What is Terminus Data Studio?
The Terminus Engagement Hub is designed to enable everyone in marketing, sales, and leadership to address the challenges facing ABM teams today. Within the platform, users can identify and prioritize target accounts, engage the buying committee with multichannel programs, send actionable insights to sales, measure results, and report on success to their entire organization.
Terminus Data Studio is your central account intelligence data platform. It automatically ingests account-level firmographic and behavioral intelligence to give you a 360-degree view of all of your accounts. From there, you can easily build actionable target account lists, identify gaps in marketing or sales coverage, and prioritize your ABM efforts across marketing and sales. The Terminus Engagement Platform also offers a robust account-based analytics suite, called Measurement Studio, so you can easily assess and optimize individual programs, and report on holistic program success to your leadership team.
The Value of the HubSpot + Terminus Integration
You’ll maximize the value you get from the Terminus platform by integrating with your HubSpot CRM. By integrating, you’ll be able to easily sort and analyze pipeline and revenue outcomes, drill-down on opportunity outcomes, and leverage dynamic CRM data in your account targeting and engagement plays.
Integration with your CRM is also the best way to leverage Terminus to provide an overall view of the efficacy and impact of your marketing programs on revenue.
How does the integration with HubSpot work?
The Data Studio HubSpot integration follows the standard OAuth Web Server Authentication pattern. The integration is simple and does not require any package installation or modification of your HubSpot instance. Your Terminus Implementation Specialist will walk you step-by-step through the OAuth process.
Is there any HubSpot Admin work required?
We recommend creating or leveraging an existing API Enabled integration User in HubSpot with Read access to the required objects. With a dedicated integration User you can easily control what data is accessible by Terminus using the built-in HubSpot user permissions. It also eliminates the need to re-authenticate the integration due to organizational turnover.
What API access does Terminus Data Studio require? How many API calls are made per day?
Data Studio requires that your HubSpot instance be API Enabled. We make use of the REST API. For the number of API calls per day, it does depend on the volume of data within your CRM. Our integration will initially pull all the data for Companies, Contacts, and Deals, with nightly syncs only pulling updated records since the last sync.
Our integration will do the following for the CRM Objects.
Companies:
- At least 3 API calls per 100 items
- 1 call per Enumeration field
Associations:
- At least 1 API call per 100 items
Contacts:
- At least 1 API call per 100 items
- 1 call per Enumeration field
Deals:
- At least 1 API call per 100 items
- 1 call per Enumeration field
What objects are required for Terminus Data Studio?
Read access to the following objects is required for all versions of Terminus Data Studio:
- Companies
- Contacts
- Deals
What fields are required for Terminus Data Studio?
We recommend providing Read access to all standard and custom fields on each object listed above. If you have questions about specific fields, please reach out to your Terminus representative so we can provide more detailed guidance.
Does Terminus Data Studio need Read and Write permissions?
No. Data Studio only needs Read permission to your HubSpot instance.
How often does Terminus Data Studio sync with HubSpot?
Data Studio pulls in new and updated records from HubSpot every 24 hours, for your instance of the Terminus Engagement Hub.
Does Terminus Data Studio store our HubSpot data?
Yes. Terminus stores all data from the HubSpot objects named above, according to your platform type. Should you choose to end your relationship with Terminus, your data is deleted in accordance with your contract end date.
What security precautions are in place?
Data Studio follows industry best practices related to application security and compliance. Both the Data Studio web application as well as our API connection to HubSpot require a secure HTTPS connection. Terminus is also a SOC 2 compliant organization.
If you require detailed security documentation, please contact a member of your Terminus account team.
How do I connect Terminus Data Studio with HubSpot?
Any time that you may need to connect with HubSpot, such as when connecting for the first time, follow the below steps to "OAuth" (i.e., connect).
- Either clear the browser's cache/cookies or open an incognito browser window. This ensures you and the API Integration User are both logged out of the CRM system.
- Log into https://home.terminusplatform.com/ with your username and password.
- Drill into Data Studio.
- Copy/Paste the following link into the address bar if you are not redirected: https://studio.terminusplatform.com/onboarding
- Follow the integration instructions on screen to connect with your organization's HubSpot instance. When the HubSpot-hosted login page appears, make sure to use the API Integration User's credentials, instead of your own.
If you experience any issues with connecting, please go to the Terminus Support Portal and submit a ticket.
FAQ
Can I sync custom fields on the Company/Account record over into Terminus?
- Yes, custom fields can be synced from HubSpot to Terminus.
Is campaign data pulled when using HubSpot?
- We do not pull in campaign data from HubSpot at this time.
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