Integrations

HubSpot Integration

Connect Promptloop with HubSpot to seamlessly import and update your company data. This integration is available for team subscription members and is shared across the team.

Setting Up HubSpot Connection

Step 1. Navigate to the Integration tab in your settings Step 2. Click the "Connect to HubSpot" button - on the account page

Step 3. Authorize Promptloop in HubSpot

Step 4. You'll be redirected back with access to import and sync features

Note

Only one team member needs to set up the connection for the entire team to use it.

Setting up auto enrichment (5 minutes)

Easily set up the default company enrichment that will run on every new company added to your HubSpot, automatically updating the company properties, providing you with the latest information on your customers or prospects.

Step 1

Copy the Standard HubSpot Enrichment Task to your team - you can edit or customize this task by following the editing instructions

Step 2

Navigate to integration settings and select "Configure Auto-Run"

Step 3

Select the HubSpot Enrichment task from the drop down

Step 4

Map the enrichment task outputs to HubSpot categories.
There are default properties for some of these in HubSpot, but you may need to add properties with the proper categories depending on your task edits. You can find instructions for that here.

Step 5

Hit "Save Configuration" and your auto enrichment will immediately take effect on any new companies added to your HubSpot.
By selecting "Existing Auto-Runs" you can see the current Auto-Runs running, the task and version number as well as which HubSpot properties they are mapped to. You can also pause, start, or delete them from here.

Important

We recommend only having a HubSpot property updated by one enrichment task. You can have many tasks performing different research enrichment on different HubSpot properties. The enrichment happens asynchronously, so if two tasks are updating the same property we can't guarantee the order and the task that finishes most recently will overwrite whatever any other tasks updated.

If you make updates to the underlying enrichment task, the changes won't automatically go into effect, because the enrichment is tied to the task version. You will need to create a new Auto-Run and pause or delete the old one.

Importing Lists

If you want to backfill enrichment or run more complex PromptLoop research tasks, this is the best way.
Import existing HubSpot lists or your entire company database
Select specific columns to import (recommended)
The HubSpot ID (hs_object_id) is automatically included for syncing
Import process typically takes 1-5 minutes

Syncing Back to HubSpot

You can now sync datasets back to HubSpot with more control — either create or update records, and choose to match companies by Domain or HubSpot Company ID. Before syncing, you can also run a Preview to see how many records will be updated, created, or skipped.

Check out a tutorial

Step 1: Choose Matching Method

Match by HubSpot Company ID
Match by Domain (e.g. example.com)

Important

If your dataset has the hs_object_id column we recommend using that as domain matching, while still accurate, is not always perfect, because there can be duplicate records with the same domain.

Step 2: Select Domain Column
If matching by domain, select which dataset column contains the domain values. The system will auto-detect likely domain fields. If HubSpot Id, select the column with the HubSpot object id. If you imported the list, this will already be in there and auto selected.

Step 3: Select Sync Mode (skip for update by ID)

Update & Create – Update existing records and create new ones
Update Only – Only update existing records
Create Only – Only create new records

Step 4: Preview Domain Matching
Run a preview to see:

Total Rows
How many existing records will be updates
How many new records will be created
Any skipped or conflicting records

Step 5: Select Columns to Sync
Choose which dataset fields to sync. Each can be mapped to:

An existing HubSpot property
A new property created directly in this flow

Step 6: Create or Map Properties
For new properties, define the property name and type. For existing ones, select from HubSpot’s list.

Important

This will write over any values in the properties you choose to update for the records, even if the input is blank.

Step 7: Run the Sync
Click Sync Dataset to HubSpot to apply your changes. The system will match, update, and create records based on your selections.

Managing Your Connection

To disconnect from HubSpot:

Go to the Integrations page
Click the disconnect button
Follow the confirmation prompts

Important

Never delete the hs_object_id column from imported datasets as it's the best method for updating existing record when syncing back to HubSpot.

Salesforce Integration

Connect Promptloop with Salesforce to seamlessly import and update your company data. This integration is available for team subscription members and is shared across the team.

Setting Up Salesforce Connection

Step 1. Navigate to the Integration tab in your settings Step 2. Click the Salesforce option and "Connect to Salesforce" button - on the account page

Step 3. Authorize PromptLoop in Salesforce

Step 4. You'll be redirected back with access to import and sync features

Note

Only one team member needs to set up the connection for the entire team to use it.

Working with Salesforce Data

Importing Listviews

If you want to backfill enrichment or run more complex PromptLoop research tasks, this is the best way.
Import existing Salesforce listviews or your entire company database
Select specific columns to import (recommended)
The Salesforce ID (salesforce_id) is automatically included for syncing
Import process typically takes 1-5 minutes

Syncing Back to Salesforce

You can now sync datasets back to HubSpot with more control — either create or update records, and choose to match companies by Domain or Salesforce Company ID. Before syncing, you can also run a Preview to see how many records will be updated, created, or skipped.

Step 1: Choose Matching Method

Match by Salesforce Company ID
Match by Domain (e.g. example.com)

Important

If your dataset has the salesforce_id column we recommend using that as domain matching, while still accurate, is not always perfect, because there can be duplicate records with the same domain.

Step 2: Select Domain Column
If matching by domain, select which dataset column contains the domain values. The system will auto-detect likely domain fields. If Salesforce Id, select the column with the Salesforce id. If you imported the list, this will already be in there and auto selected.

Step 3: Select Sync Mode (skip for update by ID)

Update & Create – Update existing records and create new ones
Update Only – Only update existing records
Create Only – Only create new records

Step 4: Preview Domain Matching
Run a preview to see:

Total Rows
How many existing records will be updates
How many new records will be created
Any skipped or conflicting records

Step 5: Select Columns to Sync
Choose which dataset fields to sync. Each can be mapped to:

An existing HubSpot property
A new property created directly in this flow

Step 6: Create or Map Properties
For new properties, define the property name and type. For existing ones, select from Salesforces’s list.

Important

This will write over any values in the properties you choose to update for the records, even if the input is blank.

Step 7: Run the Sync
Click Sync Dataset to Salesforce to apply your changes. The system will match, update, and create records based on your selections.

Managing Your Connection

To disconnect from Salesforce:

Go to the Salesforce Integrations page
Click the disconnect button
Follow the confirmation prompts

Important

Never delete the salesforce_id column from imported datasets as it's the best method for updating existing record when syncing back to HubSpot.