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Overview

Once Deeto is connected to your HubSpot instance, your sales team can access customer references, invite prospects to personalized microsites, and trigger reference calls — all from inside HubSpot deal and contact records. The Deeto tab appears directly within HubSpot, so reps never need to switch tools. Everything — invitations, reference matching, engagement tracking, and call scheduling — runs through the existing HubSpot workflow.
The HubSpot integration is set up by Deeto’s team. To get started, contact your Customer Success Manager or reach out to support@deeto.ai.

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What you get with the integration

References in deal records

View and select customer references directly from any HubSpot deal. No need to log in to Deeto separately.

Two-way data sync

Contacts, companies, and deals stay in sync between HubSpot and Deeto automatically.

Prospect microsites

Send a personalized Deeto microsite to a prospect from the deal record — curated references, content, and a personal note from the rep.

Engagement tracking

Track reference activity, prospect engagement, and call outcomes from both your Deeto dashboard and HubSpot notifications.

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Inviting a prospect

Use this flow when a prospect has requested a reference call, or when you want to proactively share customer references and content. Prerequisites: The deal must have an associated contact and company in HubSpot. If not, create them first.
1

Open the deal in HubSpot

Navigate to the deal record for the prospect you want to invite.
2

Open the Deeto tab

Within the deal record, click the Deeto tab.
3

Invite the prospect

Click Invite Prospect. Select the contact you want to invite and click Invite Prospect below their name.
4

Review and continue

Review the prospect details. Click Continue.
5

Select references

Choose the references you want to match with this prospect. We recommend selecting 3 references that are relevant to the prospect’s industry, use case, or deal stage.
6

Select assets

Choose the content assets (case studies, video testimonials, user stories) to include from each reference. A variety of asset types is recommended.
7

Add a personal note (optional)

Add a personal note per reference to make the introduction feel warm and specific.
8

Personalize the email

Review the email template. Customize the message for this prospect — personal emails have significantly higher acceptance rates.
9

Preview and send

Preview the email and click Send. The prospect receives a personalized microsite with the selected references and their content.
Be proactive — sharing relevant references and content ahead of the initial call builds credibility before the conversation even starts.

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Inviting a reference

Use this flow to invite an existing customer to join Deeto as a reference. Prerequisites: The customer must have a contact record in HubSpot. If not, create one first.
1

Open the contact in HubSpot

Navigate to the contact record of the customer you want to invite as a reference.
2

Open the Deeto tab

Within the contact record, click the Deeto tab.
3

Invite as reference

Click Invite Reference.
4

Review and continue

Review the contact details and confirm all fields are correctly mapped. Click Continue.
5

Review the email template

An editable email template will appear. Verify the template is correct with your admin before sending. Click Continue.
6

Send

Click Send. The customer receives an invitation to join your Deeto reference program.

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What happens after an invitation is sent

Once a prospect has been invited, the following flow happens automatically:
  1. The prospect receives a personalized microsite with the selected references and their content.
  2. The prospect chooses which reference(s) they want to speak with and suggests time slots.
  3. The selected references receive a reference call request by email, with the suggested times.
  4. The reference confirms a time or proposes alternatives — this continues until a time is agreed.
  5. Calendar invites are sent to both the prospect and the reference.
  6. A reminder is sent before the call.
  7. After the call, the sales rep receives a notification with call details and any notes from the reference or prospect.
Sales reps can track the full process from their Deeto dashboard and via email notifications — no manual follow-up required.

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Best practices

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For prospect outreach

Be proactive. Don’t wait for the prospect to ask — introduce references and relevant content early in the sales cycle. Authenticity before the first call builds trust. Define a reference call stage. Add Deeto as a formal lifecycle stage in your HubSpot pipeline. Customers who build this into their process consistently get more value from the integration. Personalize every invitation. Use the email customization step to tailor the message to the specific prospect. Generic emails perform significantly worse.

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For inviting references

Use NPS scores to qualify. We recommend only inviting customers with an NPS score of 8 or above. High-satisfaction customers make better, more enthusiastic references. Lead with their benefit. Be explicit about what’s in it for the reference — monetary rewards, networking opportunities, early access to new features, or simply the chance to share their story. Time it well. The best moments to invite a reference are:
  • 60 days after a successful onboarding
  • During or after a QBR
  • Right after they renew their contract
Consider renewal incentives. Including a reference invitation as part of the renewal process — paired with a perk — increases conversion significantly.

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Field mapping

Ensure all HubSpot fields are correctly mapped to Deeto fields before sending invitations. Unmapped fields may result in incomplete prospect or reference profiles. For technical details on which objects and fields sync between HubSpot and Deeto, see the HubSpot Technical Reference.

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Need help?

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