HubSpot CRM + CustomerLabs

HubSpot is an easy-to-use platform that helps companies capture new leads & convert them into paying customers, with marketing automation and CRM capabilities.

Marketing teams connect HubSpot with CustomerLabs 1PD Ops to send their Company, Contacts & Deals related information to create unified customer profiles in CustomerLabs 1PD Ops and sync the enriched customer data to all their favorite tools in their tech stack.

Rather than making an API call when an event happens in a connected account, HubSpot will send an HTTP request to CustomerLabs 1PD Ops via webhook. The below steps will help you integrate HubSpot as a Source with your CustomerLabs 1PD Ops account without writing any code.

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Getting Started

Step 1: Connect HubSpot

1. Log in to CustomerLabs
2. Navigate to Sources → Connect Source
3. Select HubSpot

Step 2: Authenticate HubSpot

1. Click Authenticate HubSpot
2. Log in to your HubSpot account
3. Select the account to connect

Step 3: Grant Permissions

1. Allow access to:
   • Contacts
   • Companies
2. Select the CustomerLabs account (if multiple)

Step 4: Configure Custom Fields

Standard fields are tracked automatically. Add custom fields under Custom Field Configurations.

Note

Max 10 custom fields per module. In each module such as deal, company and contact add the field called cluid — this will help in the profile unification.

Step 5: Creation of Hidden Fields & Placing the Tracking Script

Create a hidden field in the form, as it is required for the tracking setup. Name the hidden field "cluid" and add the tracking code to pass the CustomerLabs user ID via query parameters. This will help with user profile unification.

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HubSpot Webhook Subscriptions

After integration, HubSpot sends default webhook events:

Object Types:

• Contacts
• Companies
• Deals

Event Types:

• Created
• Deleted
• Property Changed
• Deleted for Privacy

Key Event Triggers:

All workflows are typically based on property change events:

• contact.propertyChange
• company.propertyChange
• contact.creation
• deal.propertyChange

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Building Workflows in CustomerLabs 1PD Ops

Terminology Mapping

HubSpot	CustomerLabs
Contact	User
Company	Account

Workflows help you:

• Filter incoming data
• Map attributes
• Build unified profiles

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Workflow #1 – Send Data When a Contact is Created

This workflow captures contact data from HubSpot and maps it into CustomerLabs.

Step 1: Initialize Workflow

1. Provide a Workflow Name
2. Create a test contact in HubSpot
3. Click Choose Sample Data

Step 2: Fetch Sample Data

1. Click Fetch New Data
2. View event samples

Step 3: Understand Data Structure

1. Click View Details
2. Observe JSON format

Caution

Important: HubSpot sends each property as a separate event. Example:

• Email → one event
• First Name → another event

Step 4: Select Sample

1. Choose a relevant sample
2. Click Select this sample → Filter

Step 5: Apply Filters

1. Click Create Filter Criteria
2. Set condition:

Field	Value
Event Type	Contact.creation

subscriptionType text contains contact.creation in the payload.

Step 6: Configure Event

Choose:

• Predefined event OR
• Custom event name

Step 7: User Identity Mapping

Map identifiers:

• identify_by_email
• hubspot_user_id (Object ID)

Step 8: Attribute Mapping

Map incoming data into:

• User Traits
  
• Event Properties
  

Contact Attributes Mapping

Below are common properties sent from HubSpot:

Property	Event	CustomerLabs Mapping
ext_id	contact.propertyChange	User External IDs
firstname	contact.propertyChange	User Traits
lastname	contact.propertyChange	User Traits
email	contact.propertyChange	User Traits
phone	contact.propertyChange	User Traits
city	contact.propertyChange	User Traits
state	contact.propertyChange	User Traits
country	contact.propertyChange	User Traits
lifecyclestage	contact.propertyChange	User Traits
jobtitle	contact.propertyChange	User Traits

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Workflow #2 – Send Data When a Lead Stage is Created

This workflow captures lead stages data from HubSpot and maps it into CustomerLabs.

Step 1: Initialize Workflow

1. Provide a Workflow Name
2. Create a test contact in HubSpot
3. Click Choose Sample Data

Step 2: Fetch Sample Data

1. Click Fetch New Data
2. View event samples

Step 3: Understand Data Structure

1. Click View Details
2. Observe JSON format

Caution

Important: HubSpot sends each property as a separate event.

Example:

• Email → one event
• First Name → another event

Step 4: Select Sample

1. Choose a relevant sample
2. Click Select this sample → Filter

Step 5: Apply Filters

1. Click Create Filter Criteria
2. Set condition:

HubSpot Payload Handling for Lead/Deal Stage

Internal Names in Payload: HubSpot will send internal field names in the payload. Example: lifecycle stage, deal stage, etc.

Dynamic Event Configuration: In the event configuration, we will use a dynamic event setup to capture all lead/deal stage info in one configuration, rather than configuring multiple events.

Handling Missing or Invalid IDs: Sometimes, the payload may contain internal lead/deal IDs instead of stage numbers. To avoid issues:

• We will map internal IDs to stage numbers.
• If a lead/deal stage ID is missing or not recognized, we will exclude it from processing.

Example Cases:

• Lifecycle stage does not contain: 157221111
• Lifecycle stage does not contain: 188423456

In these cases, the system will ignore the missing/invalid stage IDs.

Step 6: Configure Event

Choose event name as dynamic and map it with the lead stages to capture the lead/deal stages cycle.

Step 7: User Identity Mapping

Map identifiers:

• identify_by_email
• hubspot_user_id (Object ID)

Step 8: Attribute Mapping

Map incoming data into:

• User Traits
• Event Properties

Contact Attributes Mapping

Below are common properties sent from HubSpot:

Property	Event	CustomerLabs Mapping
ext_id	contact.propertyChange	User External IDs
firstname	contact.propertyChange	User Traits
lastname	contact.propertyChange	User Traits
email	contact.propertyChange	User Traits
phone	contact.propertyChange	User Traits
city	contact.propertyChange	User Traits
state	contact.propertyChange	User Traits
country	contact.propertyChange	User Traits
lifecyclestage	contact.propertyChange	User Traits
jobtitle	contact.propertyChange	User Traits