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HubSpot Integration

Learn how to configure the HubSpot integration in Cometly.

Updated over 2 weeks ago

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Connect your HubSpot account to Cometly to automatically track key events and contact updates. With just a few clicks, you can configure Cometly to receive event data from HubSpot when:

  • A new contact is created — Cometly triggers a Lead event.

  • A contact property is updated, such as a lifecycle stage — for example, when a contact moves from Lead to MQL, a MQL event is triggered in Cometly.

Using HubSpot Forms?

If you're using HubSpot Marketing Forms on your website, make sure your forms are set up correctly for tracking. Follow this guide before sending events →

🛠 Prefer Using HubSpot Workflows?

You can also use HubSpot Webhooks to send event data to Cometly within your workflows. This is a great option if you want full control over which events are sent and when. Your HubSpot plan must include Webhooks to use this method.
Learn how to send data to Cometly using Webhooks →


Step 1: Install Cometly Pixel

Install the Cometly Pixel on every page of your website the <head> tags. Ensure the Cometly Pixel is installed on the thank you page.


Step 2: Create Event

In your Cometly account, navigate to the Events Manager page and click Create Event.

Follow the steps below to create your event for HubSpot:

  1. Select HubSpot as the App/Integration

  2. Choose your event name

    1. You can choose a default event or create a new event.

  3. Click Create


Step 3: Configure Event & HubSpot Integration

Click Configure to begin setting up the HubSpot integration

You can automatically send your selected event from HubSpot to Cometly using a shared account and trigger. Follow the steps below to set up the integration.

  1. Select HubSpot as the App

    • The app field will be pre-selected as HubSpot.

  2. Choose an Account

    • Click on the Select an account dropdown.

    • Select the HubSpot account you want to connect.

    • If this is your first time connecting HubSpot to Cometly, click '+ Connect new account' to add your HubSpot connection.

  3. Select a Trigger
    You need to choose when an event should be sent to Cometly. The available trigger options are:

    • Contact Created – Triggers when any contact is created in your HubSpot account.

    • Contact Property Change – Triggers when a property is changed for any contact in your HubSpot account.

      • When you select Contact Property Change as the trigger, you'll need to choose a specific contact property to monitor (like Lifecycle Stage, Lead Status, or any custom field you use).

      • 🔁 How it works:
        Whenever the selected property is updated on any contact in your HubSpot account, this trigger will fire and send the event to Cometly.

      • For example:

        • If you select Lifecycle Stage as the property and a contact moves from Lead to MQL, the MQL event will be triggered in Cometly.

        • If you select Lead Status and it changes from New to Qualified, the Qualified Lead event can be sent.

        • 💡 Tip: Choose a property that aligns with the event you want to track in Cometly.

          • The most common Property Name selection is Lifecycle Stage:

  4. Confirm Your Selection (Click 'Continue')

    • Once you select the Account and Trigger, these choices cannot be changed and if you want to use a different account, trigger, or property name, you will have to create a new event.

    • Double-check your selections before proceeding.

🔄 How to Retrieve Data for a Specific Event Type (HubSpot)

You can come back later to map your data once events are sent. Just click Save & Return When Data is Ready to proceed.

To properly configure and test your integration for a specific HubSpot trigger, follow the steps below based on the trigger type:

Contact Created Trigger

This trigger activates when any new contact is created in your HubSpot account.

  • 1. Create a Test Contact in HubSpot

    Go to your HubSpot account and manually add a new contact to trigger the event.

  • 2. Click “Check for Data”

    This will fetch the most recent contact records from HubSpot.

    ⚠️ If no data appears, double-check that your test contact was created successfully, then try again.

  • 3. Select Your Event Record

    Choose the record that matches the test contact you just created.

  • 4. Click “Continue With Selected Record”

    Proceed with the selected contact to complete your setup.Don’t see data yet? This can happen if no events have been sent yet.

Contact Property Change Trigger

This trigger activates when a specific property (like Lifecycle Stage, Lead Status, etc.) is updated on any contact.

  • 1. Update a Property on an Existing Contact

    In your HubSpot account, go to any contact and change the property you plan to track (e.g. change Lifecycle Stage from Lead to MQL).

  • 2. Click “Check for Data”

    This will pull the latest contact property change events from HubSpot.

    ⚠️ Be sure you changed the exact property selected in your integration. If no data appears, try updating the property again and refresh.

  • 3. Select Your Event Record

    Choose the record showing the recent property change.

  • 4. Click “Continue With Selected Record”

    Use the selected contact data to move forward with setting up your event.


Step 4: Configure Mapping

Easily map your app’s data fields to Cometly fields. This step ensures that the event data you send, such as email addresses, event times, or other custom data, aligns with Cometly’s reporting system.

Email and Event Time are required fields.

Mapping Fields

  1. Email - Choose the email address field from your selected record.

    1. Choose the corresponding field from your app’s data (e.g., email@example.com).

  2. Event Time - Choose the dynamic option for the event time 'The time we receive the event.'

Click + Add Field to map more fields:

  • First Name

  • Last Name

  • Phone Number

  • Amount

  • etc.

After you have mapped data to Cometly fields, click Continue to proceed to the next step.


Step 5: Configure Filters & Activating Event

Filters allow you to control when an event in HubSpot should actually trigger an event in Cometly. This step is optional, but highly recommended when you're tracking changes to a contact property (like Lifecycle Stage) and only want to send the event under certain conditions.

🛠 Common Use Cases for Filtering in HubSpot:

  • Only trigger the event in Cometly when Lifecycle Stage = MQL

  • Send the event only when a custom property (like Lead Score or Status) contains a specific value

  • Avoid triggering events for contacts that don't meet your qualification criteria

💡 Pro Tip: If you're using the Contact Property Change trigger, filters are the best way to ensure you're only sending events to Cometly when the property changes to the specific value you care about (like "Customer" or "Opportunity").

To add filters:

  1. Click “Add Another Filter”

  2. Select the field you want to filter by (e.g. lifecycle stage, lead score, contact owner, etc.)

  3. Choose your condition (e.g. equals, contains, starts with)

  4. Enter the value you want to match (e.g. MQL, SQL, etc.)

🧪 Test Result:

  • If your test data matches the filter, you'll see a ✅ green success message like:

    Lifecycle Stage (text) equals MQL – PASS

  • If the data doesn’t pass, you’ll see a message letting you know the webhook would not have continued.

After you have your filters configured properly, click Save, and then click Activate to activate your event.


Sending Deal Won to Cometly via Zapier

If you're using HubSpot Deals, you'll need to use Zapier to send “Deal Won” events to Cometly. This ensures that closed revenue is tracked and attributed correctly in your Cometly reports.

🔗 Why use Zapier?

HubSpot’s native integration does not include deal-based triggers (like Deal Stage = Closed Won). But with Zapier, you can easily bridge the gap and send Deal Won data to Cometly.

Follow the steps in the video resource below to send Deal Created and Deal Won events to Cometly:

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