HubSpot Integration
Connect Zidi to HubSpot to automatically sync video engagement data with your CRM contacts. When prospects watch your videos, Zidi logs viewing activity — including watch duration, percentage viewed, and CTA clicks — directly on their HubSpot contact timeline.
Prerequisites
- A HubSpot account (Free CRM or any paid plan).
- A Zidi account on the Pro plan (CRM integrations require Pro).
- Admin access to your HubSpot portal.
Step 1: Connect HubSpot
- In your Zidi dashboard, go to Integrations from the left sidebar.
- Find HubSpot and click Connect.
- You'll be redirected to HubSpot's authorization page.
- Select the HubSpot account you want to connect.
- Review the requested permissions (contacts read/write, deals read, timeline) and click Connect App.
- You'll be redirected back to Zidi with a success confirmation.
Step 2: Send a Video Campaign
- Go to Campaigns in your Zidi dashboard.
- Create a new campaign and attach a video.
- Add recipients (manually or via CSV with columns:
email,firstName,lastName,company). - Launch the campaign.
When HubSpot is connected and you launch a campaign, Zidi automatically pushes recipient data to HubSpot.
What Gets Synced
| Data | Direction | Description |
|---|---|---|
| Contact lookup | Zidi → HubSpot | Matches recipients to existing HubSpot contacts by email |
| Contact creation | Zidi → HubSpot | Creates new contacts for recipients not found in HubSpot |
| Video views | Zidi → HubSpot | Logs each video view as a note on the contact timeline |
| Watch duration | Zidi → HubSpot | Records how long the contact watched (seconds and percentage) |
| CTA clicks | Zidi → HubSpot | Logs when a contact clicks a call-to-action button |
| Campaign data | Zidi → HubSpot | Associates engagement with the campaign name |
How It Appears in HubSpot
Video engagement data appears as notes on the contact's timeline in HubSpot. Each note includes:
- Video title and campaign name
- Watch percentage and duration
- CTA click status
- Timestamp of the engagement
Your sales team can use this data to prioritize follow-ups — contacts who watched 80%+ of a video are more likely to convert.
Permissions Explained
| Permission | Why It's Needed |
|---|---|
| crm.objects.contacts.read | Look up existing contacts by email |
| crm.objects.contacts.write | Create new contacts for campaign recipients |
| crm.objects.deals.read | Associate video engagement with deal pipelines |
| crm.schemas.contacts.write | Create custom properties for video engagement data |
| timeline | Log video views and engagement on the contact timeline |
Disconnecting
- Go to Integrations in your Zidi dashboard.
- Find HubSpot and click Disconnect.
- Confirm the disconnection.
Disconnecting removes Zidi's access to your HubSpot account. Data already synced to HubSpot (contacts, notes) remains there and is not deleted.
Troubleshooting
- Connection failed? — Ensure you have admin access to your HubSpot portal and that you're on the Zidi Pro plan.
- Authorization error about missing scopes? — Make sure you grant all requested permissions during the OAuth flow. Do not deselect any checkboxes.
- Contacts not syncing? — Verify the recipient email in your campaign matches the contact email in HubSpot. If no match is found, Zidi creates a new contact.
- Token expired? — Disconnect and reconnect HubSpot to refresh the OAuth tokens.
- Need help? — Contact support@zidi.ai.