Baremetrics + HubSpot

Overview

HubSpot is where your team sells and supports customers. Baremetrics connects to it with a two-way sync that runs automatically every 2 hours: it writes revenue data like MRR, LTV, plan name and customer status onto your HubSpot contacts, and brings up to 10 HubSpot contact properties back in as customer attributes. Sales, customer success and marketing work from the same revenue numbers, and you can see which reps, segments and channels bring in your most valuable customers.

What Baremetrics sends to HubSpot and brings back

• Puts revenue on every contact. MRR, LTV, plan name, customer status and the Recover link are written to native HubSpot contact properties. They work like any other HubSpot field: filterable in lists, usable in workflows, and available in reports and dashboards.
• Triggers revenue-based workflows. Start HubSpot workflows when a customer's MRR crosses a threshold, their plan changes or their LTV reaches a milestone, so your team reacts to what's happening to revenue. A customer's Recover link can go straight into a payment follow-up email.
• Brings CRM context into Baremetrics. Choose up to 10 HubSpot contact properties, such as lifecycle stage, lead source, deal owner, industry, company size or any custom field. They sync in as customer attributes you can filter and segment by.
• Shows what drives revenue quality. Compare LTV and churn by deal owner to see which reps close deals that hold up, check churn by industry and company size against your ICP, see which acquisition channels bring in your highest-LTV customers, or look at ARPU by country.
• Works across your billing tools. Revenue from Stripe, Braintree, Chargebee and Recurly syncs to HubSpot.
• Leaves your HubSpot data intact. Baremetrics writes only to its own properties. It never creates contacts or companies, and never overwrites fields you or other integrations manage.

Source: How the Baremetrics HubSpot integration works; Baremetrics for HubSpot: Setup Guide.

How does the HubSpot connection work?

Setup takes under five minutes and doesn't need a developer.

1. In Baremetrics, open Settings, then Integrations, then HubSpot.
2. Connect with OAuth. Select your HubSpot account, review the permissions and click Connect app. There are no API keys to copy.
3. Choose up to 10 HubSpot contact properties to sync into Baremetrics for segmentation, and save.
4. Show the Baremetrics fields in HubSpot. Add the Baremetrics properties to a contact's Key information so your revenue data appears on contact records.
5. Let it sync. Both directions sync automatically every 2 hours, matching customers to existing HubSpot contacts by email. Your full history comes in on first connect, so historical MRR and churn data is there from day one.

To disconnect, open Settings, then Integrations, then HubSpot, and click Disconnect. Syncing stops in both directions, and data already synced stays in both tools.

Source: How the Baremetrics HubSpot integration works; Baremetrics for HubSpot: Setup Guide.

What are the limits of the HubSpot integration?

• Contacts are matched by email. If a customer's billing email doesn't match an existing HubSpot contact, that customer won't sync. The cleaner your email data, the more complete the sync.
• Data isn't real time. Syncs run every 2 hours in both directions.
• Up to 10 HubSpot properties can sync into Baremetrics.
• Some sources can't be matched. The App Store, Google Play and Shopify don't share customer emails, so those customers won't sync unless you add emails through the Baremetrics API.

Source: Baremetrics for HubSpot: Setup Guide.

For the full walkthrough, see the HubSpot setup guide in the Help Center, or read how the integration works on the blog.