CustomFit Dashboard
  • Getting Started
    • Installing CustomFit Code Snippet
      • Installing the code snippet on Webflow
      • Installing the code snippet on Wordpress
      • Installing the code snippet on Wix
      • Installing the code snippet on Shopify
      • Installing the code snippet on Unbounce
  • Account Setup
    • Configuring Account Users
    • Add Users and Assign Roles
    • Configuring Subdomains
    • Configuring Traffic Blocking
  • Experience
    • How to create an A/B test
    • How to create a Split URL test
    • How to create a Shopify theme based testing
    • How to create an AI Conversion Optimize experience
    • How to create an Outbound Experience
    • Creating an Experience
    • Experience Page Paths
    • Experience Targeting
    • Visual editor
    • Experience Goals
    • Experience Insights
    • Experience Settings
    • Experience Dashboard
    • Experience FAQs
  • Visual Editor
    • Overview
    • App Bar
    • Editor Palette
    • Toolbar
    • Popups
  • ABM
  • Audience Segments
    • Geo Location
    • Technology
    • UTM Parameters
    • Visitor Attributes
    • Salesforce Attributes
    • HubSpot Attributes
    • Kickfire Attributes
    • Visitor Behavior
      • Page event
      • Click event
      • Track event
  • Integrations
    • GA4 Integration
    • GA4 Integration via GTM
    • Microsoft Clarity Integration
    • Hotjar Integration
    • Clearbit Integration
    • 6sense Integration
    • Segment Integration
    • Mixpanel Integration
    • Amplitude Integration
    • Heap Integration
    • Salesforce
      • Connected App
      • Apex Class
      • Apex Triggers
      • Remote Site Settings
    • Kickfire
    • HubSpot
    • Slack
  • Split URL Testing
  • Reports
    • Create Report
    • Configure Targets
    • Configure Goals
  • Overview of Reports
  • Segments
    • Creating a Segment
    • Segment Rules
  • Dashboard
    • Analytics
  • Install the CustomFit snippet
  • Event Analyzer
    • Creating an Event
    • Forward Custom Events from GTM to CustomFit
    • Event Insights
    • Event Properties
    • Property Insights
  • Change Log
  • Frequently Asked Questions
    • CustomFit JS Script
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  1. Integrations

HubSpot

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Last updated 4 years ago

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HubSpot is an inbound marketing and sales platform that helps companies to attract visitors, convert leads and close customers.

Integrating CustomFit.ai and HubSpot will help your website to:

  • Display the company and contact details

  • Personalize the website based on the Lifecycle stage

  • Personalize the website based on the Lead Status and so on

Follow the below steps to integrate CustomFit.ai with HubSpot :

  • Log in to the dashboard and click on settings from the sidebar

  • Click on 3rd Party Integrations

  • On the integrations page, you can see the HubSpot section

  • Click on the status field to enable HubSpot Integration

  • You will be redirected to the HubSpot login page. Enter your credentials and click on Login

  • Select your account

  • CustomFit App requires the following permissions

    • Contacts

    • Basic OAuth functionality

    • Forms

  • Then click on Connect app button to connect CustomFit with Hubspot

  • On Successful integration you will be redirected to the integrations page

  • In-case if the Hubspot integration fails and if you wish to retry then click on Retry button

  • If you want to know in which other environment your Hubspot account has been integrated then reach out to CustomFit support. Click on Go back button which will take you back to integrations page

  • In the Hubspot section, you can see the Settings button. Click on it

  • The visitor can provide the permission to update few of the Hubspot properties and select the checkbox inorder to allow the CustomFit to update the Hubspot properties

  • Once the visitor clicks on save, only those properties specified by the visitor will be updated by CustomFit.ai