Jimo Help Center
Using Jimo
Using Jimo
  • Introduction to Jimo
    • Welcome!
    • What is Jimo?
  • Getting started
    • Installing Jimo
    • Extension
    • Initial Setup
    • Designing Your First Experience
  • Experiences
    • Tours & Modals
      • Components
    • Surveys
      • Components
    • Banners
      • Components
    • Hints
      • Components
    • Checklists
      • Components
      • Behavior
    • Resource Center
      • Components
    • Changelog
      • Dashboard
        • Overview
        • Analytics
      • Changelog
        • Changelog Builder
        • Changelog Components
        • Changelog Navigator
        • Positionning (Trigger)
        • Changelog Preview
      • Posts
        • Post Builder
        • Post Components
        • Post Navigation
        • Multiple Languages
        • Post Preview
  • Design and manage experiences
    • Dashboard
    • Spaces
    • Builders
      • Flow Builder
      • Content Builder
      • In-app Builder
      • AI Builder
    • Navigator
    • Triggers & Conditions
      • Steps Triggers
      • Conditions
    • Theme
    • Multiple Languages
    • Positioning
    • Preview
  • Target & publish experiences
    • Overview
    • Trigger on the right spot (Show on)
    • Target specific URLs/Domains (Where)
    • Target right people (Who)
    • Trigger at the right time (When)
      • Planning Your Experience
      • Rate Limiting - Prevent overwhelming users
    • Increase visibility (Boost)
    • Mesure outcomes (Goal)
  • Monitor and analyze user data
    • Analytics
    • Users & Segments
      • Users
      • Segments
      • Import
      • Survey responses segmentation
    • Success Tracker
      • Overview
      • Trackers
      • Events
  • Admin & Settings
    • Project management
    • General Settings
    • Installation
    • Team Management
    • Environments
    • Plan and Billing
    • Notifications and Account Settings
    • MAU (Monthly Active Users)
  • Integrations
    • Integration Setup
    • Events for Analytics Integrations
    • Segment.io
    • HubSpot
    • Salesforce
    • Maze
    • Amplitude
    • PostHog
    • Mixpanel
    • Heap
    • Figma
    • Calendly, Google Calendar, Zcal
    • Intercom
    • Invision
    • Zapier
    • Slack
    • Crisp
    • Server-Side Events
    • Webhooks
Powered by GitBook
On this page
  • How it Works
  • Setup Guide
  • Stopping the Integration

Was this helpful?

  1. Integrations

HubSpot

HubSpot's integration with Jimo

PreviousSegment.ioNextSalesforce

Last updated 1 year ago

Was this helpful?

The Jimo-HubSpot integration syncs HubSpot properties with Jimo in near real-time, enabling you to tailor onboarding content in Jimo based on HubSpot data.

Detailed information on the integration's functioning and setup is provided below. Additional general information is available in the HubSpot marketplace listing.

How it Works

Object Mappings

Easily set up "object mappings" between HubSpot contacts and Jimo users. This allows for importing HubSpot fields into Jimo for targeted experiences.

Supported HubSpot Object Types

  • Contacts

  • Companies

  • Deals

The integration matches HubSpot contacts and Jimo users through selected ID fields, either matching HubSpot contacts with Jimo users via email or a specific ID property. Sync occurs immediately upon creation or update in either system and is near real-time, ensuring updated properties are always available in Jimo.

Contacts are synced only if the associated user exists in Jimo, meaning new users aren't created in either system through this integration. HubSpot properties are displayed on Jimo user profiles, marked with a HubSpot icon, and can be used when doing user segmentation for targeting based on HubSpot properties.

Setup Guide

  1. Sign in to Jimo.

  2. Go to Settings -> Integrations and click on Connect next to HubSpot.

  1. Connect with HubSpot and choose the appropriate account.

  1. Select the field in HubSpot and Jimo that will be used to map HubSpot contacts to Jimo users. By default, the mapping is made on email properties, but you can also use the ID used to identify your users in Jimo. If you do so, make sure the same ID is available in HubSpot as a property.

  1. Map the fields from HubSpot contacts, companies, and deals you want to send to Jimo and for each one select or create the associated variable in Jimo.

  1. Run a full sync to make the changes appear on your existing users.

Stopping the Integration

To stop the integration, go to Settings -> Integrations, find the HubSpot integration, and click on the delete button. Property sync will cease immediately.