HubSpot Integration
The Keyplay HubSpot integration allows you to fully manage your Keyplay data inside of HubSpot. The HubSpot integration keeps your HubSpot CRM accounts up to date with Keyplay data and allows you to sync any new accounts from Keyplay to Hubspot automatically.
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Overview
In short, the HubSpot integration allows you to:
Enrich existing HubSpot accounts with Keyplay scores & signals.
Sync any new saved accounts from Keyplay to HubSpot.
When the HubSpot integration is enabled, Keyplay will auto-create it’s own properties section on the company record with all Keyplay fields that you’ve enabled. See example from HubSpot below:
Ongoing Two Way Sync
The HubSpot integration will sync new data weekly to your HubSpot account as well as enrich any newly created accounts in HubSpot. You can also manually sync any time by going to the integrations page in your Keyplay account and hitting “Manually Sync”
The HubSpot integration functions as a 2 way sync, meaning that whenever the integration runs (either automatically or if you hit the manually sync button) it will update your Keyplay account to match your HubSpot CRM company records exactly.
This matching means that Keyplay will delete any records that have been deleted in HubSpot and create any new records created in HubSpot since the last sync.
New Accounts Sync
You can also choose to automatically sync any new accounts discovered in Keyplay’s Discover tab to HubSpot. To do this, you’ll just need to enable the New Accounts Sync option on the integrations page. This option will create new records in HubSpot for any newly saved account from the Discover tab.
As a reminder, new accounts from Keyplay’s database that match your SAM definition can be found under the Discover tab in your Keyplay account. When you save + tag these accounts, they will move to My Accounts > Saved. If you enable the New Account Sync, any account under your Saved tab will be created automatically in HubSpot during your next sync.
Set Up Steps
Step 1: Authenticate HubSpot
To find the integration page, simply click your account name in the top right > integrations. Then click “connect” on the HubSpot option.
You’ll be asked to authenticate your HubSpot account. From there, simply click the “HubSpot” link on the card:
In this view, you’ll be able to set the fields you want to sync to HubSpot.
Step 2: Sync Standard enrichment fields (auto-created)
The first option will be to set the fields you want Keyplay to auto-create in HubSpot and sync Keyplay data to. These are what we call “standard enrichment fields.” When you turn these on, Keyplay will both create the fields in HubSpot for you, and sync your Keyplay data to those fields. (No manual field creation necessary!).
💡 If you have already created fields manually in HubSpot with the same names, please rename or delete them before turning on any standard enrichment fields.
Step 3: Syncing Additional Fields
If there are any additional Keyplay data points you wish to sync to HubSpot, you can set that up in the additional field mapping option as shown here:
💡 Be sure that the Keyplay field data type matches the HubSpot field data type. For example, don’t set up a number field to sync to a text field. If you have questions on the field types, please ask your CSM!
Step 4: Manually Sync and check data in HubSpot
Once you set up the fields you want to map, hit the manual sync button. Then, check in HubSpot to be sure the data synced correctly.
For the standard enrichment fields, Keyplay creates a new properties block called “Keyplay enrichment” which will store all the Keyplay fields:
