Hubspot Integration

Hubspot Integration Overview

Integrating Your Data

Ambition will build a custom integration by leveraging Tray.io’s data connector API services between your Hubspot instance and Ambition.

While Ambition handles all the API and configuration work for you, an Hubspot Admin account is needed to authorize access to your Hubspot data.

Ambition supports metrics related to the following Hubspot data types including, but not limited to:

See examples of Hubspot metrics here.

Tray.io

Our Hubspot integration solution is built and stood up on Tray.io’s platform. Tray.io is our partner in building and automating how we access, enrich, and process your data. The Tray platform takes maximum precaution to ensure your data remains safe and secure. All data that is processed by Tray is encrypted, review the following links to read more about their Security Standards:

• Tray.io's Security Policies
• Tray.io's Data Protection Statement
• Tray.io’s Data Security Statement

Setting up the Integration

The overall process for getting up and running with the Hubspot integration solution is quite simple. Here’s a quick glance at the time line and actions involved in getting launched!

1. Create an Integration-specific User in Hubspot

An integration specific user is needed to authorize the API between Hubspot and Tray.io. Tray.io is the bridge between Hubspot and Ambition. 

Our custom integration uses a Tray.io-hosted OAuth app, which simplifies the authentication process and allows us to limit and specify the exact scopes we need.

Hubspot Admin credentials are needed to permit Read Access to the data from the endpoints that support the metrics you want in Ambition. The recommended best practice is to use an empty seat/license to avoid any potential issues.

Username example for your Integration User: ambition-integration@yourcompanydomain.com

2. Complete your Metric Details Sheet (provided during implementation planning)

The metric details sheet is an organized list of the metrics you want to build into Ambition.

The list will include the following details about each metric:

• Metric Name (Display name for your metric in Ambition)
• Description (Additional key details about the metric for clarity)
• Validation Report URL (Link to the report where you track this metric today)
• Object/Record type (E.g. Call/Task/Opportunity)
• User Field (The user who should get credit in Ambition)
• Date Field (The date the user should get credit in Ambition)
• Count, Sum, or Average (How the metric should be calculated)
• Filter logic

3. Integration Authentication Call

Once you’ve created your Integration User and completed your metric details sheet, we will schedule a call with you to request access to your Hubspot account and enable the integration solution. 

During the call, you will be provided with a link to walk through the configuration setup wizard where we will set up a new authentication, authenticate using the OAuth App by signing in with your Integration User’s credentials, and then you will authorize access to the Hubspot API Endpoints needed to build your metrics.

4. Integration Build

After the authorization call, the Ambition team will take the information from your metric details sheet to build out your specific use-case solution. 

This includes building out the integration tiles in your Ambition account, formatting all of the data, selecting your endpoints, authenticating your Ambition endpoints, and setting up all the details surrounding the integration solution. 

Once data is flowing into your Ambition account, the process of building and validating metrics can begin.

Metrics

You may have a number of potential metrics that you would like to bring in from Hubspot, and we look forward to seeing your list! The following is a non-exhaustive list of example metrics supported by our integration with Hubspot:

Upload Frequency

This integration fires every 10 minutes and fetches all new and updated records in the past 10 minutes. 

• Up to 100 records per API request per endpoint
• Up to 2,000 records per minute

Can the frequency be increased?

We may be able to increase the frequency to fire every 5 minutes. Our team will monitor the integration for a 1 week period and then decide if the frequency can be increased.

How many API requests are made on a daily basis?

The number of requests depends on the number of records that have been created or updated on any given day. We max out the page limit for results per endpoint which is 100 records and Hubspot’s API rate limiting is 500,000 requests per day per account, but there’s no fear of ever hitting this limit. 

TIP: If you know roughly the amount of records that are created in a day at your company, divide that by 100, and you will get the number of requests that are made to your Hubspot account.

Deleted Records

The Hubspot integration solution is able to successfully handle Hubspot object deletions for the objects listed below. This means if any of the following objects has a record that’s deleted we’re able to update this and reflect it correctly when attributing metrics to your employees within Ambition. 

• Companies
• Contacts
• Deals

Note: Due to a Hubspot API/webhook limitation in which deleted engagements can not be bulk listed and that a webhook subscription does not exist for Hubspot engagements at this time, this integration does not handle deleted records for Hubspot engagements or the tickets object. If an employee at your company makes a mistake and deletes a call record for example, that will not reflect as subtracting 1 from an associated metric within Ambition. We intend to release an update for ticket deletions in the near future.

Historical Data

A historical import is optional, and does require additional approval. If you wish to request a historical import, please note we currently support up to 30 days of historical data.

Hubspot API Limitations

Ambition is limited to the data that Hubspot makes available via API. There may be data points or values that exist within Hubspot’s UI that are not made available in their API.

Making Changes

Our Solutions team is here to help you make any changes you may need with your integration solution. Let us know what changes may be needed, and we’re happy to take care of it!