HubSpot

See information from and create HubSpot contacts right from the Rep.ai dashboard

Rep.ai integration with HubSpot allows admins to quickly view important information about HubSpot contacts from the dashboard, or create new contacts from visitors within the dashboard.

Installing the HubSpot Integration

To link your HubSpot contacts to Rep.ai visitors, go to the Integrations page in your Rep.ai settings, find the HubSpot card, and click the toggle to enable it. You'll be redirected to HubSpot to authorize the integration.

Linking Rep.ai visitors to existing HubSpot contacts

Providing Rep.ai with the email address of the visitor will link it to any HubSpot contacts with the same email. You can provide the widget with their email using the Custom User Identities feature. If a match is found, you'll see information about the contact and a link to HubSpot in the sidebar.

HubSpot Form Submissions

If you're using HubSpot forms to capture visitor information, Rep.ai will automatically pick up form submissions and call RepAI.identify with the email and name they provided in the form. Note that this only works with HubSpot's form embeds, not with their Non-HubSpot Forms setting or custom HubSpot form submission calls.

Creating new HubSpot contacts

If you either don't have visitor email addresses available on your site, or would like to create HubSpot contacts right from the dashboard, you can click the "Create new contact" button and fill out the form. This will attach the email you enter to the visitor. If you want to add additional fields to the contact, you'll be able to access the contact in the HubSpot dashboard as soon as you submit the form.

Note that if you are using Custom User Identities and providing RepAI.identify with a different email address than the one you create a HubSpot contact with, it will be overridden the next time RepAI.identify is called.

HubSpot Contact, Company, Deal Syncing

When the HubSpot integration is activated, all contacts, companies and deals will immediately begin syncing down from HubSpot to Rep.ai. This means you can begin building segments and automations (Journeys, Alerts, etc.) in Rep.ai based off of your HubSpot data. Rep.ai will sync default HubSpot properties that correlate with the Rep.ai object properties. You can view the synced data in the Contacts tab of the Rep.ai dashboard.

Any changes made to Rep.ai objects will be synced back up to HubSpot. For example if you were to configure a Journey that gathered phone numbers for contacts, that data will propagate in HubSpot as well.

Default HubSpot <-> Rep.ai Property Mapping

Contact

HubSpot	Rep.ai
email	email
phone	phone
firstname	first_name
lastname	last_name
lifecyclestage	pipeline_stage

Company

HubSpot	Rep.ai
name	name
description	description
domain	domain
annualrevenue	revenue
industry	industry
hs_is_target_account	target_account
hs_ideal_customer_profile	ideal_customer_profile_tier
numberofemployees	size_estimate_low
numberofemployees	size_estimate_high
city	location
state	location
zip	location
country	country

Deal

HubSpot	Rep.ai
amount	amount
closedate	close_date
dealname	name
dealstage	stage
dealtype	type
hs_priority	priority

Rep.ai Attribution

Contacts can be added to HubSpot in several ways. For example when a lead is gathered through a Journey or a visitor is manually identified during a call. There are two HubSpot properties that are created when the integration is activated that track these interactions. These properties can be leveraged to create custom dashboard in HubSpot to track how Rep.ai is affecting your sales pipeline.

Attribution Properties:

• servicebell_created - True if a contact was created by Rep.ai

• servicebell_influenced - True if the contact has interacted with the Rep.ai widget in any way.

Syncing Custom Properties to HubSpot

In addition to the default mapping above you can map any custom Rep.ai property to any HubSpot property. The only condition is that the data types match (cannot map a number property to a string property for example).

Instructions:

1. Verify the property exists in HubSpot.

2. Go to the Properties Page in Rep.ai.

3. Click "+ Add Property". A modal will appear where you can configure the custom Rep.ai property and map it to the HubSpot property.

HubSpot Call Syncing

Whenever a Rep.ai call is made with a visitor that has been identified and exists in HubSpot, the call is logged in HubSpot. The logged calls will appear in the Contact's activity feed in HubSpot. The outcome of the call is noted and contains a link to the recording, if it exists.

In the event that a known visitor requests a Rep.ai call and no one picks up, a call task will be created in HubSpot. These tasks will be seen in the overall list of tasks for the HubSpot organization as well as in the activity feed for the Contact.

HubSpot Chat Transcripts

After completing a chat session with a visitor the transcript will be added to the HubSpot contact's activity feed.

Hubspot influence properties syncing

Rep.ai integrates with HubSpot to synchronize various influence-related properties. These properties capture interactions that a visitor has had with the website or with Rep.ai. The synchronization is fully automated and does not require manual configuration. All properties are automatically created upon connecting HubSpot and Rep.ai. The process ensures that the properties are transmitted to HubSpot within 30 minutes after the visitor finishes their browsing session. The properties collected and transmitted to HubSpot include the following:

Property Name	Object Types	Description
ServiceBell Engagement Status	Contact, Company	Interactions the Contact has had with the website or Rep.ai. Possible options include: Detected, Chat, Video Chat, Audio Chat, User Viewed Session, Inbound Call, Outbound Call, Journey Presented, Journey Engaged, Form Filled, Meeting Booked
ServiceBell Web URLs Visited	Contact, Company	A raw capture of all URLs visited by the Contact, including query strings.
ServiceBell High-Intent URLs Visited	Contact, Company	Names of the high-intent urls visited by the Contact based on a list of high-value pages maintained in Rep.ai.
ServiceBell First Detected	Contact, Company	This field reflects the first date the Contact was detected on the website.
ServiceBell Last Detected	Contact, Company	This field reflects the last date the Contact was detected on the website.
ServiceBell First Engaged	Contact, Company	This field reflects the first date the Contact was engaged on the website through Rep.ai.
ServiceBell Last Engaged	Contact, Company	This field reflects the last date the Contact was engaged on the website through Rep.ai.
ServiceBell Utm Source	Contact, Company	Last detected UTM Campaign .
ServiceBell Utm Medium	Contact, Company	Last detected UTM Medium .
ServiceBell Utm Campaign	Contact, Company	Last detected UTM Campaign .
ServiceBell Utm Term	Contact, Company	Last detected UTM Term .
ServiceBell Utm Content	Contact, Company	Last detected UTM Content .
ServiceBell Number of unique visitors	Company	This is the total number of unique website visitors from the account visiting the site, detected by Rep.ai.