Connecting Pearl Diver to HubSpot lets you target high-value prospects with your Pearl Diver leads, and run personalized email campaigns and retargeting based on the behavior and intent data collected on your website.

✅ Prerequisites

• A HubSpot account and valid login credentials.
• An audience connected in Pearl Diver for the data you want to send, with the "HubSpot" action selected.

Connect HubSpot to Pearl Diver

1. Log in to Pearl Diver.
2. Click the + icon next to Actions, on the right side of the dashboard homepage.
3. Click HubSpot in the left-hand navigation.
4. Click Authorize. This prompts you to log in to your HubSpot account.

Warning: Because this integration is new, HubSpot shows an alert saying the connection hasn't been published. Click Continue to proceed anyway.

🔐 What Pearl Diver asks HubSpot for

• Manage and view your CRM data (crm.objects.contacts.read, crm.objects.contacts.write) — needed to create and update profiles in HubSpot.
• Basic HubSpot account information (oauth) — required by HubSpot for the authorization itself.

These permissions let the integration create a Pearl Diver list and sync it to HubSpot. The integration never deletes contacts. Click Connect App to proceed.

Default field mapping

Default fields map to HubSpot automatically. To build custom mapping, use the Zapier integration or the Pearl Diver REST API.

Phone number picks the first non-empty of company, personal, mobile, then direct. Address picks the first non-empty of personal, company, then professional.

Find your contacts and set them as marketing contacts

Pearl Diver imports every contact into HubSpot as a non-marketing contact, so syncing your audience doesn't affect your marketing contact tier or billing. You choose which contacts to upgrade when you're ready to email or call them from HubSpot.

1. In HubSpot, go to CRM → Contacts.
2. Create a new view (+ Add view). A table view works well.
3. Open Advanced Filters, search for "Record source detail 1," set the condition to "is equal to any of," and select Pearl Diver.
4. Every contact Pearl Diver imported now appears together in one list.

To set contacts as marketing contacts:

1. Tick the checkboxes in the left column to select the contacts you want to use for email or calling.
2. Click More, then Set as marketing contacts.

Those contacts are now marketing contacts and can be used in HubSpot email and calling workflows.

Need help? Email us at [email protected]. Please include your account details and a brief description of your issue.