With the integration, you can:
Ask Scout to use your CRM context for tailored research and recommendations
Add companies to your HubSpot segments from Harmonic with one click
Find companies and people based on HubSpot data
Before you begin
You’ll need:
A Harmonic workspace admin
Note: HubSpot shows an unverified app warning. Harmonic’s HubSpot app is in the Hubspot review process, so HubSpot will display a “Connecting an unverified app” warning during setup. This is expected. To continue, type “I accept the risk” in the box and select Connect. This note will be removed once the app is published.
How to connect HubSpot
Open Settings → Integrations in Harmonic and select HubSpot.
Select Enable and give Harmonic access to your workspace. If HubSpot shows the unverified app warning, type “I accept the risk” and select Connect. See the note above.
Choose the HubSpot segment you want to sync.
Select the properties you want to bring into Harmonic.
Choose a sync cadence, review your selections, and complete setup.
Your first sync imports the selected data. Allow it to finish before checking your lists and fields in Harmonic.
Sync cadence
Instant (recommended)
Shortly after you make changes in HubSpot, you’ll see the updates in Harmonic (upon refresh).
Add a company or person to HubSpot
Open the company’s or person’s Add to list menu from their profile page, side panel, or Chrome extension. You can also select one or more records in a grid table and open the Add to list menu from the Grid Action Bar.
Choose the synced HubSpot segment you want to add them to.
Fill in any connected property field values you want to send, then confirm the add.
The available fields depend on what your team connected. If no fields are connected, you can still add the company without specifying custom field values.
The push writes to HubSpot. Updated values in Harmonic may appear after the next sync. If a push reports an error, check whether the company was added in HubSpot before trying again.
HubSpot properties in Harmonic
Synced property field values are read-only in Harmonic’s grid. Make ongoing edits in HubSpot.
View them in grid tables by adding them via the Header Cell dropdown menu or the Display panel.
View them in the side panel under the Workspace tab.
When adding a company or person through Harmonic’s HubSpot push flow, you can supply values for supported connected fields.
FAQs
Q: A connected field is blank or looks out of date
A: Check that you connected the correct global or list-specific field and that the company has a value in HubSpot. Check the integration’s sync status, run Sync now if you have permission, and refresh your view after it finishes. With Never selected, updates will not be pulled in automatically.