TUX: How to Integrate Hubspot CRM

Triblio's HubSpot CRM integration makes it easy to create 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

1. 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, navigate to TUX and click "Setup" in the left-hand menu.
2. Click "Hubspot CRM Setup" from the left-hand menu to open the Hubspot CRM Management section:
3. Click on ‘Authenticate’ 
4. You will be redirected to HubSpot to sign in. We'll skip this step if you're already signed in to HubSpot.
5. After signing in to HubSpot, click ‘Allow.’
6. 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

1. Once HubSpot is authorized, go to the HubSpot CRM Set Up Page and scroll down to step two 
2. Determine a field to map Triblio activity to HubSpot Companies.  
3. 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. 

1. From the HubSpot CRM Set Up Page, click on the 'Edit Blacklisted Accounts' button
2. In the box that pops up, enter the domains of the accounts you would like to exclude from data syncing

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 the pipeline generated via your ABM efforts.

1. On the HubSpot CRM Set Up Page, click the 'Revenue Report' tab and then click 'Configure.' You will see the below:

2. Configure the below fields to map to the proper fields in your HubSpot instance:
   • Deal Pipeline
   • Deal Revenue Field 
   • Deal Close Date
   • Deal Closed 
   • Deal Open

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).

6. Sync Data from Triblio to HubSpot

Recommended Company Properties

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

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

All Available Properties

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