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Documentation Index

Fetch the complete documentation index at: https://docs.avina.io/llms.txt

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

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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 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

  1. Navigate to Settings → Integrations in Avina.
  2. Select HubSpot.
  3. Authenticate with your HubSpot account.
  4. Save and verify the sync.
For details on how signals land in HubSpot (notes, tag schema, dynamic lists), see Push to HubSpot.

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Use Cases

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Signal visibility in your CRM

Every Avina signal is written as a timeline Note on the related Company and Contact records so your team sees buying intent directly inside HubSpot without switching tools.

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Dynamic lists off signal tags

Each note includes standardized tags (e.g., avina_new_hire_signal, avina_web_visit_signal) that you can use to build dynamic lists and workflows. See Push to HubSpot for the full tag reference.

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Automated CRM updates

When Avina surfaces a new prospect via a signal, the corresponding Company and Contact are automatically created or updated in HubSpot. No manual data entry required.

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Personalized drafting

HubSpot deal history, email engagement, and meeting notes feed into Avina’s AI drafting engine, producing more relevant email copy and outreach.

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Supported Actions in Automations

When building automations, HubSpot supports the following destination types:
  • Add to sequence: enroll contacts in a HubSpot sequence
  • Create lead/contact: add new contacts discovered by signals
  • Create account/company: add new companies to HubSpot
  • Add signals to contacts/accounts: attach signal data to existing records
  • Add to list: include contacts in static or dynamic HubSpot lists
  • Add to ad audience: sync to LinkedIn, Meta, or Google ad audiences via HubSpot

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Sync Behavior

  • Initial sync: Avina pulls historical CRM data (companies, contacts, deals, activities, engagements) when first connected.
  • Ongoing sync: new data syncs bi-directionally in near real-time.
  • De-duplication: Avina matches contacts by email and companies by domain to prevent duplicates.

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AI Sequences

HubSpot’s Sequences API is read/enroll only, so using HubSpot as a sending platform for AI Sequences requires a one-time manual setup (creating the sequence shell and custom properties in HubSpot). See AI Sequences in HubSpot for the full step-by-step.