Overview
Sync Zaius Insights and Observations into HubSpot for personalization, segmentation, and in robust HubSpot workflows to automate campaigns.
When you install the HubSpot Insights Sync, it will create properties in your HubSpot account on customers, including:
- Time to next order
- Likelihood to purchase
- Discount usage
- Engagement rank
- AOV percentile
- Last purchased product
- and any other field you choose to sync!
Attributes are synced to HubSpot once a day. Note that if a contact exists in Zaius, but does not exist in HubSpot, the contact will be added; however, HubSpot will not have consent information for the newly created contact.
Why install HubSpot Insights Sync?
Take advantage of this integration to:
- Nurture segments based on Days Until Next Order
- Nudge best customer to sign up for Loyalty program, if they haven’t yet
- Engage customers entering the Winback zone
- Send greetings and offers to customers with upcoming birthdays
Example 1: HubSpot Workflow for Automated Winback
Create an automated winback for your customers at risk of churning. Once set up, customers will get enrolled as they enter your winback zone.
Example 2: Advanced Workflow Branching
You can branch messaging using customer insights and observations pulled from Zaius.
Example 3: Zaius Insights on HubSpot Contacts
Data from Zaius enriches customer data in HubSpot, effectively making every contact in the latter platform more valuable!
