HubSpot Integration

Updated 4 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 on all plans (including free), and the data sync is available only on the Pro Plan and above.
This integration requires a higher HubSpot Marketing subscription than Starter in order to have the necessary permissions to use the integration (contacts, forms, timeline, content)

Installing on HubSpot Hosted Pages: 

If you'd like to connect Drift to your HubSpot hosted page you can follow the directions here, and copy the JavaScript snippet from Drift here to insert.

HubSpot Integration

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 conversation that you have with a contact is closed in Drift, that will be logged as an event in the contact timeline in HubSpot
HubSpot events are only available on the HubSpot Enterprise plan
  • 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! 
    • If somebody is cookied but there is no contact email in HubSpot, when they do provide an email within a conversation, we'll create a form in HubSpot named "Drift" and make a submission to that form with that email and cookie.
    • Note: This will only work from the moment this is turned on and forwards. It will not work with historically identified contacts
If cookie identification is disabled, created contacts will be labeled in HubSpot as "Offline Source"
What the Drift event looks like in the HubSpot timeline. To learn more about HubSpot Events, click here!

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

  • New conversations
  • Messages being sent

If you want to learn more about what Drift properties in Hubspot mean, click here.

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.
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 using Drift yet? It’s free to get started.

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