Overview
HubSpot data enrichment enables you to update and sync your existing records from HubSpot to Apollo.
Contact and account data are subject to change. Using the HubSpot data enrichment integration ensures data accuracy by providing access to Apollo's CRM enrichment.
The HubSpot data enrichment integration requires access to CRM Enrichment in Apollo.
Check out the following sections to use the HubSpot data enrichment integration.
Connect HubSpot
To connect this integration, you need permission to edit integration settings. If you don't have access, reach out to an admin for help.
To connect the HubSpot data enrichment integration:
- Launch Apollo and click Settings > Integrations.
- Click Connect beside Hubspot Data Enrichment.
- Click Yes, continue.
- Log in or create a new HubSpot account, then select the account you want to connect to Apollo. Click Choose account.
- Review and agree to the terms and permissions required.
- Click Connect app.
You have now connected Apollo to HubSpot. Next, configure how you want your data enriched.
Configure Data Enrichment
Before you enrich any records, you need to map Apollo's default fields with your HubSpot fields to ensure full enrichment functionality.
To map fields:
- Launch Apollo and click Settings > Integrations, then click View beside HubSpot.
- Click Contacts > Fields.
- Apollo automatically maps fields for you where possible. Double-check your field mapping and map additional fields as needed.
- After mapping fields, click Data writing rules.
- Check Overwrite and/or Auto-fill beside each field on which you want to automate enrichment:
- Overwrite: Replace data in your CRM with data from Apollo.
- Auto-fill: Update empty fields in your CRM with data from Apollo.
Apollo only overwrites a default field if Apollo has information available that differs from the data in HubSpot. Likewise, Apollo only auto-fills an empty default field in HubSpot if Apollo has data available. These settings run when Apollo pulls an update from HubSpot.
- When finished, click Save.
You are now ready to enrich your HubSpot records.
Enrich Your HubSpot Data
To enrich your HubSpot data:
- Launch Apollo and click Data Enrichment.
- Click CRM.
- Apollo shows your enrichable records.
- Check each contact or account that you want to enrich, then click Enrich records.
When you click Enrich records, you override any auto-fill, overwrite, or push settings that you have configured for the enriched field.
To dismiss an enrichable record, click Dismiss. You can view dismissed records by clicking the Dismissed records view.
You have now enriched your HubSpot data. If you want to find and enrich specific contacts or accounts, use search filters:
- Scheduled enrichment: Show scheduled enrichment jobs.
- Enrichment type: Select missing values in CRM or found new values.
- Enrichable fields: Filter for specific fields that require enrichment.
To learn more about a specific filter, check out Search Filters Overview.
View Enrichment History
To view your enrichment history:
- Launch Apollo and click Data Enrichment.
- Click CRM.
- Apollo shows your enrichable records.
- Click the History view.
- Apollo shares your enrichment history.
