What HubSpot is and how Kite works with it
HubSpot is a CRM and marketing platform that stores your contacts, companies, and deals and runs your marketing emails and campaigns. Kite works with your HubSpot account to turn the accounts and people it sources into usable records: it finds existing contacts and companies before it writes, creates or updates the ones you approve, and fills in the research behind each lead. From there it can log notes, tasks, and meetings against a record, move a deal through your pipeline, and draft, publish, and measure marketing emails and campaigns. You connect your own HubSpot account through OAuth, and Kite works with the records and permissions that account already has.
Marketing jobs Kite can do with HubSpot
Kite treats HubSpot as the place where sourced research becomes a record a salesperson can act on. The jobs below run from writing new leads into the CRM through keeping those records useful and measuring the campaigns that reach them.
Add the leads Kite sources as contacts and companies
When Kite finishes a prospect list, it can write the approved accounts and people into HubSpot. It searches your existing contacts and companies first, matching on email and domain, so an account you already track gets updated rather than duplicated. For a net-new lead it creates a contact with the fields it found, such as first and last name, professional email, job title, company, and website, and creates the company with its domain, industry, and employee count. It then links each contact to its company so the record reads as an account, not a loose row.
This is what keeps a sourced list from dying in a spreadsheet. The people your campaign targets arrive in the same CRM your sales team already works from, attached to the company they belong to.
Keep contacts and companies current and enriched
Research goes stale quickly, so Kite writes new detail back while an account is still worth chasing. It updates existing contact and company properties with what it learned, merges duplicate records into one, and can create a custom property to hold something HubSpot has no native field for, such as the score or the reason a lead made the list. When Kite creates or updates a record it writes to both standard and custom properties, so the provenance travels with the lead.
Log the research and the next step on each record
A record is more useful when it carries the reason it exists. Kite can add a timestamped note to a contact, company, or deal that captures the research and why the account resembles your best customers. It can create a follow-up task with an owner and due date, and log a meeting against the record. Before it writes, Kite can read the existing notes, tasks, meetings, and calls already on a company or contact, so it adds to the history instead of talking over it.
Track deals through your pipeline
Kite can create a deal for a qualified account and set its name, amount, pipeline, and stage, then update the stage as the opportunity moves. It reads your pipelines and their stages so a new deal lands in the right place, and it can search existing deals to connect an opportunity to the account it already sourced. When you want the revenue picture, Kite can read the attribution and revenue reported for a marketing campaign.
Draft, publish, and measure marketing emails and campaigns
Beyond the CRM, Kite works with HubSpot's marketing tools. It can draft a marketing email in your brand voice, configure its content, sender, and recipients, update it, clone an existing one, add an A/B variation, and publish it. It can create and update a campaign and link assets such as a form or a list to it. After a send, Kite can read campaign attribution metrics and aggregated statistics for your marketing emails, so it can report how a campaign performed and recommend what to change next.
What Kite reads and changes in HubSpot
Information Kite can read
- Existing contacts, companies, and dealsKite searches and reads these records so it can dedupe before writing and see what your team already tracks.
- Contact and company properties and their definitionsReading your property setup lets Kite map each piece of research to the correct field instead of guessing.
- Engagement history on a recordNotes, tasks, meetings, and calls associated with a contact or company give Kite the context it needs before it adds anything.
- Deal pipelines, stages, and revenueKite reads how your pipelines are structured and the revenue attributed to a campaign to place deals correctly and report outcomes.
- Campaign and marketing-email performanceAttribution metrics and aggregated email statistics tell Kite how a campaign did.
- List and segment membershipKite can read who belongs to a segment when a job depends on an existing audience.
Information Kite can create or change
- Contacts and companiesKite creates new records, updates existing ones, and merges duplicates.
- Links between recordsKite links a contact to its company or a deal to its contact so the account holds together.
- Notes, tasks, and meetingsKite writes the research, the follow-up, and the logged meeting onto the record.
- Deals and their stageKite opens deals for qualified accounts and advances them through your pipeline.
- Custom propertiesKite can define a new property to store a value HubSpot has no standard field for.
- Marketing emails and campaignsKite drafts, updates, and publishes marketing emails and creates and updates campaigns.
How Kite connects to HubSpot
Connect your HubSpot account through OAuth. Kite then works with the records and permissions available to that connected account. You can point Kite at the pipeline, records, and marketing tools it should use, and it stays within what your account allows. Begin with a goal, such as asking Kite to add this week's qualified accounts to HubSpot with the research attached, and Kite proposes which records to create or update and what to write on each before anything lands in your CRM.
Playbooks using HubSpot
Add sourced leads to HubSpot
- How to add qualified leads to HubSpot with KiteKite takes a finished, approved lead list, dedupes it against your CRM, and creates or updates the contacts and companies with the research behind each one.Coming soon
- How to add qualified leads to HubSpotKite checks each lead's fit, finds the contacts and companies that already exist in HubSpot, and writes the rest with the right lifecycle stage, an owner, and the reason sales should call.
- How to add Apollo prospects to HubSpot with KiteKite finds and enriches prospects in Apollo, then writes the approved contacts and companies into HubSpot with their source preserved.
Show 2 more playbooks
- How to add buying-signal accounts to HubSpot with PredictLeads and KiteKite qualifies accounts on recent hiring, funding, and news signals from PredictLeads and creates the companies in HubSpot with the dated signal attached as a note.
- How to add enriched Clay leads to HubSpot with KiteKite runs a prospect list through Clay's enrichment, keeps the confidence and source on each field, and writes the finished contacts into HubSpot.Coming soon
Check a prospect list against HubSpot
Log the follow-up on HubSpot records
- How to create HubSpot follow-up tasks for your best webinar attendeesUseful after a webinar, when only some attendees are worth a sales call. Kite picks those attendees, checks each record, and creates dated tasks for the right owners that explain who the person is and what to say.
- How to log outreach emails on HubSpot contactsUseful when your outreach goes out from somewhere other than HubSpot. Instead of you BCCing a logging address or forwarding each email, Kite logs every outreach email with the right contact, company, and next step attached.
- How to follow up on trade show badge scansUseful after a trade show, when your scans mix real conversations with drive-by visits. Kite sorts the two, checks each person against your CRM, and writes a follow-up for each person that mentions what you talked about, sent from the rep who met them.
Report on your HubSpot pipeline
- How to get a weekly HubSpot pipeline report in SlackKite reads HubSpot every week, checks the numbers, and posts a summary of new leads and deals in Slack, with each one traced to the marketing that produced it.
- How to see which Typeform leads become HubSpot opportunitiesTypeform puts each response on a HubSpot contact. Kite matches every response to its contact and to the deals created after it, then reports back by form so you can see which forms and answers turn into opportunities.
Where HubSpot fits in Kite's marketing work
HubSpot is where the finished list becomes a working set of records. Kite sources and scores the accounts and people, then writes them into HubSpot as contacts and companies with the research, the score, and the reason each one made the cut, so the handoff to sales arrives complete.
HubSpot holds the customer records the profile starts from. Kite reads your companies, contacts, and deals to see which accounts you have already won and what they have in common, and once the profile is written, the score and the reason a lead fits can live on each new HubSpot record as custom properties.
HubSpot is where your target accounts become records sales can work from. Kite creates each target company and the people who make the buying decision as contacts, links each contact to its company, and adds the account research as notes so a rep can read it before a call. It can also open a deal and a follow-up task for an account, so the outreach and the pipeline stay on the same record.
HubSpot holds the target list the news watch starts from and the records the news lands on. Kite can pull your target companies from HubSpot and check them for an open deal before it decides whether an event is worth a message. When a funding round, new executive, or launch qualifies, it writes the event onto the company record as a dated note with its source and can create a follow-up task for the account owner. When it spots a company that fits your customer profile and just showed a strong signal, it can add that company to HubSpot with the signal attached.
HubSpot holds what your team already knows about the account you're about to meet. Before Kite writes the brief, it can read the company and contact records, any open deal and its stage, and the notes, tasks, meetings, and calls already logged, so the brief builds on your own history with the account instead of starting from scratch. After the call, it can log the meeting and a follow-up task on the same record.
HubSpot is where each inbound lead gets recorded. After Kite researches the person and judges how well they fit, it searches HubSpot for an existing contact and company, creates or updates the record, and adds a note with the research and a task for the next step, so the lead reaches sales with its context attached.
HubSpot holds the old leads this work starts from. Kite reads your contacts and the notes, tasks, meetings, and calls on each record to find the ones still worth contacting, and once the win-back outreach goes out, it logs a note back on the record so the history stays in one place.
HubSpot can be the email tool your campaigns go out through. Kite drafts each marketing email in your brand voice, sets its content, sender, and recipients, can add an A/B variation, and publishes it once you approve. It can group the emails, forms, and lists under a HubSpot campaign, then read the aggregated email statistics and campaign attribution after each send, so the results of one campaign shape the next.
HubSpot carries both the follow-up and the email side of a webinar. Kite can create dated follow-up tasks for the attendees worth a sales call, draft and send the marketing emails that reach attendees and no-shows, and read how those sends performed.
HubSpot is where an event's guest list starts and where it ends up. Kite first searches your contacts and companies for people who match the guest description, and it can read who belongs to a list or segment your team already keeps. When it then searches for new people, it skips anyone already in HubSpot, and once the list is done, it adds the new guests as contacts linked to their companies, with each guest's score and the reason they fit on the record.
HubSpot is where each referral ask is recorded. The ask itself goes out as a personal email from your own address, and Kite logs it on the customer's HubSpot record with a note and a follow-up task, so your team can see who has been asked and when to follow up.
HubSpot is where a captured lead turns into a deal, which makes it a measurement source for this use case. Kite can read whether the leads a page captured became opportunities and revenue, and read the metrics behind the campaigns and marketing emails that drove them, so it can tie a conversion change to what happened after the form.
HubSpot is where every visitor who asks to talk gets recorded. Kite creates or updates the contact and company with the visitor's form answers and its research, checking for an existing record first so it doesn't make duplicates, and it can log the meeting and a follow-up task against the record. Because each lead arrives with its form answers, Kite can later read the deals attached to those contacts to report how many website meetings turned into sales opportunities.
HubSpot supplies the pipeline side of the weekly report. Kite reads the new contacts and deals, the stage each deal sits in, and the attribution and email statistics behind your campaigns, so the report can show which marketing produced the week's leads and deals.
Limits and product-specific details
- Kite works within the scopes your connected HubSpot account grants. The objects, pipelines, and marketing tools that account can reach are the ones Kite can use, so grant access to everything you want it to touch.
- The marketing email and campaign work uses HubSpot's marketing tools. These features depend on the marketing subscription attached to your HubSpot account.
Common questions
Will Kite create duplicate records when a contact already exists?
Kite searches your existing contacts and companies before it writes, matching on email and domain, and updates the record it finds instead of adding a second one. New accounts are created; known accounts are enriched in place.
Can Kite work with custom properties?
Yes. Kite reads your property definitions and can create a new property to hold something like the source or score behind a lead, then write to both standard and custom properties when it creates or updates a record.