Customer support & CRM
HubSpot
Ingest HubSpot Deals and Service Hub Tickets
Overview
HubSpot unifies sales, marketing, and customer data on a single platform. Connect this data with Reforge Insights to find more insights, and link feedback back to real customer value.Get Started
You can find the HubSpot integration on your integration settings page. A user with access to both Reforge Insights as well as HubSpot will need to authorize the connection.1
Go to "Settings"
2
Click "Integrations" in the navigation menu
3
Click "HubSpot"
4
Click "Connect"
5
If necessary, log in to HubSpot using the appropriate account
6
Review and approve the permissions requested
7
Once confirmed, you will be returned to Reforge Insights, where you can configure data ingestion
Advanced Configuration
Configuration Sections
1. Choose What to Include
The HubSpot integration supports importing multiple data types independently:Include Deal Notes
Enable this option to import notes associated with deals in addition to the deal information itself.Select Deal Stages and Pipelines
Select the deal stages and pipelines you want to import from. This will help you narrow down the data to only the deals that are relevant to your use case.Include Service Hub Tickets
Enable this option to import Service Hub tickets and their associated data.2. Narrow Down Your Data
Use filters to focus on specific types of deals and tickets you want to analyze. This helps you import only the data that’s relevant to your use case.All filtering is based on the primary data type (deals or tickets).
Important: The filtering preview shows how many items match your filters
in the past month, but the actual ingestion will be lower. Deals without any
notes and Service Hub Tickets without content will not be ingested, even if
they match your filter criteria.
Filter Types and Operators
Different field types support different filtering operators:String Fields
String Fields
Available Operators:
contains- Field contains the specified textdoes not contain- Field does not contain the specified text
- Subject contains “billing”
- Description does not contain “resolved”
Number Fields
Number Fields
Available Operators:
is- Field equals the specified numberis not- Field does not equal the specified numberis greater than- Field is greater than the specified numberis less than- Field is less than the specified numberis less than or equal to- Field is less than or equal to the specified numberis greater than or equal to- Field is greater than or equal to the specified numberis empty- Field is emptyis not empty- Field is not emptybetween- Field falls within the specified range
- Priority equals 3
- Satisfaction score is greater than 4
Date Fields
Date Fields
Available Operators:
between- Field falls within the specified date rangeis empty- Field is emptyis not empty- Field is not empty
- Updated date range between 2024-01-01 and 2024-02-01
- Created date is empty
List Fields
List Fields
Available Operators:
is- Field is any of the specified valuesis not- Field is not any of the specified valuesis empty- Field is emptyis not empty- Field is not empty
- Tags is “urgent” or “billing”
- Status is not “closed” or “solved”
Boolean Fields
Boolean Fields
Available Operators:
is- Field matches the specified boolean value (true/false)is not- Field does not match the specified boolean valueis empty- Field is emptyis not empty- Field is not empty
- Is public is true
- Has incidents is false
Multiple Filters
When you add multiple filters, they are combined using an AND operator. This means tickets must match ALL filter criteria to be imported.Start with broader filters and gradually add more specific ones to fine-tune
your data selection.
3. Choose the Data to Include
Select which deal and ticket fields to import. The data is organized into tabs representing different data types that can be ingested.Data Type Tabs
Deals
Deal information including name, amount, stage, close date, and custom deal fields.
Service Hub Tickets
Service ticket information including subject, content, status, priority, and
custom ticket fields.
Field Selection
Fields marked as Required are essential for the integration to function properly and cannot be deselected. These fields include:
- Deals:
hs_object_id,createdate,hs_lastmodifieddate,hs_arr,dealname,dealstage - Service Hub Tickets:
subject,content,createdate,hs_lastmodifieddate
Required fields are automatically included in the ingestion process regardless
of selection status.
Preselected Fields: Beyond the required fields, we automatically preselect additional commonly used fields to help you get started quickly with meaningful data. These preselected fields include useful metadata that are frequently needed for analysis. You can deselect any of these preselected fields if they’re not relevant to your specific use case.
Best Practices
Next Steps
After configuring your integration:- Test the configuration by triggering a manual sync
- Monitor the ingestion to ensure data is being imported correctly
- Review the imported data in your analytics dashboard
- Adjust filters and fields based on your initial results
- Set up automated workflows using the imported HubSpot data
Changes to field selection and filters will apply to future data ingestion.
Existing imported data will not be retroactively updated.
Data Collected
Once Reforge Insights and HubSpot are connected successfully, data will be pulled from periodically. The first time Reforge Insights loads data, it will look back 1 week. After that, it will ingest all new data up to your plan’s feedback volume limit. Important: Only deals with associated notes and Service Hub tickets with content will be ingested. Empty records will be filtered out during the ingestion process, even if they match your filter criteria.Pricing Volume Impact
| Entity Type | Volume Impact |
|---|---|
| Deal Note | 1x |
| Service Hub Ticket | 1x |
View the pricing page for more information on
how we calculate volume usage.