HubSpot
HubSpot's integration with Jimo
Last updated
HubSpot's integration with Jimo
Last updated
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.
Easily set up "object mappings" between HubSpot contacts and Jimo users. This allows for importing HubSpot fields into Jimo for targeted experiences.
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.
Sign in to Jimo.
Go to Settings -> Integrations and click on Connect next to HubSpot.
Connect with HubSpot and choose the appropriate account.
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.
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.
Run a full sync to make the changes appear on your existing users.
To stop the integration, go to Settings -> Integrations, find the HubSpot integration, and click on the delete button. Property sync will cease immediately.
