How to set up HubSpot sync for site members

Sync site member properties using the HubSpot app

Combine HubSpot's powerful CRM platform with your Bettermode site to sync member properties and activities with HubSpot contacts, run targeted campaigns, and boost customer engagement.

Availability and requirements

The HubSpot app is available on Growth and Premium plans only. Contact the sales team for more information. Learn more about Bettermode's pricing and plans.

Data synced between HubSpot and your site

Member properties

Each site member receives a corresponding contact in HubSpot. Bettermode creates a new contact if one doesn't already exist in HubSpot. You can toggle this functionality on or off in your app settings.

Contact enrichment

When contact syncing is enabled, Bettermode sends the following information to each HubSpot contact in addition to default HubSpot fields:

  • Member creation time

  • Member ID

  • Name

  • Tagline

  • Site profile URL

Member activities

Site member activities are logged in the HubSpot contact activity timeline. The following activities are tracked:

  • Member joined the site

  • Post published

  • Replies published

  • Member joined space

  • Member left space

Space membership

When members join or leave Spaces, the membership data syncs to a HubSpot contact property called "Spaces." You can use this field alongside other HubSpot contact properties to create dynamic lists and segment members by their Space memberships.

Enable the HubSpot app

  1. Install the app from your Bettermode app library. Learn how to install an app.

  2. After installation, open the app settings and click Connect HubSpot.

  3. You'll be directed to your HubSpot account to select your site and set permissions. After setting permissions, you'll return to your Bettermode app settings to configure the following options:

    Field category name

    This setting determines the prefix and category for all properties your site sends to HubSpot.

    ⚠ Important: You cannot change the category name after initial setup. To use a different category name, you must uninstall and reinstall the app.

    Create contact

    Off: Bettermode updates only existing contacts in HubSpot.

    On: Bettermode creates new contacts in HubSpot if they don't already exist.

    ⚠ Important: When you first activate the HubSpot app, it does not automatically create contacts for all existing site members. Contacts are created only when a member updates their profile or performs an activity on the site. To sync all existing members to HubSpot, export your members list and import it manually to HubSpot.

    Send events

    On: Site member activities are recorded in HubSpot for each member.

    Off: Site activities are not sent to HubSpot.

  4. Click Submit to complete the HubSpot integration.

Video tutorial

For a step-by-step walkthrough, see our Product Updates space.

Related topics

Contact Us

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