To integrate Genesy with Hubspot, go to the Integrations page on the left side menu > click on the Hubspot box
You will then access the configuration, which consists of 4 steps:
1️⃣ Input Mapping: fields that will be compared between Genesy and HubSpot to detect if the contact/company already exists.
2️⃣ Export mapping: properties that will be updated in HubSpot when exporting contact or companies from Genesy.
3️⃣ Campaign mapping: properties that will be updated in HubSpot when exporting contacts from Genesy that participate in campaigns.
4️⃣ User mapping: allows to establish the correspondence between the users of both platforms.
1️⃣ Input / Sync Mapping
Lead identifier: defines the fields to be compared between Genesy and HubSpot to know if a contact in Genesy already exists in HubSpot.
Company identifier: defines the fields to be compared between Genesy and HubSpot to know if a company in Genesy already exists in HubSpot,
Check for any domain: if you have chosen “Domain” as one of the fields to compare and you want to disregard the ending when comparing it, check this box.
2️⃣ Export Mapping
Here we will define the properties we want to update in Hubspot for Contact / Companies objects when exporting contacts or companies from Genesy, respectively.
Genesy Fields
Here we will indicate all the Genesy fields we want to export for the contacts / companies, and which property should be updated in Hubspot accordingly:
For each field you have the Overwrite option.
Fixed Fields
Select here the Hubspot properties you want to update with a fixed value when exporting contacts or companies from Genesy.
Example: leadorigin = Genesy
Export Fields
Select here the Hubspot properties that you want to update when exporting contacts or companies from Genesy, but whose value is neither fixed nor depends on a Genesy field, but you want to choose it when exporting.
Engagement Fields
Select here the Hubspot properties that you want to update with a fixed value, only if the contact or company in question has participated in a campaign in Genesy.
This field is used to see if a contact or company has been contacted in Genesy or not. If it has been contacted, it will be filled with the indicated value. If it has not been contacted, it will remain empty
Example: engaged_by_genesy = Yes
Association type
Imagine that you have a contact in Hubspot associated with the company Cocacola, and that when using Genesy you discover that he has changed company and now works for Danone.
This dropdown is to decide what you want to happen when exporting from Genesy. There are 3 options:
Add as additional association: when exporting, the contact will appear in Hubspot linked to both Cocacola and Danone.
Add association as Primary: when exporting, the contact will appear in Hubspot linked to both Cocacola and Danone and the association with Danone will be marked as Primary, as it is the most recent one.
Associate as primary and remove previous associations: when exporting, the contact will be associated with Danone and the association with Cocacola will be removed. We do not recommend it, because you will lose the traceability that it previously belonged to Cocacola.
3️⃣ Campaign Mapping
The following data of the campaigns in which the contacts participate can be exported to Hubspot:
Campaign Sequence Details: sequence description
Campaign Engagement Status: step of the sequence in which the contact is located
Campaign Opens: times the email has been opened
Campaign Clicks: times the email has been clicked on
Campaign Open Analysis: whether the email was opened or not, and if so, which message
Campaign Click Analysis: Whether or not the email was clicked, and if so, on which message
Campaign Reply Analysis: Whether or not the email has been replied to, and if so, to which message.
To synchronize them, you must create text properties in Hubspot for the Contact object and map them in this section.
4️⃣ User Mapping
Identites mapping: matches identities between Genesy and HubSpot to ensure that campaign activity syncs correctly in the CRM.
Users mapping: Assign a default owner when exporting from Genesy to HubSpot.
Default user: If during the synchronisation process between Genesy and HubSpot a specific mapping has not been configured for a user, or if the system does not find a match in HubSpot, the platform will automatically assign a default user to prevent them from being left without an owner in the CRM.