Hubspot Profile Enrichment in Airmeet: A Comprehensive Guide

Modified on Thu, 08 Feb 2024 at 02:21 PM


1. Overview

2. Sync Management: What gets imported?

   2.1. User Profile

   2.1.1. Fetching Data

   2.1.2. Setting lead status

   2.2. Sync Frequency

3. Consumption

   3.1. X-ray Vision

   3.2. AirProfile

   3.3. Filters & Segments

1. Overview

As an organizer, you can enhance participant profiles on Airmeet by seamlessly integrating HubSpot CRM data. This enriches user profiles with valuable information such as company details, deal information, and more. Here's a detailed guide on how to set up and utilize HubSpot Profile Enrichment in Airmeet. 

Hubspot enrichment can be turned ON from the Integrations tab in the community dashboard. 

2. Sync Management: What gets imported?

2.1. User Profile

2.1.1. Fetching Data: Upon enabling the HubSpot Enrichment, for all the unique registered users at the community level, the following data is fetched from HubSpot using users' email IDs:

  • Company Name

  • Deal Id 

  • Company Owner Name 

  • Company Owner Email 

  • Company ID 

  • Deal Name 

  • Deal Pipeline 

  • Deal Stage 

  • Deal Probability

  • Deal Amount 

  • Currency 

  • Deal Owner 

  • Deal Owner Email ID 

  • Deal Type 

  • Deal Priority 

  • Lead Status (Set by Airmeet)

  • Deal Close Date

2.1.2. Setting lead status

  1. If the email itself is not found in CRM, the registrant is considered as a ‘New Lead’. 

  2. The lead status field is set as ‘Existing Lead’ for a registrant if no deal is found, but the email is found in CRM. 

  3. The lead status is set as ‘Opportunity’ for a user and the company if deals are found for that user-company in CRM with deal probability for all of them < 100% AND at least one deal probability > 0.

  4. The lead status is set as ‘Customer’ for a user and the company if deals are found for that user-company in CRM and at least one deal has ‘deal probability = 100% AND closed date < 1 year’.

    1. Need to add a new column 'Total ACV (Currency)' and populate it for the users where lead status = Customer and the value will be the total of the deal values (where the deal probability = 100/Won & closed date is less than 1 year from the current date) per currency. 

    2. The assumption is that multiple deals with a particular company will be in the same currency. In case, multiple currencies are found for a single company, show USD if it is available or pick the currency with the highest value (if USD is not available). 

  5. The lead status is set as ‘Lost’ for a user and the company if deals are found for that user-company in CRM and all the deals have probability = 0 at any time OR 100% with a closed date > 1 year.

2.2. Sync Frequency

  • The sync happens weekly for a community for new registrants. 

  • Existing fields are updated daily for already synced registrants. 

3. Consumption

3.1. X-ray Vision

  1. When the enrichment is enabled, in any live event, the organizers can hover over any attendee (anywhere in the event) to see the deal data from Hubspot right on the overlay. 

  2. This gives the organizers the ability to target certain attendees in the live event and focus on interacting with them. 

3.2. AirProfile

  1. In the Airmeet dashboard, organizers can click on any registrant in the ‘users’ tab or ‘audience’ tab to access that registrant’s AirProfile. 

  2. AirProfile shows the engagement history of a registrant across events along with their current deal parameters from Hubspot, engagement score, and total time spent in events. 

  3. AirProfile can be used by marketing teams to personalize the outreach based on the past engagement. 

3.3. Filters & Segments 

  1. In the Airmeet dashboard, organizers can filter the audience using the CRM data by going to the Users/Audience tab, the following CRM filters will be available when the enrichment is turned ON - 

    1. Account (Company) Name

    2. Deal Name 

    3. Deal Pipeline 

    4. Deal Stage 

    5. Deal Probability 

    6. Deal Amount

    7. Deal Owner 

    8. Deal Type 

    9. Deal Priority 

    10. Lead Status

    11. Account ACV

  2. The above fields can also be used as columns along with other engagement data to create custom reports. 

  3. These filters can be clubbed with the engagement filters to figure out - 

    1. High-value & high engaged customers/prospects

    2. High-value & low engaged customers/prospects

    3. Low-value & high engaged customers/prospects

    4. Low-value & low engaged customers/prospects 

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