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Legacy HubSpot Outbound Integration
Legacy HubSpot Outbound Integration

Learn how to authenticate, set up, and start streaming from Crossbeam into HubSpot to build highly-targeted co-marketing campaigns

Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

❗️Important

All future updates and supports will be in the new HubSpot Outbound Integration article found here.

Please follow the migration steps outlined in the new article to update your HubSpot Integration at any time.

✍️ Note

This integration is available for paying Crossbeam customers on the Connector or Supernode plan. To install, you must have a HubSpot Professional license to send Crossbeam data to contact lists. A HubSpot Enterprise license is required to create the HubSpot custom object.


❗️Important

Initial Record Exports will contribute to the overall Record Export Limits.

Prior to initiating Record Exports, it's crucial to assess and potentially reduce the number of Populations, as having too many Populations can quickly surpass the Record Export Limits.

Crossbeam data metering will cap your Record Exports at 100% of the data limit based on the account plan.


Reference this HubSpot installation guide to successful complete this set up.


Getting Started

From the left-side Navigation Menu, click on the Data icon. This will open the side panel for Data & Sharing, select Integrations from the panel options, and your workspace will display the Integrations area.

gif in Crossbeam showing sets to find integrations area

Find the HubSpot integration tile and click Install

Screenshot in Crossbeam highlighting HubSpot Outbound Integration location

Your System Admin will select the HubSpot instance you'd like to synchronize data with. Once the integration has been authorized (takes just a few seconds), you can begin customizing your data flow.

Crossbeam Reports are the foundation of Contact List creation in HubSpot. Select the Reports you'd like to fuel campaign creation in HubSpot within the Setup module:

❗️Important: Exports will count towards record export limit

Learn more about Record Export Limits

Upon selecting your reports, relevant overlaps will automatically be sent and saved within associated lists in HubSpot.

Your contact lists will appear in HubSpot with the same naming convention as your reports in Crossbeam, with a "Crossbeam" appended to the title for easy identification.

Please note, all overlaps that are present in associated contact lists will be updated in real-time, removing stale overlaps and surfacing new records. Corresponding campaigns are kept highly targeted, relevant and accurate.

6. That's it! Now, your marketing team can use these lists to build and deliver highly targeted co-marketing campaigns.

  • Need to test?

    • You can cross-reference overlap flows by verifying the contact list in HubSpot was created as 'Crossbeam [Selected Report Name]'

    • Verify data from those accounts are added to the Contact List that was selected when configuring the HubSpot integration

  • Keep in mind

    • You must be on a HubSpot Professional plan (or higher) to build contact lists using overlap data in HubSpot.

Crossbeam Custom Overlaps Object in HubSpot


✍️ Note

A HubSpot Enterprise license is required to create the HubSpot custom object.


❗️Important: Exports will count towards record export limit

Learn more about Record Export Limits

For HubSpot Enterprise Customers who want to leverage the Custom Object. Authenticate connection to begin routing overlaps in the Crossbeam Overlaps Custom Object in HubSpot.

  1. Authenticate the integration and visit your settings. Within the HubSpot modal, select the Populations you'd like to push into the Crossbeam Custom Overlaps Object.

    1. Please note, your report configurations do not impact Population Configurations.

Once you've selected your populations, the following fields will automatically be passed (and are locked) in HubSpot:

  • Account ID

  • Crossbeam EID

  • Lead ID

  • Partner AE Email

  • Partner AE Name

  • Partner AE Phone

  • Partner

  • Partner Population (Name of partner population the overlap is identified on)

  • Population (Name of population)

From here, you can use the Custom Object to trigger new workflows, sales tasks, reports, and boundless other HubSpot-related activities.

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