Setup Guide: HubSpot CRM

Last updated on August 04 2025

Spectacle's "HubSpot CRM" integration is available to all trialing and Spectacle subscribers.

Overview

The HubSpot CRM integration automatically tracks your marketing funnel and customer journey by connecting HubSpot events to Spectacle's attribution system. When contacts move through lifecycle stages, deals progress, or contacts join companies, these activities are captured as attribution events to help you understand which marketing activities drive engagement and conversions.

To initiate your HubSpot CRM integration, navigate to Setting from the sidebar menu. Locate and select HubSpot CRM among the integration options or visit your workspace settings.

Once on the HubSpot CRM page, click "Connect to HubSpot" to begin the setup process.

Connection Steps

Step 1: Sign Into HubSpot CRM

If you are not currently signed into HubSpot CRM, you will be prompted to create a new HubSpot account or sign in to your existing HubSpot account.

Step 2: Choose What HubSpot Account to Connect To

Choose an account for the available list of accounts to connect Spectacle to. Note that your Spectacle HubSpot CRM integration allows for multiple HubSpot account connections.

Step 3: Connect App

Review Spectacle's required access to your HubSpot account and continue connecting if you agree by clicking "Connect App" at the bottom of the page.

With Spectacle, your CRM data will be synchronized to help you track attribution and customer journeys. Rest assured, your CRM data is securely siloed per account and will never be shared or resold to others.

Configuration & Settings

Step 4: Configure Integration Settings

After connecting your HubSpot account, you can configure the following settings to optimize your integration:

Contact & Company Mapping

User Id Field (optional): The HubSpot Contact property field where you store the internal User Id from your own system (if any). When configured, Spectacle will Identify any HubSpot contacts, making them show up on the Audiences page under Contacts.
Company Id Field (optional): Choose a HubSpot company property to identify organizations. When configured, Spectacle will Group any HubSpot contacts to a Company. This will make them show up on the Audiences page under Companies.

Revenue Tracking

Track Payments (optional): When enabled, tracks commerce payment events (succeeded, failed, refunded, disputed) from HubSpot's payment system. This provides revenue attribution for your marketing activities.

What Gets Tracked

Contact Lifecycle Events

Spectacle automatically tracks and attributes the following contact lifecycle events:

Contact Created - When a new contact is added to HubSpot
New Subscriber - Contact reaches "subscriber" lifecycle stage
Lead Captured - Contact becomes a "lead"
MQL Qualified - Contact reaches "marketing qualified lead" status
SQL Qualified - Contact becomes "sales qualified lead"
Opportunity Created - Contact reaches "opportunity" stage
Customer Converted - Contact becomes a "customer"
Customer Expanded - Contact reaches "evangelist" stage

Deal Progression Events

Track your sales funnel with automatic event generation for deal activities:

Deal Created - When new deals are created
Appointment Scheduled - Deal reaches appointment stage
Qualified to Buy - Deal moves to qualified stage
Presentation Scheduled - Presentation stage reached
Decision Maker Bought In - Decision maker engagement
Contract Sent - Contract stage reached
Deal Won - Deal successfully closed
Deal Lost - Deal marked as lost

Commerce Payment Events

When "Track Payments" is enabled, Spectacle automatically tracks:

Payment Succeeded - Successfully processed payments (includes revenue tracking)
Payment Failed - Failed payment attempts
Payment Refunded - Refunded payments (tracks negative revenue)
Dispute Won - Payment disputes resolved in your favor
Dispute Lost - Lost payment disputes (tracks negative revenue)

Company Association Events

When contacts are associated with companies in HubSpot, Spectacle tracks:

Company Association - When a contact is linked to a company
Company Events - Activities at the company level attributed to all associated contacts

This enables account-based marketing (ABM) attribution and helps you understand which marketing activities drive company-level engagement.

Event Attribution & Analytics

All HubSpot events are automatically attributed to your marketing touchpoints, allowing you to:

Measure which campaigns generate the most qualified leads
Track the complete customer journey from first touch to closed deal
Calculate real ROI for your marketing spend
Identify which touchpoints contribute to deal progression

If you need additional HubSpot events or custom field mappings, please contact our support team.