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How RB2B's HubSpot CRM Integration Works
How RB2B's HubSpot CRM Integration Works
Updated over a month ago

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

  • LinkedIn URL

  • First Name

  • Last Name

  • Title

  • Business Email

  • City

  • State

  • Zipcode

  • Hot Page tag

  • Company Name

  • Website

  • Industry

  • Employee Count

  • Estimate Revenue

  • Time of visit

  • Referring URL

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.

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