Install from HubSpot and write back
Sessionboard CRM reads people from HubSpot (see Find people in your CRM, AMS or event platform). This page covers the other direction: installing the Sessionboard app from HubSpot, and the opt-in Write back that puts what people did in Sessionboard onto their HubSpot records.
Install from HubSpot
Section titled “Install from HubSpot”Install the app
Install the Sessionboard app from HubSpot. HubSpot sends you to the Sessionboard page Connect your HubSpot account.
Choose the organization
Under Organization, choose the organization this HubSpot account belongs to, then select Connect HubSpot.
Find people
HubSpot is now connected under Connections in Sessionboard CRM. Sessionboard finds people in it, and you choose what, if anything, it writes back.
Install links last 30 minutes. If one has expired, install the app from HubSpot again, or connect HubSpot from Apps in Sessionboard. If your account isn’t a member of an organization, ask an organization admin to invite you first.
Write back
Section titled “Write back”On Connections, select Write back on HubSpot. It is off until you switch an object on, and nothing is written until you run it. Sessionboard writes only its own sessionboard_* properties, its own lists and its own timeline events. It never changes your contacts’ own fields, only what changed is sent, and every record written is logged.
| Object | What HubSpot gets |
|---|---|
| Engagement summary | Properties on each contact and their company: engagement score and percentile, talks, reviews, events, webinars, courses, CE hours, award entries and last activity. |
| Activity | One timeline event on the contact for each thing they did: presented a session, reviewed a submission, earned CE credit, entered an award, attended an event. |
| Suggestions | The top open suggestion on each contact as properties you can filter and build workflows on, and one list of suggested speakers per topic. Nothing is sent to anyone. |
| Lists | Static lists Sessionboard owns: everyone who took part, speakers, and members who never took part. Lists you made are never changed. |
| Event attendance | Registered, attended and cancelled on HubSpot Marketing Events, from the attendees your event platform syncs into Sessionboard. Only contacts already in HubSpot are updated. |
Switch an object on
Turn on the objects you want. Sessionboard confirms each one.
Preview
Select Preview. It is a dry run and nothing is sent. It shows how many records would be created, updated or unchanged, and the first rows.
Write now
Select Write now. The confirmation names what it writes. The result shows the same counts, the open suggestions and what changed in each list.
Event attendance
Section titled “Event attendance”This one is off by default. Contacts HubSpot doesn’t have yet are tried again on the next run, and the result lists them. If attendee processing is switched off for your organization, no attendance is sent.
What needs more from HubSpot
Section titled “What needs more from HubSpot”- Timeline events stay preview-only until HubSpot approves the Sessionboard app for them, and HubSpot must be connected through the Sessionboard app with timeline access. Reconnect HubSpot to turn them on.
- Event attendance needs HubSpot reconnected with the marketing events permission.
- Write back only appears when your organization’s connection supports it.