Faraday uses Hightouch, a reverse ETL platform, that allows us to share your Faraday data to your HubSpot account to activate with it.

We can push data such as Faraday Personas and your predictive Outcome, e.g. "High Risk for Churn” scores appended to each of your contacts in HubSpot. We can also push consumer profile data from our Faraday Identity Graph. Please discuss with you AM as additional costs may be associated with this.

This is a three step process clearly outlined below. Please follow steps sequentially beginning with the first part.

Part 1

Creating a Private App Token

  1. Provide us with a Private App Token

    1. In order for a user to create a Private App Token they need to be a Super Admin

      1. See hubspot spot doc: https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide#super-admin

    2. Hightouch documentation: https://developers.hubspot.com/docs/api/private-apps

    3. A private app will generate a unique and long-living token specific to Faraday. Unlike the OAuth flow where Hubspot will select all the supported scopes for you, you will have to manually select which scopes you want to give access to Faraday.

    4. The only scope faraday is interested in is the crm.objects.contacts

      1. We will need read and write privileges

    5. Creating a Private App:

      1. Go to Private Apps by clicking the settings icon in top right corner and then in the left sidebar menu, navigate to Integrations => Private Apps.

      2. Click Create private app

      3. On the Basic Info tab, configure the details of your app, the description box is optional. Then Click the Scopes tab.

      4. Under CRM, check crm.objects.contacts write/read

      5. After you're done configuring your app, click Create app in the top right. You will then be presented with your Private App Token. Please copy this and be prepared to then enter the Faraday App and upload the token for a secure transfer.

Part 2

Sending credentials securely to Faraday:

Go to the Destinations Console, click + New destination at the top.

  1. Search for HubSpot as a Destination location, enter a descriptive name, and click Next.

  2. Enter your credentials here, and click Next.

  3. Under Finalize, click Create destination. Faraday can now begin the integration process.

  4. Please alert your AM when this has been configured.

Part 3

Creating/Updating Objects and Properties

  1. Standard Operating Procedure:

    1. For every new attribute (FIG), first-party data field, or new outcome, the client will need to follow the steps below and create these new custom properties before we can map to them and send the payload.

    2. Clients who have previously received a legacy delivery to hubspot

      1. They will not need to create the custom properties:

        1. persona_groupings

        2. clv

      2. They will not need to create the Property Group: Faraday Data

      3. Beyond the two above, every client needs to follow the below steps

    3. Clients who have never received a legacy delivery to hubspot

      1. Under settings => Data Management => Properties

        Then:

      2. Select Groups

      3. Create new property Group

        1. Call the group Faraday Data

      4. Create custom properties under that group and click on properties tab (next to groups tab)

      5. Create Property

        1. Object type = Contact

        2. Group = Faraday Data

        3. Label = below is list of all labels we need. For each label the process must be repeated i.e. click create property etc…

          1. {outcome_name}_score_percentile

          2. persona_groupings

          3. clv

          4. Additional fields (1st party fields from your data or 3rd party FIG fields like age, gender, etc.) will appear with a fdy_ prefix (these would be built baked into the scope using attributes and would appear in the target)

*anytime we are delivering a new outcome or new attributes (FIG) or first-party data to the client they need to create a new custom properties for that value, {outcome_name}_score_percentile, credit_rating, etc…

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