HubSpot integration – Bizzy Sales Agent

Overview of Bizzy and HubSpot integration

Improve your sales and marketing efficiency by connecting Bizzy to your HubSpot account. Bizzy ensures that pushed company and contact records are enriched and consistent:

Customize field mapping based on your team’s preferences.
Push and enrich companies with their location, activities, email address, phone number, social links, VAT number, and more.
Push and enrich contacts with job title, department, seniority level, email address, and LinkedIn link.

Creating the connection

Go to the Lead Inbox and activate the toggle Auto-push (top right).
Choose your push preference:
- Automatically push all leads
- Only push manually approved leads
Select HubSpot and make the connection.
Log in to your HubSpot account and make sure you have the correct rights in HubSpot to authenticate the integration.
Follow the checklist below to confirm that all necessary HubSpot fields are available.
Map Bizzy fields to HubSpot fields by following the steps below.
You must have the correct user rights to enable and modify integrations.

Reading customer data (Pull)

In addition to pushing data to HubSpot, Bizzy also reads back (pulls) data from your CRM. This is specifically to recognize which companies are already customers.

For this, we ask you to create an extra custom field in HubSpot in which you indicate whether a company is a customer or not. This field may be static or a dropdown.

Examples:

Customer
Not a customer / Prospect / …

Bizzy automatically reads this field. Companies marked as customers are recognized as existing customers and are not offered again by our sales agent. This way, we avoid duplicates and prospecting is always focused on new, relevant leads.

Read here how to create custom fields in HubSpot.

Bizzy fields you can map to HubSpot

If the fields below are not yet visible in your CRM, you can create custom fields. Read here how to create custom fields in HubSpot.

Important company fields

Bizzy fields	Explanation	Field type	Example
VAT-number	A VAT identification number of the company.	Single line text	BE0421.694.038
Activities	An alternative to industries. A company can have multiple activities..	Multi-line text	Production of biscuits, Production of pastry goods
Link to Bizzy	Link to the company page on Bizzy.	URL	https://bizzy.org/en/BE/0421694038?utm_source=hubspot&utm_medium=integration
Founded since	Founding date of the company.	Single line text	1981-06-18T00:00:00Z
Company type	Example Bizzy data: Public limited company.	Single line text	Public limited company
Entity type	Example Bizzy data: Legal person	Single line text	Legal person
Company status	Example Bizzy data: Active/Inactive.	Single line text	Active

Employee data of the company

Bizzy fields	Explanantion	Field type	Example
Number of employees (total)	From official sources. The number of employees in a company.	Number	884

Financial data of the company

The availability of detailed financial data is not supported today by our sales agent.

Social links and company contact details

Bizzy fields	Explanation	Field type	Example
Email	A company email	Email	dpr.corporate@lotusbakeries.com
Phone number	A company phone number	Phone number	+32 09 7734 8963
Website	Company website	URL	www.lotusbakeries.com
LinkedIn	A social media link	URL	https://www.linkedin.com/company/lotus-bakeries/about/

Company location data

Bizzy fields	Explanation	Field type	Example
Country	The country where the company is registered	Single line text	BE
Street	Street where the company is registered	Single line text	Gentstraat
Number	Registrated house number	Number	23
Box	Registrated box	Number	-
Postal code	Postal code	Number	9971
City	City	Single line text	Kaprijke

Important contact fields

Bizzy fields	Explanation	Field type	Example
First name	Contact person's first name	Single line text	John
Last name	Contact person's last name	Single line text	Doe
Email	Contact person's email	E-mail	john.doe@gmail.com
LinkedIn	Contact person's LinkedIn	URL	-
Job title	Contact person's role	Single line text	Line manager
Seniority level	Contact person's seniority level	Single line text	Medior
Department	Contact person's department	Single line text	Operations
Sub-department	Contact person's sub-debpartment	Single line text	Production

Mapping

Bizzy field: Select the Bizzy data point you want to map.
HubSpot field: Select the HubSpot data point to map to Bizzy.
If you don’t see the custom fields you created, refresh HubSpot fields in Bizzy.

Note: Be careful when setting default fields to Overwrite, because manually entered data can be lost and replaced with Bizzy data.

Company and contact linking

Read this article to learn more about how we look up companies and contacts in your CRM and match them to companies and contacts in Bizzy.

Pushing companies and contacts to HubSpot

Once the integration is set up, you can push companies and contacts to your CRM by following these steps.