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.
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.
Sync Mode
Sync modes determine how data is synchronized between your data source and destination. They control whether to insert new records, update existing ones, or both, and how to handle the synchronization process.
For the all Hubspot destination, here are the available options:
INSERT
Creates new records in HubSpot. Existing records are never modified.
When you want to add contacts, companies, or deals without risking any overwrite.
New records → created in HubSpot
Existing records → ignored
Missing records → no action
UPDATE
Updates existing HubSpot records only. No new records are created.
When enriching existing data (e.g., adding computed attributes) without creating new CRM objects.
New records → ignored (HubSpot entries must already exist)
Existing records → updated
Missing records → no action
UPSERT
Creates new records if they don’t exist, or updates them if they already exist in HubSpot.
Best for keeping HubSpot CRM objects fully up to date with both new and updated information.
New records → created
Existing records → updated
Missing records → no action
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.
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