Why Connect Lift AI to HubSpot?
The Lift AI HubSpot Integration enables you to leverage real-time buyer intent scores directly within HubSpot.
Lift AI’s powerful intent data with your CRM, your sales and marketing teams can prioritize activities for the highest-intent leads, improving conversion rates and optimizing sales efforts.
✅ Score leads and contacts based on nuanced website behavior
✅ Prioritize and route high-intent leads directly to sales
✅ Stop wasting sales time on non-buyers
Summary of Steps to Install
- Log in or Create your Lift AI Account
- Request your Private Hubspot Link & Key
- Authenticate & Authorize our App
- Authorize Scopes for the Integration
- View your Lift AI Scores on Contacts & Accounts
- Set up Intent-Based Activities and/or Workflows
Step 1: Create Your Lift AI Account (New Customers Only)
The first step is to set up your Lift AI account.
Go to the install page and follow the instructions to add the Lift AI code.
Step 2: Request Your Private Link & Integration Key
To get your private link, fill out this form. Please specify in the comments that you want to set up the HubSpot App, and we will contact you within 1 business day with the details you need to get set up! (or Contact your Lift AI Client Success Manager)
Step 3: Authenticate and Authorize our App
After clicking through the private link, select and authenticate into your HubSpot account and accept permissions.
Step 4: Authorize Fields for the Integration
Select the HubSpot objects (Contacts, Companies, Opportunities) to sync.
Review and authorize the specific fields Lift AI can read and write. All Lift AI data is written to custom fields, ensuring your existing data remains untouched.
When you click on any object, the required fields will be shown on the right side.
Discuss reporting and model advantages of sending us additional custom fields with your Lift AI Client Success Manager. These can be added at any time to provide valuable insights about your high-intent contacts and accounts.
Step 5: View your Lift AI Scores on Contacts & Accounts
After connecting, Lift AI will begin syncing intent data to HubSpot within 24 hours.
Set 6: Set up Intent-Based Activities or Workflows
Use Lift AI’s intent scores to prioritize outreach, trigger workflows, and optimize your marketing campaigns.
Lift AI Custom Fields
Company Data:
*The Measurement period is the timeframe that we will maintain the average or highest score for each account before we reset it. For shorter sales cycles, we recommend setting the measurement period to 30 days, and for longer sales cycles 45 or 90 days.
Contact Data:
About the Integration
Data Security
The Lift AI Integration will not read, capture, or store any Personally Identifiable Information (PII) in your HubSpot Instance.
Data Access
The integration requests access to the Contact, Account, and Opportunities objects, including custom fields. To update contacts and accounts with the Lift AI scores, we read these objects, collect and store associated HubSpot IDs, and then accurately update these records.
Lead or Opportunity Data, including closed won, is used to improve the Buyer Intent Model by including these outcomes in your data set.
Lift AI will never overwrite standard company, contact, or opportunity fields.. All data we write to HubSpot is in Custom Lift AI Fields. You have full control over the specific fields you want to allow in the Integration.
Data Frequency
Lift AI updates Hubspot every 5 minutes.
API Limits
The integration is designed to minimize API calls, ensuring compliance with Hubspot limits.
