Overview
This article explains how to set up and use the vizrm–HubSpot integration. You’ll learn how to configure CRM mappings, view and update org charts, manage contacts and companies, create activities, and connect deals between the two platforms.
Setting up the integration
Install and connect vizrm with HubSpot.
In the Profile Menu, open CRM Integration.
Map vizrm attributes (e.g., job title, LinkedIn profile link) to HubSpot’s standard or custom attributes.
Customize org chart views based on HubSpot attributes such as job title, buying role, phone number, or email.
Accessing org charts inside HubSpot
From a company record or contact record in HubSpot, open vizrm directly in the right-hand panel.
This shows the org chart for that company or contact, with the ability to navigate relationships.
Managing contacts and companies
Update contact data in vizrm → changes sync back to HubSpot.
Create new contacts directly from the org chart, automatically adding them to HubSpot.
Create or update organizations: Add new companies or subsidiaries in vizrm. Relationships (e.g., parent–child) are synced to HubSpot.
Drag-and-drop org chart relationships to modify parent/child links, which are also updated in HubSpot.
Activities (tasks & follow-ups)
Create and update activities for contacts directly in the vizrm org chart.
Activities sync bidirectionally:
Tasks created in vizrm appear in HubSpot.
Tasks created in HubSpot appear in vizrm.
Completed tasks sync across both systems.
Deals & participants
View deals related to an organization inside vizrm.
Add deal participants directly from the org chart.
Participants added in vizrm sync to HubSpot, and vice versa.
Keep deal records up to date with all relevant contacts.
Summary
With the vizrm–HubSpot integration, you can seamlessly manage org charts, contacts, organizations, activities, and deals across both platforms. Updates are synchronized in real time, helping your sales team stay aligned and efficient.