Integrating HubSpot

Triblio can connect with HubSpot and read IPs and cookies from your lists for targeting.  This is a great way to align your Triblio tactics with your email messaging for cross-channel consistency.  Additionally, we use your existing Hubspot cookies to identify known users when the come to visit your site.

NOTE: You will need to log in to your Hubspot account for this setup.

Setup HubSpot Integration

  1. In Triblio, click on ‘ Setup’ and a new tab will open.
  2. Navigate to the ‘ Hubspot’ tab.
  3. Click ‘Authorize Triblio.’

Note: Depending on browser settings, when you click on "HubSpot" you may see a pop-up blocked notification.  Turn that off to have the new page load.

You will be directed to your HubSpot account. HubSpot will walk you through the remaining implementation steps on their end.

Create a Data Sync List

  1. In your HubSpot account, create a new Smart list (so that it will update with new form fills) that includes all known contacts and name it “Triblio - Data Sync.” We recommend building this list using the following criteria:
    1. Any contact that has submitted a form in the past 24 months
    2. Any contact that has clicked an email in the past 24 months
  2. Back in the Triblio App, navigate to the ‘Audience’ tab.
  3. Click ‘New Audience.’
  4. Name this audience “@Data Sync” and click ‘Create.’
  5. Add a criterion to this new audience by clicking on ‘Marketing Automation.’ In the ‘Add Marketing Automation Criterion’ modal that appears, select ‘HubSpot List.’  Click on the ‘HubSpot List’ audience criterion that appears. 
  6. After the modal loads, you should see a list of HubSpot segments. If you do not see this list, please let your CSM know.
  7. Search for the “Triblio - Data Sync” list that you created in HubSpot and select it.
  8. At the bottom of the modal, you can choose to target individuals in this list by IP address, by cookie, or by both. For this list, select ‘IP Address and Cookie’ to fully and accurately track and target your HubSpot contacts in Triblio.
    1. IP Address - includes any visitor using the same IP address as the contact.
    2. Cookie - includes the specific HubSpot contact based on previous form fills.
  9. If the data synced correctly, you will see a green ‘Audience Segment Updated’ in the upper left corner of the screen. Please let your CSM know if you see an error message.