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The Optmyzr HubSpot Integration allows seamless synchronization of your Ads data into HubSpot, enabling you to view performance insights directly within your HubSpot company profile. This guide provides step-by-step instructions to set up the integration.
Key Features
CRM Card:
Displays key Google Ads metrics directly in your HubSpot Company Profile.
Customizations:
Tailor the CRM Card to display additional details or metrics. Contact Optmyzr support to make customizations.
CRM Card
A HubSpot CRM card is a micro-application that displays data from an external source on a HubSpot record page. CRM cards can be used to display information about contacts, companies, deals, and tickets.
Prerequisites
Before setting up the integration, ensure the following:
You have an active Optmyzr account.
Admin permissions in your HubSpot account.
The google_cid property is added to your HubSpot Company Profile (details on how to add it are below).
Setup Process
Follow these steps to set up the Optmyzr HubSpot Integration:
Step 1: Log In to Optmyzr
Visit Optmyzr Login Page.
Log in using your Optmyzr credentials.
Step 2: Connect Your HubSpot Account
In Optmyzr, navigate to Link Accounts to Optmyzr > HubSpot Logins.
Click Add a Hubspot Login.
Log in to your HubSpot account using your credentials.
Step 3: Authenticate Optmyzr for HubSpot Integration
After logging into HubSpot and choosing an account to link, you’ll be prompted to authorize the Optmyzr App.
Review the requested permissions and click Connect App. Note: You might be prompted with connecting to an unverified app as Optmyzr HubSpot App is currently a custom app and not public yet.
Once authenticated, you’ll be redirected to Optmyzr, where you can confirm the connection status.
Step 4: Add the google_cid Property in HubSpot
The integration requires a custom HubSpot property to store the Google Ads Customer ID.
Log in to your HubSpot account.
Go to Settings > Data Management > Properties.
Select Company Properties and click Create Property.
Enter the following details:
Label: Google CID
Internal Name: google_cid
Object Type: Company
Field Type: Single-line text
Description: Google Ads Customer ID in the format XXX-XXX-XXXX or XXXXXXXXXX.
Save the property.
Now, update the google_cid field in each relevant Company Profile with the corresponding Google Ads Customer ID.
Step 5: Access the CRM Card in HubSpot
Once the setup is complete, the CRM Card will appear in the right-hand panel of the Company Profile in HubSpot.
Default Metrics Displayed
Monthly Budget
Budget Spent
Budget Pacing
Conversions
Cost Per Conversions
Conversion Rate
Customizations
The CRM Card can be customized to include additional metrics or details. To request customizations, contact Optmyzr support at support@optmyzr.com.
Troubleshooting
If you encounter issues during setup or usage, refer to these tips:
CRM Card Not Visible:
Verify that the google_cid property is correctly configured and populated in the Company Profile.
Metrics Not Updating:
Reload the Company Profile page to fetch the latest data. If the issue persists, contact support.
Error During Setup:
Ensure admin permissions in HubSpot.