Using HubSpot to Connect Data

Background

HubSpot, a leading marketing and sales platform, is used for collecting, organizing, and updating customer data within a CRM system. The data in HubSpot can be utilized as your source for personalizing videos.

When using HubSpot as your data source, your data is never stored with SundaySky. The HubSpot-SundaySky integration pulls specific records in real time via the HubSpot API when a viewer clicks play to watch a video, ensuring the use of the latest data without the need to store any data on SundaySky servers.

The video link created for each viewer is unique and has a "sticky" ID. When you update viewer data in HubSpot or update the video content, the video is updated automatically. There is no need to resend viewers a new link as they will see the updated video when they revisit the original link that they received.

In this end-to-end article, you will find comprehensive guidelines for working with HubSpot, beginning with setting up a data library and concluding with generating video links for your viewers.

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Step 1: Select or Create a Data Library

Step 2: Select the HubSpot Data Connector

Step 3: Map the Data Fields

Step 4: Configure the Content

Step 5: Approve the Video

Step 6: Get (Share) the Video Links

Integrating HubSpot with SundaySky

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Step 1: Select or Create a Data Library

Based on how you want to personalize your video, you'll need to connect the video to a data library that includes the data fields for creating the personalization. SundaySky supports three methods of personalization: using a personalization token, message by audience, and show/skip scene.

• For on-screen text personalization, you only need to add data fields.
• For voice-over, message by audience, and show/skip scene, you need to have data fields in the data library along with their respective values.
  For example: the data field department is added, along with its values: Finance, HR, and Marketing.

Before creating a new data library, we recommend that you review the existing data libraries in your account to see if one of them matches your requirements as the same data library can be used for multiple videos. If you are selecting an existing data library, it needs to meet the following conditions:

1. The data fields in the library are those that you require for personalization.
2. The data library is connected to the HubSpot data connector.

As you review the data fields that you require, note the HubSpot objects listed below from which properties can be pulled to use in personalization:

• Calls (Engagement)
• Communications (Engagement)
• Companies
• Contacts
• Deals
• Email (Engagement)
• Engagements
• Feedback Submissions
• Line Items
• Meetings (Engagement)
• Notes (Engagement)
• Postal Mail (Engagement)
• Products
• Quotes
• Tasks (Engagement)
• Tickets

In addition to the standard objects listed above, custom objects that are specific to your HubSpot account can also be pulled

If you find a data library that has the data fields that you need but the library's data connector is not HubSpot, do not change the data connector in the library as this will negatively impact existing videos. In such a case, you will need to create a new data library.

To learn how to select an existing library, see Selecting an Existing Data Library.
If you need to create a new library from scratch, see Creating a New Data Library.

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Step 2: Select the HubSpot Data Connector

The connector is what enables the connection between the data fields that you defined in the data library and the actual viewer data in the HubSpot account. Put simply, the connector is what determines how data flows from HubSpot to SundaySky.

a.	Open the relevant video in the Studio.
b.	Select Data in the sidebar.
c.	Click Select in the data connector section.
d.	Select the HubSpot data connector and then click Select at the bottom of the window.
e.	(Optional) If you have not yet integrated HubSpot with your SundaySky account, you will now be prompted to do so. See Integrating HubSpot with SundaySky to learn how.
	The data connector is attached to the library and the following message is displayed:
f.	Click Map Fields to continue directly to field mapping. ▶ If you prefer mapping at a later time, click I'll Do It Later to return to the data library.

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Step 3: Map the Data Fields

The mapping process specifies which field in your HubSpot account corresponds to the data field in the SundaySky data library. A precise mapping ensures that the right data is pulled from HubSpot to populate a personalized video.
For additional guidelines, refer to the notes for Step 3 below.

a.	Open the relevant video in the Studio.
b.	Select Data in the sidebar.
c.	Click Map Fields in the data connector section.
	In the mapping window, the data fields created for the data library are displayed on the right. For each data field, you'll need to select the HubSpot field to which it should be mapped.
d.	For each data field, open the HubSpot Field drop-down list and select the field to which it should be mapped. ▶ Before selecting the field, you will need to select the object in which it is located. In the example below, Contact is the object and First Name is the field.
e.	After all the fields are mapped, click Save at the bottom of the window.

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Notes for Step 3:

• If you rename a data field after the mapping process, the HubSpot field is not changed. A name change does not impact the existing mapping.
  
  
• If you add a data field after the initial mapping process, you'll need to map it accordingly.

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Step 4: Configure the Content

Now that you've set up your data library, you can configure the content in the video's scenes using the data fields.

The on-screen text, voice-over, and media can be personalized using either a personalization token or audience messaging. In addition, you can also define that a specific scene will be shown or skipped according to an audience segment.

In the example below, a personalization token is used to customize the text according to the first name of the person watching the video.

In the following articles, you'll find step-by-step instructions on how to configure the different types of content:

Using a Personalization Token to Personalize Text
Text: Message by Audience

Using a Personalization Token to Personalize the Narration
Narration: Message by Audience

Configuring Media According to Data Feed
Media: Message by Audience

Showing or Skipping a Scene by Audience

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Step 5: Approve the Video

After you have finished creating the video—including the configuration of all the personalized content—we recommend that you preview the video using viewer profiles to make sure that it looks exactly as you want.

When you're happy with the result, you will need to approve the video in order to lock in all the edits that you've made. Approving the video is always a prerequisite to sharing your video with viewers.

You will also need to approve the video each time you make any change so that your viewers can see the updated content.

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Step 6: Get (Share) the Video Links

In this last step, you're ready to generate the links for the video so that each viewer can watch a customized version. The actions in this step depend on whether you are using the SundaySky landing page or your own page to play the video.

Generating Video Links for a SundaySky Landing Page
Generating Video Links for a Non-SundaySky Landing Page

As mentioned previously, each video link is generated with a "sticky" ID, unique to each viewer. Because of this, it is not necessary to resend links after you update the video content or update the viewer's data. After any update, viewers only need to revisit the original link they received in order to see the updated content.

The guidelines below provide instructions for creating an individual URL for one viewer. For bulk URL creation, we recommend that you contact your HubSpot administrator.

Generating Video Links for a SundaySky Landing Page

a.	On the Video Page, select the Share tab.
b.	Make sure that the status of the video is Approved to share.
c.	On the right side of the page, click the Share icon by the Landing Page option. ▶ If you have not yet created the landing page, click the plus sign (+) and create the page.
d.	Copy and paste the landing page URL into your distribution platform. ▶ Note that the object used for personalization is already concatenated to the landing page URL. In the example below, the Contacts object is concatenated as it holds the field used for personalization in the video (First Name).
e.	Configure your distribution platform to replace any INSERT_VALUE placeholders with the relevant object ID values needed for personalization as exist in HubSpot.
	In the example below, Cathy Johnson's contact record is displayed. In the HubSpot URL that appears below, the highlighted segment is the unique value used for creating a personalized URL. Following is how the URL will look after it is populated with the HubSpot identifier: https://myvideo.sundaysky.com/?programId=4cf28a8b-b7af-474d-8562-ce866c5a850e&contacts=101 In this example, only one object is included in the URL. You can include as many objects as are needed for personalization.

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Generating Video Links for a Non-SundaySky Landing Page

a.	On the Video Page, select the Share tab.
b.	Make sure that the status of the video is Approved to share.
c.	On the right side of the page, click the Share icon by the Embed Video option. ▶ If you have not yet created the code snippet, click the plus sign (+) and create the snippet.
d.	Select the embed method that you want to use. ▶ By default, iframe is selected. ▶ See Embedding the SundaySky Player in a Webpage for in-depth information regarding the iframe and JavaScript embed codes.
e.	Click the Copy code icon.
f.	Paste the embed code into the HTML of your landing page, where you want the player to appear.
g.	Copy the parameters and then add them to the end of your landing page URL.
h.	In the page URL, replace INSERT_VALUE with the unique identifier. The unique identifier is extracted from the URL that is accessed in HubSpot.
	In the example below, Cathy Johnson's contact record has been accessed. This is in order to use her first name for personalization. In the HubSpot URL that appears below, the highlighted segment represents the identifier. This string is copied and replaces INSERT_VALUE in the page URL. Following is an example of a URL populated with a HubSpot identifier: https://video.YourWebsite.com/?programId=3a672724-3876-4db4-95c4-f3fe69798f6a&contacts=101 In this example, only one object (contacts) is included in the URL. You can include as many objects as are needed for personalization.

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Integrating HubSpot with SundaySky

Before you begin the integration process, following are the key points that you need to know:

1.	A SundaySky account can be integrated with only one HubSpot account. The HubSpot account should be a dedicated account for integration purposes and not belong to an individual employee. This will ensure continuity if the employee leaves the company.
2.	The HubSpot integration setup needs to be performed one time only. Once the integration has been configured, you can use HubSpot as a data source with any data library in your account.
3.	If you need to reauthenticate or remove the HubSpot data connector for any reason, see Data Connector Management to learn how.
4.	The SundaySky user needs to have Editor or Account Manager permissions in order to implement a HubSpot integration.
5.	The HubSpot account used for the integration needs to have the following subscriptions and permissions: Any of the following subscriptions: Marketing Hub Professional, Enterprise Sales Hub Professional, Enterprise Service Hub Professional, Enterprise Operations Hub Professional, Enterprise CMS Hub Professional, Enterprise Account Access permissions for objects and properties from which you want to pull data to SundaySky. For more information, refer to HubSpot help articles regarding user permissions. We recommend granting permissions to only those objects and properties that are required for video personalization and restricting all others.

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To integrate HubSpot with SundaySky:

1.	Select the HubSpot data connector and then click Select at the bottom of the window.
2.	Click Authenticate in New Window.
3.	Select the relevant HubSpot account and then click Choose Account.
4.	Click Connect app. ▶ SundaySky is currently in the process of having its application approved by HubSpot. You can rest assured that this integration is safe.
	The integration is completed and the following success message is displayed:
5.	Click Map Fields to continue directly to field mapping. ▶ If you prefer mapping at a later time, click I'll Do It Later to return to the data library.