What level of data does Propensity provide regarding delivery performance to HubSpot?
Our reports provide data on marketing emails such as opens, clicks, and replies at the contact level, and ad impressions, clicks, and website visits at the account level.
What data is transferred into HubSpot for marketing emails?
Marketing email sends, opens, clicks, and replies.
How does the Propensity scoring work when pushing data into HubSpot?
We provide account and contact level warmth scoring. The warmth reason, change date, and score are all passed into HubSpot so you can set up workflows to route the hottest leads to the right sales reps.
When is data pushed into Hubspot?
Data is pushed into HubSpot daily based on your preferred CRM sync settings.
How do we send over contacts in HubSpot?
The first thing Propensity does when it integrates with HubSpot is send over a static list. Contacts will not integrate as marketing contacts, they are tagged as regular contacts, so they do not affect the customer's available HubSpot subscription contacts. It is up to the customer to set a contact as a marketing contact.
Can the free tier of HubSpot suffice for managing the integrations, or do we need to opt for a higher-paid version?
- In the free or professional version of HubSpot, we push a list of static account and contact-level data.
- Within the Enterprise version of HubSpot, custom objects can be created, where we can push in ad impressions, clicks, and website visits.
Does the Propensity data override other profiles when pushed into HubSpot?
No, if we find a matching account or contact we only update the Propensity fields in HubSpot. You have the option in the CRM sync settings to decide if we do not find a match, we can create the record or not.
How does Propensity push data into HubSpot?
Here is a brief video: Propensity + HubSpot Integration
Is it possible to push leads to HubSpot's Marketing Hub versus just the CRM HubSpot?
We load leads as Companies and Contacts that are connected via static lists. So, you can use them across all of HubSpot.