HubSpot Integration
Connect Zidi to HubSpot to automatically sync video engagement data with your CRM contacts.
Prerequisites
- A HubSpot account (Free or paid).
- A Zidi account on the Starter or Pro plan.
- Admin access to your HubSpot portal.
Connecting HubSpot
- Go to Settings > Integrations in your Zidi dashboard.
- Find HubSpot and click Connect.
- You'll be redirected to HubSpot to authorize the connection.
- Grant the requested permissions and click Connect App.
- You'll be redirected back to Zidi with a success message.
What Gets Synced
| Data | Direction | Description |
|---|---|---|
| Contact lookup | Zidi → HubSpot | Finds existing contacts by email |
| Contact creation | Zidi → HubSpot | Creates new contacts when not found |
| Video engagement | Zidi → HubSpot | Logs video views as activities/notes |
| Campaign data | Zidi → HubSpot | Pushes campaign recipient engagement |
Campaign Integration
When using video campaigns with HubSpot connected:
- Recipients are matched or created as HubSpot contacts.
- Video views are logged as engagement activities.
- Watch time and CTA clicks are recorded on the contact timeline.
Disconnecting
- Go to Settings > Integrations > HubSpot.
- Click Disconnect.
- Confirm the disconnection.
Disconnecting removes Zidi's access to your HubSpot account. Data already synced to HubSpot remains there.
Troubleshooting
- Connection failed? — Ensure you have admin access to HubSpot and try again.
- Contacts not syncing? — Check that the recipient email matches a HubSpot contact, or that contact creation is working.
- Token expired? — Disconnect and reconnect to refresh the OAuth token.