Custom field XLS export
Download a full list of HubSpot Custom Objects, Fields and their definitions here.
The AdRoll ABM integration with HubSpot enables you to view and use the following Account-based data directly in your HubSpot Company records so that you can measure impact with HubSpot reports and trigger HubSpot Workflows to automate activities.
Before you start
Before your HubSpot users can see our data directly in HubSpot, your CRM Administrator must complete all the steps in this initial installation guide.
Daily Sync 12pm UTC
The sync of data to your HubSpot custom objects and properties occurs daily at 12 pm UTC. The sync job may take up to 3 hours to complete. If you make changes to HubSpot properties, you may wait until the next daily sync is complete.
RollWorks Custom Properties in HubSpot
After completing the initial installation steps, we will automatically create custom properties in your HubSpot instance to write aggregated RollWorks data so that you can build reports and dashboards in HubSpot.
The custom properties containing AdRoll ABM data are linked directly to your Company object in HubSpot.
| HubSpot Object | Definition |
|---|---|
| Company |
At a high level this object aggregates the following AdRoll ABM data linked for the corresponding Company record:
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| Contact | Not available |
Identify New Custom Properties
RollWorks custom properties in HubSpot are categorized under Groups. The name of the Group determines if the custom property is new or legacy.
| New Custom Properties | Legacy Custom Properties | |
|---|---|---|
| Data Group | RollWorks Data for [Profile Name] | RollWorks Data |
To quickly find the new RollWorks custom properties when building reports or automations in HubSpot:
- Type "RollWorks"
- Select only properties listed under the header called ROLLWORKS DATA FOR [YOUR PROFILE NAME]
- Do not use properties listed under the header ROLLWORKS DATA or ROLLWORKS SALES INSIGHTS
If you have multiple Advertiser profiles connected to one HubSpot instance, both profiles will write data back to HubSpot. You can distinguish each Profile's data based on the name of the Group ROLLWORKS DATA FOR [Profile Name].
If you don't know the name of each Advertiser Profile, you can find the name of each profile by navigating to Settings > Advertiser Profiles.
Account Matching between our AdRoll ABM & HubSpot
We only sync data to existing HubSpot Company records
We will not create new HubSpot Company records through the daily data sync. Alternatively, you can use the Command Center to uncover in-market accounts and create new Company records in HubSpot.
The daily integration sync will write AdRoll fit, intent, engagement, and advertising data linked to the associated HubSpot Company record. The AdRoll ABM platform uses the default property 'Company domain name' in your HubSpot Company object to match the company domain between the AdRoll ABM platform and your HubSpot Company records.
| In HubSpot | Within the AdRoll ABM platform |
|---|---|
|
We use the domain entered under the 'Company domain name' property in your HubSpot Companies as the lookup field. |
We use the Company Domain associated with the account record in our database.
|
If the 'Company domain name' in HubSpot is blank or incorrect
We will not be able to recognize a match between our database of accounts and your HubSpot Company records. We will not sync data for that Company.
If the same 'website' is used across multiple HubSpot account records
HubSpot automatically deduplicates Company records by company domain; however, if multiple HubSpot Company records have the same domain under the 'Company domain name' property, we will write data to all company records that match.
We normalize the Account by removing any prefix or suffix
- haci.honda.com is normalized to honda.com
- hca.fujifilm.com is normalized to fujifilm.com
- honda.com/es is normalized to honda.com
Account List properties
The table below contains the Account List custom properties synced to HubSpot and their definitions.
| Field Label | API Name | Definition |
|---|---|---|
| Account List Name | adroll__tal_Names |
This custom field contains the name of the Account Lists this account is a member of. Learn more about Account Lists here. |
Journey Stage properties
The table below contains the Journey Stage custom properties synced to the HubSpot Company object and their definitions.
We assess all your CRM accounts, but we may not update every account with Journey Stage data. If an account lacks a stage, it indicates no activity related to any Journey Stage. An account with a blank journey stage is considered Unaware.
Learn more about journey Stages here.
| Field Label | API Name | Definition |
|---|---|---|
| Current Journey Stage | adroll__journey_stages_current |
Journey Stage the account is currently in. Journey Stage will be blank if the Account does not meet the criteria of any of your stages. |
| Previous Journey Stage | adroll__journey_stages_previous |
Journey Stage the account was in prior to the Current Journey Stage. Journey Stage will be blank if the Account does not meet the criteria of any of your stages. |
| Journey Stage Change Date | adroll__journey_stages_change_date | Date the account changed from Previous Journey Stage to Current Journey Stage. |
| Journey Stage Change Direction | adroll__journey_stages_change_direction |
This field value can be Progressed, Regressed or blank. This field indicates if the account progressed or regressed through your Journey Stage funnel configuration. |
| Journey Prediction | adroll__journey_prediction |
This field value can be High, Medium or blank and is calculated weekly Sunday 12am UTC. High: top 5% of positively predicted accounts – on average, High accounts are 25x more likely to become an open opportunity than an average account Medium: top 40% of positively predicted accounts – on average, Medium accounts 5x more likely than more likely to become an open opportunity than an average account Blank: we will not produce journey prediction data for an account if any of the following criteria is true:
|
Account Advertising properties
Advertising metrics synced to HubSpot Company records aggregate data from all Web and CTV advertising, including:
| Web Campaigns | Web Playbooks | CTV Campaigns |
|---|---|---|
LinkedIn or Facebook/Instagram data is not available in HubSpot.
It is not possible to filter by specific campaign types or campaign names. For such granular reporting, login to the AdRoll ABM platform.
For each AdRoll advertising metric, you will find 4 different custom fields so that you can build your reports using 4 different look-back periods: 7, 30, 60, and 90 days.
The table below contains the Advertising custom properties synced to the HubSpot Company object and their definitions.
| Field Label | API Name | Definition |
|---|---|---|
| Active Campaigns | adroll__campaign_names |
Name(s) of Web Account Targeting Campaigns currently serving ads separated by commas. This property is updated daily to add/remove any Web Account Targeting Campaign Name that has been paused or launched. Only Web Account Targeting Campaigns names are synced. CTV Campaigns, Web Contact Targeting, Web Retargeting, LinkedIn and Facebook campaigns are excluded. |
| Active Playbooks | adroll__playbook_names | Name(s) of the active Playbooks that are explicitly targeting the account, or for which the account has been reached in the last 90 days due to a different kind of rule/strategy. |
| Ad Spend in the last 7 days | adroll__adactivity_ad_spend_7d | Aggregated Web + CTV Advertising spend for an account during the specified look-back days. |
| Ad Spend in the last 30 days | adroll__adactivity_ad_spend_30d | |
| Ad Spend in the last 60 days | adroll__adactivity_ad_spend_60d | |
| Ad Spend in the last 90 days | adroll__adactivity_ad_spend_90d | |
| Ad Impressions in the last 7 days | adroll__adactivity_impressions_7d | Count of Web + CTV Impressions for an account during the specified look-back days. |
| Ad Impressions in the last 30 days | adroll__adactivity_impressions_30d | |
| Ad Impressions in the last 60 days | adroll__adactivity_impressions_60d | |
| Ad Impressions in the last 90 days | adroll__adactivity_impressions_90d | |
| Ad Clicks in the last 7 days | adroll__adactivity_ad_clicks_7d | Count of Ad Clicks for an account during the specified look-back days. |
| Ad Clicks in the last 30 days | adroll__adactivity_ad_clicks_30d | |
| Ad Clicks in the last 60 days | adroll__adactivity_ad_clicks_60d | |
| Ad Clicks in the last 90 days | adroll__adactivity_ad_clicks_90d | |
| Conversions in the last 7 days | adroll__adactivity_conversions_7d |
Count of total conversions tracked for an account during the specific look-back window. This field surfaces the number of conversion events as defined in the AdRoll ABM platform, and contains both non-attributed (i.e., organic) and attributed to Web + CTV campaigns. Click here to learn how conversion events are defined in your account. |
| Conversions in the last 30 days | adroll__adactivity_conversions_30d | |
| Conversions in the last 60 days | adroll__adactivity_conversions_60d | |
| Conversions in the last 90 days | adroll__adactivity_conversions_90d | |
| AdDriven Conversions in the last 7 days | adroll__adactivity_ad_driven_conversions_7d |
Count of total Ad-Driven* conversions tracked for a contact/lead during the specific look-back window. This field surfaces the number of conversion events as defined in your account, and contains both non-attributed (i.e., organic) and attributed to Web + CTV campaigns. *Ad Driven: A conversion, whereby there was also at least 1 account impression in the 30 days prior to the conversion, to any cookie within the account. Click here to learn how conversion events are defined in your account. |
| AdDriven Conversions in the last 30 days | adroll__adactivity_ad_driven_conversions_30d | |
| AdDriven Conversions in the last 60 days | adroll__adactivity_ad_driven_conversions_60d | |
| AdDriven Conversions in the last 90 days | adroll__adactivity_ad_driven_conversions_90d | |
| ViewThrough Conversions in last 7 days | adroll__adactivity_view_through_conversions_7d | Count of view-through conversions for a contact/lead during the specific look-back days. This field contains only view-through conversions attributed to Web + CTV campaigns. |
| ViewThrough Conversions in last 30 days | adroll__adactivity_view_through_conversions_30d | |
| ViewThrough Conversions in last 60 days | adroll__adactivity_view_through_conversions_60d | |
| ViewThrough Conversions in last 90 days | adroll__adactivity_view_through_conversions_90d | |
| ClickThrough Conversions in last 7 days | adroll__adactivity_click_through_conversions_7d |
Count of total click-through conversions for an account during the specific look-back days. This field contains only click-through conversions attributed to advertising. |
| ClickThrough Conversions in last 30 days | adroll__adactivity_click_through_conversions_30d | |
| ClickThrough Conversions in last 60 days | adroll__adactivity_click_through_conversions_60d | |
| ClickThrough Conversions in last 90 days | adroll__adactivity_click_through_conversions_90d |
Account Engagement properties
For each AdRoll engagement metric, you will find 4 different custom properties so that you can build your reports using 4 different look-back periods: 7, 30, 60, and 90 days.
The table below contains the Engagement custom properties synced to the HubSpot Company object and their definitions.
| Field Label | API Name | Definition |
|---|---|---|
| Page Views in the last 7 days | adroll__adactivity_page_views_7d | Count of all page views for an account during the specified look-back days. |
| Page Views in the last 30 days | adroll__adactivity_page_views_30d | |
| Page Views in the last 60 days | adroll__adactivity_page_views_60d | |
| Page Views in the last 90 days | adroll__adactivity_page_views_90d | |
| Unique Visitors in the last 7 days | adroll__adactivity_unique_visitors_7d | Count of Unique Visitors for an account during the specified look-back days. |
| Unique Visitors in the last 30 days | adroll__adactivity_unique_visitors_30d | |
| Unique Visitors in the last 60 days | adroll__adactivity_unique_visitors_60d | |
| Unique Visitors in the last 90 days | adroll__adactivity_unique_visitors_90d | |
| Ad Driven Page Views in the last 7 days | adroll__adactivity_ad_driven_page_views_7d |
Count of Ad Driven* Page Views for an account during the specified look-back days. *Ad-Driven: A page view by an account, whereby there was also at least 1 account impression in the 30 days prior to the page view, to any cookie within the same account. |
| Ad Driven Page Views in the last 30 days | adroll__adactivity_ad_driven_page_views_30d | |
| Ad Driven Page Views in the last 60 days | adroll__adactivity_ad_driven_page_views_60d | |
| Ad Driven Page Views in the last 90 days | adroll__adactivity_ad_driven_page_views_90d | |
| Ad Driven Unique Visitors in 7 days | adroll__adactivity_unique_ad_driven_visitors_7d |
Count of Ad Driven* Unique Visitors for an account during the specified look-back days. *Ad-Driven: A unique visitor by an account, whereby there was also at least 1 account impression in the 30 days prior to the visit, to any cookie within the same account. |
| Ad Driven Unique Visitors in 30 days | adroll__adactivity_unique_ad_driven_visitors_30d | |
| Ad Driven Unique Visitors in 60 days | adroll__adactivity_unique_ad_driven_visitors_60d | |
| Ad Driven Unique Visitors in 90 days | adroll__adactivity_unique_ad_driven_visitors_90d |
Account ICP Fit properties
The ICP Fit Grade and ICP Name associated with your accounts can be synced over to HubSpot. We will sync only A, B, and C ICP Fit grades to your CRM.
The table below contains the ICP custom properties synced to the HubSpot Company object and their definitions.
| Field Label | API Name | Definition |
|---|---|---|
| ICP 1 Grade | adroll__ICP1_Grade__c |
(A, B, C) This score indicates how closely the account resembles your ICP model. We will only sync ICP Fit Grades A, B, and C. This field will be blank if the account could not be graded, or the account scored D to F. |
| ICP 2 Grade | adroll__ICP2_Grade__c | |
| ICP 3 Grade | adroll__ICP3_Grade__c | |
| ICP 4 Grade | adroll__ICP4_Grade__c | |
| ICP 5 Grade | adroll__ICP5_Grade__c | |
| ICP 6 Grade | adroll__ICP6_Grade__c | |
| ICP 7 Grade | adroll__ICP7_Grade__c | |
| ICP 8 Grade | adroll__ICP8_Grade__c | |
| ICP 1 Name | adroll__ICP1_Name__c |
Name of the Ideal Customer Profile (ICP) associated with a fit grade. |
| ICP 2 Name | adroll__ICP2_Name__c | |
| ICP 3 Name | adroll__ICP3_Name__c | |
| ICP 4 Name | adroll__ICP4_Name__c | |
| ICP 5 Name | adroll__ICP5_Name__c | |
| ICP 6 Name | adroll__ICP6_Name__c | |
| ICP 7 Name | adroll__ICP7_Name__c | |
| ICP 8 Name | adroll__ICP8_Name__c |
Account Spike properties
When an Account Spike is detected, the Spike data is synced over to your HubSpot company records only when all the conditions below are true:
- The AdRoll ABM platform detects an Account Spike based on our Account Spike data science model.
- The company domain is correctly entered under the 'Company domain name' field in your HubSpot Company record.
- The company domain entered under 'Company domain name' matches the Company domain in our database.
When the three conditions above are met, we will sync Account Spike data to HubSpot even if the account is not part of an Account List.
The table below contains the Account Spike custom properties synced to the HubSpot Company object and their definitions.
| Field Label | API Name | Definition |
|---|---|---|
| Spike Date | adroll__salesinsights_spike_date |
Last date an Account Spike in website and ad engagement was captured for the account. Calculated based on our proprietary Account Spike data science model. |
| Spike Level | adroll__salesinsights_spike_level |
Website and advertising engagement level for the account compared to a prior activity, calculated based on our proprietary Account Spike data science model. |
| Spike Reason | adroll__salesinsights_spike_reason |
The specific engagement actions that occurred leading to the last Account Spike, calculated based on our proprietary Account Spike data science model. |
| Spike: Number of Matched Contacts | adroll__salesinsights_total_matched_contacts |
Number of contacts that contributed to the Account Spike event. If we are able to match the Spike for this Account to any of your existing CRM contacts at the moment the Spike happened, this field will indicate how many contacts were matched. If we are not able to match a contact, this field will be 0. Please note that we only match 'Spike: Number of Matched Contacts' against contact records; leads are excluded. |
Account Keyword Intent properties
We will sync the intent keywords for an account that has been surging within the last 7 days. We will write new intent data every day, and once we have 7 days' worth of dat,a we will start deleting intent data older than 7 days. The keywords are limited to the specific intent keywords you are monitoring.
The table below includes all the Keyword Intent custom properties synced to the HubSpot Company object and their definitions.
| Field Label | API Name | Definition |
|---|---|---|
| Very High Intent Keywords (last 7 days) | adroll__keyword_intent_very_high_intent_keywords |
This field will show you which keyword the account is demonstrating a Very High level of intent. Very High level means the account is consuming content related to that keyword in the top 1% of all other keywords tracked by us. |
| High Intent Keywords (last 7 days) | adroll__keyword_intent_high_intent_keywords_count |
This field will show you which keyword the account is demonstrating High level of intent. High Level means the account is consuming content related to that keyword in the top 10% of all other keywords tracked by us. The account is demonstrating intent at a High level. |
| Count Very High Intent KWs (last 7 days) | adroll__keyword_intent_very_high_intent_keywords_count |
Number of keywords the account is surging with Very High Intent in the last 7 days. Very High level means the account is consuming content related to that keyword in the top 1% of all other keywords tracked by us. |
| Count High Intent KWs (last 7 days) | adroll__keyword_intent_high_intent_keywords_count |
Number of keywords the account is surging with High Intent in the last 7 days. High Level means the account is consuming content related to that keyword in the top 10% of all other keywords tracked by us. The account is demonstrating intent at a High level. |
AdRoll ABM Contacts in HubSpot
The HubSpot integration daily sync will not write any data over to your existing HubSpot Contacts. Our data is only written in your HubSpot Company records.
You can use Contact Discovery Workflows to uncover unknown contacts at in-market accounts and create new contact records in HubSpot.