Contents:
1. Overview
Adpulse has a native Hubspot App, that allows you to:
Import an Ad Account to your Adpulse
Assign an Adpulse Budget Template to the account
Assign a Budget Target value to the template
Adds a 'CRM Card' to the Company Profile
Workflow Actions
The Hubspot App enables four Workflow Actions that can only be used within a Company Workflow in Hubspot.
Hubspot App Workflow Actions
Each Workflow Action requires mapping to relevant fields within The Hubspot Account. The Company Properties that are required to be mapped within the Adpulse Workflow Action are:
Company Property required | Description | Expected Value |
Google CID | The Google Ad Account CID for the Company | XXX-XXX-XXX or XXXXXXXXX |
Microsoft ID | The Microsoft Ads ID for the Company | |
Budget Target Value | The Budget target for the template. Adpulse will use the currency of the imported Ad Account | Whole number (No decimal places) |
The Adpulse Workflow Action creates a number of outputs and they can be copied to new Company Properties within Hubspot to provide the output from the Workflow Action. These are optional as new properties that can be created within the Hubspot Account to provide confirmation the Action was processed successfully.
Adpulse Properties | Description | Field Type in Hubspot |
Adpulse Ad Account ID | This is a repeat of the Ad Account ID mapped in the Workflow Action | Single-line Text |
Adpulse Budget ID | The Budget value for the period (ie. monthly budget target) | Single-line Text |
Budget | Confirms an Account Budget was created in Adpulse using the Budget Template and Budget Target | Single-line Text |
Import Error Code | Adpulse error code | Single-line Text |
Import Error Message | Only present when errors occurred. It contains a detailed message about the cause of the error. | Single-line Text |
Import Result | Either 'Success' or 'Failure' | Single-line Text |
CRM Card
'CRM Cards' are the panels on the right-hand side of a Company Profile in Hubspot. Once configured, it will display data from the Account Budget of the Company. The data refreshes each time you load the Company Profile page.
The CRM Card Displays the below fields from the Account Budget only.
The data within the CRM Card is not assigned to a Hubspot Property, and therefore cannot be used in Filters, workflows, etc.
2. How To Install the Hubspot Integration
You initiate the Hubspot App Installation from within Adpulse - as opposed to going via the Hubspot App Marketplace.
Step 1 - Navigate to Settings > Connections > Hubspot Integration and click 'Install Hubspot App'
Step 2 - Authenticate using Hubspot credentials
Select your Hubpot Account
The user account used when connecting becomes the credentials for the integration. Should this user be removed from the Hubspot account, the integration will fail.
The below page will display, this is due to the Adpulse Hubspot App being new and not having a certain number of installations.
Step 3 - Connection confirmation within Adpulse
You will be navigated back automatically to Adpulse, with the page being updated to confirm the connected Hubspot Account and the user credentials used.
3. Hubspot Properties
Required Company Properties within Hubspot
The Workflow Action requires mapping to Company Properties. These can be existing properties (Eg. Google CID), or they need to be created (Eg. Import To Adpulse)
The Company Properties that are required to be mapped within the Adpulse Workflow Action are:
Company Property required | Description | Expected Value |
Google CID | The Google Ad Account CID for the Company | XXX-XXX-XXX or XXXXXXXXX |
Microsoft ID | The Microsoft Ads ID for the Company | XXX-XXX-XXX or XXXXXXXXX |
Budget Target Value | The Budget target for the template. Adpulse will use the currency of the imported Ad Account | Numerical |
Import To Adpulse | We'd recommend creating a new Company Property with a yes/no value to act as the trigger for the Workflow | Yes/No |
Optional Company Properties
The Adpulse Workflow Action creates a number of outputs and they can be copied to new Company Properties within Hubspot to provide the output from the Workflow Action. These are optional as new properties that can be created within the Hubspot Account to provide confirmation the Action was processed successfully.
Adpulse Properties | Description | Field Type in Hubspot |
Adpulse Ad Account ID | This is a repeat of the Ad Account ID mapped in the Workflow Action | Single-line Text |
Adpulse Budget ID | The Adpulse Ads ID for the Company | Single-line Text |
Budget Status | Confirms an Account Budget was created in Adpulse using the Budget Template and Budget Target | Single-line Text |
Import Error Code | Adpulse error code | Single-line Text |
Import Error Message | Adpulse error code description. See Troubleshooting | Single-line Text |
Import Result | Either 'Success' or 'Failure' | Single-line Text |
4. Overview of the Workflow Actions
The Hubspot App enables four Workflow Actions that can only be used within a Company workflow in Hubspot and then returns back four output fields that can be copied to existing Company Properties to show the Import and Budget creation status.
In order for the Adpulse Workflow Actions with Hubspot to work:
The Ad Account must be available to Adpulse via one of the Platform Connections (essentially be within one of the MCC's already connected to Adpulse and appear within the list of 'Not Imported' Accounts)
Have a Budget Template created with Adpulse
Hubspot App Workflow Actions
Workflow Actions:
1. Import Google Acc + Set Budget
Imports a Google Ad Account, using the CID
Assigns a specific Adpulse Budget Template - read more about Adpulse Budget Templates
Assigns a Budget Target Value - uses the currency of the imported Ad Account
2. UnImport Google Acc
Unimports a Google Ad Account, using the CID
3. Import Microsoft Acc + Set Budget
Imports a Microsoft Ad Account, using the ID
Assigns a specific Adpulse Budget Template - read more about Adpulse Budget Templates
Assigns a Budget Target Value - uses the currency of the imported Ad Account
4. Unimport Microsoft Acc
Unimports a Microsoft Ad Account, using the ID
5. How to Set up the Workflow Actions
When you add an Adpulse Workflow Action to your Hubspot Workflow, you will be prompted to configure the Action so that it pulls the correct data as per your Hubspot setup. You need to 'map' the first two fields to data fields that already exist within your Hubspot Company Properties.
For the Import Google Acc + Set Budget and Import Microsoft Acc + Set Budget workflow Actions, you will be promoted for the following:
Select Google/Microsoft Ad Account ID Field
From the dropdown select the Company Property within your Hubpot Account that contains this ID data. This can be in XXX-XXX-XXX or XXXXXXXXX format
Select Budget Target Field
From the dropdown select the Company Property with your Hubpot Account that contains the Budget target value - this needs to be a whole number (No decimal places). Adpulse will use the currency of the imported Ad Account
Select Budget Template
This dropdown will display the list of Adpulse Budget Templates within your Adpulse Account. You can view these here. Choose the one you want this Workflow Action to use.
6. How to Set up the Copy Action Output to Company Property
In order to get the outputs of the Adpulse Workflow Action back into your Company Profile you need to use the 'Copy Property Value' Action.
Add 'Copy Property Value' Action after the Adpulse Action
Select the output you want to copy to your Company Profile
Select the destination Company Property (these must be set up in advance of this step)
Repeat for each Adpulse Output property you wish to copy
7. Example Hubspot Workflow
The below workflow does:
Uses a Company Property as the Trigger
'Import to Adpulse?' Yes/No
This agency has two Budget Templates within Adpulse. Each has slightly different settings, so we have a 'value equals' branch to split out the Company Types
The Adpulse Workflow Action has been applied to both branches, but each references a different Budget Template. The mapping for Google CID and Budget Target and the same
Next are two 'Copy Property Value' Actions - these are to include confirmations to the Company Profile. These copy data from a Workflow Action output to a custom Company Property.
Import Result - 'Success' or 'Failure'
Budget Status - 'Active' or 'Inactive'
We have also added Slack alerts to advise the success status of the import and budget creation.
You'll also notice we have a Slack alert for when the Company Type missing - without this, we don't know which Adpulse Budget Template to apply to the Workflow cannot proceed.
We have also added updating the initial Trigger to 'no', so that once the Company Type has been entered this could be updated back to 'Yes' to re-enroll the Company in this Workflow.
8. How to configure the CRM Card
The CRM Card will display on every Company Profile within Hubspot when the Adpulse App has been installed in HubSpot.
To map a Company Profile within Hubspot to an Account Budget in Adpulse you need to add two new fields as Company Properties. These need to be populated with the respective IDs. You only need to add the fields for the platforms you use.
The ID for these Company Properties must exactly match what is below otherwise the CRM card will not pull in the correct data
Label | ID | Format |
Adpulse Google Ads ID | adpulse_google_ads_id | XXX-XXX-XXX or XXXXXXXXX |
Adpulse Microsoft Ads ID | adpulse_microsoft_ads_id | XXX-XXX-XXX or XXXXXXXXX |
Setting up the new Company Property in Hubspot
If you have this data under another property, we'd recommend creating a simple workflow to copy the ID from that property to the one required above. Alternatively, you could just start using this property as the one for your Google and MSA ID.
9. How to Disconnect the Hubspot Integration
Navigate to Settings > Connections > Hubspot Integration
Click the 'remove integration' button
10. Troubleshooting
Please email [email protected] if you have any issues with this Hubspot Integration
Error messaging
Below are the possible error messages that would return for 'Import Error Message'.
Error Code | Error Message |
INVALID_CID | The format of the CID/ID is not correct. It should be numerical in an XXX-XXX-XXX or XXXXXXXXX format. |
UNAUTHORIZED | The connection between Adpulse and Hubspot has been lost. Please check here. |
ALREADY_EXISTS | This Ad Account has already been imported to your Adpulse account. |
INACCESSIBLE | Ad Account is not accessible. Please verify ad platform access in Adpulse. |
CONFLICT | Importing failed due to a conflicting action. Please review your Adpulse account. |
TEMPLATE_NOT_FOUND | The selected Adpulse Budget Template does not exist or has been removed |
SERVICE_ERROR | Service is temporarily unavailable. |