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Get started with Market Map AI using company data from HubSpot.
Gradient Works securely processes and stores all Market Map data. As an added layer of security, we do not connect directly to HubSpot. Instead we rely on you to upload your data through our secure form. Please only provide only the information requested.
If you're familiar with HubSpot views and exports, see the quick instructions below. If you'd like a step-by-step explanation, view the detailed instructions.
- 1.Create a new Company view with any filters you'd like to apply
- 2.Edit columns, including only the following: Company name, Company Domain Name and Lifecycle Stage (Record ID will be automatically included in the export)
- 3.Export the view, ensuring the "File format" is "CSV" and "Only properties in the view" is selected.
- 4.Download the CSV from your notifications panel or the email that Hubspot sends on export completion
- 5.Upload the CSV to Gradient Works
Use this example CSV file as a guide to make sure yours looks correct. You can view it in Excel, Google Sheets or a text editor.
Example CSV File
Market Map needs four key pieces of information from your Account records.
First, go to Contacts -> Companies and click "Add view".
Creating a new Companies view
Provide a name for the view and select your sharing visibility. (Select "Private" if you don't want to share with others.) Click "Confirm".
You will be taken back to the basic view. Adjust your filters to show only the companies you want to include. Then click "Edit columns".
Make sure only Company name, Company Domain Name and Lifecycle Stage are under "SELECTED COLUMNS". Click "Apply". Your view will look similar to the below.
Viewing the view
Click "Export" in the top right.
Exporting the view
Select "CSV" under "File format". Make sure "Only properties in the view" is selected and that "Include all company domains" is unchecked. Click "Export".
After a moment, HubSpot will show you that the export is complete. If you don't see that notification, check your email.
Download the export from either the email HubSpot sends or the Notifications panel by clicking on the bell icon in the top right.
Upload the CSV to Gradient Works.
Some HubSpot configurations do not use the built-in Lifecycle Stage field to identify companies as customers. If that's the case for you, please edit the exported CSV in Excel or Google Sheets and provide a field called Lifecycle Stage that contains the text "Customer" for each customer company. If you have any questions, please contact [email protected].