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Demandbase and HubSpot integration

Plan how Demandbase and HubSpot should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

  • Scope your workflow with an integration engineer
  • Review the systems, records, and updates you need

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Proposed workflow

Company sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting eventA change involving Demandbase Accounts or HubSpot Company needs a defined result in the other system.

  1. Start with Demandbase Accounts and HubSpot Company. Use the record-matching and field-ownership rules from your mapping worksheet.

  2. Resolve parent organizations, business units, and currency references before dependent transactions.

  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyUse two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Example record relationships between Demandbase and HubSpot
Demandbase recordHubSpot recordRecord matchingField ownership
AccountsProposed record; confirm Stacksync object support.Record matchingCompanyDocumented record: SupportedRetain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient.Assign ownership separately for relationship details and finance-controlled billing details.
People (Persons)Proposed record; confirm Stacksync object support.Record matchingContactDocumented record: SupportedUse a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.
CampaignsProposed record; confirm Stacksync object support.Record matchingCampaignsDocumented record: 🕘 Coming soonKeep campaign ID, channel/account context, and separate audience membership IDs.Marketing owns campaign activation and audience eligibility; analytical metrics do not imply permission to launch a campaign.

These relationships do not establish connector availability. Review the required connection and record operations with Stacksync.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

Demandbase

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Accounts
  • Opportunities
  • People (Persons)
  • Activities
  • Campaigns
  • Account & Person Lists (Audiences)
Confirm support for this record type and the direction you need.

Discuss Demandbase requirements

HubSpot

Read and write support varies by record

Record types covered in the setup guide

Record typesCoverage and requirements
  • Contact
  • Company
  • Deal
  • Line Item
  • Product
  • Ticket
  • Quote
  • Goal
  • Owner
  • Pipeline
  • Stages
  • Audit
  • Subscriptions
  • HubDB
  • Forms
  • Calls
  • Communications
  • Emails
  • Meetings
  • Notes
  • Post Mail
  • Tasks
  • Marketing Emails
  • Invoices
  • Attachments
  • Custom objects (all)
  • Associations
  • Users
  • Services
  • Listings
  • Courses
  • Appointments
  • Commerce Payments
  • Email Events
  • Property History
✅ Supported. Confirm field permissions and sync direction.
  • Campaigns
🕘 Coming soon. Confirm field permissions and sync direction.
  • Feedback Submissions
❌ Not supported. Confirm field permissions and sync direction.

Read the HubSpot connector guide

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits
Connection requirementDemandbaseHubSpot
Integration interfaceREST APIs (Demandbase One) - a B2B API (company/contact search, details, and match with async bulk enrichment jobs), a read-only Data Export API and a write-capable Data Import API (both async bulk jobs), and a Subscription API for webhook change alerts.REST API (CRM v3)
AuthenticationConfirm the credentials, API plan, and permissions required for Demandbase.OAuth
Change detectionConfirm how Stacksync detects changes for this connector and the objects you need.Record updates and association changes need separate validation.
Read accessConfirm with StacksyncAvailable for supported records
Write accessConfirm with StacksyncAvailable for supported records

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

  • SOC 2 Type II
  • ISO 27001
  • HIPAA BAA
  • GDPR
  • CCPA
  • DPF US-EU-UK-CH

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

Demandbase
Integration interface
REST APIs (Demandbase One) - a B2B API (company/contact search, details, and match with async bulk enrichment jobs), a read-only Data Export API and a write-capable Data Import API (both async bulk jobs), and a Subscription API for webhook change alerts.
Authentication
Confirm the credentials, API plan, and permissions required for Demandbase.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the Demandbase account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Demandbase, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for Demandbase and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
HubSpot
Integration interface
REST API (CRM v3)
Authentication
OAuth (choose HubSpot account and authorize Stacksync); requires a HubSpot 'Super Admin' to grant access; optional "Grant access to sensitive fields" checkbox for sensitive/highly sensitive fields
Change detection
Record updates and association changes need separate validation. Association detection uses full scans unless Associations CDC Boost is configured for an eligible account.
Read access
Available for supported records
Write access
Available for supported records
Setup requirements
  • Have a HubSpot Super Admin authorize Stacksync through the account connection flow.
  • Include association tables when relationships between records are needed. Configure Associations CDC Boost separately when eligible.
Limitations to check
  • Custom objects require an eligible HubSpot plan. Custom id properties that collide with native record IDs are excluded from sync.
  • Associations CDC Boost requires setup and is unavailable on Free and Starter accounts; association timing can differ from ordinary records.
Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

HubSpot setup guide

Prepare Demandbase and HubSpot access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Demandbase setup checklist
  • Identify the Demandbase account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Demandbase, including read/write support, authentication, and initial-load limits.
HubSpot setup checklist
  • Have a HubSpot Super Admin authorize Stacksync through the account connection flow.
  • Include association tables when relationships between records are needed. Configure Associations CDC Boost separately when eligible.

Setup guides: Authorize HubSpot

Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Demandbase and HubSpot planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Record matching

Accounts / Company

Compare whether Demandbase Accounts and HubSpot Company describe the same company in your business.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Demandbase
Object support to establish
HubSpot
Documented record · ✅ Supported
Record identity
Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient.
Field ownership
Assign ownership separately for relationship details and finance-controlled billing details.

Fields to include

  • Source record ID
  • Legal or display name
  • Business-unit reference
  • Lifecycle status
Record dependencies
Resolve parent organizations, business units, and currency references before dependent transactions.
Validation
Use two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only.
Recovery
Repair the cross-system ID relationship before retrying dependent records; do not merge companies solely to remove a sync error.

References: HubSpot: Company documentation

Record matching

People (Persons) / Contact

Compare whether Demandbase People (Persons) and HubSpot Contact describe the same contact in your business.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Demandbase
Object support to establish
HubSpot
Documented record · ✅ Supported
Record identity
Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.
Field ownership
Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.

Fields to include

  • Source person ID
  • Display name
  • Email address
  • Organization reference
  • Consent state
Record dependencies
Resolve the organization relationship and any owner or consent references required by the destination.
Validation
Test an email change, two records sharing an email, and a person associated with multiple organizations.
Recovery
Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

References: HubSpot: Contact documentation

Record matching

Campaigns / Campaigns

Compare whether Demandbase Campaigns and HubSpot Campaigns describe the same campaign or audience in your business.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Demandbase
Object support to establish
HubSpot
Documented record · 🕘 Coming soon
Record identity
Keep campaign ID, channel/account context, and separate audience membership IDs.
Field ownership
Marketing owns campaign activation and audience eligibility; analytical metrics do not imply permission to launch a campaign.

Fields to include

  • Source campaign ID
  • Channel reference
  • Status
  • Audience references
  • Measurement window
Record dependencies
Resolve contact/audience identities and channel-account references.
Validation
Test a removed audience member, a paused campaign, and one campaign reported across multiple channels.
Recovery
Rebuild the current eligible audience before retrying activation or membership updates.

References: HubSpot: Campaigns documentation

Record matching

Opportunities / Deal

Compare whether Demandbase Opportunities and HubSpot Deal describe the same deal or opportunity in your business.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Demandbase
Object support to establish
HubSpot
Documented record · ✅ Supported
Record identity
Keep the opportunity/deal ID separate from any later order or invoice ID.
Field ownership
The sales process owns qualification and stage changes; downstream financial records have their own state and approval rules.

Fields to include

  • Source deal ID
  • Stage
  • Amount and currency
  • Expected close date
  • Company reference
Record dependencies
Map the customer and sales pipeline before the opportunity; map stage values deliberately.
Validation
Test a reopened won deal, a stage with no destination equivalent, and an amount using a different currency.
Recovery
Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.

References: HubSpot: Deal documentation

Compare integration approaches

Choose a method around one example record and the update your business needs. Use Accounts / Company to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit
Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Check record matching: Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your Demandbase and HubSpot record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify Accounts / Company, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider when Demandbase and HubSpot need a transformation, approval, or action outside a direct record sync.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery.

File or scheduled snapshot

Best fit
Consider for a one-time Demandbase / HubSpot migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Company sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Accounts or Company record needs a defined result in the other system.

  1. Start with Demandbase Accounts and HubSpot Company. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve parent organizations, business units, and currency references before dependent transactions.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Use two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only.

If it fails: Repair the cross-system ID relationship before retrying dependent records; do not merge companies solely to remove a sync error.

Contact sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected People (Persons) or Contact record needs a defined result in the other system.

  1. Start with Demandbase People (Persons) and HubSpot Contact. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve the organization relationship and any owner or consent references required by the destination.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test an email change, two records sharing an email, and a person associated with multiple organizations.

If it fails: Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

Campaign or audience sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Campaigns or Campaigns record needs a defined result in the other system.

  1. Start with Demandbase Campaigns and HubSpot Campaigns. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve contact/audience identities and channel-account references.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test a removed audience member, a paused campaign, and one campaign reported across multiple channels.

If it fails: Rebuild the current eligible audience before retrying activation or membership updates.

Link audience context between Demandbase and HubSpot

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: An approved customer or campaign change affects eligibility or reporting in Demandbase.

  1. Identify the relevant Accounts or Opportunities and the corresponding identity in Contact or Company.
  2. Choose the authority for consent, audience membership, and campaign activation. Reporting a customer attribute does not authorize outreach.
  3. Define how unsubscribes, deleted identities, and late activity change the current audience.

Expected result: A removed or ineligible person stays excluded after a repeated update; audience membership refers to the correct identity.

If it fails: Recompute current eligibility before retrying membership or activation; do not replay an obsolete permission to contact someone.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Accounts / Company

Test case

Use two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only.

Expected result

The expected company relationship is preserved with no duplicate action or unintended write.

People (Persons) / Contact

Test case

Test an email change, two records sharing an email, and a person associated with multiple organizations.

Expected result

The expected contact relationship is preserved with no duplicate action or unintended write.

Campaigns / Campaigns

Test case

Test a removed audience member, a paused campaign, and one campaign reported across multiple channels.

Expected result

The expected campaign or audience relationship is preserved with no duplicate action or unintended write.

Opportunities / Deal

Test case

Test a reopened won deal, a stage with no destination equivalent, and an amount using a different currency.

Expected result

The expected deal or opportunity relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated company change

Investigate

Inspect Demandbase Accounts and HubSpot Company, their IDs, and the destination error.

Next action

Repair the cross-system ID relationship before retrying dependent records; do not merge companies solely to remove a sync error.

Rejected or repeated contact change

Investigate

Inspect Demandbase People (Persons) and HubSpot Contact, their IDs, and the destination error.

Next action

Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

Rejected or repeated campaign or audience change

Investigate

Inspect Demandbase Campaigns and HubSpot Campaigns, their IDs, and the destination error.

Next action

Rebuild the current eligible audience before retrying activation or membership updates.

A record type or update is unavailable

Investigate

Check the Demandbase and HubSpot connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between Demandbase and HubSpot

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Demandbase HubSpot Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in HubSpot.

HubSpot Demandbase Direction requires confirmation

Detect changesRecord updates and association changes need separate validation. Association detection uses full scans unless Associations CDC Boost is configured for an eligible account.

Apply updatesConfirm that Stacksync can create or update the records you need in Demandbase.

Update timing and record limits
  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
  • Associations CDC Boost requires setup and is unavailable on Free and Starter accounts; association timing can differ from ordinary records.
FAQ

Demandbase and HubSpot integration FAQ

Next step

Plan your integration with an engineer

Walk through your Demandbase and HubSpot records, field mappings, and requirements with an integration engineer.