Add Segment to Fulcrum

To add Hubspot to Fulcrum and send hubspot data to Fulcrum, follow these steps:

Step 1: Navigate to the Fulcrum's Integration Page

Step 2: Select "Connect" by HubSpot

  • On the integration page, look for the Hubspot integration.

    Fulcrum Hubspot Integration

  • Once you find the Hubspot integration, click on the "Connect". This will initiate the integration setup.

Step 3: Obtain your Hubspot Acccess Token

  • Open a new tab in your web browser and go to the Hubspot website.

  • Log in to your Hubspot account.

  • After logging in, navigate to the Settings > Integrations > Private Apps.

    Fulcrum Hubspot Settings

  • Click "Create a private app".

  • Put in basic info including a name for the integration.

    Fulcrum Hubspot App Basic Info

  • Add in read permissions to all the CRM properties. Fulcrum will only have read permission to these properties and will not be able to modify them.

    Fulcrum Hubspot App Scope

  • Click "Create App" and Confirm the choice.

  • Copy the generated access token to your clipboard or note it down for future reference.

    Fulcrum Hubspot Access Toke

Step 4: Enter the Hubspot Access Token in Fulcrum

  • Return to the Fulcrum integration page you accessed in Step 1.

  • On the Hubspot integration setup screen, you should see a field for the access token.

    Fulcrum Hubspot Connected

  • Paste the Hubspot access token you obtained in Step 3 into this field.

  • After confirming the token, click on the "Connect Hubspot" button to proceed.

Now, you can create dynamic segments on the near real-time data from Hubspot and any additional sources you have connected.