HubSpot Data Enrichment enables you to update and sync your existing records from your HubSpot instance with 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 page.
The HubSpot Data Enrichment integration requires access to the CRM Enrichment feature in Apollo.
Refer to the following sections for instructions on how to use the HubSpot Data Enrichment integration.
Step 1: Connect HubSpot Data Enrichment
To connect the HubSpot Data Enrichment integration, go to your Apollo Settings page, then click the Integrations tab in the left panel.
You can only access this page if you have permission to edit integration-related settings. If you do not have access but want to connect this integration, please contact your team's Apollo admins to enable the correct permissions for your account.
For more information about permission profiles, refer to the Create Permission Profiles article.
Click Connect for the HubSpot Data Enrichment option.
A prompt appears to confirm that you want to connect HubSpot. Click Yes, Continue to automatically navigate to HubSpot's login page.
Once logged in, choose the HubSpot instance that you want to connect with Apollo and click Choose Account.
This completes the connection and automatically redirects you to Apollo, where you can then access your settings for the HubSpot Data Enrichment integration.
Step 2: Configure HubSpot 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 do so, go to Apollo and click Enrich. Then, click View Records in the CRM Enrichment item.
Click Settings, and then click Contact Fields or Account Fields.
Open the drop-down next to the HubSpot field that you want to map to an Apollo default field. Then, select the appopriate field from the list.
Apollo applies any changes you make at the instance level. This means that the fields you select here also impact the other users in your team.
If you want to automate the enrichment process for specific fields, click the Autofill or Auto Overwrite checkboxes to the right of a default field. You can either choose to activate the Autofill option on its own, or you can activate both the Autofill and Auto Overwrite together.
Apollo can only auto-overwrite a default field if Apollo has information available that differs from the data in HubSpot. Likewise, Apollo can only autofill a default field that is empty in HubSpot if Apollo has relevant information available.
These settings only run whenever Apollo pulls an update from HubSpot.
Repeat the process for all default account and contact fields that you want to map with your HubSpot. Then, click Submit.
You are now ready to enrich your HubSpot records.
Step 3: Enrich Your HubSpot Records
Go to Apollo and click Enrich. Then, click View Records in the CRM Enrichment item.
There are different categories for your CRM entries: contacts and accounts. The process for enrichment is the same for both categories.
Click the checkboxes to select one or more of the entries that you would like to enrich.
Click Enrich Selected to enrich the selected records.
For the selected records, clicking Enrich Selected overrides any auto-fill, auto-overwrite, or push settings that you have enabled or disabled for the enriched field. You can find these settings in Settings->Contacts->Default Fields or Settings->Accounts->Default Fields.
To enrich all of the available records, click Enrich All.
Find and Enrich Records With Filters
If you want to enrich specific records, you can use filters. You can access all available filters from the All Records tab. However, in the Contacts and Accounts tabs, you can only access the relevant fields for that specific category.
Expand the accordion for Show. Click the checkboxes to filter by any values missing in HubSpot or by new values found in Apollo.
Expand the accordion for Contact Fields. Click the checkboxes to filter by available contact fields.
Expand the accordion for Account Fields. Click the checkboxes to filters by available account fields.
Access Dismissed Record and Enrichment History
You can dismiss a record that is no longer useful or accurate. Hover your mouse over the record and click the eye icon.
Click Dismissed to view your dismissed records.
Click History to view the history of your enrichment records.