HubSpot

Updated by Zoe Ngan

CRM Integration: HubSpot

The HubSpot integration enables a two-way sync. Leads gathered by Signals (either through bot conversations or Contact Discovery) can be sent to HubSpot. Account information (including name, domain, opportunity status, account owner, and account type) can be synced over to Signals for segmenting and agent routing.

Go to app.getsignals.ai

1. Click on your Profile

To set up your HubSpot integration, click on your Profile in the bottom left corner.

Click on your Profile

2. Navigate to "Integrations"

Navigate to the integrations tab.

Navigate to 'Integrations'

3. Select "HubSpot"

Select HubSpot.

Select 'HubSpot'

4. Click "Start activation"

After clicking “Start Activation”, you will be navigated to HubSpot to complete the connection.

Click 'Start activation'

5. Click "Choose Account"

Select the account you want to connect to Signals and click “Choose Account”. You will be asked if you want to connect to Signals.

Click 'Choose Account'

6. Turn on the integration

Now that you’ve connected with HubSpot, you need to turn on the integration in Signals by clicking the toggle in the top right corner of the HubSpot Integration Page. Then click “Save”.

Turn on the integration

7. Go to "Conversation Sync"

Access the Conversation Sync tab.

Go to 'Conversation Sync'

8. Configure your Minimum Criteria

Determine what criteria have to be met before a lead will be synced to HubSpot. The default setting is to send all leads to HubSpot, but you can specify here that a lead must meet a minimum lead score before it can be sent. Lead scores can be set within a bot flow, or they can be updated manually by chat agents. For more information about assigning lead scores in Signals, see our HelpDocs on Setting Lead Score Skills.

For HubSpot only: You can also optionally check the box to link HubSpot cookie to email address immediately. This will sync leads over to HubSpot immediately after an email is captured, without waiting for the conversation to close.

Note: Linking the HubSpot cookie to email address immediately can interfere with the Signals lead assignment function. If you want leads to be assigned in HubSpot based on agent actions within chat, we recommend leaving this option unchecked.

Configure your Minimum Criteria

9. Set your "Default List"

Here you set the default static list in HubSpot where you want to send leads. Note that this can be customized per bot/buying committee using the Create Contact Skill or Plays: Integration Skills. This list will be the default location for leads gathered by Signals but not otherwise specified.

Set your 'Default List'

10. Establish delay times

Establish your Syncronization Settings. The default setting is to sync leads to HubSpot immediately after a conversation closes. If you want to add a delay, you can change that global setting here.

Establish delay times

11. Determine "Contact Owner Rules"

These are further event settings you can configure. Here, choose which Signals events you want to sync to HubSpot as tasks.

Determine 'Contact Owner Rules'

12. Navigate to "Contacts"

Now, click on the Contacts tab.

Navigate to 'Contacts'

13. Configure "Contact Property Mapping" sections

Select the fields in your HubSpot instance that you want Signals information to be mapped to.

Note: if you want to track or map a field that doesn't show up in the list of default contact fields on the Signals side, create Custom Contact Fields. Once a new custom field is saved, it will show up in the drop-down list to map to HubSpot. For more information on using custom fields in bot flows, see our HelpDocs on Mapping Custom Fields to the CRM.

Configure 'Contact Property Mapping' sections

14. Click "Add Field"

You can add new fields by clicking "Add Field."

Click 'Add Field'

15. Go to "Users"

Now, go to the Users tab.

Go to 'Users'

16. Click "Add User"

Important: Map each of your Signals users to their corresponding user in HubSpot. When adding licenses, don't forget to come back and update user mapping to ensure leads are assigned properly.

Click 'Add User'

17. Navigate to "Ownership"

Go to the Ownership tab.

Navigate to 'Ownership'

18. Segments

Use segments to define account ownership if you want to refer to a different owner field in HubSpot for different segments. For example, maybe you want your open opportunity segment to pull account owners from a field that says SDR_Owner, but your current customers are owned by the field CSM_owner. This feature will allow you to dynamically update account ownership as deals move through the pipeline. You'll first need to create segments in Signals to use in this account ownership section. See Creating a New Segment for more information.

  1. On the HubSpot integration page, click Add Segment Rule

  2. Select the first segment (for companies that exist in multiple segments, account owners will be assigned based on segment priority within the integration)

  3. Select the HubSpot user field that defines account owner for this segment

  4. Define a fallback owner (this will be the owner if the field you selected in Step 4 is blank or contains a user that isn't mapped to a Signals licensed user.

  5. Fallback: If you don't want to use segments to define account ownership, you can select a single field in the CRM to pull account owners from. Select this field from the drop-down menu, and then choose a default owner for companies for whom that field is blank or contains a user that isn't mapped to Signals.

Segments

19. Remember to click "Save"!

Scroll up to the top of the integration settings page to save before navigating elsewhere in the system.

Remember to click 'Save'!

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