HubSpot integration
See who watched your demo, right in HubSpot
Saltfish sends each identified viewer’s demo engagement to their HubSpot contact, so your team knows who to follow up with first
Sequence email
To Anna Lindqvist
Subject Your product tour
Hi Anna, here is the tour:
…/demo-share/8f2k1c?email=[email protected]1HubSpot sends your demo
A personalized link in an email or sequence
- yourproduct.comSaltfish demo
Invite your team
6 / 7Next
Visit ended
Stopped at step 6 of 7
Step 6 of 7Call booked2Your prospect plays it
Saltfish sees how far they get and what they click
- AL
Anna Lindqvist
HubSpot contact
Saltfish properties
- Demo completion
- Clicked CTAYes
- Demo sessions2
3Their contact updates
The engagement lands on the HubSpot contact
What lands in HubSpot
Seven demo fields on every identified contact
Saltfish adds a Saltfish property group to your contacts and keeps it current with each viewer’s latest demo
- 01
Last Saltfish demo viewed
The demo they opened most recently
- 02
Last Saltfish demo link
A link to that demo, so a rep can open exactly what the buyer saw
- 03
Last Saltfish demo view
The date and time of their latest session
- 04
Last Saltfish demo completion %
How far they got, from the first step to the last
- 05
Clicked CTA in last Saltfish demo
Whether they pressed the call to action inside the demo
- 06
Saltfish demo sessions (last 90 days)
How many times they came back to your demos
- 07
Identified in Saltfish via
Whether they filled in your lead form or opened a personalized link
Lead form answers also fill name, company, job title and phone, but only where HubSpot has them blank
Anna Lindqvist
[email protected] · Northwind
- Last Saltfish demo viewed
- Last Saltfish demo link
- Last Saltfish demo view
- Last Saltfish demo completion %
- Clicked CTA in last Saltfish demo
- Yes
- Saltfish demo sessions (last 90 days)
- Identified in Saltfish via
- Lead form
Identification
Two ways Saltfish knows who is watching
Saltfish only syncs viewers it can identify by email, and a link can never add a contact on its own
Contacts
MCMaria Chen[email protected]New contactALAnna Lindqvist[email protected]JEJon Ek[email protected]1Lead form
A viewer fills in your demo’s lead form, and Saltfish creates their contact or updates the one that exists
From a HubSpot sequence
studio.saltfish.ai/demo-share/8f2k1c?email=[email protected]Contacts
2Personalized link
A link sent from a HubSpot email or sequence updates the contact who received it
Typed into the address bar
studio.saltfish.ai/demo-share/8f2k1c?email=[email protected]Contacts
No match, nothing created
3Unknown email in a link
An email in a link that matches no contact is ignored, so nobody can add contacts through a URL
How it works
Connect once and every demo reports back
There is nothing to export or upload, Saltfish keeps each contact current on its own
- Connected to northwind.hubspot.com1
Connect HubSpot
Start it from Settings in Saltfish and a HubSpot admin approves it once
HubSpot personalized link
For HubSpot emails and sequences
…/demo-share/8f2k1c?email={{contact.email}}CopyCopied2Share the personalized link
Put it in HubSpot emails and sequences, and HubSpot fills in each recipient’s email
- Anna Lindqvist86%Jon Ek100%Maria Chen57%3
Follow up with context
Engagement lands on the contact within minutes, ready for your lists and your next call
Follow-up
Know who to follow up with first
Sort and filter on the Saltfish fields in any HubSpot list, and build workflows on them with HubSpot Professional
- Sales
Call while the tour is fresh
Start with the prospects who finished the demo and clicked, not the ones who never opened it
- Marketing
Build lists on real intent
Filter contacts by completion or CTA clicks and hand the warmest ones to sales
- Customer success
Spot stalled customers
See who stopped halfway through the latest demo they opened
Security
Built to keep your HubSpot data safe
Saltfish asks HubSpot only for the access it needs, keeps that access encrypted and holds viewer data for as short a time as it can
Encrypted connection
Access Saltfish asks HubSpot for
- Read and update contacts
- Add the Saltfish contact properties
- Deals, companies and tickets
- Your HubSpot password
Stored access token
Encrypted at restgAAAAABnT3xKqZ8vR2mYc0LwX1pT9
Encrypted connection
Saltfish stores its HubSpot access encrypted and never sees your HubSpot password
Only the access it needs
Saltfish asks HubSpot for contact access only, not deals, companies or tickets
Only identified viewers
Anonymous viewers never reach HubSpot, only people identified by email
Your data stays yours
Saltfish fills blank fields and never overwrites what your team entered
One visit at a time
Each visit is identified on its own, and Saltfish never carries an email over to a later visit
90-day retention
Saltfish deletes each visit’s record 90 days after that visit
FAQ
HubSpot integration questions
How does the Saltfish HubSpot integration work?
Saltfish matches identified demo viewers to HubSpot contacts by email and writes their latest demo, completion, CTA click and session count to seven contact properties
How often does Saltfish sync to HubSpot?
Every few minutes, and each visit is sent once the viewer has paused for a moment, so the contact shows the whole session rather than half of it
Does Saltfish create HubSpot contacts for anonymous viewers?
No, only viewers identified by email reach HubSpot, a lead form can create a contact, and a personalized link only updates a contact that already exists
Does it work with demos embedded on our website?
Yes, on your website viewers are identified by your lead form, while personalized links work with share links
Will Saltfish overwrite data in HubSpot?
No, lead form answers such as company and job title only fill fields that are blank in HubSpot, and the Saltfish fields only describe Saltfish demo activity
Which HubSpot plans does it work with?
It works with any HubSpot account, and on the free CRM Saltfish needs 7 of your 10 custom properties to be free
Who can connect HubSpot?
Anyone in your Saltfish workspace can start it from Settings, and a HubSpot Super Admin or someone with App Marketplace Access approves it once, past HubSpot’s standard notice for apps not yet listed in its marketplace
What happens when we disconnect?
Saltfish stops syncing and deletes its stored connection and session records right away, while the contacts and fields already in HubSpot stay as they are
How do we get the HubSpot integration?
It is available as an add-on for any Saltfish plan, so book a call and we will turn it on for your workspace
Put demo engagement where your sales team already works
Book a demo and we will show you the integration with your own demos
Available as an add-on, talk to us to turn it on