Native Integrations
HubSpot Integration
Leverage HubSpot data in Userpilot, send Userpilot events to HubSpot and Improve customer engagement
This integration is available as an Add On for Growth and Enterprise plans.
Overview
The two-way HubSpot integration with Userpilot enables you to seamlessly connect your in-app experiences with your customer relationship management (CRM) data. By syncing user properties and events between Userpilot and HubSpot, you can create more personalized and data-driven user experiences.Use Cases
Personalize In-App Experiences
Personalize In-App Experiences
Leverage HubSpot contact/company properties to segment users and trigger relevant in-app flows, such as:
- Custom onboarding based on user role or lifecycle stage.
- Feature announcements tailored to past interactions.
- Trigger proactive in-app messages for leads marked as high-priority in HubSpot.
Automate HubSpot Workflows
Automate HubSpot Workflows
Send Userpilot events, such as user interactions and survey responses, to HubSpot to trigger automated workflows:
- Add users to nurture campaigns when they engage with specific product features.
- Assign leads to sales reps when they complete key activation milestones in the product.
- Trigger follow-ups when users leave low NPS scores.
Sync Product Usage Data
Sync Product Usage Data
Ensure sales and support teams have real-time insights:
- Provide sales teams tailor outreaches with real-time product usage data
- Enable customer success teams to proactively engage with at-risk users.
- Enhance marketing segmentation by syncing feature adoption trends.
Boost Retention & Engagement
Boost Retention & Engagement
Use data from both platforms to create retention strategies:
- Identify power users and invite them to beta programs or exclusive webinars.
- Automate re-engagement emails for users who stopped using a critical feature.
- Detect churn risks based on in-app behavior and trigger proactive interventions.
Set up the Integration
1
Connect your HubSpot account
- Navigate to the integrations page and click on the “HubSpot” integration
- Select the HubSpot account that you want to integrate with
- Select your Data Flow Direction : Both ways, HubSpot to Userpilot, or Userpilot to HubSpot
2
Map the user/company properties
Properly mapping user and company properties between Userpilot and HubSpot ensures accurate data synchronization
You can map users between Userpilot and HubSpot using one of the following methods:
You can map users between Userpilot and HubSpot using one of the following methods:| Property Type | Mapping Method | Requirement |
|---|---|---|
| User/Contact Properties | Option A: HubSpot ID Mapping | The HubSpot Contact ID must match the User ID passed to Userpilot in the identify call. |
| Option B: Email Address Mapping | The HubSpot Contact Email must match the email field passed to Userpilot in the identify call. | |
| Company Properties (Optional) | HubSpot Company ID Mapping | The HubSpot Company ID must match the Company ID passed to Userpilot in the identify call. |
3
Configure Data and Events
Select the list of user/company properties that exist in HubSpot in order to sync them in Userpilot.The data will be updated in real-time.
You can then view the properties in the Users dashboard, the property name will begin with “HubSpot”.You can also view the properties in the Data management tab.
You can then view the properties in the Users dashboard, the property name will begin with “HubSpot”.You can also view the properties in the Data management tab.Updating Mapped Properties After Data SyncIn case new properties were added/removed after the Data Sync please keep the below points in mind:
- If you’re adding an existing Hubspot property that is already populated for most of your contacts, then you’d need to re-run the sync to pull historical data.
- If you’re adding a newly created HubSpot property with no historical data. Simply add the property in the settings and save – new data will sync automatically.
- If you remove a mapped property, no manual sync is needed. Userpilot will stop updating that property automatically.
View Events in HubSpot
Once you click on save, you will start to see the events appear under the “Activity” tab for a contact or company.In order to see the events appear under the Company activity tab in HubSpot you need to map the company ID as mentioned in step 2.
FAQs
Does the Userpilot-HubSpot integration sync past events or only new ones?
Does the Userpilot-HubSpot integration sync past events or only new ones?
The integration does not sync past events—only new events are sent to HubSpot after the sync is enabled.
Do I need to re-run the sync to sync new contacts/companies?
Do I need to re-run the sync to sync new contacts/companies?
No, manual sync is only needed for the initial bulk sync of fully populated users/contacts. After that, data syncs in real time.
How does real-time syncing work?
How does real-time syncing work?
Userpilot automatically syncs data in these cases:
- A user triggers an event selected in the integration settings.
- A new contact is created in HubSpot.
- A mapped contact property is updated in HubSpot.