HubSpot

Get started with Market Map AI using company data from HubSpot.

Quick start

If you're familiar with HubSpot lists, see the quick instructions below. If you'd like a step-by-step explanation, view the detailed instructions.

  1. Create a new static Companies list with any filters you'd like to apply. The list must have at least 5,000 companies.

  2. Visit app.gradient.works and follow the steps to import from Hubspot.

    • You will select a List to import.

    • You will select the Target companies & weights to calculate the Market Map Score & Tier.

    • You will select the company properties to import to use in Map Explorer.

  3. Review the configuration and start the Market Map build.

  4. You'll receive an email when the Market Map is ready to access in app.gradient.works.

Optional CSV import

Alternatively, you can import companies from Hubspot by first exporting data to a CSV and then uploading the CSV in app.gradient.works.

How to create a Hubspot formatted CSV

The CSV must follow a specific format for import. See the example as a guide:

Market Map needs four key pieces of information from your Account records.

First, go to Contacts -> Companies and click "Add 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.

Click "Export" in the top right.

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.

Working with non-standard fields

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 support@gradient.works.

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