HubSpot

Requirements

• Data should be updated before each import.
• One table or dataview is required per audience list.
• You must not exceed the enforced quota limit to successfully import data from a HubSpot audience list.

Set up HubSpot as a data source

Apply a use case now

The following sections walk you through a single procedure to link a data source to a use case. Click on your use case to expand the steps. To link the data source only, and apply a use case later, see Apply a use case later.

Customer Match

1. In Google Ads, open Tools > Shared library > Audience manager .
   Note: If you already created a segment and skipped adding a data source, click Tools > Data manager > + Connect Product, then go to step 3.
2. Click +Create remarketing list > +Customer list.
3. Under Data source, select Connect a new data source.
   1. If you previously linked a data source from the Data manager screen that you want to use, select Select an existing source.
4. Search and select HubSpot from the list of data sources.
5. Select Direct connection, then click Continue.
6. Enter your HubSpot username and password.
7. Read and accept the customer data policy, then click Continue.
8. From your existing list of audience segments, select a single audience list that you want to import data from, then click Continue.
   1. You can also use a single custom compound Filter to further slice/dice your Audience list. For example, you can create a filter for users who only converted in the last 7 days after selecting the “All Converters” list from HubSpot.
9. To map fields, select the data source fields from the dropdown lists that match the destination fields.
10. Optional: Apply transformations to your data.
11. From the Review screen, complete your HubSpot connection setup.
12. Optional: Add an audience segment to your connection.
    Open Tools > Data manager. Select the connection you just made from Connected products and under Usage, click + Add audience segment.

Learn more about Customer Match and audience segments.

Offline Conversion Import

Tip: Upgrade from offline conversion import to enhanced conversions for leads for more accurate reporting, easier data import, and engaged-view and cross-device conversion attribution.

To set up enhanced conversions for leads, you can either use an existing offline conversion import conversion action or create a new conversion action.

Note: It’s recommended that you add a conversion action to a connection that you created. You can either set up a conversion action before you link a data source or you can create a conversion action in the final step of setting up a data source.

Open Tools > Data manager. Select the connection you just made from “Connected products” and under “Usage”, click + Add conversion action.

1. In Google Ads, click Goals > Summary > + New conversion action.
2. Click Import.
3. Select CRMs, files, or other data sources.
4. Select a tracking method.
5. Under "Data source", select Connect a new data source.
   1. If you previously linked a data source from the Data manager screen that you want to use, select Select an existing source.
6. Search and select HubSpot from the list of data sources, and then select Direct connection.
7. Click Authorize.
8. Sign into your HubSpot account. Enter your HubSpot username and password.
9. Read and accept the customer data policy, then click Continue.
10. Select a category from the conversion goal list, then click Set up.
11. Add conditions to select records to import. For HubSpot connections, all conditions must use the Lifecycle Stage field, unless combined with another condition using an “AND” logical operator.
12. Click Continue.
13. All required fields are automatically mapped from HubSpot with the option to edit if you choose to.
14. Click Done.
15. Optional: Edit connection details.
16. Click Save and continue.

Learn more about Offline conversion imports and how to Create a conversion.

Apply a use case later

In this type of setup, you complete each part of the connection at different times. This can be useful when you are ready to link a data source, but you are not ready to set up your use case–for example, you aren’t ready to create a customer list.

Consider the following scenario:

• Step 1: Dana is an engineer who manages data for your company. Dana sets up the data source to be used for activation in Google Ads. The data source is ready to be associated with a use case.
• Step 2: Mahan is a media specialist who needs to measure audience activation. Mahan creates a customer list and then associates it to the data source that Dana has previously set up, to use that data for Customer Match.

Step 1. Initiate the connection to the data source

Set up a data source and create a connection to be associated with a use case later.

1. In Google Ads, click Tools > Data manager > + Connect Product.
2. Under Data source, search and select a data source from the list of products.
3. If prompted, select Direct connection.
4. Select your use case, read and accept the customer data policy, then click Continue. If you select Audiences, you are prompted to select the data type at this step.
5. Enter your data source location and credentials*, then click Next.
6. To map fields, select the data source fields from the dropdown lists that match the destination fields.
7. Optional: Apply transformations to your data.
8. Click Next.
9. Enter a name for this connection.
10. Optional: Edit connection details.
11. Click Finish.
12. Optional: Depending on the use case, you may add an audience segment or conversion action to your connection.
    To do this, select a connection from one of your Connected products and under Usage, click + Add audience segment or + Add conversion action. Learn more about audience segments and how to Create a conversion.

Note: If you already completed the instructions for initiating the data source connection, including the optional step, you can skip the remaining instructions for completing the connection.

* Use the same credentials and location details for this data source as described in the first part of this article.

Step 2. Complete the connection by applying a use case

1. Open the destination you intend to use–for example, begin to create a new customer list or conversion action using the steps from the previous sections. Return to these steps before completing the data source step.
2. Under Data source, select Select an existing source.
3. Select the data source that was initiated in Step 1 from the list of data sources.
4. Continue to follow the remaining steps for your use case in the first part of this article. Note that you will skip further data source-related steps, such as entering credentials, because you completed these previously.

Troubleshoot errors

Quota limit reached

A quota limit is being enforced for HubSpot for how many audience lists you can import at a given time. If the quota limit is reached, a pop-up notification will appear, informing you of your failed connection. You won’t be able to successfully import data from a HubSpot audience list once this limit is exceeded unless you upgrade your HubSpot plan.