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Guidez
Native Integration
HubSpot
HubSpot Integration

Guidez + HubSpot.
Product Usage Becomes CRM Intelligence.

Every tour completion, onboarding milestone, NPS score, and feature adoption event flows automatically into HubSpot as contact activities and custom properties. Your sales and CS teams finally know what your users are actually doing inside your product.

Connect HubSpot Free All Integrations

2-minute OAuth setup · No API keys · Free on Starter and above

What This Unlocks

The integration your CS and sales teams have been waiting for

Without this integration, your HubSpot contacts are frozen snapshots. You know when someone signed up, maybe when they last logged in — but you have no idea whether they've completed onboarding, which features they've used, how they feel about your product, or whether they're about to churn.

With Guidez syncing to HubSpot, every contact becomes a live, real-time record of their product journey. Your CSM can see that a user completed the billing setup tour but abandoned the team invite flow — and reach out proactively. Your sales team can see that a trial user hit the 80% checklist mark — and know it's the perfect time for a conversion call.

This is the difference between reactive customer success and proactive revenue protection. Guidez + HubSpot makes it possible — in 2 minutes of setup.

Event Sync

Every product event flows to HubSpot automatically

10+ event types, all pre-mapped to HubSpot activities and contact properties. No custom code.

Guidez Event HubSpot Action Contact Property Updated Triggers Workflow
tour_startedTimeline activity loggedonboarding_status = "started"Yes
tour_completedTimeline activity + deal stage updateonboarding_status = "complete", activation_dateYes
tour_abandonedAt-risk tag + CSM alert taskchurn_risk = "high"Yes
checklist_startedTimeline activitychecklist_progress = 0Yes
checklist_completedDeal stage → "Activated"checklist_progress = 100, activation_dateYes
nps_submittedNPS score + detractor/promoter tagnps_score, nps_label, last_nps_dateYes
banner_clickedInterest signal loggedlast_banner_clicked, upgrade_interestYes
ai_question_askedTopic category logged to timelinelast_ai_question_topicOptional
feature_adoptedFeature usage tag addedfeatures_adopted (array)Yes
milestone_reachedCustom milestone activity + propertylatest_milestone, milestone_dateYes
HubSpot Properties

Custom contact properties added to HubSpot

These properties are automatically created in your HubSpot portal and kept up-to-date by Guidez events — ready to use in lists, workflows, and reports.

guidez_onboarding_status
not_started / started / complete / churned
guidez_checklist_pct
0–100 integer, updates on each step completion
guidez_nps_score
0–10 from latest NPS survey response
guidez_activation_date
Date/time first key activation milestone reached
guidez_last_seen_flow
Name of the last tour or flow the user interacted with
guidez_churn_risk
low / medium / high — set when tour abandoned or NPS <7
Workflow Templates

5 HubSpot workflows to build with Guidez events

Copy these directly into your HubSpot account. Each is triggered by a Guidez event already syncing to your contacts.

🎯
Re-Engagement

Tour Abandoned → Re-engage in 24h

Trigger: tour_abandoned event. Action: enroll in 3-email re-engagement sequence + create CSM task. Reduces 30-day churn by capturing at-risk users before they leave.

🏆
Activation Signal

Checklist 100% → Sales outreach

Trigger: guidez_checklist_pct = 100. Action: move deal to "Activated", notify sales rep. Strikes at peak intent — the moment users have fully engaged with your product.

😤
NPS Rescue

NPS ≤ 6 → Urgent CSM follow-up

Trigger: guidez_nps_score ≤ 6. Action: create priority task for CSM + send personalized apology/offer email. Turn detractors into case studies.

📧
Journey Email

Tour completed → Personalized next-step email

Trigger: specific tour_completed event. Action: send the right HubSpot email sequence based on which tour finished. "You've set up billing — here's how to invite your team." Context-aware, not generic drip.

⬆️
Upgrade Intent

Upgrade banner clicked → Sales notification

Trigger: banner_clicked on upgrade CTA. Action: immediately notify sales rep with contact context. Strike within minutes of peak upgrade intent — before users talk themselves out of it.

Real Scenario

A day in the life: CS team with Guidez + HubSpot

9:02 AM
CSM opens HubSpot — sees new activity on a trial contact
Guidez synced: "tour_abandoned" on "Billing Setup" tour at Step 3. Contact property updated: churn_risk = "high". CSM task created automatically by HubSpot workflow.
9:08 AM
CSM sends a targeted Loom video to the user
Knowing the user stopped at Step 3 of Billing Setup (not "they haven't been active"), the CSM sends a 90-second Loom specifically addressing that step. Response rate: 3× higher than generic check-ins.
2:15 PM
User completes the tour — HubSpot fires automatically
Guidez syncs: tour_completed, checklist_pct = 100, activation_date = today. HubSpot workflow moves the deal to "Activated" and notifies the AE.
2:32 PM
AE reaches out at peak intent — closes the expansion
17 minutes after the user hit full activation, the AE calls with a targeted growth offer. Conversion rate for this playbook: 34%. All triggered automatically by Guidez + HubSpot — zero manual monitoring.
Setup Guide

Connect in 2 minutes. No developers.

1

Open Settings → Integrations → HubSpot

In your Guidez dashboard, navigate to Settings → Integrations. Find HubSpot in the integration list and click "Connect". The whole navigation takes under 30 seconds.

2

Authorize with HubSpot OAuth — no API keys needed

You'll be redirected to HubSpot to approve the connection. Select your portal, grant the requested permissions, and you're redirected back to Guidez. No digging through developer settings for API keys.

3

Choose which events sync — defaults are pre-configured

10+ events are pre-mapped to HubSpot activities and contact properties. Toggle on the ones you want. Send a test event to verify. You'll see live Guidez data appearing in HubSpot within seconds.

FAQ

Integration questions

What does the Guidez HubSpot integration actually do?

It automatically syncs product tour completions, checklist progress, NPS scores, feature adoption events, and onboarding milestones to HubSpot as contact timeline activities and custom contact properties. Your sales and CS teams see a real-time record of every user's product journey without ever leaving HubSpot.

Can I trigger HubSpot workflows from Guidez events?

Yes. Any Guidez event that appears as a contact property or activity can trigger HubSpot workflows — re-engagement email sequences, CSM task creation, deal stage changes, sales notifications, and more. Full list of pre-built workflow templates above.

How does Guidez match users to HubSpot contacts?

Guidez matches by email address via the identify() call. When a user is identified in Guidez with an email address, all events are automatically linked to the matching HubSpot contact. If no match exists, Guidez can optionally create a new contact.

Does the HubSpot integration cost extra?

No. The HubSpot integration is included on all paid Guidez plans (Starter and above). No extra fees, no per-event charges, no API rate limit gotchas.

Which HubSpot plans does this work with?

The Guidez HubSpot integration works with HubSpot Free, Starter, Professional, and Enterprise. Custom event-triggered workflows require HubSpot Professional or Enterprise (due to HubSpot's own plan restrictions on workflow triggers).

What other integrations does Guidez support?

Guidez has 20+ native integrations including Salesforce, Segment, Amplitude, Mixpanel, PostHog, Intercom, Zendesk, Slack, Jira, Confluence, Google Tag Manager, Zapier, and Calendly. See all integrations →

Also connects with

Guidez has 20+ native integrations for every modern SaaS stack

Salesforce
Salesforce
Segment
Segment
Amplitude
Amplitude
Intercom
Intercom
Slack
Slack
Mixpanel
Mixpanel
Zendesk
Zendesk
View all 20+ →

Connect Guidez to HubSpot in 2 minutes.

Start your free account and link HubSpot in the same session. Your CS team will thank you.

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Free forever · HubSpot included on Starter+ · 2-min OAuth setup