What is it?
The Beauhurst HubSpot integration enables you to sync company data from your collections to HubSpot. The integration will allow you to pull through key company data and update this regularly, providing more insight into companies you are interested in and automatically adding new ones that meet your collection criteria.
This can help you:
Seamlessly use Beauhurst data alongside your data for more insight into companies you are interested in
Automatically get up-to-date data on lead lists, saving time and effort qualifying leads
Keep track of current clients or prospects through enriching your data with any new activity
How to set it up
Connecting your account
Go to the settings menu drop down and there is a new option for integrations or head straight to the integrations page here.
Selecting this will take you to the integrations page where you can connect your HubSpot account. Connecting your account will involve signing into your HubSpot, confirming that you are happy to use the integration and installing the Beauhurst integration app.
This will only need to be done once to set up the connection between Beauhurst and HubSpot.
💡 You will need to be a HubSpot admin to install the Beauhurst app so make sure you have the right permissions to do this
Syncing a collection
Once you have successfully connected your HubSpot account you can start to sync your collections.
If you go to your ‘My Collections’ list page you will see a connection logo next to the settings cog, selecting this will turn on the sync for that collection. This will start the process of sending the Beauhurst data on those companies to HubSpot and creating any new companies that are not already in the account. Depending how large the collection is, this could take a little while - up to 10 minutes.
When a collection is synced the connection logo will be replaces by the HubSpot logo. You will be able to sync any company collection that you can view. If you sync a private collection, the name of that collection will be visible in the ‘Beauhurst Collections’ field in HubSpot.
Also, if you want to stop syncing a collection, you will just need to click the Hubspot logo on your collections list page.
This data will be updated automatically from Beauhurst daily ensuring the data is up to date.
💡 There is a limit of 1500 companies that can be synced through the integration across your subscription. You can see how many companies are synced on the integration settings page.
The integration does not affect your export credits.
Want a higher limit? Get in touch with your Account Manager to see the options
Using the data in HubSpot
Once a successful connection has been made the ‘Beauhurst data’ group of company properties will be created in your HubSpot account. This will include the following fields:
Beauhurst collection
Description
Head office location
Stage of evolution
Headcount
Reasons for tracking
Companies House ID
Legal form of entity
SME status
Sectors
SIC Codes
Actively hiring
Total grants
Total funding received
Last fundraising date
Date of accounts
Turnover
LinkedIn page
Created by Beauhurst
Beauhurst company URL
Once in HubSpot you can use these data fields however best works with your work flow:
Add them as columns to the companies list view
Filter your company views by any of the data points - such as sectors, SIC codes, turnover, last received fundraising or collection name
Add the data fields to the default properties on a company page
How the integration works
We use the name and domain of the companies in your collection to match and sync to the companies in your HubSpot account.
If there is a match on the name and domain we will add the new Beauhurst data properties to this company record
If there is no match on the name and domain we will create a new company record including the Beauhurst data properties
Only the Beauhurst data properties will be updated through the integration - it won’t interfere with your other data fields.
Ready to get started? Head back to the platform here
FAQs
How can I see which companies have been sent to my HubSpot account on the Beauhurst platform?
If you go to your ‘My Collections’ list page you will see the collections that have been synced, the companies within those collections will have been sent to your HubSpot account.
Why am I getting an error from HubSpot when setting up the integration?
If you are getting a permission error when setting up the integration you need to make sure that you have Super Admin permissions on HubSpot which allows you to install the app. If you are still having issues please get in touch with your Account Manager.
What is the integration limit?
Through the integration you can sync up to 1500 companies into your HubSpot account. If you try to sync a collection that is larger than this you will see the error message on the platform and the collection won’t be synced. If collections are already synced across your subscription and you try to sync a collection that takes you over the limit, you will also see the error message and that collection will not be synced. If you want to check how many companies are being synced across your account then go to the integration settings page and it will show how many.
If you would like access to more companies through the integration get in touch with your Account Manager to see options on increasing this limit.
Why is a company in my collection not appearing in my HubSpot account?
The method of creating companies through the integration is based on the name and domain we have for the company. In the case where we don’t have a domain or website for the company we are not able to create the company in HubSpot.
Why is a companies being created as again when I already have it in my HubSpot account?
The integration matches companies from your synced collection to the companies in your HubSpot based on name and domain. If you do not have the domain or website for companies in your HubSpot account then we are unable to match them and they will be created as new companies. Each time the collection is synced it will be updating the company created by the integration and will not continue to create new companies.
What permissions do you have on my HubSpot account?
The Beauhurst HubSpot integration requires you to connect your HubSpot account to your Beauhurst account and agree to the data access permissions. These permissions enable the integration to update certain properties for companies that are already in the account and create new companies.
These data permissions in Hubspot are:
crm.objects.companiesread/writecrm.schemas.companiesread/write
Enabling these provides access to:
Manage and view your CRM data. View properties and other details about companies. Create, delete or make changes to companies. View details about property settings for companies. Create, delete or make chances to property settings for companies.
A summary of how Beauhurst will use these permissions can be found in the table below.
Action | Permissions for companies | Permissions for property settings |
Read | Reading companies to see if they are in the account to know whether to enrich or create a new record | Viewing the custom properties to see if they have been created for the company already |
Write | Creating new companies if not already in the Hubspot account | Creating custom properties for the Beauhurst data These are the properties created in the setup of the integration |
Update | Updating data in custom properties when updated on the Beauhurst platform | Adding new custom properties if the integration settings are updated |
The only standard Hubspot properties the integration will write is when creating a new company that is not already in the Hubspot account. These properties will be the company the ‘Name’ and ‘Domain’. All other write actions in the integration will be creating and updating the Beauhurst custom fields and so will not be writing any other data in the Hubspot account. The integration will not replace, update or write any other data fields outside of these properties in Hubspot.
If the Beauhurst subscription is cancelled, all data sent to the Hubspot account will need to be deleted as required in our data policy.