HubSpot

The Bread & Butter + HubSpot Integration allows you to add or update contacts in HubSpot automatically. You can also enable user session notes to track activity when users visit your site.

Part 1: Connect HubSpot

To create your HubSpot Integration in Bread & Butter, follow these steps:

1. Log in to your Bread & Butter Dashboard.
2. Click Automation > Integrations on the left side menu.
3. Under the Integrations section, click on the Hubspot logo to create a new integration.
4. Enter a Name for the integration (optional, the default name will be 'Hubspot').
   1. Optional: Enable Session Start and Session Close notes if you want to track visitor activity in your HubSpot contact timeline.
5. Click Connect HubSpot.
6. Follow the instructions in the popup window to log in to HubSpot, select your account, and allow permissions.
7. Once you are returned to the setup dialog, click Save & Close.

Part 2: Set up Rules

Once the integration is connected, you need to set up a Rule to determine when data is sent to HubSpot.

1. Click Automation > Integrations on the left side menu.
2. Select the HubSpot Integration you created in Part 1.
3. Under the Rules section, choose the Filter Conditions that will trigger this rule (e.g., EVENT: Email Verified, LEAD SCORE: 6,7,8,9,10). You can manually refine the filter condition, or pick from the pre-configured filters that were previously saved for your account.
4. Enter a descriptive Name for the rule (e.g., 'Leads').
5. Select the Action: Add/Update Contact or Remove Contact.
6. If adding a contact: Map the Bread & Butter data fields to the corresponding HubSpot fields using the drop-down provided.
   • For a full list of fields, see Field Mapping Definitions.
7. Click Save & Close.

Your integration is now live! When the event occurs, the user will be added to (or updated in) Pipedrive.

Feature: Session Start and End Notes

With Session Notes enabled, Bread & Butter acts as a live activity tracker for your sales team.

• Session Start: When a user visits your site, Bread & Butter checks if they exist in Hubspot. If they do, it appends a note indicating they are currently active:

• Session End: When the user leaves, a summary note is added detailing their visit duration and activity:

These notes appear directly in the Hubspot profile timeline, helping your team identify highly engaged leads in real-time.

Feature: Hubspot Field Mapping

You can map detailed analytics data from Bread & Butter directly into Hubspot fields. This allows you to capture critical marketing data like UTM parameters, location, and device info without manual entry.

Available Data Points:

• User Info: Email, First Name, Last Name, Profile Image, Company
• Marketing Data: Referrer, UTM Source/Medium/Campaign/Term/Content
• Location: City, State/Province, Country, IP Address, ISP
• Tech: Operating System, Device Type, Browser
• Activity: Page View URL, Page Title, Event Name/Date

How it works: When creating a Rule, Bread & Butter fetches all available fields from your Hubspot account (including custom fields). Simply use the dropdown menus to match the Bread & Butter data point on the left to the Hubspot field on the right.