This guide walks you through connecting your Sona Audiences to HubSpot Engagements for automated syncs. By completing this setup, your HubSpot contact records will update in real time with behavioral data from Sona, enabling smarter segmentation and engagement.
Prerequisites
Prerequisites
A HubSpot account must be connected to Sona
Access to Sona Audiences data
Step-by-Step Instructions
Step-by-Step Instructions
Step 1: Connect HubSpot to Sona
Step 1: Connect HubSpot to Sona
Go to Connectors in the Sona sidebar
Locate or add the HubSpot Connector
Authenticate with your HubSpot credentials and ensure the status reads Active
Step 2: Create a New Destination
Step 2: Create a New Destination
Navigate to the Destinations section
Click + Add Destination
Select HubSpot Engagements from the list
Step 3: HubSpot-Specific Configuration
Step 3: HubSpot-Specific Configuration
Destination Name: Enter a clear name like "Engaged Contacts - HubSpot"
Target Selection: Select your connected HubSpot account
Event Platform: Choose the Sona platform sending engagement data
Target Type: Select the HubSpot object type to update (e.g., Contacts, Companies)
Company Association (Optional): Toggle ON Allow Company Association & Creation if you'd like Sona to associate or create Company records for engaged contacts
Enable real-time processing for this destination: Check this box if you want immediate data updates
When enabled, real-time processing will override the scheduled sync frequency
Ideal for time-sensitive workflows and immediate lead follow-up
For general destination configuration steps—such as selecting a Sona audience, setting sync frequency, record matching, field mapping, sync settings, and saving—follow the instructions in the Destination Setup guide.
Best Practices (optional)
Best Practices (optional)
Use clear and specific destination names (e.g., "Product Demo Visitors → HubSpot")
Start with more frequent syncs (e.g., every 30–60 minutes) if engagement recency is critical
Segment destinations by engagement type or funnel stage (e.g., high-intent visits vs. generic content views)
Periodically audit your HubSpot fields and sync logs to ensure all data is flowing correctly
Use custom properties in HubSpot to capture and act on rich engagement signals from Sona