How To Integrate Hubspot CRM

Triblio's HubSpot CRM integration makes it easy to create and and manage target account audiences using your HubSpot data. 

  1. Authorize HubSpot Access
  2. Map HubSpot Companies to Triblio
  3. Add Blacklist Accounts (optional)
  4. Sync Company Records (optional)
  5. Setup Revenue Report
  6. Sync Data from Triblio to HubSpot (beta feature)

Authorize HubSpot Access

Any user with API access can be used to authorize Triblio.  If preferred, you can create a new user just for the authorization process.  You can also limit this new user to only access certain fields within Hubspot if you only want the integration to read specific fields.

  1. Log in to Triblio and click "Setup" at the bottom of the left-hand menu. You will be taken to a new tab.
  2. Click "Hubspot CRM" from the left-hand menu to open the Hubspot CRM Management section:
  3. Click 'CRM Integration'
  4. Click on ‘Authorize Triblio’ 
  5. You will be redirected to HubSpot to sign in. We'll skip this step if you're already signed in to HubSpot.
  6. After signing in to HubSpot, click ‘Allow.’
  7. Confirm that Triblio is pulling in data from HubSpot:
    1. Navigate to the audiences tab 
    2. Choose 'Add Audience' and create a new audience
    3. Select 'HubSpot CRM Accounts' under the 'Criteria' menu on the right
    4. Click your new 'HubSpot CRM Accounts' audience criteria
    5. Click 'Add Company Condition'
    6. Click the 'Field'
    7. Confirm that your company fields are loading in

2. Map HubSpot Companies to Triblio

Once HubSpot is authorized, go to the HubSpot CRM setup page and scroll down to step two 

Determine a field to map Triblio activity to HubSpot Companies.  

This mapping is done on the domain level, so choose your HubSpot field(s) where the domain is stored.  The standard field is 'Website URL'.

3. Add Blacklist Accounts (Optional)

If you have accounts (i.e. agencies, partners, your parent or child company) whose domain may be listed across many account records, you can choose to exclude those domains from any mappings. 

4. Sync Company Records (Optional)

Triblio will automatically sync with your account records overnight; however if you'd like to kickstart the process, you can 'Sync Account Records'.  Know that this will use HubSpot API calls to sync the records.

5. Setup Revenue Report

Mapping Triblio to your HubSpot Deal records allows us to report on revenue influence directly within Triblio. For example, our Funnel Impact report measures the progression of your target accounts through an account funnel, identifying pipeline generated via your ABM efforts.

On the HubSpot CRM setup page, click 'Revenue Report' and then click 'Configure'

The fields to configure are:

  • Deal Pipeline
  • Deal Revenue Field 
  • Deal Close Date
  • Deal Closed 
  • Deal Open

6. Sync Data From Triblio to HubSpot

Beta Feature   Your CSM will inform you if you qualify to be a beta tester. Requires the Hubspot reporting add on. 

Triblio is able to sync account-level data to your associated Hubspot company records.  This information is great at providing an overview of the account's history and can also be used to create custom reports and dashboards for your ABM program.

In the example below, Triblio is syncing "Intent Status" to account records to indicate how much of the existing pipeline is from accounts that are in very active buying cycles (as indicated by research on 3rd party websites).

Recommended Company Properties

  • Account Score (Last 7 Days)
  • Account Score (Last 30 Days) 
  • First Activity Date
  • Most Recent Visit Date
  • Is MQA
  • MQA Date
  • Intent data*

* Intent data can only be synced if Bombora is a part of your package. 

All Available Properties

Note: All properties should be setup on the company object in Hubspot.



Property Name


Property Data Overview
Hubspot
Property Type
Triblio Sync Type
Account Score Account score is a representation of how engaged the account is.  It calculates web and sales activities. Metrics can be synced for the last 7, 30, or 90 days. Number Triblio Account Field Value
# Visitors Visitors is how many people total have visited your site. Metrics can be synced for the last 7, 30, or 90 days. Number Triblio Account Field Value
# Known Visitors Known visitors is how many people, that are known in your system, have visited your site. Metrics can be synced for the last 7, 30, or 90 days. Number Triblio Account Field Value
# Unknown Visitors Unknown Visitors is how many people total have visited your site without being identified in your system. Metrics can be synced for the last 7, 30, or 90 days. Number Triblio Account Field Value
# Pages Visited This is the total number of page visits by all visitors from the account. This will count all pages your Triblio scripts are included on. Metrics can be synced for the last 7, 30, or 90 days. Number Triblio Account Field Value
# Ad Impressions The total number of ad impressions the visitor has seen in the specified date range. Metrics can be synced for the last 90 or 180 days. Number Triblio Account Field Value
# Ad Clicks The total number of ad clicks the visitor has seen in the specified date range. Metrics can be synced for the last 90 or 180 days. Number Triblio Account Field Value
Ad Engagement The a rollup of all the clicks and view-throughs generated by the given account. Metrics can be synced for the last 7, 30, or 90 days. Number Triblio Account Field Value
Reach Score
The quality of the reach you are getting with ads at a given account. The score ranges from 0-10, with 0 meaning no reach and 10 meaning excellent reach. This metric includes the size of the account, the number of unique visitors we are getting ads in front of, and the frequency in which we are getting ads in front of them. It can be synced for the last 7, 30, and 90 days. Number
Triblio Account Field Value
Is MQA If the account has reached qualified levels, they will be marked as an MQA Single Checkbox Is MQA
MQA Date The date the account became an MQA Date Picker MQA Date
First Activity Date The date an account was first detected engaging with your content. This could be a web visitor. Date Picker First Activity Date
Most Recent Visit Date The date an account was last detected engaging with your content. This could be a web visitor. Date Picker
Most Recent Visit Date
Surge Topic Score The surge score for a given topic over the last week. Note: Make sure to name the property with the topic name in it.  Must have Bombora Data for this property to work. Number
Bombora Intent Data Value
Average Surge Cluster Score The surge average score for a given cluster of topics over the last week. Note: Make sure to name the property with a user friendly cluster name in it. Must have Bombora Data for this property to work. Number
Bombora Intent Data Value
Max Surge Score The highest surging value across all the currently surging topics over the last week. It can include all topics or a subset of your topics.  Must have Bombora Data for this property to work. Number
Bombora Intent Data Value
# Surging Topics The total number of surging topics over the last week. It can include all topics or a subset of your topics.  Must have Bombora Data for this property to work. Number
Bombora Intent Data Value
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.