Having Sherlock data in Hubspot is an essential part of using engagement to drive your sales (and CS processes). With our Hubspot connection, you can ship key Sherlock metrics as properties to all of your contacts and companies in Hubspot as well as view these metrics in a Sherlock "card" in your Hubspot contact and company records.
Sherlock data as properties in Hubspot
First of all, by connecting Sherlock to Hubspot, we will update your contacts and companies with relevant Sherlock data (you can see what data we update here: https://support.sherlockscore.com/en/articles/3028028-connecting-your-sherlock-data-to-other-tools).
You can display these Sherlock properties on your contact or company records by "adding them to about" in Hubspot. To do that:
View all propertieson a Hubspot record:
2. Scroll down to the Sherlock "category" and click
Add to About for those Sherlock properties you want to add to the record.
This will allow you to display these properties on the left side of each record, like so:
*NOTE: You need to do this for contacts and companies separately.
*NOTE: This configuration is unique to each Hubspot user. Changing this in one Hubspot account does not propagate the change for each of your team members' views. Everyone on your team who wants these traits to display in their Hubspot view will need to go through this configuration.
Using Sherlock data in Hubspot workflows, reports, and automations
Having Sherlock data as properties on your Hubspot records will allow you to use this data - like any other property in Hubspot - to create filters, reports, automations, and workflows.
Want to create a task for your sales team when a trial account reaches 50% activation? You can now do that.
Want to send an email when a user's engagement drops over 20 points? You can now do that.
Sherlock cards in Hubspot CRM
When you connect Sherlock to Hubspot, we will automatically create a new Sherlock "card" on the right side of your Hubspot contact and company records:
This will appear automatically at the bottom of this right Hubspot panel. You can drag and drop it to move it higher in the profile - because we know how important this data is to your day-to-day operation!
How often do you update Sherlock data in Hubspot
When you connect Sherlock to Hubspot, we initiate a full sync of your data in Sherlock with your Hubspot account. This process can take up to a few hours depending on volume.
After that, we update Hubspot records on a schedule depending on your Sherlock subscription level (every 8 hours for Basic plans; every hour for Pro plans).
Connecting Sherlock to Hubspot
To connect Sherlock with Hubspot, simply click on Connection, then the
Connect Hubspot . This will allow you to auth into Hubspot.
How we match Companies in Hubspot
We use a couple of methods to match companies in Hubspot. The primary way is by name. We attempt to match the Account name you are using in Sherlock with a Company name in Hubspot. If we find a match, we will make that connection. Secondarily, we look at the company records attached to each user in your Hubspot account to identify the right company to match with Sherlock data.
If your data in Hubspot is not very clean (meaning you have duplicate records for contacts or companies or you have contact records with no associated company), Sherlock will not be able to perform company matches.
How we match Users in Hubspot
We look for an exact email match based on email address.
Hubspot data in Sherlock
When you connect Sherlock with Hubspot, we will also pull data from your Hubspot instance and populate records in Sherlock. The data we pull includes
Contact owner ,
Company owner , as well as
Lifecycle stage .
Having this data in Sherlock will allow you to create segments, custom alerts and more based on the owners of specific accounts or users and/or specific Lifecycle stages.