Connect INTENTIVE to HubSpot: Essential Workflow

Connect INTENTIVE to HubSpot: Essential Workflow

Intent data is only as useful to the extent it can be activated in your tech stack. Connect INTENTIVE to HubSpot to leverage rich intent insights in your CRM for marketing, sales, and customer success use cases.

INTENTIVE offers two integration workflows to support HubSpot customers on any account tier. This document walks you through how to set up the Essential Workflow meant for Free, Starter, and Professional HubSpot accounts.

Integration Requirements:

Data Sync Details:
  • Data sync frequency: Daily updates
  • Historical backfill: One-time at initial set up
  • One INTENTIVE Explorer per integration active at a time. Support for multiple Explorers will be added.
Before you begin, it’s important to understand that HubSpot accounts allow different numbers of Custom Properties based on your account tier. Please confirm how many Custom Properties you have available before proceeding. Since this workflow sends data to HubSpot companies, NetLine recommends only sending account-level fields. Because this data will live at the account level in HubSpot, as new insights are collected, the previously sent records will be overwritten with new data.

Set Up Instructions

  1. In HubSpot, create custom properties for the INTENTIVE fields you want to have written to your HubSpot account. See HubSpot’s documentation for more information.
  2. In the NetLine Portal, navigate to the Manage Integrations page within the Intentive section.  Manage integrations page
  3. Select the HubSpot logo to begin.
  4. Click Connect on the pop-up window to authorize the integration.HubSpot connection
  5. On the Configuration tab of the pop-up modal, toggle on the Essential Workflow for use with Free, Starter, and Professional HubSpot accounts.
  6. In the Field Mapping below, select Companies as the HubSpot object to send data to.
  7. Return to the NetLine Portal and proceed with the field mapping for your HubSpot integration.
    • On the left-hand side, select the HubSpot Fields (the Custom Properties you created).
    • On the right-hand side, you’ll see the NetLine INTENTIVE fields.
    • For the full list of NetLine fields, see the list at the end of this document.
  8. Once you’ve mapped all of the fields you want to send, select whether you want NetLine to create New Accounts in your HubSpot instance.
    • Select Yes if you want NetLine to create net new accounts in HubSpot.
    • Select No if you only want NetLine to update existing accounts in HubSpot.Create Account option
  9. Close the pop-up window (note: your selections are auto-saved), and return to the Authorize the HubSpot Integration page within NetLine. Click Submit to continue.Submit authorization
  10. Next, select which Explorer you want to send data from. At this time, you can send 1 Explorer per INTENTIVE Account to HubSpot.
  11. Apply any Filters that you want to narrow the data set send to HubSpot. You can adjust these filters at any time.
    • Note that integration filters are kept separate from standard filters to protect your data sync. Integration filters
  12. Click Submit when you are ready.
  13. You will return to the Manage Integrations page and see your newly activated HubSpot connection. Data will be sent during the next sync time. You will see data populate in your HubSpot account within 24-48 hours.
After the initial historical backfill of the last 90 days of data, NetLine will send new data on a daily basis to your HubSpot account.

More Resources

If you have questions or need help setting up the integration, please contact your Customer Success representative or email intentive-support@netline.com. We are here to help! For additional ways to activate your INTENTIVE Insights, check out the following documentation: For additional information on HubSpot, see the following HubSpot resources:

Data Field Mapping Reference

Here is a complete list of all INTENTIVE fields, their data type, how they map to HubSpot properties, and recommended fields to include for this workflow.
    NetLine Field Name Field Type HubSpot Property Type Field Mapping Account vs. Buyer
Account Name String Standard Included by default Account
Account URL String Standard Included by default Account
Account Intent Score Number Custom Recommended Account
Explorer Name String Custom Recommended Account
Intentive Activity Date Date Custom Recommended Account
Account Trending Topics String Custom Recommended Account
Account Activity Types String Custom Recommended Account
Engaged Buyers String Custom Recommended Account
Confirmed Project String Custom Recommended Account
Employee Count Range String Standard Optional Account
Industry String Standard Optional Account
Estimated Annual Revenue String Standard Optional Account
Company Location String Standard Optional Account
Job Function String Custom Optional Buyer
Job Level String Custom Optional Buyer
Buyer Activity Type String Custom Optional Buyer
Buyer Activity Details String Custom Optional Buyer
Prospect Intent Score Number Custom Optional Buyer
Buyer Trending Topics String Custom Optional Buyer
Top Challenges String Custom Optional Buyer
Timeframe to Fund Project String Custom Optional Buyer
       
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