Synchronize custom CRM objects

Overview

In this destination service, DinMo will export and update attributes of your custom objects.

Optionally, new records can be as well imported in this destination service.

To create such an activation, you will need to go through these three steps:

• Creating a Hubspot destination. Refer to the corresponding section for more info.

• Creating a segment composed of all the records and their attributes that will be updated in Hubspot. Refer to this step-by-step tutorial to learn how to build segments without SQL in DinMo.

• Activating the segment to the Hubspot destination to start sending data. Refer to the corresponding section for more info.

Each time the activation will be running:

• If you ticked the insert mode option, all new records in the segment will be inserted in Hubspot

• All attributes values that have changed since the last activation will be updated in Hubspot

If you chose not to insert new records, only records of the segment which are already present in Hubspot will be updated.

Destination setup

To start synchronizing objects, you are first required to create a Hubspot destination with the corresponding destination service.

Learn how to create such a destination in our step-by-step tutorial

Activation configuration

Once the destination has been setup, and your DinMo segment created, you can create an activation to start sending data to Hubspot right away.

Learn how to activate a segment in our step-by-step tutorial

Fields mapping

In the Fields mapping section, you are asked to specify the field contained in your DinMo segment corresponding to the ID of the target object. This field will be used to link the segment's records to existing records in Hubspot.

You can then map any other attribute existing in Hubspot. These attributes will then be updated by DinMo during each activation.

Scheduling

Define how frequently your data is updated in Hubspot. With each scheduled update:

• (Insert) DinMo will insert new Custom Objects, with their custom attributes

• (Update) All attributes values that have changed since the last activation will be updated

• DinMo will stop updating any Custom Object who is no longer in the source model/segment.

Warnings

In this section, specify if you want to receive warning for your Hubspot activation.

Consult the specific section to learn more about sync warnings.