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HubSpot integration

If you are looking for the HubSpot CS/Support integration, learn more here.

CommandBar’s analytics integration with HubSpot works in two directions:

  1. CommandBar —> HubSpot: send CommandBar-generated events to HubSpot
  2. HubSpot —> CommandBar: use lists built in HubSpot for Who targeting in CommandBar

Configuring the HubSpot integration

  1. Navigate to Integrations, and click “Connect” on the HubSpot Analytics card.

    HubSpot CRM integration card

  2. Click “Connect” and navigate to the HubSpot Integration

    HubSpot CRM connect button

  3. Choose the HubSpot account you want to integrate with CommandBar.

    HubSpot CRM account selection

  4. Once the connection is completed, you will be able to sync HubSpot Lists from HubSpot you’ve created as well as send CommandBar events to HubSpot. Here, you’ll also decide if you want to send CommandBar events to HubSpot.

    HubSpot CRM list sync UX

How to use HubSpot lists in CommandBar

There are many ways to use HubSpot lists in CommandBar, and we'll walk through a few!

Deploy a product tour to a specific list of users

If you want to target a product tour to a specific HubSpot list:

  • From the Product Tours dashboard, click into a product tour or create a new one.
  • Select the "Targeting" tab.
  • In the Audience dropdown select “Custom”.
  • Click "Add condition", open the first dropdown, and choose "HubSpot List".
  • Then choose the desired HubSpot list.

HubSpot list in product tour sample UI

Deploy a checklist to a specific list of users

If you want to deploy a checklist to a specific HubSpot list:

  • From the Checklist dashboard, click into a checklist or create a new one.
  • Select the "Targeting" tab.
  • In the Audience dropdown select “Custom”.
  • Click "Add condition", open the first dropdown, and choose "HubSpot List".
  • Then choose the desired HubSpot list.

HubSpot list in checklist sample UI