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What Information Can Be Sent to HubSpot CRM If I Integrate It?
What Information Can Be Sent to HubSpot CRM If I Integrate It?

This article will tell you what Dealfront is able to send to HubSpot CRM and what is matched (synced) between the two.

Tamar Keenan avatar
Written by Tamar Keenan
Updated over a week ago

By integrating HubSpot with Dealfront you can send website visit details about your identified companies from Leadfeeder, directly to your CRM.

When you integrate HubSpot CRM with Dealfront you have a number of different options regarding default fields and customisations for your HubSpot account. Detailed instructions on how to set up your integration are available here.

The lists below give the data points that you have available for these customisations and syncs, but be sure to go through the other resources to get a full view of this powerful integration!

Please note: Dealfront syncs data from your CRM once a day.

We can send the following to HubSpot from Dealfront:

  • Visit information and general keywords, NOT actual search terms, are sent to HubSpot as a ‘Note’ (visit note is not customisable).

  • In HubSpot you can find Notes in Activities, under the Activity tab when you open a given company. In the Note, you will see when the visit took place, along with the webpages they visited and the visit source.

    Please remember to check the "send visits to your HubSpot" for each company in Leadfeeder whose visit information you want to see within HubSpot.

  • Organisation Name

  • Link to Dealfront

  • Customisation:

    • Send visits for Manually Connected companies (visits in one day will be sent over to HubSpot the following day with the sync)

    • Send visits for Automatically Connected companies (visits in one day will be sent over to HubSpot the following day with the sync)

    • Send Comments

    • Default Pipeline Stage

    • Default Deal Name

    • Map Accounts, Contacts and Deals fields to sync with HubSpot

Missing the valuable insight of company information when you send deals to your HubSpot account?

We have great news for you. You can now configure the HubSpot integration to send additional company information every time you create a Company or Deal through Dealfront. This will help you get better company insights to close deals faster. You can read more about it here.

Along with the Company name and Visit details, now you can also share the following attributes to your CRM:

  • Industry

  • No of employees

  • Website

  • Company description

  • Country

  • City

  • Region

  • Tags

  • Email

Go to your HubSpot integration settings in Dealfront to configure what information should be sent to your HubSpot CRM.

Please note: If any of your HubSpot mapped fields start with 'IP' you will need to exclude these as this will create errors within your account.

When you integrate Dealfront with HubSpot CRM, we create two fields in your CRM:

  • Latest Dealfront visit

  • View in Dealfront

Syncable entities: Theses are the records that are allowed to be synced from HubSpot to Dealfront. Tasks are dependent on identified companies and opportunities.

  • Contacts

  • Tasks

  • Deals

  • We sync all of a user’s data from HubSpot to Dealfront as well. This includes Companies, Deals, Stages, Contacts, Tasks, and Users.

Syncable entities from Dealfront to HubSpot:

Leadfeeder companies can be connected only as a HubSpot Company.

Automations:
When setting up feed automations that send identified companies to HubSpot you have the ability to configure how they are sent. You can read more about these automations here. The fields below are the options and fields available to send to HubSpot.


​Please note: Create deal and task are only applied to Leadfeeder identified companies that are already connected to existing organisations.

  • Create Company    

    • Owner

  • Create Deal

    • Owner

    • Name

    • Days to set closing date

    • Pipeline/Stage

  • Create Task

    • Owner        

    • Subject        

    • Days to set due date

Manual connections: When sending identified companies manually to HubSpot you have the ability to configure them. You can read more about manual connections here. The fields below are the options and fields available to send to HubSpot.

  • Connect as a Company

    • Connect to an existing company

    • Create a New company

  • New visits are sent automatically

  • Send existing visits as a note to HubSpot

  • Send existing Leadfeeder comments as a note to HubSpot

Once companies are connected you have the ability to create and send:

  • Tasks        

    • Owner        

    • Status  

    • Due date

  • Deals        

    • Owner        

    • Pipeline/Stage    

    • Closing Date

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Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@dealfront.com.

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