Configure how Evergrowth syncs with HubSpot (one-way or two-way per field), and view Evergrowth directly inside HubSpot Company & Contact records.

Install the Evergrowth app

This preliminary step is necessary to grant Evergrowth authorization to push Company/Contact data to your HubSpot account, while creating the ID fields necessary to link records.

Step 1) (While logged into your HubSpot account in browser) open this link to initiate Installing the app in HubSpot

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

Step 3) Click Connect

You will see the below confirmation when this is completed:

This means the installation has succeeded and required fields will have been created - you can close this window and continue

Part 1 - Setting up your Evergrowth Connection

Enabling the Integration

Step 1) In Evergrowth, Integrations in the left hand menu

Step 2) Open up the HubSpot tab

Step 3) Click Continue, then Connect to set up the integration

Connecting Evergrowth to your HubSpot Fields

Preliminary Steps

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!

Evergrowth Property Label	HubSpot Property Type	Comment
Companies
Account Score	Number	This is the score out of 100 calculated by your Research Agents on how many of your customer signals are matched
Evergrowth Tag	Single-line text	Useful for custom views & dashboard filtering in both systems
Evergrowth Workflow ID	Dropdown select	Dropdown list mapped to the exact names the Evergrowth workflows you have configured. If you have configured many workflows, or will be adding/changing these, setting the Property type to *Single-line text* is recommended
Account Plan	Multi-line text
Contacts
Persona Role	Freetext	This will connect to the Evergrowth "IBP Expertise" to capture the contact's role
Evergrowth Tag	Single-line text	This will allow the sync of Evergrowth record tags - useful for custom views & dashboard filtering in both systems!

For guidance on this task, see HubSpot's knowledgebase article:

📖 Creating and editing HubSpot Properties

Connecting your Fields

Step 1) While in Integration ➡️ HubSpot, navigate between the Accounts & Contacts tabs to map fields for each record type
Step 2) Alongside an Evergrowth field you wish to connect to HubSpot, click the pencil icon to edit:

Step 3) Within the pop-out view, select the HubSpot field to connect (and optionally set a custom Sync Direction)

Step 4) Click Assign to save

Repeat steps 2 - 4 until all the research, contact details, plays etc that you wish to sync between Evergrowth and Hubspot have been connected

Fields marked "Required" MUST be assigned for the Integration to be completed.

Field Examples & Suggestions

The below Google Sheet lists all the fields we recommend connecting between Evergrowth and HubSpot

For those fields you want to connect, ensure they are created in your HubSpot data model using the provided data types (like we mentioned in Preliminary Steps)

Field Mapping Specifications 🔗

Part 2 - Customizing your Evergrowth Connection

Selecting Sync direction

Sync direction defines how data moves between Evergrowth and your CRM for mapped fields.

Evergrowth ↔ CRM: Data syncs both ways. Changes in either system update the other.
Evergrowth ← CRM: Data syncs only from the CRM to Evergrowth. The CRM is the source of truth.
Evergrowth → CRM: Data syncs only from Evergrowth to the CRM. Evergrowth is the source of truth.

Global vs. Field-specific Sync Direction

The global sync direction sets the default data flow for the entire record type.

(i.e. Accounts can have a different default global sync direction to Contacts)

You can set the sync direction for individual fields, but only if the global setting allows it.

If a direction is blocked globally, fields cannot override it.

For Example, let's assume your global sync direction for Accounts is:
• Evergrowth ← CRM

Here you will not be able to configure any fields to have the sync direction of:

• Evergrowth → CRM

• Evergrowth ↔ CRM

Configuring Outbound filters

Outbound filters let you define conditions that control which Accounts and Contacts are synced from Evergrowth to your CRM.

Only records that meet these conditions will be included in the sync.

Step 1) While in Integration ➡️ HubSpot, alongside Outbound filters, click Manage

Step 2) Assign your rule/s for which Evergrowth Accounts should be valid to sync to your CRM

Note that you can use AND as well as OR for the conditions logic

Step 3) Hit Save to store your new filter criteria

You should configure Outbound Filters for both Accounts and for Contacts by switching tabs before you click Manage:

Recommended Filters

Standard Best Practice

Below are the simplest filters we recommend for records you push to Salesforce:

For Accounts: ICP = Yes
For Contacts: IBP = Yes

Advanced Examples

You can also expand these filters to be more selective about the records & data-quality that Evergrowth pushes to your CRM.

Account Example
The below filter will only push Accounts where Evergrowth has successfully found a Contact (or where contacts already existed):

Contacts Example
The below filter will only push new contacts if they have Safe to Send Email Addresses or a Phone Number populated:

Setting default CRM Sync Workflow

When records are pushed from HubSpot to Evergrowth, you can configure an Evergrowth workflow which launches automatically, immediately 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

Coming Soon 👀

Soon, you'll be able to specify different workflows for CRM sync based on records being created in Evergrowth (e.g. for new inbound leads) vs updated in Evergrowth (e.g. for dormant recycling)

Part 3 - Enabling & Bulk-Synchronization

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

Step 1) First, to get both systems aligned, you can launch initial sync to create relationships between Evergrowth and your CRM by clicking Sync ➡️ Initial

For a simpler initial sync (if you only want to create the relationship between Evergrowth and your CRM without creating or updating any records) leave these options unchecked and click Launch:

NB. Depending on the size of your CRM repository, this task may take a while to finish

Step 2) Once this is completed, you can enable the integration, so the systems will stay in sync going forward:

You must do this for both Accounts and Contacts on their respective tabs

Troubleshooting

If you have set up fields incorrectly, Evergrowth will display these issues for you to remedy in the below places:

Logs: for individual record success/error information
Sync History: For overviews of tasks where many records sync between Evergrowth and HubSpot
- Clicking the magnifying icon reveals the status, number of records sync'd and any records which failed to sync:

To find and investigate these issues, open one of these tabs to find the Validation errors to see where the issue lies and how you can fix it:

Usually the error messages will be simple explanations that require a simple fix!

For example, changing field types, updating dropdown options so that both Evergrowth & HubSpot have compatible values, or clearing up duplicates

Creating an Evergrowth view in HubSpot

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

FYI: You do not have to do this for each individual user!

After you created this view, users will have access to it automatically - no need for them all to create it themselves!

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:

For more information, see HubSpot's knowledgebase article:
📖 Structuring and Customizing Layouts

HubSpot Integration