About this Integration
Use your existing HubSpot details to match, qualify and route meetings to the right owners in your CRM. Automate meeting activity logging, and distribution of meetings for net new prospects from all channels.
How it works
RevenueHero’s native HubSpot integration authenticates using admin permissions to read contacts, companies, and activities, from your HubSpot account.
This allows RevenueHero to route meetings based on your CRM data from any channel.
When you first integrate RevenueHero with HubSpot, based on your Admin’s API privileges, RevenueHero creates custom properties on your contact object to store information about meetings processed by RevenueHero.
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What you’ll need to get started
Administrative Permissions
- API Enabled
Object Permissions
- Copmanies: Read/Edit/View All/Create*
- Contacts: Read/Edit/View All/Create*
When meetings are created or updated, RevenueHero writes relevant information to the associated object in HubSpot based on your rule configuration.
Once connected, here's how RevenueHero works with HubSpot:
- When a prospect submits a form, RevenueHero instantly checks your HubSpot records to:
- Match the prospect against existing Companies or contacts.
- Verify ownership by checking if the assigned sales rep is active and present in RevenueHero to avoid outdated or ambiguous ownership.
- For net new records, distribute meetings to the right sales rep based on rule configuration in RevenueHero.
- Apply your custom qualification rules to determine eligibility for scheduling.
- Based on the lookup results:
- Qualified contacts see available times of the right sales rep
- Prospects are routed to owners based on existing record ownership at a company or contact level.
- Disqualification gets updated in the HubSpot contact property.
- After a meeting is booked, RevenueHero:
- Sends calendar invites to the prospect/assigned rep.
- Syncs all meeting details (e.g.,prospect form-fill info, meeting outcomes) to HubSpot activities in real time.
- Keeps ownership assignments up to date
- Waits on parallel activity updates to ensure uniqueness of logged activity
RevenueHero creates properties on your contact object to enable automated meeting data sync. Click here to view the complete list of fields.
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