HubSpot Install Guide

Buyer Discovery for HubSpot Install Guide

Using the Buyer Discovery web app, users can add intent signals to Company records in HubSpot. Here are the steps to install the Buyer Discovery for HubSpot integration in your HubSpot instance.

Step 1: Setting up the HubSpot export

In the Buyer Discovery web app:

1. Log in to https://datainsights.gartner.com/buyerDiscovery

2. Navigate to the Buyer Discovery Tab -> Exports

3. If subscribed to more than one product, select your desired product

4. Click ‘Add’

5. Select ‘HubSpot’

6. Click ‘Continue’

7. Log in to HubSpot in the popup that appears

   1. If configuring your test integration, log in with your Developer account credentials

8. Allow Buyer Discovery to access HubSpot

Step 2: Starting the Sync

Integration Configuration

1. After authenticating, select a Segment (if you have no segments, you can create one using the Segment creation instructions) 

2. Also, set any data filters you wish to apply; these will limit any data passed over to HubSpot

3. Click ‘Save’; this will kick off the initial data import. 

NOTE: The duration of this data import will depend upon the number of records you are syncing. 

Expect the import to complete within 2-3 hours.

And that’s it! At this point your integration is configured and you’ll begin to receive regular updates.

The next step is to begin to action the data. We’ll begin by adding the Buyer Discovery data to each Company record view.