Setting up HubSpot Integration

Complete guide to installing, configuring, and using the Fibbler HubSpot integration

Table of Contents

Overview

Fibbler needs to connect to your HubSpot CRM system to collect data on your customer accounts and link it to your LinkedIn Ads tracking data. This enables you to create comprehensive attribution reports showing how your LinkedIn Ads influence your pipeline and revenue.

Historical data will appear immediately after you successfully connect HubSpot to Fibbler.

Installation and Setup

Follow these steps to install and connect your HubSpot account to Fibbler:

1. Navigate to Data Sources

In your Fibbler dashboard, go to 'Data Platform' and then select 'Sources'.

2. Find and Enable HubSpot

On the Sources page, locate HubSpot in the CRM category or use the search function. Click the 'Enable' button to begin the installation process.

A new tab will open to begin the HubSpot connection process.

2. Find and Enable HubSpot

3. Sign In to Your HubSpot Account

If you're not already signed in, you'll be prompted to enter your HubSpot credentials to authorize access.

The account you use needs to have Super Admin access in HubSpot. You also need permission to connect to third-party integrations within HubSpot.

4. Select Your HubSpot Account

Choose the HubSpot account you wish to integrate with Fibbler from the list of available accounts, then click 'Choose Account'.

If you manage multiple HubSpot accounts, make sure to select the correct one.

4. Select Your HubSpot Account

5. Review and Approve Scope Permissions

HubSpot will display a scope approval screen showing the permissions that Fibbler is requesting. Review these permissions carefully and click 'Connect app' to authorize the connection.

Fibbler always uses read access to companies, deals and company property settings. The write permissions for companies, company properties and lists are only used by CRM Sync and Ad Engagement Signals, which are off until you turn them on. HubSpot shows them all on one screen regardless. See the permissions table below.

5. Review and Approve Scope Permissions

6. Complete the Connection

After approving the permissions, the connection will be finalized. You'll be redirected back to Fibbler where you should see a confirmation message.

6. Complete the Connection

🚀 Installation Complete! Historical data will appear immediately after the connection is established.

Permissions and What Fibbler Does With Them

HubSpot lists every permission on one consent screen, whether or not you use the feature it belongs to. Four of them are what Fibbler reads to produce attribution. The other four are only used by CRM Sync and Ad Engagement Signals, which are off until you turn them on.

PermissionWhen usedWhat Fibbler does with it
View properties and other details about companiesAlwaysReads company names and domains, so ad engagement can be matched to your accounts
View properties and other details about dealsAlwaysReads deal amount, stage and dates, for influenced pipeline and revenue
View details about property settings for companiesAlwaysReads property names, not values. It is how the deal revenue picker lists your currency properties
View properties about the installing accountAlwaysHubSpot's standard app information, which tells us which portal you connected
Create, delete, or make changes to property settings for companiesCRM Sync, Ad Engagement SignalsCreates Fibbler's own company properties, in their own property group
Create, delete, or make changes to companiesCRM Sync, Ad Engagement SignalsWrites values into those Fibbler properties. It is also what lets a signal create a company your portal is missing, which is a separate setting you choose
Create, delete, or make changes to contact listsAd Engagement SignalsCreates the list a signal fills, and keeps the right companies in it
View details about contact listsAd Engagement SignalsLooks up a list we created, by the id we stored when we made it

A word on lists

In HubSpot a list can hold contacts, companies or deals, and the permission covers all three because HubSpot offers no narrower one. Every list Fibbler creates is a list of companies, and the only lists we ever touch are the ones we created, addressed by an id we stored when we made them. We never search or browse the lists in your account.

No notes in HubSpot

HubSpot has no permission for notes on their own: creating one means asking for write access to every contact in your CRM. We do not ask for that, so in HubSpot an Ad Engagement Signal writes its reason into the signal properties instead.

A HubSpot connection carries the permissions that were on the consent screen the day it was made, and refreshing a token never adds one. If you connected before Ad Engagement Signals shipped, go to Data Sources in Fibbler and reconnect HubSpot to grant them. Your settings and your data stay as they are.

Configuration After Installation

Once HubSpot is connected, you can configure how Fibbler syncs and uses your CRM data:

Set Sync Date Range

Choose how far back you want to sync historical data. Options typically include 7, 30, or 90 days. This determines how much historical pipeline data will be matched with your LinkedIn Ads data.

Configure Data Matching

We match companies between LinkedIn Ads and HubSpot primarily using the primary domain stored in HubSpot to maximize match rates.

Enable CRM Sync (Optional)

If you want Fibbler to sync ad engagement data back to HubSpot, you can configure this in the sync settings. For LinkedIn this creates custom company properties with the following metrics, each over a 7, 30 and 90-day window:

  • Paid impressions
  • Paid clicks
  • Paid engagements
  • Paid video views
  • Organic impressions
  • Organic engagements
  • Engagement level: VERY_HIGH, HIGH, MEDIUM, LOW, VERY_LOW

The sync runs weekly on Sundays and only ever updates company records that already exist in HubSpot.

Google Ads and Meta Ads Visits (Optional)

With the Google Ads or Meta Ads add-on, CRM Sync can also push website visits from those channels onto the same company records. Each channel is set up separately and creates its own properties:

  • Google Ads Visits (7 days), (30 days) and (90 days)
  • Meta Ads Visits (7 days), (30 days) and (90 days)

You can also sync a named group of campaigns instead of the whole account, which creates one property per group and window, named like "Google Ads Visits (7 days) - Brand Campaigns". Visits are matched to HubSpot companies by website domain, through Dealfront.

Enable Ad Engagement Signals (Optional)

Signals send the companies engaging with your ads to the place your team already works. With HubSpot as a destination, a signal writes six company properties in their own group called "Fibbler Ad engagement signals":

  • Fibbler Signal Type: New, or Rising fast
  • Fibbler Signal Date: when Fibbler last surfaced it
  • Fibbler Signal Name: which signal surfaced it
  • Fibbler Signal Channels: which ad channels it engaged with
  • Fibbler Signal Why: the evidence, in one line
  • Created by Fibbler: set only on a record a signal created

It also keeps one static list per signal, under Segments, named "Fibbler: " followed by the signal's name. A company keeps its place for 30 days and then drops out; the record, the properties and the history stay. If you ask it to, a signal will also create a company your portal is missing, up to a monthly cap you set. That setting is off by default.

Using the Integration

Manual Interactions

  • View Company Insights: Navigate to the "Company Insights" section to see which companies from your LinkedIn Ads have records in HubSpot, along with their deal stage and value.
  • Generate Attribution Reports: Create reports showing how your LinkedIn Ads influenced pipeline creation and revenue. Filter by date range, deal stage, or account.
  • Export Data: Export matched company data and attribution insights to CSV for further analysis.

Automated Interactions

Automation runs only while you are connected. Sync back to HubSpot happens only if you explicitly enable CRM sync.

  • Real-time Matching: When new LinkedIn Ads data comes in, Fibbler automatically matches it with existing HubSpot accounts primarily through domain, along with a few other signals.
  • CRM Sync (if enabled): If you've enabled CRM sync, Fibbler will automatically create or update custom properties in HubSpot when it detects ad engagement for your accounts. It runs weekly, on Sundays.
  • Ad Engagement Signals (if enabled): On the schedule you set, a signal writes its properties onto the companies it surfaces and keeps them in a list named after the signal. Companies drop out of the list after 30 days.

How Data is Mapped into Fibbler

Here's how your HubSpot data is mapped and used in Fibbler:

Companies

Your HubSpot companies are mapped to Companies in Fibbler. This enables you to see all of your sales and marketing activities for each company in one place. Companies are matched primarily through domain, along with a few other signals.

Deals

Your HubSpot deals are mapped to Deals in Fibbler. This gives you a clear picture of your sales pipeline, including the value of each deal and the stage of the sales process it's in. Deals are used for attribution reporting and revenue tracking.

Disconnecting HubSpot from Fibbler

To disconnect your HubSpot account from Fibbler without uninstalling the app:

Step 1: Navigate to Data Sources

Go to "Data Platform" → "Sources" in your Fibbler dashboard.

Step 2: Locate HubSpot

Find HubSpot in your list of connected sources. You should see it shows as "Connected" or "Active".

Step 3: Disconnect

Click on HubSpot and select "Disconnect". Confirm the disconnection when prompted.

Note: Disconnecting stops any further API reads. When you disconnect, Fibbler will delete stored CRM data within 30 days.

Uninstalling the Fibbler App from HubSpot

To completely uninstall the Fibbler app from your HubSpot account:

Step 1: Open HubSpot Settings

In your HubSpot account, click the settings icon (⚙️) in the top navigation bar.

Step 2: Navigate to Integrations

In the left sidebar, go to "Integrations" → "Connected Apps" or "App Marketplace" → "Installed Apps".

Step 3: Find and Uninstall Fibbler

Locate the Fibbler app in your list of installed apps and click on it. Then select "Uninstall" or "Remove" and confirm the action.

Additional Information

For more detailed instructions on uninstalling apps from HubSpot, you can refer to the HubSpot Knowledge Base article on uninstalling apps.

Effects of Disconnecting and Uninstalling

When You Disconnect HubSpot

  • Nothing in your HubSpot account will be changed or deleted
  • Syncing stops immediately. Stored CRM data will be deleted within 30 days of disconnection.

When You Uninstall the App

  • All API connections between Fibbler and HubSpot will be permanently revoked
  • No new data will sync from HubSpot to Fibbler
  • Stored CRM data will be deleted within 30 days
  • If CRM sync was enabled, no new data will be written back to HubSpot
  • Any custom properties, lists or records created by Fibbler in HubSpot will remain (they are not automatically deleted). That includes the signal lists under Segments and any company a signal created for you
  • Your HubSpot account data will not be deleted or modified
  • To use Fibbler with HubSpot again, you'll need to reinstall the app and reconnect. Data is only available while connected and using Fibbler.

Data Privacy and Security

Fibbler respects your data privacy. When you disconnect or uninstall:

  • No data is deleted from your HubSpot account
  • Stored CRM data will be deleted within 30 days of disconnection or account cancellation
  • Access tokens are immediately revoked when you disconnect or uninstall

Need Help?

If you encounter any issues during installation, configuration, or have questions about using the HubSpot integration, please contact our support team or visit our documentation.