RB2B's new "HubSpot CRM" integration differs from our previous "HubSpot Marketing" integration in that leads are not submitted via a form and therefore are not set as marketing contacts by default. The "HubSpot CRM" integration also different from the "HubSpot Marketing" integration because the visitor's LinkedIn URL is now transmitted with the rest of their profile information.
What RB2B Sends to HubSpot CRM
When RB2B identifies a new visitor to your website, the HubSpot CRM integration will receive both the contact and company information related to that individual. If either the contact or company information does not exist already in HubSpot CRM, it will be created, else, it will be updated with the new information received from RB2B.
Profile Information Sent to HubSpot CRM
User Information | Company Information | Visit Information |
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Note: Hot Leads tag is not sent to HubSpot.
Properties
When a contact and company is created/updated by RB2B, you will find all of the correlating information within the contact/company's Properties. Those properties can be used to interact with workflows within HubSpot.
Timeline
RB2B leverages HubSpot CRM's HubSpot Timeline event to log critical information about your identified visitor and their activity on your website.
Contacts created/updated by RB2B can be identified by the "RB2B for CRM" entry under their activity.