Hubspot

In this article, learn how to connect Hubspot to Breadcrumbs in few steps and how to use it as a source when creating your scoring model.


What this integration does

Adding Hubspot to Breadcrumbs makes it easy to analyze and score your email lists by matching your contact and company properties with events and activities your subscribers do on your website and/or via email.

  • easily find and select the right contact and/or company property to add to your scoring model;
  • automatically update the existing scoring field on Hubspot or create a brand new one directly from Breadcrumbs;
  • get granular data at the category level AND get comprehensive insights on your list;
  • score and sort your lists according to Breadcrumbs' unique co-dynamic scoring system and find the prospects to reach out to close more deals faster.

Additionally, when adding Hubspot to Breadcrumbs as a secondary source, you'll be able to enrich the information in your primary source further to create an even more powerful scoring model.

What you'll need

  1. A Breadcrumbs account
  2. A Hubspot account

How to set up the integration

Connect Hubspot from Users Settings > Connections

To connect Hubspot to Breadcrumbs, navigate to the main dashboard or your User Settings page > Connections and click "Add source."

Breadcrumbs User Settings page

You'll be asked to select a platform you want to connect to. In this case, choose Hubspot.

Connect data source to Breadcrumbs

When you click Hubspot, you'll be able to choose a connection from the ones you have permissions for. Then, click on it to connect the one you need.

Connect Hubspot to Breadcrumbs

After choosing the Hubspot instance you wish to connect, you can select the Leads list and/or the Customer list you want to sync.

Complete configuring Hubspot and connect to Breadcrumbs

Once you click on Complete Configuration, you're all set. You can check all your connections from the User Settings page > Connections.

Breadcrumbs data sources connection page

Note: when connecting a Hubspot instance to Breadcrumbs from User Settings > Connections, you'll be able to add it to one or more Workspaces.

Connect Hubspot from Workspace Settings

To connect Hubspot to Breadcrumbs from Workspace Setting and click on "Add Source."

Follow the procedure outlined here to connect Hubspot to Breadcrumbs.

Note: When connecting a Hubspot instance from Workspace Settings, you'll add it only to the current Workspace. However, you'll be able to add the same Hubspot instance to another Workspace from User Settings > Connections.

How to use this integration

To create your scoring model, go to Scoring Models and click "New Scoring Model."

Create a new scoring model in Breadcrumbs

Scoring model creation consists of 3 steps:

  1. Fit model
  2. Activity model
  3. Advanced settings

For detailed instructions on creating your scoring model, please read the complete guide to creating your first Scoring Model with Breadcrumbs. 

1. Fit Model

Fit Categories are used to score your leads based on who they are. Use Firmographic or demographic data to identify your best leads.

Please create a new Fit category by giving it a name and a weight. Then, click "Add Mapping" to use Hubspot and "Change field" to add company or contact properties in the fit activity model.

Fit model step in Breadcrumbs

Search for the field you need or browse the company or contact folders.

Company properties group - Fit model step in Breadcrumbs

Once you select the field, you'll be able to include or exclude additional values to refine your model further.

Fit model value in Breadcrumbs

2. Activity Model

Activity Categories are used to score your leads based on how they are interacting with you over time. An action taken today doesn't have the same value as an action taken one month ago.

Please create a new Activity category by giving it a name and a weight. Then, configure the absolute decay, the interval rate (days), and min and max frequency.

Activity model step in Breadcrumbs

In the above example, the configuration will create five periods, five days each, and assign a score if there are at least one event and a max of 10. For each period we move back in time, the assigned score will be reduced by -10%.

Now you need to add the matching event. Pick Hubspot in the Platform field and the event you need. Next, you can set up rules to further refine your data.

 Matching event in the model step in Breadcrumbs

3. Advanced Settings

In this last step, we'll ask you to map your output fields so that we can write back the information to your Hubspot account. Here, you can automatically update the existing scoring field on Hubspot or create a brand new one directly from Breadcrumbs.

Breadcrumbs scoring model advanced settings

Once you're done, click on "Activate Model" to run your scoring model against your settings.

Happy scoring!