Rep.ai
  • 5 Minute Quick Start
  • Controlling the Widget
  • Custom Visitor Identities
  • Listening to Events
  • Examples of Custom Behavior
  • Security and Spam Prevention
  • Virtual Backgrounds
  • How to Identify Contacts who Click Through Emails to Your Site from Email Sequencers
  • Troubleshooting
    • Browser Compatibility
    • Notifications
    • Content-Security-Policy (CSP)
    • Firewalls and VPNs
    • Support
    • Scheduler
  • Integrations
    • Acuity
    • Calendly
    • Chili Piper
    • Clearbit
    • Google Calendar
    • HubSpot
    • Intercom
    • Outreach
    • Salesforce
    • Shopify
    • Slack
    • Microsoft Teams
    • Zapier
    • Zendesk
    • Zoom
    • Outlook Calendar
    • Salesloft
    • Gong
  • API
    • Introduction
    • Authentication
    • Scrub Visitor Data
    • Nightly Data Dumps
  • API Resources
    • Organization
  • ⚠️Experimental
    • Performance
    • Overview
    • Zendesk App
  • Outbound (Dialer)
    • Getting Started with Rep.ai Outbound (Dialer)
    • How to Create and Manage Custom Columns (Properties) in Rep.ai Outbound (Dialer)
    • How to Mark a Number as "Do Not Call" in Rep.ai Outbound (Dialer)
    • FAQs
  • SPOTLIGHT
    • How to set high-intent page preferences for intent scoring
    • How to toggle auto-create companies based on visitor identification
    • CRM Fields for Rep.ai Influence (Contact)
    • CRM Fields for Rep.ai Influence (Account)
  • ANALYTICS
    • Metric definitions
Powered by GitBook
On this page
  • Installing the HubSpot Integration
  • Linking Rep.ai visitors to existing HubSpot contacts
  • HubSpot Form Submissions
  • Creating new HubSpot contacts
  • HubSpot Contact, Company, Deal Syncing
  • HubSpot Call Syncing
  • HubSpot Chat Transcripts
  • Hubspot influence properties syncing

Was this helpful?

  1. Integrations

HubSpot

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

PreviousGoogle CalendarNextIntercom

Last updated 5 months ago

Was this helpful?

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 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

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.

HubSpot Contact, Company, Deal Syncing

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. 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.

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 feature. If a match is found, you'll see information about the contact and a link to HubSpot in the sidebar.

Note that if you are using 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.

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 tab of the Rep.ai dashboard.

Go to the in Rep.ai.

Custom User Identities
Custom User Identities
Contacts
Properties Page
Integrations page