Set up BuyerPing for HubSpot
BuyerPing puts every buyer it finds into HubSpot as a contact, a company and a deal, with the evidence attached. When the deal moves, BuyerPing hears about it and learns which signals actually close.
Before you start
- A BuyerPing account
You connect HubSpot to a workspace, so you need to be an Owner or Admin of one.
- A HubSpot user who can install apps
HubSpot asks the person connecting to approve BuyerPing for their portal.
Connect HubSpot
There are two ways in. Both end with the same connection.
- Open your workspace and go to Destinations.
- Find HubSpot and choose Connect.
- Pick your HubSpot portal and approve the permissions.
- You come back to BuyerPing with HubSpot marked Connected.
- Choose Install on the BuyerPing listing.
- Pick your HubSpot portal and approve the permissions.
- Sign in to BuyerPing if you are not already.
- Confirm which workspace the portal belongs to. Nothing is connected until you do.
When you connect, BuyerPing adds three custom properties to your portal so it has somewhere to put its score. They are listed below.
What BuyerPing creates in HubSpot
Each lead you send to HubSpot becomes these records, linked to each other.
| Record | What goes in it |
|---|---|
| Company | The company name and domain, when BuyerPing knows them. |
| Contact | Only when the lead names a person: name, email and job title where known, plus the BuyerPing score and intent. |
| Deal | Named after the person, or the company when there is no person, and the play that found them, with the BuyerPing score. It arrives without a stage, so set one to put it on your board. |
| Note on the deal | The receipt: the buyer's own words and a link to where they said it. |
| Task on the deal | Only when you approved a suggested first message, so it is not lost. |
Custom properties
| Property | Object | Holds |
|---|---|---|
| BuyerPing score (bp_score) | Contact | How well the lead fits and how strong the intent is, 0 to 100. |
| BuyerPing intent class (bp_intent) | Contact | The kind of intent the signal showed, such as evaluating. |
| BuyerPing score (bp_score) | Deal | The same score, so you can sort and report on deals by it. |
What comes back to BuyerPing
When a deal BuyerPing created changes stage in your default sales pipeline, the lead in BuyerPing updates to match.
| When the deal moves to | The lead in BuyerPing becomes |
|---|---|
| Appointment scheduled | Meeting booked |
| Closed won | Won |
| Closed lost | Lost |
Stages in other pipelines, and stage names you have renamed or added, are not read back yet.
What BuyerPing never does
- It never changes a deal's stage or pipeline. Moving deals is your team's call.
- It never emails, messages or calls your contacts.
- It ignores changes to deals it did not create.
Permissions it asks for
| Permission | Why BuyerPing needs it |
|---|---|
| crm.objects.contacts.write | To create the contact for each lead. |
| crm.objects.companies.write | To create the company the lead works at. |
| crm.objects.deals.write | To create the deal and attach the receipt to it. |
| crm.objects.deals.read | To see when a deal it created changes stage. |
| crm.schemas.contacts.write | To add the two BuyerPing properties to contacts, once. |
| crm.schemas.deals.write | To add the BuyerPing score property to deals, once. |
| oauth | Required by HubSpot for any app that connects through sign-in. |
Disconnecting
- In BuyerPing, go to Destinations, open HubSpot and choose Disconnect. BuyerPing deletes its access to your portal and stops sending leads.
- To remove the app from HubSpot as well, open Settings in HubSpot, then Integrations, then Connected Apps, and uninstall BuyerPing.
Records BuyerPing already created stay in HubSpot, and so do the custom properties. You can delete either in HubSpot at any time. BuyerPing keeps its own history of what it delivered.
Need help?
Write to us and a person will answer. help@buyerpingai.com