RB2B's integration with HubSpot CRM offers a range of customizable settings, enabling you to control when and how RB2B creates new contacts or companies in your HubSpot database. These settings allow you to align RB2B’s capabilities with your sales or marketing strategy, whether you adopt a Signal-First or TAM-First (Total Addressable Market) approach.
By configuring these options, you ensure that your CRM remains organized and focused on high-priority leads, while eliminating unnecessary data clutter. Below, we’ll outline the key company and contact settings available in the RB2B HubSpot CRM integration and explore their use cases to help you determine the best configuration for your needs.
Company Settings
1. Setting: Allow RB2B to create a company if it does not already exist in HubSpot CRM
Default Setting: On
Function: RB2B will automatically create a new company in HubSpot if it identifies a company that does not already exist in your CRM.
Who Would Benefit From This Setting Being “On”?
Users who want to collect and track data on all companies identified by RB2B, even if the company is not already in their HubSpot database.
Teams focused on prospecting or expanding their database of potential business accounts.
Who Would Benefit From This Setting Being “Off”?
Users who already have a comprehensive list of target companies in their HubSpot CRM and prefer to prevent the creation of new, non-targeted companies.
Teams aiming to limit their HubSpot data to pre-qualified or pre-approved companies to reduce clutter.
Contact Settings
1. Setting: Allow RB2B to create contacts if the contact does not exist in HubSpot CRM
Default Setting: On
Function: RB2B will create a new contact in HubSpot if the contact does not already exist.
Who Would Benefit From This Setting Being “On”?
Users looking to collect information on all website visitors identified by RB2B, even if they are brand new to the system.
Businesses prioritizing comprehensive lead collection for broader engagement or outreach campaigns.
Who Would Benefit From This Setting Being “Off”?
Users who prefer RB2B to update existing contacts only and avoid creating new ones. For example, RB2B would enrich known contacts with additional details and activity history (such as page views or other behavioral insights), but would not add completely new entries.
Teams focused on maintaining a clean database, only capturing leads that have been pre-qualified or already engaged.
2. Setting: Allow RB2B to create contacts without an associated company
Default Setting: On
Function: RB2B will create new contacts in HubSpot even if the system does not identify a company associated with the individual.
Who Would Benefit From This Setting Being “On”?
Users who want to collect contact information for all visitors, regardless of whether RB2B can identify the visitor’s company. This is particularly useful for teams seeking to build lead pipelines, even when company details are incomplete.
Businesses that rely on nurturing individual contacts over time, gradually enriching their data.
Who Would Benefit From This Setting Being “Off”?
Users who require company association as a prerequisite for contact creation. For instance, sales teams that exclusively focus on engaging leads tied to specific target companies or industries may find this setting beneficial.
Organizations concerned about cluttering their CRM with incomplete records lacking actionable data.
3. Setting: Allow RB2B to create contacts in HubSpot without an email address
Default Setting: Off
Function: RB2B will create new contacts in HubSpot if the contact does not have an email address associated with it.
Who Would Benefit From This Setting Being “On”?
Businesses that want to capture and engage with potential leads, even if an email address is unavailable, would benefit from enabling this setting. This is particularly useful for sales and marketing teams that prioritize building comprehensive contact records in HubSpot based on other professional details, such as name, company, job title, and LinkedIn profile. By allowing RB2B to create contacts without an email address, businesses can still track interactions, assign follow-ups, and leverage other communication channels like phone calls or LinkedIn outreach.
Who Would Benefit From This Setting Being “Off”?
Companies that rely on email as their primary method of communication or use automated email workflows in HubSpot may prefer to keep this setting off. If a contact is created without an email address, it may disrupt existing automation, segmentation, or lead nurturing campaigns that require email-based identification. Additionally, businesses that prioritize data cleanliness and want to avoid creating incomplete contact records may opt to disable this feature to ensure that only fully qualified leads are added to their CRM.
4. Setting: Sync geo data using state abbreviations vs full state name [e.g. NY, TX]
Default Setting: Yes
Function: Allows the user to define whether RB2B sends the visitor's state (location) abbreviated or as the full ISO-standard name.
How this setting works
To send the visitor's state in an abbreviated form (E.g. NY), use Yes.
To send the visitor's state in the full ISO-Standard name (E.g. New York), use No.
Best Practices for Configuring These Settings
When adjusting your RB2B-HubSpot integration settings, consider the following:
Align With Your Strategy: If your goal is to expand your lead pool and prospect broadly, leaving these settings “on” is advantageous. However, if your priority is to focus on specific accounts or minimize data clutter, toggling certain settings “off” may be better suited for your needs.
Review Data Quality Regularly: Regardless of your settings, it’s important to periodically review the data RB2B generates in your HubSpot CRM. This ensures you maintain high-quality records while identifying opportunities for deeper engagement with key leads or accounts.
Leverage Contact and Company Data: Use RB2B’s insights to create targeted workflows, personalized marketing campaigns, or detailed sales reports in HubSpot. Enriching your CRM with actionable insights can significantly enhance the efficiency of your marketing and sales efforts.
Test and Refine Settings Over Time: Your business needs may change, so it’s important to revisit and tweak these settings to ensure they continue to align with your objectives.
By customizing these settings, RB2B’s HubSpot CRM integration can become a powerful tool to help you identify, enrich, and engage with the most valuable leads for your business. Proper configuration ensures that your CRM reflects your strategic priorities, helping you stay organized and focused on high-impact opportunities.