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HubSpot Integration

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Overview

The HubSpot integration is a full bi-directional sync between Avina and your CRM.
It ensures Companies and Contacts are enriched with Avina signals, while also pulling in HubSpot context to power signals, account intelligence, and drafting.

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Purpose

  • Create and update Companies and Contacts in HubSpot automatically
  • Write Avina signals as timeline activities on those records
  • Pull HubSpot CRM data (contacts, deals, emails, activities, tickets) into Avina to enrich signal generation and insights
  • Provide sellers with buying signal context directly in HubSpot while enhancing Avina’s scoring and drafting

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How It Works

  • Write:
    • Companies → created or enriched when Avina detects new organizations
    • Contacts → created or enriched when Avina identifies new prospects
    • Timeline Activities → Avina signals (e.g., job changes, web visits, engagement surges) logged on Companies and Contacts
  • Read:
    • Avina pulls Companies, Contacts, Deals, Tickets, and Engagements from HubSpot
    • This CRM context strengthens Avina’s ability to produce signals, account scoring, and personalized drafts

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Setup

To enable HubSpot integration:
  1. Navigate to Settings > Integrations in Avina.
  2. Select HubSpot.
  3. Authenticate with your HubSpot account.
  4. Save and verify the sync.