Overview
Integrating HubSpot with Vector allows you to send contact and company-level activity data directly into your CRM. This guide walks you through what to expect once the integration is active, how to configure your settings, and best practices for using the integration effectively.
Getting Started with HubSpot Integration
To connect HubSpot to Vector:
Navigate to the Integrations tab in the Vector platform.
Click Connect next to HubSpot (or manage settings if already connected).
โ ๏ธ Note: All settings configured here are org-wide. These settings only apply if HubSpot is added as an action in a segment. If HubSpot is not used as an action in a segment, no data will be sent.
Key Settings Explained
1. Create New Records and Activities
When HubSpot is set as a segment action, you can choose to:
โ Create a new contact record in HubSpot (if one doesnโt already exist)
โ Create a new activity tied to the contact
This is especially useful for:
Tracking behavior such as site visits, ad clicks, and intent topics
Building lists based on activity
Triggering contact scoring workflows
If the contact already exists, weโll simply add a new activity. If the contact does not exist, weโll create both the contact and the activity.
โ ๏ธ Note: Activities are how we notify you when a contact does something from within Vector. This is also how you will be able to create a list view & score contacts leveraging vector data. It is important to enable this setting.
2. Company Record Creation
If Vector is unable to identify a contact but can identify the company, you can allow:
๐ข Creation of a new company record in HubSpot
โ Creation of an activity tied to that company
Target Account List Integration
You can sync your target account lists from HubSpot into Vector.
This allows you to:
Filter segments by specific accounts, deal stages, or customer status
Track behavior across every stage of your account-based funnel
Example use cases:
Track what contacts in your open opportunities are doing on your site
Filter segments only to your customer base for upserve campaigns
Field Mapping
Some fields are automatically mapped:
Email
First Name
Last Name
You can also map additional fields leveraging custom mapping:
The custom fields we support today include:
Example:
โ Segment Name โ commonly mapped to a custom property in HubSpot
This allows you to:
View which segment a contact came from
Filter by segment name within HubSpot list views
Build workflows or scoring logic based on segment activity
To map a field:
Select the Vector field (e.g. Segment Name)
Choose the HubSpot property to map it to
๐ก Pro Tip: Create a custom HubSpot property like Vector Segment Name to track this easily.
What You Can Do in HubSpot After Integration
With this data flowing into HubSpot, you can:
๐ Create list views of contacts from specific segments or accounts
โ๏ธ Set up workflows to trigger nurture sequences or scoring
๐ Filter by site ID, intent topic, or segment name
โ Use Vector-sourced activities to improve contact scoring models
Conclusion
This integration is a powerful way to connect your behavioral and intent data from Vector directly into HubSpot. Once configured, youโll gain full visibility into which contacts are engaging and how, all within your CRM.
Still have questions? Reach out to the Vector team for help at [email protected].