Creating and updating HubSpot contacts

Once you have connected to HubSpot, Qualified can sync new and existing contact data to HubSpot whenever a prospect interacts with Qualified.

Mapping HubSpot fields in Qualified

1. In Qualified, go to Settings → HubSpot → Contact Mapping
2. Click the + icon to add a new field.

3. Select the HubSpot field (e.g., Email) and its corresponding Qualified value (e.g., Email).

4. Repeat for additional fields, then click Save.

If there is not a corresponding Qualified value yet, select “Create Field” to automatically create a new Qualified field.

Tips for managing HubSpot fields

• Sync new or updated fields: If you've recently added or modified fields in HubSpot, refresh the connection in Qualified by clicking Update fields under Settings → HubSpot → Connection.
• Unsupported field types: While Qualified doesn’t currently support mapping to Multiple checkboxes or Radio select field types, you can still add these fields to your Visitor 360 layout to ensure reps can view the information directly in Qualified.
• Picklist fields: A picklist field in Qualified doesn't pull in its picklist values from HubSpot. If you also use Salesforce, map the matching Salesforce field as well, and the field will pull in its values from there.
• Date and date/time fields: HubSpot accepts dates only as Unix timestamps. To push the current date or time to a HubSpot field, use {{system.current_time_unix}} for a date/time field and {{system.current_date_unix}} for a date field. The date variable sends midnight UTC on that date.

Customize Visitor 360 field layout

Customizing the Visitor 360 field layout ensures sales reps get key HubSpot insights at a glance during conversations.

1. In Settings → HubSpot → Field Layout, use the dropdown menu to replace any existing fields or the + button at the bottom to add additional fields.

2. Drag and drop fields to adjust their order.

Creating and updating HubSpot contacts

Once your Qualified and HubSpot accounts are connected and you’ve mapped the fields, you have two ways to create or update HubSpot contact records:

Manually during live chats

If HubSpot is set as your default push destination, reps can click Create Contact in HubSpot during a live chat after collecting the required visitor information. 

Automatically through workflows and experiences

When a visitor engages with a Qualified experience and enters their email in the messenger or meeting booker, Qualified can automatically create or update a contact in HubSpot. This happens when the visitor reaches a Push to an external system step in the experience or a workflow, which triggers the contact creation or update process.

A visitor who arrives from a HubSpot marketing email is identified only on their first clickthrough. To learn more, see How HubSpot identifies email clickthroughs in Connecting to HubSpot.

To learn more about adding a Push to an external system step to an experience or workflow, see Integrations experience actions and Workflow actions.

Analyze HubSpot contacts created by Qualified

Track and understand how HubSpot contacts are created via Qualified, whether manually by reps or automatically through experiences or workflows. Use Qualified’s dashboards and reports to review metrics, identify trends, and optimize your workflows.

Dashboards

Dashboards in Qualified give you the flexibility to track HubSpot contact creation in a way that works for your team. Use these features to:

• Visualize metrics like the number of contacts created, whether manually by reps or automatically through experiences.

• Identify high-performing experiences by reviewing contact creation data in the Experience Leaderboard

Learn more about custom dashboards in Custom Dashboards

Reports

Reports provide detailed insights into HubSpot contact creation and allow for advanced filtering.

• Use the Record created in external systems filter to only show sessions where Qualified created a HubSpot contact.

• Use additional filters to narrow your results further. For example:
  • Experiences that created a HubSpot contact - identify HubSpot contacts created by a specific experience.
  • Reps who created a HubSpot contact - identify HubSpot contacts created by a specific rep.
  • Meeting booked? - identify sessions where Qualified created a HubSpot contact and the visitor also booked a meeting.

Learn more about creating reports in Using custom reports