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Connect InZynk with HubSpot

How to integrate with InZynk with your HubSpot account

Mikaela avatar
Written by Mikaela
Updated over a week ago

This article will help you understand, install, configure, and use Inzynk inside HubSpot, and learn how data is securely shared between systems.

Key Features

  • One-way sync: Inzynk analytics data into HubSpot

  • Custom UI Extensions: Company cards, home page, and settings

  • Secure authentication: OAuth 2.0

Getting Started

Follow these steps to install and connect Inzynk with HubSpot.

  1. Install the App

    1. Visit Inzynk integrations

    2. Go to Settings (in the top-right corner) and select "Seat Preferences."

    3. Navigate to the Integrations tab

    4. Select "Connect HubSpot Integration"

    5. Choose the HubSpot account you want to connect with Inzynk Analytics

    1. Accept the requested permissions to complete the installation

  2. Authorize Access

    During installation, you will be prompted to approve the following HubSpot scopes:

    • crm.objects.companies.read

    • crm.objects.companies.write

    • crm.schemas.companies.read

    • crm.schemas.companies.write

πŸ’‘ We request only the minimal scopes necessary to sync and display data.

Setup Guide

Once the app is installed, an initial sync of your Inzynk company data with HubSpot companies is performed.

Company Matching

Inzynk company data within your Inzynk account is matched with HubSpot companies using the domain and country as matching keys. If no match is found, HubSpot companies can be created for Inzynk companies based on your settings.

Custom Company Properties

During installation, Inzynk Analytics automatically creates a custom property group in HubSpot called "Inzynk Group" and adds specialized tracking properties to your company records. These properties are automatically updated on matched companies to provide you with valuable tracking insights directly in your HubSpot CRM.

Created Properties:

Property Name

Display Name

Description

Type

iz_first_visited_date

Inzynk First Visited Date

Date when the account was first visited

Date

iz_last_visited_date

Inzynk Last Visited Date

Date when the account was last visited

Date

iz_first_impression_date

Inzynk First Impression Date

Date when the account first engaged

Date

iz_last_impression_date

Inzynk Last Impression Date

Date when the account last engaged

Date

How These Properties Are Used

First Visited Date (iz_first_visited_date)

  • Captures the very first time a company visited your website

  • Useful for understanding account age and tenure

  • Helps identify long-term prospects vs. recent discoveries

  • Never changes once set (historical reference point)

Last Visited Date (iz_last_visited_date)

  • Updates with each new visit from the company

  • Indicates current engagement level and activity

  • Helps identify active vs. dormant accounts

  • Useful for segmentation and re-engagement campaigns

First Impression Date (iz_first_impression_date)

  • Records when the company first engaged with your advertising

  • Marks the beginning of their advertising journey

  • Helps measure time from first ad exposure to conversion

  • Static date that provides historical context

Last Impression Date (iz_last_impression_date)

  • Updates when the company sees your ads

  • Shows current advertising engagement

  • Helps identify accounts actively viewing campaigns

  • Useful for coordinating sales outreach with ad exposure

Accessing Custom Properties

  1. In Company Records

    1. Navigate to any company record in HubSpot

    2. Scroll to the "Inzynk Group" section in the left sidebar

    3. View all four tracking date properties

  2. In Lists and Workflows

    1. Use these properties to create smart lists (e.g., "Companies visited in last 7 days")

    2. Build workflows based on engagement dates

    3. Create segments for targeted campaigns

  3. In Reports

    1. Include these properties in custom reports

    2. Analyze engagement patterns over time

    3. Track conversion timelines from first visit to deal closed

Best Practices

  • Use Last Visited Date to prioritize sales outreach to recently active accounts

  • Compare First vs. Last Visited to identify long-term prospects who keep returning

  • Monitor Last Impression Date to coordinate sales calls with ad campaign timing

  • Segment by engagement dates to create nurture campaigns based on activity level

πŸ’‘ Note: These properties are read-only in HubSpot and are automatically updated by Inzynk Analytics during synchronization. Manual edits will be overwritten on the next sync.

Settings Page

Open the Inzynk Analytics app settings page in HubSpot to configure:

  • Automatic creation of HubSpot companies for unmatched Inzynk companies

  • Manual synchronization of companies

Home Page

To access the home page, click the marketplace icon in the top bar, then select "Inzynk Analytics". The app home page provides a comprehensive dashboard for managing your company data and synchronization with HubSpot.

Home Page Dashboard

The Inzynk Analytics Home Page serves as your central hub for managing company data and tracking synchronization status between Inzynk and HubSpot.

Key Features

  • Company Overview Table

    • Sync Status Icon: Visual indicator showing if the company is synced with HubSpot

    • Company Name: Clickable link to HubSpot company record (if synced)

    • Domain: Primary domain of the company

    • Country: Company location with country flag

    • Views: Number of page views in the selected date range

    • Actions: Button to view detailed company information

  • Advanced Filtering

    • Date Range Selector: Filter companies by activity within specific date ranges

    • Multi-Filter System: Apply various filters to narrow down company lists

    • Custom filter combinations for targeted company searches

  • Company Management Actions

    • Match Companies: Link Inzynk companies to existing HubSpot companies manually

      • Click the + (add) icon next to unmatched companies

      • Search and select the corresponding HubSpot company

      • Confirm the match to establish the connection

    • Unmatch Companies: Remove existing company associations

      • Click the delete icon next to matched companies

      • Confirm the unmatch action

    • View Details: Access comprehensive company information

      • Click "See Details" to open the company panel

      • View analytics, tracking data, and sync status

  • Pagination

    • Navigate through large company lists efficiently

    • 10 companies displayed per page by default

    • Page count indicator and navigation controls

  • Real-time Sync Status

    • A Visual HubSpot icon indicates successfully synced companies

    • Quick identification of matched vs. unmatched companies

    • Direct links to HubSpot company records for synced entries

How to Use the Home Page:

  1. Access the Page: Click the marketplace icon in the top navigation bar β†’ Select "Inzynk Analytics"

  2. Filter Companies: Use the filter bar to select date ranges and apply custom filters

  3. Match Companies: For unmatched companies, click the + icon to search and link HubSpot companies

  4. View Analytics: Click "See Details" on any company to view comprehensive tracking data

  5. Navigate to HubSpot: Click on any matched company name to open the HubSpot company record

Custom CRM Cards

Inzynk Analytics provides two powerful custom cards that appear on HubSpot company records, giving you instant access to analytics data without leaving the CRM.

Company Tracking Card

Location: Company Record β†’ Custom Card Tab

Name: "Company Tracking"

This card provides comprehensive website tracking and visitor analytics for the selected company.

Features:

  • Account Information Section

    • Displays company name, domain, and country

    • Shows sync status with Inzynk Analytics

    • Automatic account matching based on domain and country

  • Date Range Selector

    • Customizable date range for analytics data

    • Defaults to the last 30 days

    • Simple date picker interface

  • Key Metrics Bar

    • Visits: Total number of visits with percentage change

    • Visitors: Unique visitors count with trend indicator

    • Page Views: Total page views with growth percentage

    • Color-coded indicators (green for increase, red for decrease)

  • Visited Pages Table

    • List of pages visited by the company

    • Page URLs and visit counts

    • Sortable columns for easy analysis

  • Interactive Statistics Chart

    • Visual timeline of company interactions

    • Separate lines for page views and visitors

    • Hover tooltips with detailed data points

    • Legend toggle for data series

Use Cases

  • Track engagement of key accounts over time

  • Identify high-intent companies based on page views

  • Monitor visitor behavior and content interests

  • Analyze trends in company website activity

Company Advertising Card

Location: Company Record β†’ Custom Card Tab

Name: "Company Advertising"

This card displays advertising campaign performance and ad interaction metrics for the selected company.

Features:

  • Account Information Section

    • Company details and sync status

    • Automatic account matching

  • Date Range Selector

    • Customizable date range (defaults to 30 days)

    • Quick date selection interface

  • Advertising Metrics Bar

    • Impressions: Total ad impressions delivered with trend

    • Clicks: Number of ad clicks with percentage change

    • Visits: Website visits from ads with growth indicator

    • Color-coded performance indicators

  • Ad Interactions Chart

    • Timeline visualization of ad performance

    • Three data series: Clicks, Impressions, and Visits

    • Interactive legend and tooltips

    • Breakdown by interaction type

  • Quick Actions Menu

    • Direct links to detailed analytics

    • Generate company reports

    • Access AI-powered insights

    • View comprehensive company analytics

Use Cases:

  • Monitor advertising campaign effectiveness per company

  • Track conversion from impressions to clicks to visits

  • Identify high-performing target accounts

  • Optimize ad spend based on company-level engagement

How to Access Cards:

Before using the custom cards, ensure they are activated in your app settings.

  • Navigate to any Company record in HubSpot

  • Scroll to the custom cards section in the middle column

  • Look for "Company Tracking" and "Company Advertising" cards

  • Click on either card to view real-time analytics data

Settings Page

The Settings Page allows you to configure how Inzynk Analytics integrates with HubSpot and manage company synchronization.

Location: App Marketplace β†’ Inzynk Analytics β†’ Settings (gear icon)

Configuration Options:

  • Create Visitor Companies: Toggle Setting: Enable or disable automatic company creation

    • When Enabled:

      • Inzynk will automatically create HubSpot company records for tracked companies that don't exist in HubSpot

      • Matches are made based on the domain and country

    • When Disabled:

      • Only existing HubSpot companies will be matched

      • No new company records will be created

      • Manual matching is required for the unmatched companies

    • Real-time Update: Changes take effect immediately

    • Success Feedback: Visual confirmation when the setting is updated

  • Company Synchronization: The manual sync feature allows you to trigger immediate synchronization between Inzynk and HubSpot.

    • Sync Process:

      • Matches Inzynk companies with HubSpot companies using the domain and country

      • Creates new HubSpot companies if "Create Visitor Companies" is enabled

      • Updates existing company data with the latest analytics

      • Runs as a background process

    • Sync Controls:

      • Sync Companies Button: Initiates manual synchronization

      • Sync Status Indicator: Shows when synchronization is in progress

      • Real-time Updates: Page polls for sync status every 5 seconds

      • Success Notification: Alert displayed when sync completes

      • Error Handling: Clear error messages if sync fails

    • Sync Status:

      • Not Running: Button enabled, ready to start sync

      • Running: Button disabled, progress alert displayed

      • Completed: Success message shown, button re-enabled

      • Failed: Error alert with retry option

Data Privacy & Security

Data Flow

This integration follows a one-way data sync model:

  • From Inzynk to HubSpot: Inzynk pushes analytics data to HubSpot

  • From HubSpot to Inzynk: No data is collected from HubSpot

Inzynk does not collect any data from your HubSpot account. The integration only writes data to HubSpot to enrich your company records with analytics insights.

What Data Does Inzynk Sync to HubSpot?

  • Inzynk Analytics syncs the following data to your HubSpot companies:

  • Company names

  • Domain names

  • Country codes

  • Website analytics data (visits, visitors, page views)

  • Advertising metrics (impressions, clicks)

  • Custom tracking properties (first/last visited dates, first/last impression dates)

Data Storage

  • Analytics data is stored securely in Inzynk's infrastructure

  • Only minimal company data is synced to HubSpot

  • No personally identifiable information (PII) is collected or transmitted

OAuth Security

  • Secure OAuth 2.0 authentication

  • Minimal scope requests (only company read/write permissions)

  • Tokens are encrypted and securely stored

  • Access can be revoked at any time from your HubSpot settings

Privacy Commitment

  • Inzynk only requests the minimum permissions necessary to sync company data

  • No access to contacts, deals, or other HubSpot objects

  • No data collection from HubSpot - purely a data enrichment integration

Troubleshooting

  • Company Not Appearing on Home Page

    • Possible Causes:

      • Company hasn't been tracked by Inzynk yet

      • Company doesn't meet filter criteria

      • Sync hasn't run yet

    • Solutions:

      • Adjust date range filters to expand search

      • Remove all filters to see full company list

      • Run manual sync from Settings page

      • Verify company is being tracked in Inzynk Analytics

  • Card Not Showing Data

    • Possible Causes:

      • Company not matched with Inzynk account

      • No tracking data available for selected date range

      • API connection issues

    • Solutions:

      • Check Account Info section for sync status

      • Verify domain and country match Inzynk data

      • Extend date range to include more data

      • Manually match company from Home Page

      • Refresh the page

  • Sync Failing or Taking Too Long

    • Possible Causes:

      • Large number of companies to process

      • API rate limits

      • Network connectivity issues

    • Solutions:

      • Wait for current sync to complete (can take several minutes)

      • Check the internet connection

      • Try sync during off-peak hours

      • Contact support if the problem persists

      • Unable to Match Company

    • Possible Causes:

      • Domain mismatch between systems

      • Country not specified in HubSpot

      • Company doesn't exist in Inzynk

    • Solutions:

      • Verify domain is correct in both systems

      • Ensure country field is populated in HubSpot

      • Check company exists in Inzynk Analytics

      • Try manual search with alternative domain formats

Common Questions

Q: How often does data sync automatically?

A: Inzynk Analytics syncs data hourly. You can always trigger a manual sync from the Settings page at any time.

Q: Can I sync specific companies only?

A: Currently, the sync process runs for all companies. Use filters on the Home Page to view and manage specific companies.

Q: What happens if I disable "Create Visitor Companies"?

A: New companies tracked by Inzynk won't be automatically created in HubSpot. You'll need to manually match them with existing HubSpot companies or create them manually in HubSpot.

Q: Can I customize the date ranges on cards?

A: Yes, both cards include date range selectors that allow you to view data for custom time periods.

Q: Are the Inzynk custom properties editable?

A: No, these properties are read-only and automatically updated during synchronization. Any manual edits will be overwritten on the next sync.

Best Practices

Tips for Sales Teams

  • Check the Company Tracking card before outreach calls to see recent activity

  • Use page view data to personalize conversations

  • Identify warm leads based on increasing visit trends

  • Share advertising performance data with marketing teams

  • Monitor the Last Visited Date property to prioritize active prospects

Tips for Marketing Teams

  • Track campaign effectiveness using advertising metrics

  • Identify high-intent accounts for ABM (Account-Based Marketing) campaigns

  • Optimize content based on popular pages

  • Monitor competitor research patterns

  • Use First vs. Last Impression dates to measure campaign lifecycle

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