Integrations · HubSpot
HubSpot tells you who should make the call.
An at-risk alert is only useful if someone acts on it. Keep reads HubSpot to show who owns each at-risk account and when anyone last talked to the customer.
What changes with HubSpot connected
Each account shows its owner in HubSpot, its lifecycle stage, and when your team last contacted it. An at-risk customer nobody has talked to in 60 days reads very differently from one whose owner called yesterday.
HubSpot also makes the usage match better: contacts at the same company count as that account's users, so a company where finance pays and the team uses the product is not mistaken for an inactive one.
What Keep reads
| — | Keep and HubSpot |
|---|---|
| Connection | OAuth with read scopes for companies, contacts, and owners (deals optional). |
| Reads | Company name, domain, owner, lifecycle stage, last contacted date; owner names and emails; contact emails. |
| Writes | Nothing. |
| Stores | Access and refresh tokens, encrypted with AES-256-GCM. |
How to connect
Connect your revenue
Keep needs your paying customers and their MRR first.
Authorize HubSpot
Approve the read-only scopes in HubSpot.
See owners on accounts
Customer 360 and the next at-risk alert name the owner and the last contact date.
Questions
- Does Keep create tasks or deals in HubSpot?
- No. The HubSpot integration is read-only. Follow-up work lives in Keep's issues, which can sync with Linear.
- How does Keep match HubSpot companies to paying customers?
- By company domain: Keep takes the domain from the customer's billing email and looks up the HubSpot company with that domain.
- Which plan includes HubSpot?
- Every plan. All Keep features, including every integration, are in all plans; the difference between plans is monitored MRR.
Other integrations
Put an owner on every at-risk account.
Connect your billing and HubSpot and see who should call each customer.