Would you like to use HubSpot CRM and the marketing automation power of Aivie? With the HubSpot plugin, you can synchronize your contacts very easily.
Functionality / Use Cases
The plugin enables the following functions:
- Regularly synchronize contacts from HubSpot to Aivie
- Synchronize a contact from a campaign to HubSpot when a certain status is reached. For example, when the contact views a certain product on the website.
- Synchronize the contact to HubSpot when submitting a form. For example, if the contact adjusts their contact details.
- Synchronize contacts from Aivie to HubSpot when a certain lead score is reached
For example, the sales team can work in HubSpot CRM while the marketing team works in Aivie. Contact data is always maintained in HubSpot. And the leads are shared with HubSpot or the sales team when events (triggers) are reached.
Steps to connect Aivie with HubSpot
- Create a private app in HubSpot
- Insert access token for Aivie in the HubSpot plugin
- The configuration of the HubSpot plugin Save & Close
- Reopen the configuration of the HubSpot plugin
- Configure desired fields (incl. user-defined fields) for synchronization
Access rights / scopes
In the HubSpot app, you must configure which areas Aivie has access to. You must grant the following accesses:
- crm.objects.contacts.read
- crm.objects.contacts.write
- crm.objects.companies.read
- crm.objects.companies.write
Watch the video for instructions on how to link Aivie with HubSpot.
Assign HubSpot fields in Aivie
Some basic fields are already pre-assigned. We would also recommend assigning the following fields:
Assign contacts
| HubSpot | Aivie |
|---|---|
| City | City |
| Company | Primary Company |
| Country/Region | Country |
| First name | First name |
| Job Title | Position |
| Last name | Last name |
| Last Activity Date | Date last active |
| Website URL | Website |
Assign company
| City | City |
| Company name | Company name |
| Country/Region | Country |
| Website URL | Website |
Notes
- Changes to Aivie contacts are only synchronized to HubSpot when they are explicitly called up via a campaign, a form or a trigger. This means that the changes made in Aivie may be overwritten by HubSpot with the next regular synchronization. Regular synchronization can be deactivated in the plugin settings.
- If HubSpot Sales Stages do not exist in Aivie, they will be created during synchronization.
