HubSpot Quickstart

When you integrate HubSpot with Amplitude, you have access to behavioral insights that enable you to personalize customer journeys, improve lead scoring, and drive product-led growth (PLG).

Quick setup

Keep the following high-level steps in mind as you plan your integration:

  1. Install Amplitude tracking with one line of code. Copy a single line of code from Amplitude to start tracking user behavior, visualize user experiences, and establish your data structure.
  2. Sync a cohort from Amplitude to HubSpot. After you define your target audience in Amplitude, sync the cohort to HubSpot to manage your marketing efforts.
  3. Configure PQL scoring in HubSpot. Use HubSpot's lead scoring tool to rank leads. Set criteria based on product use and engagement to help decide which users are most likely to convert.
  4. Automate outreach. Build HubSpot workflows to send your personalized emails, assigns tasks, or enroll leads in sequences when they hit certain PQL scores.
  5. Create alerts. Configure alerts to tell your sales or marketing team when leads engage at a high level and are ready for outreach.
  6. Embed Amplitude charts in HubSpot reports. Track PQL scores, lead engagement, and conversion rates on HubSpot dashboards for real-time insights and smarter decision making.

Configuration for new Amplitude users

Amplitude provides a simplified flow specifically for HubSpot users who are new to Amplitude.

To configure:

  1. From the HubSpot App Marketplace, find the Amplitude app and click Install.
  2. Sign up for Amplitude using your email address or Google credentials.
  3. After you create your account, continue to Step 3 in the Connect HubSpot section.

Configuration for existing Amplitude users

Amplitude maintains this integration. For help with setup, contact Amplitude Support.

Install Amplitude

To begin tracking user behavior, add the one-line code snippet from Amplitude to your website. Optionally, include Session Replay and Autocapture functionality.

Connect HubSpot

  1. From Amplitude Data, navigate to Catalog > Sources, search for HubSpot, and select HubSpot Quickstart.
  2. Select your CMS, and specify if you're on a HubSpot Enterprise plan.
  3. The integration provides customized HubSpot configuration instructions based on your selection. When you complete the steps in HubSpot, click Next.
  4. Send test events from your website or CMS to verify your instrumentation.

Sync the cohort to HubSpot

This integration uses Amplitude cohorts to select users who show key behaviors.

Follow the instructions in Define a new cohort to build your cohort, then add the HubSpot (cohort sync) destination to send your cohort to HubSpot.

Configure product-qualified lead (PQL) scoring in HubSpot

After you sync your cohort to HubSpot, create a product-qualified lead (PQL) score to rank leads based on their likelihood to convert. For more information, see HubSpot's article Build scores to qualify contacts and companies in the lead scoring tool (BETA).

Automate outreach with HubSpot workflow templates

Use HubSpot's workflow automation to trigger actions based on PQL scores and ensure timely followups.

For more information, see HubSpot's article Create workflows.

Create a PQL alert trigger in HubSpot

Create alerts in HubSpot to tell your team when a potential lead is ready for engagement.

For more information, see HubSpot's articles Set your workflow enrollment triggers and Choose your workflow actions.

Add Amplitude charts to HubSpot

Track and analyze product use data and lead performance from within HubSpot dashboards. This integration enables you to add Amplitude charts directly to your HubSpot dashboards. To add Amplitude charts to HubSpot:

  1. Navigate to an existing dashboard, or create a new one in HubSpot.
  2. From the dashboard, click Actions > Add external content. For more information, see HubSpot's article Embed external content on a dashboard.
  3. Name the chart, and enter the chart's URL from Amplitude. The URL should be in the format: https://app.amplitude.com/analytics/<project>/1234abcd where 1234abcd represent an 8 character alphanumeric identifier of the chart.
Was this page helpful?

Thanks for your feedback!

September 9th, 2024

Need help? Contact Support

Visit Amplitude.com

Have a look at the Amplitude Blog

Learn more at Amplitude Academy

© 2024 Amplitude, Inc. All rights reserved. Amplitude is a registered trademark of Amplitude, Inc.