CRM

Increase % of Product Qualified Leads

Drive continous campaigns from in-app to email

HubSpot Point and Click Integration

What is it?

This integration maps contacts and companies in HubSpot to visitors and accounts in Pendo. Use this HubSpot data in Pendo to gain clarity into how your customers use your product.

Who’s it for?

  • Pendo customers who use HubSpot (any package).
  • Companies who have an app and want to connect product usage to their business goals, like growth and retention.
  • Marketing teams looking for a better communication channel. In-app comms are dramatically more effective then email marketing.

Why does it matter?

  • The integration maps contacts and companies in HubSpot to visitors and accounts in Pendo. This gives you clarity into how the people in your CRM are using your app.
  • You can use your HubSpot data for segmentation in Pendo. Create Pendo segments based on certain contacts and companies in Guides, Insights, and Reporting.
  • Report on product usage by customer tiers, pricing, or account status. Combine product insights in Pendo with trial conversion or upsells in HubSpot and find the features and usage patterns that result in increased revenue. Adding HubSpot metadata to Pendo unlocks a new layer of data discovery and engagement.

Integration Features:

  • Authenticate with HubSpot in Pendo Data Mappings Settings.
  • Authentication with HubSpot only needs to be done once and can be done from the Visitor or Account Level Data tab in Data Mappings Settings. The same authentication is used for both pages. Repeat for Visitor or Account Level Data mappings if needed.

HubSpot authentication hub

  • Map Pendo IDs To HubSpot
  • The process for mapping Pendo Visitor and Account IDs with HubSpot Contacts and Companies is the same. Mapping must be done separately for Visitor and Account metadata in their respective tabs. The values used for the Pendo IDs must exactly match the values in HubSpot to map successfully.

Metadata

  • Select Fields to pull into Pendo
  • The process for selecting Fields to pull into Pendo is the same for Visitor and Account metadata. Field selection needs to be repeated for Visitor and Account metadata in the Visitor Level Data and Account Level Data tabs in Data Mapping Settings.

Select fields

Requirements:

  • A HubSpot account. The integration works for any package of HubSpot, including all versions of Marketing Hub and HubSpot free.
  • To connect, you must be a Pendo and HubSpot admin.

Resources/Help

Pricing and Packaging?

  • HubSpot is a paid integration and counts towards a customer’s integrations limit.

Support/integrator contact info