With our HubSpot integration, you enable a 2-way sync between Evergrowth and your CRM.

This allows for the research performed in Evergrowth to enrich the data viewed by your Customer-Facing teams, as well as giving your users access to Evergrowth Agents and Workflows without having to leave their system of choice!

This step is necessary to grant Evergrowth authorization to push Company/Contact data to your Hubspot account.

Step 1) (While logged into your Hubspot account in browser) open this link to initiate the authorization

Step 2) You may need to select a specific HubSpot tenant if you own more than 1.

Step 3) Click Connect

Step 1) In Evergrowth, head to Settings ➡️ Integrations

Step 2) Open up the HubSpot tab

Step 3) Click Next to set up the integration

These preliminary steps will ensure that can you set up your connection in one short session, without needing to jump back and forth between Evergrowth and your CRM!

We suggest you ensure that you have the below fields in your HubSpot records.

This could mean checking your existing properties for a good fit, or creating new properties specifically for new Evergrowth data!

Step 1) While in Settings ➡️ Integration ➡️ HubSpot, scroll down until you find Users, Accounts, Contacts tabs
​Step 2) In each of these tabs, within the text box, find the name of the HubSpot field where you wish for Evergrowth to sync data, like so:

Step 3) Map all the fields for your HubSpot Users, Companies & Contacts

Step 4) Click Save once you've mapped all the fields - You can return to map additional fields later

This section will show how to embed Evergrowth's Insights & Agents within your HubSpot views.

Step 1) In HubSpot, Head to Settings, then Objects ➡️ Companies

Step 2) Open the Record Customization tab

Step 3) In the layout editor, click Add

Step 4) From your Card Library, choose Evergrowth Company

Step 5) Once you've configured the view how you want it to appear for your users, click to Save

You can now do the same for your Contact views too:

This refers to filtering which records you wish Evergrowth to push to HubSpot.

(If you wish to push sync all Evergrowth records and data to HubSpot, you can ignore this!)

Step 1) In Evergrowth, go to Settings ➡️ Integrations ➡️ HubSpot

Step 2) Open the Filters tab

Step 3) Alongside Accounts or Contacts, click Edit Filters

Step 4) Here you can begin adding field rules (and groups of field rules*) to limit which Evergrowth records should sync with HubSpot

*If only using 1 field for your filtering, this still needs to be in a "Group" - this will just be a group of 1!

Your Account research Data is extremely useful in Evergrowth for qualifying Accounts, prioritizing with the Account Score, and crafting bespoke account plans and Plays.

However, you can also push this research data automatically to HubSpot so all of your Customer Facing teams have easy access to your Evergrowth data and benefit from your Agentic insights!

Step 1) Create properties in HubSpot where you want the specific research to be populated (see above steps)

Step 2) In Evergrowth, go to Settings ➡️ Integrations ➡️ HubSpot

Step 3) Scroll down to the Accounts tab

Step 4) Find the Agent whose research you wish to sync to HubSpot

Step 5) Select the field from Step 1 to push the research to!

Step 6) Click Save

Exactly the same as above, you can push contact-level insights about your buyers.

When records are pushed from HubSpot to Evergrowth, you can configure an Evergrowth workflow which launches automatically, passing those HubSpot records to your Evergrowth Agents to work with!

Step 1) In Evergrowth, go to Automations ➡️ Workflows

Step 2) Click ☑️ Set Default Workflows

Step 3) Under "CRM Sync" for Accounts & Contacts, select the Evergrowth workflow you wish to automatically launch

Once your Integration is fully configured, it's time to get both your CRM and Evergrowth data sets in sync.

Not only is this good practice for moving forward with many of the of the GTM processes you can configure in Evergrowth, it is necessary so you can ensure duplicate records are not created by the integration sync.

If you have set up fields incorrectly, Evergrowth will display these issues for you to remedy.

To find and investigate these issues, open the Setup tab of the Integration and expand the Validation errors to see the field where there is an issue and how you can fix it.

With a connection between your CRM Accounts/Contacts and Evergrowth, now is the perfect time to set up a Dormant Account recycling workflow

For Accounts which didn't convert (maybe it wasn't the right time) or where you closed but left a lot of room for expansion, you can schedule your Evergrowth Agents to run a regular research workflow and push updated insights to your CRM.

This workflow will surface insights when signals come back with a stronger intent and could be the key to ensuring you aren't missing out on potential revenue due to timing!