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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 using the following event triggers:
Contact Triggers
Contact Created
Fires when any new contact is created in HubSpot.
Contact Property Change
Fires when any property is updated on a contact.
🔸 Requires selecting a Contact Property.
(when a contact property is updated, such as a lifecycle stage — for example, when a contact moves from Lead to MQL, aMQLevent is triggered in Cometly.)
Deal Triggers
Deal Created
Fires when a new deal is created.
🔸 Requires selecting a Pipeline and Pipeline Stage.Deal Created Trigger Requirements
To make sure your deal triggers work properly:
Always associate a contact when creating a deal.
Create the deal in the correct stage selected in Cometly.
Deal Property Change
Fires when a specified deal property is updated.
🔸 Requires selecting a Property Name, Pipeline, and Pipeline Stage.
Deal Stage Updated
Fires when a deal stage is updated.
🔸 Requires selecting a Pipeline and Pipeline Stage.
Deal Closed Won
Fires when a deal moves to “Closed Won” stage.
🔸 Requires selecting a Pipeline and Pipeline Stage.
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:
Select HubSpot as the App/Integration
Choose your event name
You can choose a default event or create a new event.
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.
Select HubSpot as the App
The app field will be pre-selected as HubSpot.
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.
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.
🔸 Requires selecting a Contact Property.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:
Deal Created
Fires when a new deal is created.
🔸 Requires selecting a Pipeline and Pipeline Stage.
Deal Property Change
Fires when a specified deal property is updated.
🔸 Requires selecting a Property Name, Pipeline, and Pipeline Stage.
Deal Stage Updated
Fires when a deal stage is updated.
🔸 Requires selecting a Pipeline and Pipeline Stage.
Deal Closed Won
Fires when a deal moves to “Closed Won” stage.
🔸 Requires selecting a Pipeline and Pipeline Stage.
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
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.
You can come back later to map your data once events are sent. Just click Save & Return When Data is Ready to proceed.
Contact Property Change Trigger
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.
Deal Created Trigger
Deal Created Trigger
This trigger activates when a new deal is created in your HubSpot account.
Create a Test Deal in HubSpot
Go to your HubSpot account, select the pipeline and stage defined in your trigger, and manually create a new deal.Click “Check for Data”
This will fetch the most recent deal records from HubSpot.
⚠️ Make sure the test deal matches the selected pipeline and stage.Select Your Event Record
Choose the record that matches the test deal you just created.Click “Continue With Selected Record”
Use this deal record to complete the event mapping and save your setup.
Deal Property Change Trigger
Deal Property Change Trigger
This trigger activates when a specific property is updated on a deal.
Update the Selected Deal Property
Go to any deal within the selected pipeline and stage in HubSpot. Change the exact property you selected when setting up the trigger (e.g. change the "Deal Type" or a custom field).Click “Check for Data”
This will fetch the most recent property change events from HubSpot.
⚠️ Be sure you modified the correct property and that the deal is in the selected pipeline and stage.Select Your Event Record
Pick the record that reflects the recent property update.Click “Continue With Selected Record”
Proceed with the selected record to finalize your event mapping.
Deal Stage Updated Trigger
Deal Stage Updated Trigger
This trigger activates when the stage of a deal is updated in a selected pipeline.
Update the Stage of a Deal
Go to a deal in your HubSpot pipeline and move it to a different stage (within the pipeline you selected in the integration).Click “Check for Data”
This will pull the most recent deal stage update events.
⚠️ Ensure the deal is in the correct pipeline and the stage was actually updated.Select Your Event Record
Choose the record that shows the stage update.Click “Continue With Selected Record”
Complete the event setup using this deal record.
Deal Closed Won Trigger
Deal Closed Won Trigger
This trigger activates when a deal reaches the Closed Won stage in a specific pipeline.
Move a Deal to Closed Won
In HubSpot, open any deal in the selected pipeline and drag it to the Closed Won stage.Click “Check for Data”
This will retrieve the latest deals that were marked as Closed Won.
⚠️ If no data appears, double-check that the stage was correctly set to Closed Won.Select Your Event Record
Pick the record showing the deal that was recently closed.Click “Continue With Selected Record”
Use this deal to complete and confirm your event setup.
🔄 How Deal-to-Contact Matching Works in Cometly
To maintain one-to-one accuracy between HubSpot deal counts and Cometly reports, only one contact is associated with a deal in Cometly.
If multiple contacts are associated with a HubSpot deal, Cometly uses the following logic to determine which contact to use:
Check
first_conversion_date:If one or more contacts have a non-null
first_conversion_date, select the one with the earliest date.
If no valid
first_conversion_date:Compare
first_deal_created_dateacross contacts and select the earliest one.
If
first_deal_created_dateis null or tied:Select the contact with the earliest
createdate.
This ensures consistency in reporting and avoids inflating deal numbers in Cometly due to multiple contacts linked to a single HubSpot deal.
⚙️ Requirements for Deal Created Trigger
To ensure your Deal Created trigger works properly in Cometly, your team must follow the steps below when creating deals in HubSpot. Use these instructions to update your HubSpot settings so deals are always created correctly and data is sent to Cometly every time.
Deals must have at least one contact associated. You can configure your deal creation form in HubSpot to require an associated contact so this step isn’t missed. View the Instructions below:
Require a contact to be associated when creating a deal
Require a contact to be associated when creating a deal
Deals must have at least one contact associated. You can configure your deal creation form in HubSpot to require an associated contact when a new deal is created by your team so this step is never missed and data is always sent to Cometly.
Instructions From Video
Click (⚙️) Settings in your HubSpot Account.
Under Data Management > Objects click Deals.
Click Customize the 'Create Deal' form
On the Create Deal form, navigate to the section called Associations
Under Contacts association box, hover over 'Associate record' and click the asterisk (*) to make the input required.
Require a specific Pipeline Stage when creating deals
Require a specific Pipeline Stage when creating deals
To ensure the “Deal Created” trigger in Cometly works correctly, deals must be created directly in the specific pipeline stage you selected when setting up the trigger.
Instructions From Video
Set a Default Stage for New Deals:
Click (⚙️) Settings in your HubSpot Account.
Under Data Management > Objects click Deals.
Click Pipelines and select the relevant pipeline.
Set the default stage for new deals to match the stage you selected in your Cometly trigger
Click Pipeline Rules
Toggle on Limit deal creation to specific stages
Select the stage that you have selected in Cometly for the pipeline stage
Click Save
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
Email - Choose the email address field from your selected record.
Choose the corresponding field from your app’s data (e.g.,
email@example.com).
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:
Click “Add Another Filter”
Select the field you want to filter by (e.g.
lifecycle stage,lead score,contact owner, etc.)Choose your condition (e.g.
equals,contains,starts with)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 – PASSIf 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.