In addition to pulling in data from Hubspot, Factors AI can add accounts and leads to Hubspot automatically using the workflows feature.

In this document, we will cover the following -

Navigate to the integrations screen in the settings page under the data management section - here in the link

Select Hubspot under CRMs & MAPs

Click on the 'connect' button under the 'send data to Hubspot' section. Make sure that you have already connected Hubspot for pulling in data in the 'Bring data from Hubspot' section for mapping additional properties that you might want to send to Hubspot

With this, we are ready to set up the Hubspot workflows

Head over to the workflows section under automations and click on the 'New Workflow' button

You will now see a list of available workflows as per your plan - you can choose either Hubspot company create / update or Hubspot contact create / update workflow

You can find the details of the workflow by clicking on the card. The major difference between the two is that the Hubspot contact workflow leverages Apollo APIs to find contacts within a company identified by Factors and the company workflow directly adds companies to your CRM

After choosing which workflow to set up, click on 'Use this workflow' button to start setting up your workflow

In the first section of the setup, you need to define the trigger criteria of your workflow. You can choose an event based trigger where your workflow will trigger for events like website visit, G2 page view, blog page view, LinkedIn Ad view etc.

For enter the segment & exit the segment, you may have an existing segment with a complex definition and would like to trigger this workflow whenever an account enters / exits this segment

Once the trigger is defined, click on the 'Configure Action' button. You can then head over to the Configurations section to add any additional fields.

We are sending the company domain and name by default. Any additional fields that you might want to send can be mapped in this screen. The drop-down on the left side is a list of Factors AI properties and the drop-down in the right side are your Hubspot company properties

Note - the properties that populate in the drop-down on the right side will be of the same type as on the left. For ex - you will not be able to map a date field with a number

Once the mapping is done, you can add the name of the workflow at the top and then hit save and publish

The Hubspot contact workflow has the same setup as the company workflow except some additional configurations are required

This workflow uses Apollo for finding contacts within a company identified by Factors. For this, you will need to add your Apollo API Key and provide optional search criteria to search for contacts mentioned below

Note - The 'job title list' and 'seniorities to include' can have a maximum of 150 comma separated values

The Email ID for each contact is sent by default. You can send additional fields by mapping them under the 'Select the contact properties you want to send'

The drop-down on the right hand side will show all the Hubspot contact properties present in your CRM

You can then save and publish the workflow once you have completed the configuration