Skip to main content

Documentation Index

Fetch the complete documentation index at: https://knowledge.deeto.com/llms.txt

Use this file to discover all available pages before exploring further.

Connecting Deeto to HubSpot lets your sales team access customer references and proof points directly inside HubSpot deal records, trigger Deeto campaigns from HubSpot lifecycle events, and keep both systems in sync automatically.

​
Prerequisites

  • Active HubSpot account with Admin access
  • Active Deeto workspace with Admin access

​
Setup

1

Open Integrations in Deeto

Log in to your Deeto workspace as an administrator. Go to Settings → Integrations and find the HubSpot tile.
2

Connect to HubSpot

Click Connect. You’ll be redirected to HubSpot. Log in with your HubSpot Admin account, review the permissions Deeto is requesting, and click Connect App. You’ll be returned to Deeto automatically.
3

Configure field mappings

In the HubSpot integration settings in Deeto, map HubSpot fields to Deeto fields:
  • Contact fields — Map HubSpot contact properties to Deeto contact records
  • Deal fields — Map HubSpot deal properties for reference matching
  • Company fields — Map HubSpot company properties
Select which data should sync from HubSpot to Deeto and configure sync frequency.
4

Test the integration

Create a test contact or deal in HubSpot and verify it appears in Deeto within the expected timeframe. Confirm data is correct in the Knowledge Hub. Test creating a reference in Deeto and verify it appears in HubSpot.
5

Train your team

Show your team where Deeto data surfaces inside HubSpot deal records and how to use references in their existing workflow.

​
What you get after integration

References in HubSpot deals — View recommended references for any prospect directly in the deal record. Access customer proof and testimonials without leaving HubSpot. Two-way data sync — HubSpot contacts appear as prospects or references in Deeto. Updated HubSpot data syncs to Deeto. Deeto reference activity appears in HubSpot activity timelines. Campaign triggering — Automatically send reference invitations when HubSpot lifecycle events fire. Trigger content collection campaigns when deals close. Use HubSpot workflows to enroll customers in Deeto campaigns.

​
Troubleshooting

Verify the integration is still active under Settings → Integrations. Check that your HubSpot and Deeto accounts are still connected and that field mappings are configured correctly.
Verify you have references in your Deeto Knowledge Hub. Check that deal and contact matching criteria are configured. Ensure the HubSpot contact has sufficient data for matching.
Go to Settings → Integrations → HubSpot and click Reconnect. Re-authorize Deeto in HubSpot if prompted.

​
Next steps

  • Populate your Knowledge Hub with references
  • Train your sales team on using references in HubSpot
  • Set up workflows to automatically trigger campaigns from HubSpot lifecycle events
  • Monitor reference matching and engagement metrics in Platform Performance

​
Support

Contact your Deeto Customer Success Manager or email support@deeto.ai.