For paying Crossbeam customers on a Professional or Enterprise HubSpot plan, start seeing the impact of your Crossbeam overlap data across email campaigns, workflows, report dashboards and more.
Navigate to your Organization's Settings and then click on your Integrations
Find the HubSpot integration tile and click "Install App"
Only system admins can authenticate the connection.
3. 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.
4. 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:
5. 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
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.
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.
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:
Partner AE Email
Partner AE Name
Partner AE Phone
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.