Can HeyAlbert integrate with HubSpot? Yes: export a CSV from HeyAlbert and import it as HubSpot contacts with HubSpot’s import tool; a direct HubSpot sync is early access / on the roadmap, not live today.
Status
| Route | Status |
|---|---|
| CSV export from HeyAlbert, imported with HubSpot’s own import tool | Available today |
| Direct API sync with HubSpot | Early access / on the roadmap Not live today. Tell us if you need it. |
Field mapping
HeyAlbert CSV columns and where they go in HubSpot. Create the custom fields first.
| HeyAlbert column | HubSpot contact property |
|---|---|
name | First name + Last name (split first) |
company | Company name |
title | Job title |
city | City |
state | State/Region |
person_id | Custom property HeyAlbert ID (single-line text; unique values where your plan supports them) |
source_url | Custom property HeyAlbert Source |
band | Custom property HeyAlbert Wealth Band (estimate) |
evidence | Custom property or a note |
Leave out of CRM imports: fec_total and political_leaning. Federal law restricts using FEC contributor information for soliciting or commercial purposes, so keep it out of systems you use for outreach. Estimates such as band, home_value and stock_value are for your preparation only; do not quote them to prospects.
Import steps
- In HubSpot settings, create the custom contact properties above.
- In HeyAlbert, filter the Database to the people you want (for example a wealth band in your metros) and click Export to download the CSV.
- The export has one
namecolumn. Split it into first and last name in a spreadsheet before importing, because the CRM needs a last name. - Open Contacts → Import, choose a file from your computer with one object, Contacts, and upload the CSV.
- Map each column to the property in the table and finish the import.
Avoiding duplicates
- HubSpot normally matches contacts by email, and HeyAlbert exports carry no personal emails. Keep HeyAlbert ID on every contact so you can find matches.
- Where your HubSpot plan supports unique-value properties, make HeyAlbert ID unique so later imports update the same contacts.
Export allowance
Each seat can export 100 records a month and 1,200 a year (see pricing). Exports are for internal business use by named users under our data licensing terms. The full column list is in the data dictionary.