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How to connect HubSpot with FTP/SFTP
HubSpot / FTP/SFTP
Documentation

Connect HubSpot to FTP/SFTP with LeadsBridge

HubSpot » FTP/SFTP

In this article, you'll learn how to set up the bridge and connect HubSpot to FTP/SFTP using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your HubSpot source

  1. Type in the name you'd like to call your integration
  2. Select the segmentation concept you'd like to use
  3. Click on the Authorize button
  4. Login to the account you'd like to use
  5. Allow LeadsBridge to access your HubSpot information
  6. Once done you'll be taken back to the bridge with a blue info success message
  7. Select the segment you'd like to use as the source for your leads
  8. Click on the Next button

Step 3: Setup your FTP/SFTP destination

  1. Type in the integration's name in the dedicated field
  2. Enter Use SFTP? (Secure FTP), FTP Host, FTP Port, FTP Username, FTP Password, Root directory, Headers row number (default 0), Charset, File's extension (eg. txt), Fields Separator Char and Destination filename pattern to connect FTP/SFTP with LeadsBridge
  3. FTP details are hostname/username/password for accessing your files on the server by using an FTP client. The FTP details will comprise a server address (EG. ftp.yourdomain.com), username and password.

    If you don't have them or don't know what they are, you can simply contact your web hosting provider, and they will give you this information.

    Most web hosts will email you these details after you sign up for a web hosting package. You’ll find your FTP information in the welcome email you receive from your host.

    Example FTP Details:

    • Use SFTP This allows to use the Secure mode if your FTP server implements it
    • FTP Host This is the hosting server name
    • FTP Port The default FTP port is 21. For SFTP is 22
    • FTP Username/Password Your FTP username/password (typically the same as your cPanel login details).
    • Root Directory This is the the folder in your web hosting server that holds all the files that make up your actual website. Generally, it's "public_html/"
    • Headers row number This is the row index (based 0) where the headers of the file are located
    • Charset This is the encoding charst of you input files
    • File's extension This is the extensions that files will be filtered in case of Source usage
    • Fields Separator Char The char used as separator for the CSV
    • Destination filename pattern This value is used when the integration is used as Destination, to determinate the name of the output file. It could be used some DateTime patterns chars like Y/m/d H:i:s. It is important to include the pattern inside square brackets like Ymd
    • Click on the Next button
    • You'll now be able to select the destination segment to send your leads to
    • You may choose to receive an email receipt for each incoming lead.
      • Type the address(es) where you'd like to receive the receipt
      • You may also modify the Subject line of the email
    • Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from HubSpot to FTP/SFTP with LeadsBridge, do not hesitate to contact our Support!