Integrations

How to Integrate Userorbit with CRM Tools

This guide shows you how to integrate Userorbit with CRM tools like HubSpot to synchronize user data, enable advanced targeting, and facilitate bidirectional feedback loops.

Before You Begin

  • Ensure you have active Userorbit and CRM (e.g., HubSpot) accounts.
  • You need administrative access to both your Userorbit and CRM platforms to configure integrations and API keys.
  • For non-native integrations, a Zapier account and a basic understanding of APIs/webhooks will be beneficial.

Steps

  1. Check for Native Integrations — Navigate to the "Integrations" or "Settings" section within your Userorbit admin panel. Look for direct integration options with popular CRM platforms like HubSpot, Salesforce, or others. If a native integration exists, follow the on-screen prompts to connect your accounts, which typically involves authenticating and granting permissions.
  2. Configure Contact and Property Synchronization (Native) — If a native integration is available, you will typically be guided to map fields between Userorbit and your CRM. Ensure that unique identifiers (like email addresses or user IDs) are correctly linked. Map key user properties from your CRM (e.g., HubSpot Lifecycle Stage, Company Size, Subscription Plan) to custom user properties in Userorbit. This ensures Userorbit has rich context about your users.
  3. Utilize CRM Data for Targeting — Once CRM properties are synced to Userorbit, you can use them to create highly specific segments for your product experiences. For example, create a segment in Userorbit for "Customers in 'Onboarding' HubSpot Lifecycle Stage" to target them with a specific onboarding checklist or product tour. This allows for personalized engagement based on their CRM status.
  4. Establish Bidirectional Feedback Sync (Native) — Explore options within the native integration to synchronize feedback. This might include pushing Userorbit survey responses or NPS scores directly into CRM contact records as notes or custom activities. Conversely, consider how CRM events (e.g., a closed deal, a support ticket escalation) could update Userorbit user properties, influencing future in-app messages or tours.
  5. Implement Integration via API + Zapier/Webhooks (If Native Not Available) — If a direct integration is not available, you can use Userorbit's API and webhooks in conjunction with an automation tool like Zapier.
    1. Obtain API Keys — In Userorbit, navigate to "Settings" > "API" to generate an API key. Similarly, locate API keys or webhook URLs in your CRM's developer or integration settings.
    2. Set up Zapier for Contact Sync — Create a Zap where a "New User" in Userorbit (trigger) creates or updates a contact in your CRM (action). Conversely, set up another Zap where a "New/Updated Contact" in your CRM (trigger) updates a user profile in Userorbit (action). Map essential fields like email, name, and unique IDs.
    3. Synchronize User Properties — Extend your Zaps to pass specific user properties. For instance, when a contact's "Lifecycle Stage" changes in HubSpot, trigger a Zap to update the corresponding custom user property in Userorbit via its API.
    4. Enable Feedback Loop — Set up Zaps where a "New Survey Response" in Userorbit (trigger) creates a task, note, or updates a contact property in your CRM (action). You could also configure Zaps to trigger Userorbit announcements or tours based on CRM data changes.

Verify It Worked

To confirm your integration is working:

  • Create a new user in Userorbit and check if a corresponding contact is created or updated in your CRM.
  • Update a key property for a user in your CRM and verify that the change is reflected in their Userorbit profile.
  • Create a test segment in Userorbit using a synced CRM property (e.g., "HubSpot Lifecycle Stage") and ensure it correctly identifies users.
  • Submit a test survey response in Userorbit and check if it appears in the relevant CRM contact record or as a new task.

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