HubSpot & Salesforce Connector Documentation

Insitio’s CRM connectors make it simple to bring your customer and account data into the platform, so we can create accounts automatically, generate insights, detect buying signals, sync buying signals and messaging back to your CRM, and deliver real-time account awareness directly inside your workflows.

Integration Flow Overview

The setup process is the same for both HubSpot and Salesforce. You’ll complete five straightforward steps:

1. Authentication
   • Securely log in to your CRM with OAuth.
   • Insitio will never store your login credentials.
     
     
2. Data Selection
   • Choose which records to sync into Insitio.
   • Use advanced filtering (industry, employee count, revenue, lists, and more) to control exactly what comes over.
     
     
3. Field Mapping
   • Select which CRM fields you want to import.
   • Core fields (accounts, contacts, opportunities) are pre-mapped, and you can add custom fields as needed.
     
     
4. Agent Configuration
   • Decide which AI Agents to work on your accounts.
   • Example: Monitoring Agent can track executive changes and funding news, while the Research Agent can prep account briefs.
     
     
5. Signal Preferences
   • Configure notifications and alerts.
   • Choose which events trigger real-time updates, and whether to receive them in weekly digests or sync signals back to the CRM.
     
     

Data Filtering Options

When selecting which accounts to sync, you have flexible filtering controls:

• Search - Text search across account and contact names
• Industry - Filter by industry category
• Employee Count - Set ranges (1-10, 11-50, 51-200, 201-1000, 1000+)
• Annual Revenue - Select from revenue brackets ($0-1M, $1M-10M, $10M-50M, $50M+)
• Lists/Segments - Use your existing CRM lists
• Custom Fields - Apply filters to any field in your CRM (dropdowns, dates, categories, etc.)
  
  

Data Fields Available for Import

You control which data is imported. Available fields include:

Core Company Information

• Company Name – Official account or company name (required)
• Website URL – Main company website address (required)
• Phone Number – Main company phone line
• Company Type – Category or classification of the company (e.g., customer, partner, vendor)
• Territory – Assigned sales or account territory
  
  

Business Intelligence

• Industry – Industry classification of the company
• Employee Count – Number of employees at the company
• Annual Revenue – Company’s estimated or reported annual revenue
• Lifecycle Stage – Current stage of the company in your CRM lifecycle (e.g., lead, opportunity, customer)
  
  

Ownership & Record Details

• Account Owner – Assigned HubSpot/Salesforce owner responsible for the account (required)
• Created Date – When the record was first created in your CRM
• Last Modified Date – Most recent update to the record
  
  

Address Information

• City – Headquarters city
• State/Region – State or regional location
• Country – Headquarters country
• ZIP/Postal Code – Company postal code
  
  

Lead & Source Tracking

• Lead Source – Original source of the lead (e.g., marketing campaign, referral, event)

Platform Terminology

• HubSpot: Companies, Deals, Contacts
• Salesforce: Accounts, Opportunities, Leads
  
  

Purpose of the Integration

By syncing CRM data into Insitio, your team can:

• Automate account creation, research, and preparation
• Detect key buying signals and risks in real time
• Sync buying signals and ready-to-use content back to the CRM from Insitio
  
  

This integration ensures that your HubSpot or Salesforce instance isn’t just a database - it becomes the foundation for proactive, relevant revenue execution.