Establish the Connection
To establish the connection between Grata and HubSpot:
Go to the Account page in Grata
Scroll down to Integrations and select Hubspot
A login portal from HubSpot will appear:
Enter your username and password. Note: you must be a Super Admin in HubSpot.
Hubspot will ask for approval to connect— click approve
If this portal does not appear, it may because you are already logged in to Hubspot within the same browser session
Begin setting up a new connection
Sync Preferences
Before you begin mapping the specific fields you would like Grata to populate when syncing, select your CRM preferences.
Pull info from My CRM into Grata
Pull info from my CRM is how Grata pulls matching companies from your HubSpot. This feature is also the driver behind the Show companies in my CRM filter:
This feature runs once per week. If you need Grata to pull matching companies on an immediate basis, contact Grata support.
Auto-Update Companies & Contacts in my CRM
This feature is how Grata does data enrichment on your CRM. When it comes to deciding which data should be overwritten, Grata respects the rules that you've set in Company Mapping.
Auto-update Companies & Contacts runs in the background whenever there is a change to a Grata company profile for one of the data points you have mapped. Within minutes, Grata automatically updates the matching company in HubSpot.
Does Grata share my data?
Grata does not use your CRM data for any other purpose in the platform. The connection with HubSpot is a secure data pipeline between your Grata and CRM, existing solely to benefit your search experience.
Read more about Grata's security policy with our Integrations and Data Privacy FAQ.
How does Grata prevent creating duplicates?
Grata knows not to create duplicate companies. Before syncing, Grata will check your CRM for the Website or Domain. Grata can recognize a match regardless of whether the spelling is amazon.com or http://www.amazon.com in your CRM.
Grata knows not to create duplicate contacts in your CRM based on the First Name + Last Name of the person. It also checks for a match to the contact's email address.
How do I disconnect my CRM?
If for any reason you need to disconnect Grata, you can do so from the Account page. Click the three dots under HubSpot, then choose Disconnect Salesforce from Grata. API credentials — plus any CRM data— are immediately wiped.
Pull Data from HubSpot Data into Grata
This feature, also known as "CRM Intel", is the ability for Grata to display information directly from your HubSpot on matching companies in Grata.
All CRM Intel fields are read-only. Grata checks for updates in CRM once per hour to display the latest information. Note: once turned on, that CRM field is visible to all Grata seats in your organization.
Company Mapping
Company Mapping is the step during setup where you decide which HubSpot data gets filled in any time that a company is synced from Grata.
(*) asterisks mark required fields:
The left column contains each data point that can sync to HubSpot. By clicking into a box, Grata displays the selection of supported HubSpot properties for that data point.
If you do not select a corresponding HubSpot property for that Grata field, no Grata data will be pushed into your CRM for that field.
Replace Values
Toggle ON (blue)
Grata will override that value, including any previous values currently in that field.
Grata will override blanks in that field.
Toggle OFF (gray)
Grata will not update the value in your CRM for any matching companies, regardless of whether the value is blank, or has data in it.
Grata will populate the field only when creating a new company in your CRM.
Additional Guides for Company Mapping
For a comprehensive list on each Grata field and what it means, please refer to Grata Field Definitions. For a list of supported HubSpot property types, please refer to this document (recommended types are shown in bold).
Contact Mapping
Contact Mapping is the step during integration setup where you decide which HubSpot contact data gets populated any time that Companies & Contacts are synced.
(*) asterisks mark required fields:
Job Title Filtering
There is an optional step to select specific Job Titles for contact syncs. Unchecking job titles can help prevent unwanted contacts flowing through to DealCloud. Change the dropdown to Select specific titles if you wish to filter syncs by Job Title.
How do I know when my work is saved?
Your CRM integration settings are saved once you click Next on the final step of the setup screen.
What should I do if I run into an error while syncing to CRM?
If you need assistance with your CRM integration, reach out to Grata Support (support@grata.com) or chat with us in the Help section > Messages.
Where can I see my syncing history?
To see logs on how many companies were synced, how many credits were used, and by whom, go to Accounts > Audit Log. For detailed information, such as how many contacts were synced, reach out to Grata Support.