Integrations
HubSpot Integration
Connect Promptloop with HubSpot to seamlessly import and update your company data. This integration is available for team subscription members and is shared across the team.
Setting Up HubSpot Connection
- Navigate to the Integration tab in your settings
- Click the "Connect to HubSpot" button - on the account page
- Authorize Promptloop in HubSpot
- You'll be redirected back with access to import and sync features
Only one team member needs to set up the connection for the entire team to use it.
Working with HubSpot Data
Setting up auto enrichment (5 minutes)
Easily set up the default company enrichment that will run on every new company added to your HubSpot, automatically updating the company properties, providing you with the latest information on your customers or prospects.
Step 1
- Copy the Standard HubSpot Enrichment Task to your team - you can edit or customize this task by following the editing instructions
Step 2
- Navigate to integration settings and select "Configure Auto-Run"
Step 3
- Select the HubSpot Enrichment task from the drop down
Step 4
- Map the enrichment task outputs to HubSpot categories.
- There are default properties for some of these in HubSpot, but you may need to add properties with the proper categories depending on your task edits. You can find instructions for that here.
Step 5
- Hit "Save Configuration" and your auto enrichment will immediately take effect on any new companies added to your HubSpot.
- By selecting "Existing Auto-Runs" you can see the current Auto-Runs running, the task and version number as well as which HubSpot properties they are mapped to. You can also pause, start, or delete them from here.
We recommend only having a HubSpot property updated by one enrichment task. You can have many tasks performing different research enrichment on different HubSpot properties. The enrichment happens asynchronously, so if two tasks are updating the same property we can't guarantee the order and the task that finishes most recently will overwrite whatever any other tasks updated.
If you make updates to the underlying enrichment task, the changes won't automatically go into effect, because the enrichment is tied to the task version. You will need to create a new Auto-Run and pause or delete the old one.
Importing Lists
- If you want to backfill enrichment or run more complex PromptLoop research tasks, this is the best way.
- Import existing HubSpot lists or your entire company database
- Select specific columns to import (recommended)
- The HubSpot ID (hs_object_id) is automatically included for syncing
- Import process typically takes 1-5 minutes
Syncing Back to HubSpot
- Use "Sync to HubSpot" from the dataset page
- Map Promptloop columns to existing HubSpot fields
- Create new HubSpot fields as needed
- Updates are applied using the selected dataset version
Managing Your Connection
To disconnect from HubSpot:
- Go to the Integrations page
- Click the disconnect button
- Follow the confirmation prompts
Never delete the hs_object_id column from imported datasets as it's required for syncing back to HubSpot.