Hubspot
This page will walk you through our Hubspot integration and how to best use it to empower your sales, marketing and success teams.
Understanding Sonar Hubspot integration
Sonar Hubspot integration makes Sonar events available directly in Hubspot through:
- Company timeline events
- Company tasks
When you setup a Sonar alert and setup Hubspot as the destination, Sonar will automatically create a timeline event associated to the company that triggered the event on Hubspot.
You can also chose to create a company task in addition to the timeline event.
If the company triggering a Sonar event doesn't already exist in your Hubspot account, a new company will automatically be created and the event and task will be attached to it.
Company timeline event
A new event will be created for the company that triggered the event:
If you can't see events being added to Hubspot, make sure you click on "Filter activity" and check "Sonar" under the "Integrations" section:
Company task
Just like timeline event, you can chose to create a task when an alert is triggered.
Task names are standard and should be similar to activity timeline events. For example:
- Technology added: Intercom.
- Technology removed: Mixpanel.
- Job added: Marketing manager.
- Job_removed: Product Manager.
Tasks created will be added with a due date equal to J+7.
You can see tasks:
- directly on the company profile:
- On the tasks list when navigating to the Sales menu then to "Tasks":
If you can't see tasks, make sure you remove the Owner filter:
Turning on Hubspot integration
To turn on the Hubspot integration, head over to the integrations page: https://app.purplesonar.com/settings/integrations
From there, you can add a new Hubspot integration:
You will then be asked to select your Hubspot account as well as grant authorization to Sonar app.
Setting up an alert to Hubspot
To create an alert, simply head over to any alert page like technology alerts: https://app.purplesonar.com/signals/tech
Select the technologies you want to track as well as the signal type, then hit "Create alert"
On the modal that appears, give a name to your alert and select the "CRM" channel.
Your Hubspot integration should appear as well as 2 delivery options for the integration.
You just have to select Hubspot as well as how you want the alerts delivered then hit "create alert":
Example of use cases
Using tasks
The most straightforward way to leverage Sonar signals is to use the tasks created for each account.
Your sales, marketing and success team can simply visit the tasks view and look at the tasks due in a given timeframe.
One coule use the "Due today" view to check all the companies they need to engage with today and the signal that general
Creating dynamic company lists
If you chose to create tasks, you can create dynamic lists based on signals sent to Hubspot as below.
This list will include all the companies that triggered the signal "Technology added: Lazysizes" in the last 30 days.
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Additional use cases are being written by our team and should be available soon.
Last modified 1yr ago