HubSpot Connections

Sync Accoil traits onto HubSpot contacts and companies, add the Accoil widget to records, and create tasks from your automation rules.

Overview

The Accoil–HubSpot integration brings product usage insights directly into your CRM. Whether you’re qualifying leads, managing accounts, or running lifecycle campaigns, this integration lets you take action based on real user behavior.

By connecting Accoil to HubSpot, you can:

Sync engagement scores, segments, and other traits to contacts and companies in HubSpot
View real-time usage insights via the Accoil widget on contact and company records
Trigger automated or manual follow-ups using HubSpot tasks or timeline events

What you can do in HubSpot

Use Accoil Traits in HubSpot

Accoil syncs user and company traits into HubSpot every 6 to 24 hours. These traits can be used for:

List building and segmentation in HubSpot
Targeted marketing workflows
Lead scoring or lifecycle triggers
Account health tracking

Where to Find These Traits

Traits are added to a custom Accoil group of properties in HubSpot
You’ll find them in Contact and Company properties
They follow the format: Accoil [WorkspaceName] [TraitName] _(spaces removed from the workspace name)_

Example: Accoil_TrialUsers_EngagementScore

Displaying Traits in HubSpot

To view these traits on a contact or company record:

Open the record
Click Edit View
Add the relevant Accoil properties to your visible fields

Once added, these properties can be used in:

Filters
Lists
Reports
Workflows

Once connected, the Accoil app can be added to your HubSpot contact and company views. You can also install it directly from the HubSpot App Marketplace.

The widget appears on the right-hand side of a record and includes the same four tabs used across Accoil’s integrations:

Tab	What it shows
Summary	A high-level overview of account health, based on your configured summary workspace
Account	Group-level metrics like engagement score, activation, adoption, and segment membership
User	User-specific data: engagement score, last active, usage frequency, etc.
Info	Definitions and context to help interpret what you're seeing

The widget reflects real-time data from Accoil and supports workspace switching using the dropdown at the bottom.

Take Action from Accoil in HubSpot

You can trigger actions in HubSpot directly from Accoil—both automatically through rules and manually via the UI.

Automation Actions

Within Accoil Automation Rules, you can configure HubSpot as a destination for two types of actions:

Create Task Assigns a task to the owner of a contact or company in HubSpot
Add Timeline Event Adds a custom event to the company’s timeline, useful for tracking key milestones or behavioral triggers

Manual Actions

You can also manually create HubSpot tasks from within Accoil:

From any individual user or group workspace
Or by selecting multiple users or groups in a list view

Open the Actions menu, then choose Create HubSpot Task to assign next steps inside HubSpot.

Admin Setup & Configuration

How to Connect Accoil to HubSpot

In Accoil, go to Settings > Connections
Select HubSpot, then click Connect
Authorize Accoil to access your HubSpot workspace
Once authorized, the widget and data sync will be enabled

You can also find and install the Accoil app from the HubSpot Marketplace to add the widget to your record views.

What Traits Are Synced

You have full control over which traits are synced and from which Accoil workspaces.

Workspace Sync Control

Enable or disable syncing for each workspace
For each enabled workspace, you can choose to sync:
- Segment names only, or
- All traits, including engagement, activation, adoption, etc.

Naming Format

Synced traits follow this naming pattern:

Accoil_[WorkspaceName]_[TraitName]

All spaces in the workspace name are removed
Traits appear in the Accoil property group in HubSpot

Example: Accoil_PayingCustomers_ActivationRate

Automatic Cleanup

If you:

Disable a workspace, or
Change sync settings (e.g. from all traits to segment names only)

Accoil will automatically archive the previously synced properties for that workspace in HubSpot.

How Matching Works

Default Matching

By default, Accoil matches records using:

Users → matched to Contacts via email address
Groups → matched to Companies via company name or company domain

Custom Matching

You can override the default matching logic to use custom traits in Accoil and custom properties in HubSpot.

To do this:

Choose the Accoil trait you want to use for matching (e.g. tracking_id)
Select the corresponding HubSpot property to match against

For custom properties to be available for matching, they must be set as unique fields in HubSpot. If a property is not marked as unique, Accoil cannot use it for matching.

Use Cases by Team

Team	How Accoil + HubSpot Helps
Sales	Prioritize leads by product usage; assign follow-ups automatically
Marketing	Build lifecycle campaigns based on activation or segment entry
Customer Success	Monitor engagement and health signals from accounts in your pipeline
Support	Reference usage context when reviewing tickets in HubSpot Service Hub

Troubleshooting

Widget not visible? Make sure the Accoil app is added to your contact or company view
Traits missing? Ensure the workspace is enabled for sync, and that the trait type is set to “All traits”
No match? Check if the user or group has the matching trait in Accoil and that the HubSpot property is marked as unique (if using a custom match)

Still stuck? Reach out to Accoil support via chat or email.

Summary

The HubSpot integration connects product insights to the heart of your customer workflows. From synced traits to embedded widgets to automated follow-ups, Accoil helps your team respond faster, prioritize smarter, and engage more effectively—right from your CRM.

Have suggestions or need something more? Let us know—we’re building with your workflows in mind.