Account List properties
The table below contains Account data synced to HubSpot properties and their definitions.
| HubSpot Company Property | Definition | Account List required |
|---|---|---|
| RollWorks Account List Name |
The name of the RollWorks Account Lists this company is a member of. Learn more about how to create and manage your RollWorks Account Lists in this article. |
Yes |
Journey Stage properties
The table below contains Journey Stage data synced to HubSpot properties and their definitions.
| HubSpot Company Property | Definition | Account List required |
|---|---|---|
| RollWorks Journey Stage |
Last Journey Stage the account was in. Example values: Unaware, Aware, Engaged, Open Deal, Closed Won Deal. ⚠️ This field will not be pushed to HubSpot in the following scenarios:
|
Yes |
Account Advertising properties
RollWorks will sync advertising metrics to your HubSpot instance only for the following type of campaigns and playbooks:
Please note that we will not write impressions, spend, and clicks for the following campaign types:
- Website Retargeting Campaigns
- Website Retargeting Playbooks
- Website Contact Targeting
- LinkedIn Campaigns launched in RollWorks or RollWorks Audiences synced to LinkedIn
Look-back period: 7, 30, 60, 90 days
For each RollWorks Advertising metric, you will find 4 different Company properties available in HubSpot so that you can build your reports and trigger workflows using 4 different look- back periods: 7, 30, 60, and 90 days.
The table below contains the Account Advertising data synced to HubSpot properties and their definitions.
| HubSpot Company Property | Definition | Account List required |
|---|---|---|
|
Sum of impressions for a Company for the last 7, 30, 60, or 90 days. | Yes |
|
The date the last RollWorks attributed impression was recorded for this Company. | Yes |
|
Sum of RollWorks spend for a Company for the last 7, 30, 60, and 90 days from today. | Yes |
|
Sum of RollWorks ad clicks for a Company the last 7, 30, 60, and 90 days from today. | Yes |
|
Sum of both click-through & view-through conversions for a Company for the last 7, 30, 60, and 90 days from today. | No |
|
Sum of click-through conversions for a Company for the last 7, 30, 60, and 90 days from today. | No |
|
Sum of view-through conversions by a company for the last 7, 30, 60, and 90 days from today | No |
| Active RollWorks Campaigns/Playbooks |
The name of the active advertising Playbook or Campaign the account is being targeted in.
The campaign/playbook name is only written for:
|
Yes
|
Account Engagement properties
RollWorks will sync engagement metrics to your HubSpot instance only for the following type of campaigns and playbooks:
Please note that we will not write engagement metrics such as page views for the following campaign types:
- Website Retargeting Campaigns
- Website Retargeting Playbooks
- Website Contact Targeting
- LinkedIn Campaigns launched in RollWorks or RollWorks Audiences synced to LinkedIn
Look-back period: 7, 30, 60, 90 days
For each RollWorks Engagement metric, you will find 4 different Company properties available in HubSpot so that you can build your reports and trigger workflows using 4 different look- back periods: 7, 30, 60, and 90 days.
The table below contains the Account Engagement data synced to HubSpot properties and their definitions.
| HubSpot Company Property | Definition | Account List required |
|---|---|---|
|
Sum of pages viewed for a Company for the last 7, 30, 60, and 90 days from today. | No |
Account ICP Fit properties
The table below contains the ICP custom properties synced to HubSpot and their definitions.
| HubSpot Company Property | Definition | Account List required |
|---|---|---|
| RollWorks ICP Fit Grade |
This property includes both:
Example value: Enterprise/Finance = A Learn how ICP Models and Fit Grade works in this Account Scoring article. |
Yes |
Account Spike properties
| HubSpot Company Property | Definition | Account List required |
|---|---|---|
| Spike Level |
✍️ Spike Level is the primary data point that should be utilized by your Sales team to prioritize accounts spiking in engagement. We use machine learning to establish Account Spike thresholds as Low, Medium, or High. These Spike Levels are dynamic and responsive to the volume of organic site traffic for your site to ensure that when accounts are flagged as Low, Medium, or High for spike activity, it is compared to your own organic website engagement. |
No |
| Last Spike date | Shows the last time an account spiked in engagement. | No |
| Last Spike has Matched Contacts | This is a true/false boolean field that indicates if we were able to match the engagement Spike for this Account to any of your existing CRM contacts at the moment the Spike happened. Learn more about how matched contacts work here. | No |
| Spike Reason | This field refers to the engagement actions that occurred leading to the account spiking. For example # of ad clicks, # of unique visitors, # of conversion page views. | No |
Account Keyword Intent properties
RollWorks will sync the intent keywords an account was surging in the last day, and will override the data from the prior day. The keywords are limited to the specific intent keywords you are monitoring through RollWorks.
The table below includes all the Keyword Intent custom properties available in HubSpot and their definitions.
| HubSpot Company Property | Definition | Account List required |
|---|---|---|
| Very High Intent Keywords | Comma-separated list of the keywords you are tracking and the account is showing very high intent as of yesterday. | No |
| High Intent Keywords | Comma-separated list of the keywords you are tracking and the account is showing high intent as of yesterday. | No |
| Sync Date | Date of the last sync. | No |
Learn more about Keyword Intent data here.
Warning
With the HubSpot integration, we will not write any RollWorks data in your Contact and Lead records in HubSpot, therefore you cannot build RollWorks-based reports and workflows for Contact or Lead properties. RollWorks data is only written in your HubSpot Company records.
Even though we do not write any data to your Contact or Lead properties in HubSpot you can use the RollWorks Sales Insights widget within HubSpot to visualize the last 7 days of spike level and engagement details for any contacts in your HubSpot instance that we are able to match, including:
- Spike Level
- Pages viewed
- Which URLs were viewed
- Ad clicks
- Which lead forms were submitted
When do we write RollWorks data to HubSpot Contact records
RollWorks does not write any data to your Contact and Lead records in HubSpot, therefore you cannot build RollWorks-based reports and workflows for Contact or Lead properties. RollWorks data is only written in your HubSpot Company records.
Create New Company Records in HubSpot
RollWorks will not create new Company records in your HubSpot instance through the daily HubSpot integration sync. Alternatively, RollWorks to uncover in-market accounts with and create new Company records in your HubSpot instance using the RollWorks Command Center.
Create new Contact Records in HubSpot
RollWorks will not create new Contact records in your HubSpot instance through the daily HubSpot integration sync. Alternatively, RollWorks offers you the ability to create new Contacts in HubSpot using Contact Discovery Workflows.