How to integrate Influ2 with HubSpot

This guide will walk you through the process of integrating Influ2 with HubSpot and configuring key features like notifications, metrics, contacts, and lists.

Integration Setup

  1. Connect Influ2 with HubSpot:

    • Go to Settings → Integrations → HubSpot in Influ2.
    • Press the Connect button.

    For detailed instructions, refer to the full connection guide.

  2. Access Integration Settings:
    After connecting, navigate to Settings → Integrations → HubSpot. You'll see five tabs: Connection, Notifications, Metrics, Contacts, and Lists.

How to Set Up Notifications

Configure notifications to receive updates in HubSpot when targets engage with Influ2 campaigns.

1. Navigate to Settings → Integrations → HubSpot → Notifications.

2. Toggle Send Notifications to activate it.

3. Define thresholds for activities like Impressions, Clicks, Visits, Goals, and Prioritized for Sales. Set the number of impressions required to trigger a notification, the default is set to "All".

4. Review the Last Sent and Modified Date columns to track recent changes.

5. For Accounts, configure similar settings (except "Goals").

6. Press Save to apply your changes.

Preview Notifications: View engagement events in HubSpot’s activity section.

If Influ2 activities don’t appear, check Filter Activity in HubSpot and enable Influ2.

 

How to Set Up Metrics

Track target engagement in HubSpot by mapping Influ2 metrics to HubSpot fields.

Steps:

1. Create Custom Fields in HubSpot:

  • Add fields for Influ2 metrics (e.g., Total Impressions, Last Click Date).
  • Use the correct data types for each field:
    • Numeric: Total Impressions, Clicks, Visits
    • Date/Time: First Impression Date, Last Click Date
    • Text: Last Seen Creative Name

Refer to HubSpot’s custom property guide for details. Here are the types of data needed for metrics in Hubspot.

  • Total Number of Impressions: Numeric
  • Total Number of Clicks: Numeric
  • Total Number of Visits: Numeric
  • First Impression Date: Date
  • Last Impression Date: Date
  • First Click Date: Date and Time
  • Last Click Date: Date and Time
  • Last Visit Date: Date and Time
  • Last Seen Creative Name: Text
  • Last Seen URL: Text
  • Last Clicked Creative Name: Text
  • Last Clicked Creative URL: Text
  • 30 Days Impressions: Numeric

Note: If you're unable to select the "date and time" property type, please set them as "date", and we'll correct this issue on our end.

2. Activate Metrics in Influ2:

    • Go to Settings → Integrations → HubSpot → Metrics.

hubspot-integration-metrics.png

    • Select the metrics to sync and map them to the appropriate HubSpot fields.

hubspot-integration-metrics-checkmarks.png

3. Repeat for both Contact and Company objects.

4. Press Save to finalize.

Metrics Preview: In HubSpot, scroll to Influ2 Properties in a contact's profile to view the synced metrics.

How to Set Up Contacts

Automatically create HubSpot contact records for unmatched Influ2 targets:

  1. Go to Settings → Integrations → HubSpot → Contacts.
  2. Toggle Create Records for Unmatched Targets to enable this feature.
  3. Influ2 will create a HubSpot contact when a target meets the notification threshold but isn’t already recorded.

hubspot-integration-contacts.png

How to Set Up Lists

Sync campaign member statuses between HubSpot and Influ2:

  1. Navigate to Settings → Integrations → HubSpot → Lists.
  2. Toggle Gather Lists from HubSpot to enable list synchronization.
  3. Selected statuses will be available for Influ2 cohorts.

hubspot-integration-lists.png