Salesforce and Hubspot Outbound Integration

This document focuses on Account and User level (account & contact objects) which synchronize both in a batch type mode as well as a real time, streaming, depending on the data being synched.  The outbound integration will sync both calculated fields often referred to as „Smart Fields” and Attributes which are the cvars that come in via the tracking snippet, API or manual entry.  Both depend on a match to the Account object or its equivalent in the respective CRM.   If the field is mapped under Site Settings, Accounts and User Fields, and if the field is not sourced from the CRM, it will synch back to the CRM configured.  Fields mapped under Account and User will not only display on the respective attributes tab but if the field is sourced from the tracking code, API, or manual entry this data will also be sent outbound to the client’s CRM.  

As part of the outbound sync with Salesforce/Hubspot, we will lookup if a corresponding field with the same name exists on the CRM side.  If the field does not exist a new field is created in the client CRM.  

Smart Fields and the Outbound Sync

Smart fields are essentially calculated fields.  These type fields will sync nightly as they are calculated nightly by system processes and then transmitted across the interface.  

For the calculated or smart field,  if the field name is 'UserIQ Field Name’ on the UserIQ side, the corresponding field names would be 'UserIQ_Field_Name__c’ for SFDC and 'useriq_field_name’ for Hubspot (Note how the '__c’ doesn’t exist for Hubspot and the field is also lower case). 

Attributes and the Outbound Sync

If the field is an attribute and not sourced from the CRM, these will sync back the to client’s CRM.  For example, a client may send an attribute Role via the tracking snippet.  Upon a change to that attribute in UserIQ, the data will sync to the client’s CRM.   These fields have a UserIQ_Attr or useriq_attr depending on the CRM.  Please note Salesforce has a 40 character limit on field names so keep this in mind when creating fields.

The table below details the new and existing account level fields that are supported in the outbound sync from UserIQ. 

Please note that 'Useriq_Attr_xx__c’ is not an actual field.  This is a representation of all custom attributes which are the cvars discussed above that if mapped will sync outbound when there is a change.  For any configured account attribute, if it is not sourced from the CRM, an attribute will be created with name „UserIQ_Attr_xx__c” for SFDC and „useriq_attr_xx” for Hubspot.