HubSpot Integration

Updated 2 days ago ​by Matt Bilotti

Our HubSpot integration has two parts. One is an install method, and one is a contact and data sync. The install method is available in all plans (including free), and the data sync is available only in paid plans.

With this integration, sales reps can tailor their outreach or follow up based on a certain activity, like viewing your pricing page. And marketers can create workflows or send emails based on conversations that have happened via Drift so every prospect gets a personal touch.

Here’s what the integration will get you…

  • All new contacts added into HubSpot, from the moment you connect the integration and forward, will be synced in to Drift’s database. If you have contacts in HubSpot, those contacts will be recognized in Drift as well! 
These contacts will be updated in HubSpot but it will take a minute or two because HubSpot does not update contact information until a conversation is closed. 
  • Anytime a contact has a conversation with you in Drift, that will be logged as an event in the contact timeline in HubSpot
  • Automatically identify users via the HubSpot cookie 
    • After integrating HubSpot with Drift, if somebody gets cookied via HubSpot (they filled out a HubSpot form, clicked on a link from a HubSpot email), the next time they come to your site, we'll already know who they are and their email address - it's like magic! 
    • Note: This will only work from the moment this is turned on and forwards. It will not work with historically identified contacts
What the Drift event looks like in the HubSpot timeline

Since we’re sending events to HubSpot, you’ll also be able to create lists based on:

  • New conversations
  • Messages being sent
  • Responses to NPS Campaigns

Setting up the HubSpot integration

In order to get started, make sure that you have a Drift account. Get one for free if you don’t have one already.

Then, go here to setup the integration. Flip the switches on what you want enabled, login with your HubSpot credentials and you’re good to go.

Setup source tracking: 

This will update the original source within HubSpot for all conversations coming through the Drift for all of your reporting and segmentation needs. There are two options for setup, check which option applies to you.

  • If you’re using the HubSpot COS to host your website and landing pages, turn on the option to display Drift in your HubSpot hosted pages from within our integration settings.

  • If you’re not using the COS and would like to track the source of conversations, add this additional script alongside the standard Drift embed code.
_hsq.push(['trackEvent',{id:'Identified via Drift'}]);

All imports into HubSpot will not be imported into Drift at this moment. Let us know if you’d like this to change – we’ve thought about it.

If you want to learn more about what you can customize about the Drift experience, this doc should have whatever you need.

Not seeing the events in the timeline?

Make sure you check the box to see the Drift events on the timeline! 

 We don't currently support changing the label in HubSpot as an "Offline Source"

Not using Drift yet? It’s free to get started.

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