# Connect Act-On to HubSpot

> Connect Act-On's marketing automation with HubSpot's CRM so leads move cleanly from first touch to closed deal.

**Canonical page:** https://tray.ai/connectors/act-on-hubspot-integrations/
**Act-On connector:** https://tray.ai/connectors/act-on-integrations/
**Act-On documentation:** https://tray.ai/documentation/connectors/service/act-on
**HubSpot connector:** https://tray.ai/connectors/hubspot-integrations/
**HubSpot documentation:** https://tray.ai/documentation/connectors/service/hubspot

## Overview

Act-On and HubSpot are two of the most widely used platforms on modern revenue teams — Act-On running marketing automation, HubSpot managing contacts, deals, and sales activity. When they operate in silos, leads fall through the cracks, data goes stale, and marketing and sales end up working from different versions of reality. Integrating Act-On with HubSpot via tray.ai means every campaign interaction, lead score, and contact update flows instantly between platforms, giving your whole revenue team one reliable source of truth.

Connecting Act-On and HubSpot cuts out the manual busywork that slows both teams down. When a prospect fills out an Act-On form, attends a webinar, or hits a lead score threshold, that intelligence should be in HubSpot immediately so sales reps can act without delay. And it goes both ways — when a deal stage changes or a contact gets updated in HubSpot, Act-On campaigns should reflect that context automatically: suppressing closed-won contacts from nurture tracks, triggering re-engagement sequences, adjusting segment membership. tray.ai makes these bidirectional flows reliable, customizable, and scalable without needing engineering support.

## Use cases

### Automated Lead Handoff from Act-On to HubSpot

When a prospect hits a defined lead score threshold or completes a conversion event in Act-On, tray.ai creates or updates a contact record in HubSpot and routes it to the right sales rep. No hot lead sits in a marketing queue while sales is in the dark. Deal creation, task assignment, and internal notifications all fire as part of the same workflow.

- Cut out manual CSV exports and the handoff delays that come with them
- Make Act-On lead scoring context immediately visible on HubSpot deal records
- Speed up response times with automated task and notification creation for sales reps

### Bidirectional Contact Sync Between Act-On and HubSpot

Stale or mismatched contact data is one of the fastest ways to break personalized marketing and accurate sales outreach. tray.ai continuously syncs contact properties — job title, company, phone number, lifecycle stage — between both platforms in real time. Updates sales reps make in HubSpot show up in Act-On segments, and new subscribers captured via Act-On forms get added to HubSpot right away.

- Keep a single, accurate contact record across both platforms at all times
- Stop duplicate outreach caused by stale or mismatched data
- Run personalized Act-On campaigns based on HubSpot CRM properties and deal stage

### HubSpot Deal Stage Triggers for Act-On Campaign Enrollment

When a HubSpot deal moves to a new stage — 'Proposal Sent' or 'Negotiation', for example — tray.ai automatically enrolls the associated contact in the right Act-On nurture program or drip campaign. Marketing stays useful throughout the sales cycle rather than going quiet after the first touch. Closed-lost deals trigger re-engagement campaigns; closed-won deals kick off customer onboarding sequences.

- Deliver stage-appropriate marketing content automatically, no manual campaign enrollment needed
- Back up sales reps with marketing materials timed to deal progression
- Lower churn risk with automated onboarding and success campaigns after close

### Act-On Form Submissions Logged as HubSpot Activities

Every time a contact submits a form, downloads content, or registers for an event via Act-On, tray.ai logs that activity as a timeline event or note on the matching HubSpot contact record. Sales reps get full visibility into a prospect's marketing engagement history without leaving HubSpot — which makes prioritizing outreach and personalizing conversations a lot easier.

- Give sales reps complete marketing engagement history directly within HubSpot
- Improve call quality with detailed Act-On behavioral data at reps' fingertips
- Avoid duplicate outreach by surfacing recent marketing touchpoints before sales contact

### Unified Reporting Across Act-On and HubSpot

To prove ROI, marketing teams need to connect campaign performance in Act-On with pipeline and revenue data in HubSpot. tray.ai automates the extraction and correlation of data from both platforms, feeding unified metrics into dashboards or data warehouses. You can track which Act-On campaigns generated the most HubSpot deals, measure influenced revenue, and adjust spend based on what's actually working.

- Drop the manual report merging with automated cross-platform data pipelines
- Show clear marketing ROI by linking Act-On campaign data to HubSpot revenue
- Make faster decisions with always-current unified dashboards

### Contact Unsubscribe and Suppression Sync

Compliance and deliverability depend on honoring unsubscribe requests across every platform the moment they happen. When a contact unsubscribes in Act-On or gets marked 'Do Not Contact' in HubSpot, tray.ai propagates that status to the other platform in real time. No accidental re-engagement, no sender reputation damage, and a cleaner path to GDPR and CAN-SPAM compliance.

- Honor unsubscribe requests across both platforms instantly
- Protect email deliverability by keeping suppressed contacts out of campaigns
- Cut legal and reputational risk with synchronized opt-out management

### New HubSpot Contacts Enrolled in Act-On Onboarding Campaigns

When a new contact lands in HubSpot — from a web form, sales prospecting, or an import — tray.ai can automatically add them to the right Act-On list or kick off an onboarding email sequence. Every new relationship gets timely, relevant communication from the start. Enrollment logic is configurable based on HubSpot contact properties like industry, source, or lifecycle stage.

- Automatically nurture every new HubSpot contact with relevant Act-On campaigns
- Cut time-to-first-touch for new prospects with instant campaign enrollment
- Customize onboarding tracks based on HubSpot contact properties and source data

## Templates

### Act-On Lead Score Threshold to HubSpot Contact & Deal Creation

Automatically creates or updates a HubSpot contact — and optionally opens a new deal — whenever a contact hits a qualifying lead score in Act-On, routing them to the right owner based on territory or round-robin logic.

Connectors used: Act-On, HubSpot

### Bidirectional Act-On and HubSpot Contact Property Sync

Continuously synchronizes contact properties between Act-On and HubSpot in both directions, so updates made in either platform are reflected across both without duplication or data loss.

Connectors used: Act-On, HubSpot

### HubSpot Deal Stage Change to Act-On Campaign Enrollment

Enrolls or removes HubSpot contacts from Act-On marketing programs based on deal stage changes, so prospects and customers get content that matches where they actually are in the sales cycle.

Connectors used: HubSpot, Act-On

### Act-On Form Submission to HubSpot Timeline Activity Logger

Captures every Act-On form submission, content download, or event registration and logs it as a timestamped activity on the matching HubSpot contact record, so sales reps can see the full marketing engagement picture without leaving HubSpot.

Connectors used: Act-On, HubSpot

### Cross-Platform Unsubscribe and Suppression Sync

Propagates unsubscribe events and do-not-contact flags between Act-On and HubSpot in real time, keeping both platforms compliant and protecting sender reputation.

Connectors used: Act-On, HubSpot

### New HubSpot Contact to Act-On Nurture Campaign Enrollment

Automatically adds newly created HubSpot contacts to the right Act-On nurture list or automated program based on contact properties like lifecycle stage, industry, or lead source.

Connectors used: HubSpot, Act-On

## Challenges Tray.ai solves

### Duplicate Contact Records Across Both Platforms

When Act-On and HubSpot both capture leads independently — through forms, imports, or sales prospecting — duplicates pile up fast. Cleaning them manually is slow and error-prone, and the fallout is real: prospects get over-communicated, reporting gets skewed, and nobody trusts the data.

**How Tray.ai helps:** tray.ai uses configurable deduplication logic to search for existing records in HubSpot before creating new ones from Act-On data, matching on email address or other identifiers. When a match is found, tray.ai updates the existing record instead of creating a duplicate, keeping both platforms clean and consistent.

### Field Mapping Mismatches Between Act-On and HubSpot

Act-On and HubSpot use different data models, field names, and picklist values for the same information — lead status, lifecycle stage, industry. Without careful mapping, data flowing between the two platforms arrives corrupted or unreadable, which breaks segmentation and makes reporting unreliable.

**How Tray.ai helps:** tray.ai's visual workflow builder lets teams define precise field mappings and value transformations between Act-On and HubSpot without writing code. Custom logic can translate Act-On list membership into HubSpot lifecycle stages, normalize picklist values, and handle null or unexpected data without breaking the flow.

### Keeping Lead Score Data Actionable in HubSpot

Act-On's lead scoring generates real intent signals, but that data often stays locked inside Act-On — invisible to sales reps working in HubSpot. The result is reps prioritizing leads on gut feel or recency, missing high-intent prospects who are ready to talk.

**How Tray.ai helps:** tray.ai writes Act-On lead score values and score change events to custom HubSpot contact properties in real time. Sales reps can see current lead scores, filter contact views by score range, and get automated task assignments when contacts cross defined thresholds — all from within HubSpot.

### Managing Campaign Enrollment Across Systems at Scale

As the contact database grows and campaign programs multiply, manually managing Act-On enrollment based on HubSpot CRM data becomes a time sink. Marketing ops teams end up spending hours a week on list exports, imports, and program updates that should never require human hands.

**How Tray.ai helps:** tray.ai runs continuous, event-driven workflows that evaluate HubSpot contact and deal data in real time and automatically enroll or unenroll contacts from Act-On programs based on defined criteria. No more scheduled batch imports, and campaign membership stays current without manual intervention.

### Honoring Unsubscribe and Opt-Out Requests Across Both Platforms

With contacts living in both Act-On and HubSpot, a single unsubscribe request has to be honored across every system at once. When that sync fails — because of a delayed batch job or a manual mistake — you risk violating GDPR, CAN-SPAM, or other privacy regulations. The legal and deliverability consequences are serious.

**How Tray.ai helps:** tray.ai treats opt-out propagation as a high-priority, real-time workflow that fires the moment an unsubscribe is detected in either platform. Automated compliance logging creates a timestamped audit trail, and error handling triggers immediate alerts if anything fails — so compliance teams can step in before any non-compliant messages go out.

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