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HubSpot Integration

Connect your HubSpot CRM with N.Rich

HubSpot CRM integration can be used in N.Rich to power an array of functionalities:

  1. HubSpot CRM: Automatic Sync of CRM Data
    An essential feature designed to create associations between HubSpot accounts and N.Rich accounts. When enabled, this feature will check if N.Rich accounts exist in your CRM and if so, it will create an association between the accounts and sync account data between them. Read more here.
  2. HubSpot CRM: pulling deal (opportunity) data from HubSpot to N.Rich. This data is used for measuring opportunity attribution (opportunity analytics), creating segments based on opportunity data and for generating Ideal Customer Profiles (ICP).
  3. HubSpot CRM: pushing ABM engagement data and Intent data to HubSpot company object. This data becomes available as account properties and can be used for example for account prioritisation, reporting, or sales outreach personalisation. Read more about this feature here.
  4. HubSpot CRM: Account Push Feature
    This feature enables you to grow your CRM accounts by pushing new accounts that are discovered in N.Rich to HubSpot. Read more about this feature here.
  5. HubSpot CRM: Showing N.Rich ABM engagement on company timeline. Timeline engagement is useful for tracking the overall journey of the account, although this data can't be used as a basis of creating lists or workflows. 
  6. HubSpot CRM:  Sales Engagements - Pulling sales activity from company records to power Opportunity Analysis within the ABM Progression Analytics feature. Sales engagements include Call Logged, Email Sent, Email Reply and Meeting Set events in HubSpot.

Setting up your HubSpot CRM for integration

You only need to integrate HubSpot from the CRM setup of N.Rich. HubSpot integration can be done by simply clicking on the INTEGRATE button on N.Rich setup (Setup / CRM /HubSpot CRM) and authenticating with a HubSpot API user.

Here are the steps that you need to ensure when creating the user:

  1. For security reasons, instead of using shared credentials and a shared user, it is recommended to create a dedicated user for N.Rich
  2. The authorised HubSpot user must have read and write access to HubSpot API including Companies, Contacts, Deals objects as well as any objects used for identifying product-association of opportunities.
  3. Below is a full list of the permissions N.Rich requires and the purpose and use of the associated data:

Permission Scope

Usage


Manage and view your CRM data

View details about property settings for companies.

Required to get the current structure of properties and fields, allowing N.Rich to align data and ensure compatibility with your HubSpot CRM.

Create, delete, or make changes to property settings for companies.

Allows N.Rich to push data into your CRM, including the creation of custom fields when necessary, to support comprehensive account tracking.

View details about users assigned to a CRM record.

Enables N.Rich to display the account owner on the N.Rich platform, providing visibility into account ownership within your CRM.

View properties and other details about companies.

Required to access and display key company information on the N.Rich platform, facilitating correct accounts mapping between HubSpot and N.Rich.

Create, delete, or make changes to companies.

Allows N.Rich to sync and update company data, required for the "CRM Accounts Push" feature if enabled

View details about contact lists.

Enables synchronization of HubSpot lists to N.Rich segments

View properties and other details about deals.

Enables visibility into deals, supporting revenue tracking and helping correlate account engagement with deal progress. Is the foundation for the Opportunity Analytics

View properties and other details about contacts.

Allows N.Rich to access contact-level information, providing insights into form-fills or other sales engagements.


Create timeline events

Grants access to manage custom activities on HubSpot CRM records. This includes creating or updating records.

Grants N.Rich permission to log engagement activities directly into HubSpot timelines. This enables a historical view of key interactions, helping sales and marketing teams understand account behavior over time. This feature is now in Beta.


Basic HubSpot account information

This includes your user email address and the account's primary domain.

Required to verify the integration and ensure that N.Rich data aligns with the correct HubSpot account, minimizing discrepancies in account-level engagement tracking.


Forms

This Includes access to the Forms API

Allows N.Rich to capture and process form submissions from your HubSpot instance, providing the analytics of how form fills are influenced by marketing. This feature is now in Beta.


Read one-to-one emails

Grants access to read one-to-one emails sent to contacts

Enables N.Rich to analyze metrics related to one-to-one emails, such as opens and clicks. Required for the conversion metrics calculation. N.Rich neither gets or stores the content of emails.

 

HubSpot Integration - Account properties

The list of company properties the N.Rich integration creates can be found below. These will update once the integration is active and if there is intent data or engagement data to push to your CRM.

N.Rich Intent Report Scores

Type

Field name

Field label

Description

Text

nrich_intent_report_name

Intent report name

Intent report name

Number

nrich_composite_intent_score

Composite intent score

Composite account intent score (weighted third party and first party intent data based on intent report settings)

Number

nrich_high_intent_contacts_num

High intent contacts

Number of contacts (cookies) with high intent score)

Number

nrich_high_intent_topics_num

High intent topics

Number of topics with > 60 as the intent score

Text

nrich_intent_location_1

Intent location 1

Top location for intent

Text

nrich_intent_location_2

Intent location 2

2nd location for intent

Text

nrich_intent_location_3

Intent location 3

3rd location for intent

Text

nrich_intent_topic_1

Intent topic 1

Highest scoring intent topic (available only if third party intent data is used in report and available for the account)

Text

nrich_intent_topic_2

Intent topic 2

Second highest scoring intent topic (available only if third party intent data is used in report and available for the account)

Text

nrich_intent_topic_3

Intent topic 3

Third highest scoring intent topic (available only if third party intent data is used in report and available for the account)

Text

nrich_analytics_link

N.Rich analytics link

Permanent link to the N.Rich account analytics page of the account

Text Area (Long)

nrich_intent_topics_list

All intent topics

Multiline text property that has all the topics separated by a newline

Number

nrich_first_party_intent_score

First party intent score

Raw first party intent score from the selected intent report

Number

nrich_third_party_intent_score

Third party intent score

Raw third party intent score from the selected intent report

Text

first_party_intent_countries

First party intent countries

Lists the top 10 countries from where first-party engagements have originated, sorted by highest engagements first.

Text

first_party_intent_locations

First party intent locations

Lists the top 10 locations, including city-level info where first-party engagements have originated, sorted by highest engagements first.

Text

third_party_intent_countries

Third party intent countries

Lists the top 10 countries from where third-party intent signals have originated, sorted by highest intent first.

Text

third_party_intent_locations

Third party intent locations

Lists the top 10 locations, including city-level info where third-party intent signals have originated, sorted by highest intent first.

N.Rich ABM and website engagement

Type

Field name

Field label

Description

Date

nrich_last_engagement_date

Last ABM engagement date

Last date with one or more ABM Engagements: video views, article readers or clicks

Date

nrich_last_click_date

Last ABM click date

Last N.Rich click (and visit) date. Clicks are recorded using N.Rich tag on the website, so every click also means a visit.

Date

nrich_last_website_visit_date

Last website visit date

Last website visit date (any website visit, not just ABM)

Number

nrich_engaged_contacts

Contacts with ABM engagement

Number of ABM engaged unique cookies from the account. Aggregated to the time frame user has selected

Number

nrich_clicked_contacts

Contacts with ABM clicks

Number of clicked unique cookies from the account. Aggregated to the time frame user has selected

Number

nrich_visited_contacts

Contacts with website visits

Number of visited unique cookies from the account from any channel. Aggregated to the time frame user has selected

Number

nrich_total_clicks

Total clicks

Total ABM clicks. Aggregated to the time frame user has selected.

Number

nrich_total_video_views

Total video views

Total ABM video views. Aggregated to the time frame user has selected.

Number

nrich_total_article_readers

Total article readers

Total ABM article readers. Aggregated to the time frame user has selected.

Number

nrich_total_engagements

Total ABM engagement

Total ABM engagements. Aggregated to the time frame user has selected.

Number

nrich_total_website_visits

Total website visits

Total website visits from any source. Aggregated to the time frame user has selected.

Text Area (Long)

nrich_top_website_engagements

Top 5 website engagements

Multiline text property with top-5 urls based on the number of page views.

Text Area (Long)

nrich_top_ad_engagements

Top 5 ad engagements

Multiline text property with top-5 ads based on number of engagements

Text Area (Long)

nrich_top_campaign_engagements

Top 5 campaign engagements

Multiline text property with top-5 campaigns based on the number of engagements.

Number

nrich_all_time_engagements

All time engagements

Total all time engagements disregarding the selected time range

Number

nrich_all_time_engaged_contacts

All time engaged contacts

Total engaged cookies disregarding the selected time range

ICP velocity metrics

Type

Field name

Field label

Description

Text

nrich_icp_sales_velocity_class

ICP sales velocity

Sales velocity has 3 possible values: High, Medium or Low.

Number

nrich_icp_sales_velocity_score

ICP sales velocity score

A number in the range of 0-100 representing sales velocity score.

 

Viewing N.Rich Properties on HubSpot

Once a property is created, it becomes available to store data on individual records of that object type.

  • Location:
    1. Go to the CRM section (e.g., Companies).
    2. Open any individual record of the object type you created the property for (e.g., open a Contact record).
    3. Look for the "About [Object]" or similar section on the left-hand panel of the record.
    4. You may need to click "View all properties" or "Customize default properties" to make the NRich property visible on the main record view, especially if it was added to a new or custom property group.