Monitoring Settings allow you to control how Company Monitoring works within HubSpot, including which companies are Monitored, what events trigger alerts, and how company data is updated when changes occur.


Monitoring configuration is set up via Databridge, not within HubSpot directly. To access Databridge, please use this link. To learn how to configure Monitoring Settings in HubSpot, please follow this interactive demonstration. You can also follow the below steps: 


Access Monitoring Settings:

  1. On the Databridge home page, click on Monitor in the left-hand menu
  2. Select the portfolio you want to configure
  3. Click Settings for the chosen portfolio
  4. Make your changes and click Save
  5. Within the Settings area, you will see four tabs, these are: 
    • Email Mapping 
    • Records 
    • Rules 
    • Configuration
  6. Below are details on each of these tabs.


In the Email Mapping tab, you can add or remove or edit email recipients of Monitoring Alerts within the selected Portfolio. 


Within the Records tab you can:

  • View all companies being monitored within the portfolio.
  • Search for a specific company.
  • Check whether a company is Merged with Creditsafe data or remains Unmerged.


The Rules tab controls which monitoring events generate alerts: 

  • Click Rules.
  • Select the monitoring alerts you want to receive.
  • Configure any rule-specific parameters where required.
  • Click Save once your settings are complete.
  • Please note: Some Monitoring Rules require parameters to be set before they can trigger notifications. These parameters determine when an event should generate an alert. 


Under the Configuration tab you can manage the following monitoring preferences:

  • Default Portfolio: Select the Portfolio that will be used as your default Monitoring Portfolio
  • Email Notifications: Tick to receive notifications if you would like Monitoring Alerts delivered via email 
  • Auto Update: When this is enabled, Auto Update updates company scores and credit limits when a Monitoring Event occurs. 
  • Auto Full Update: When this is enabled, Auto Full Update refreshes and updates all available Creditsafe data for a company whenever a Monitoring Event occurs.