1. Setting Up the Export to HubSpot
To export data, you need to configure an Export to HubSpot action column in your grid.Steps to Add and Configure the Action Column
- Open the grid containing the enriched data.
- Add an Action Column and select Export to HubSpot.
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Configure the following settings:
- Account: Choose the connected HubSpot account.
- Record Type: Specify whether you’re updating Companies or Contacts.
- Mapping: Use HubSpot’s unique identifier (e.g., HubSpot ID) to map records between Bitscale and HubSpot.
- Save the configuration.
Tip: Ensure the field mappings match exactly to prevent errors during the export process.
2. Running the Export Action Column
Once the export column is set up:- Run the column to export the enriched data.
- Wait a few seconds for the export to complete.
- Verify the results in Bitscale, which will display timestamps for the updated records.
3. Verifying Updates in HubSpot
After the export is successful:- Go to your HubSpot account and refresh the relevant records.
- Check that the enriched fields have been updated correctly.
Example: In our walkthrough, the “About Us” field for four dummy companies was successfully enriched and updated in HubSpot with concise descriptions fetched via Bitscale.
Why Export with Bitscale?
- Streamlined Process: Export enriched data to HubSpot in just a few clicks.
- Accurate Mapping: HubSpot IDs ensure data is updated correctly without duplication.
- Real-Time Results: Changes are reflected in HubSpot within seconds, along with timestamps for validation.