Hubspot integration
This guide will show you how to integrate HubSpot with Sauce to sync customer data and filter feedback by attributes such as industry and revenue.
Step 1: Navigate to Sauce's Integration Settings
Log into your Sauce account.
Go to the Settings tab in the dashboard.
In the settings menu, select Integrations.
Step 2: Select HubSpot as a Source
Scroll through the list of available integrations.
Find HubSpot under the "Sources" section.
Click Connect HubSpot.
Step 3: Authorize Sauce to Access HubSpot
A pop-up window will appear prompting you to log in to your HubSpot account if you're not already logged in.
Once logged in, authorize Sauce to access your HubSpot account.
Step 4: Define the Customer Attributes to Sync
After connecting HubSpot, you will see a screen allowing you to customize which customer attributes you want to sync with Sauce.
By default, the integration automatically maps important fields, such as Company ID, Company Name, and Annual Revenue.
You can also search and add more fields like Lifecycle Stage, Industry, Country/Region, and more by selecting them from the list.
Step 5: Select Additional Fields (Optional)
In the Search and Add More Fields section, you can select other fields based on your business needs.
Scroll through the list or search for specific fields to add them.
Commonly selected fields include City, Close Date, and Company Domain Name.
Step 6: Save the Changes
After selecting your desired fields, click the Save button at the bottom of the settings window.
The integration will automatically begin syncing customer data from HubSpot based on your selected attributes.
Step 7: Manage or Uninstall the Integration
Once HubSpot is connected, it will appear as Connected under the "Sources" section in Sauce.
You can manage or uninstall the integration at any time by revisiting the HubSpot settings and clicking Uninstall.
By connecting HubSpot to Sauce, you can filter feedback based on key customer data attributes such as industry and revenue, enabling more targeted insights and improved feedback analysis.
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