maintain compatibility with HubSpot's built-in features
• Custom Fields: The VennCard property group in HubSpot is perfect for specialized data like contact source and VennCard ID
• Consistent Naming: When creating custom fields, use clear, consistent naming conventions for easier reporting

Advanced Features

Contact Deduplication

The integration automatically handles duplicate contacts, but you can optimize this:

• Contacts are matched by email address
• When a duplicate is found, the existing contact is updated with new information
• This keeps your HubSpot database clean while ensuring information stays current

Using the VennCard Property Group

The dedicated VennCard property group in HubSpot enables powerful features:

• Create custom views in HubSpot using VennCard-specific properties
• Build workflows based on VennCard data (e.g., contact source or location)
• Generate reports combining standard HubSpot and VennCard data

Best Practices

Data Management

1. Regular Audits: Periodically review your field mappings to ensure they align with your current needs
2. Contact Properties: Use HubSpot's property groups to organize VennCard data logically
3. Data Cleanup: Regularly check for any unmapped or unused fields

Workflow Integration

Leverage HubSpot's automation with VennCard data:

• Create enrollment triggers based on VennCard contact source
• Set up notifications for high-priority contacts
• Automate follow-up sequences based on contact interactions

Reporting and Analytics

Make the most of your integrated data:

• Create custom reports combining VennCard and HubSpot metrics
• Track contact source effectiveness through conversion rates
• Monitor engagement patterns across different contact sources

Maintenance and Troubleshooting

Regular Maintenance

• Check the integration status regularly in your VennCard dashboard
• Keep your HubSpot authorization current to prevent sync interruptions
• Monitor for any failed syncs or error messages

Common Optimizations

• Review and update field mappings as your needs evolve
• Clean up unused custom properties to maintain data clarity
• Regularly validate that all necessary contact information is syncing correctly

Security and Compliance

The integration is built with security in mind:

• OAuth 2.0 authentication ensures secure data transfer
• Regular token rotation maintains security
• No sensitive credentials are stored in either system

Getting Help

If you need assistance optimizing your HubSpot integration:

• Contact our support team at [email protected]
• Visit our help center for more detailed guides
• Check our API documentation for technical details