How to Connect Rodz to HubSpot: A Complete Guide

Connecting Rodz to HubSpot allows you to automatically sync intent-qualified leads directly into your CRM. Every time Rodz detects a buying signal, the contact appears in HubSpot with full enrichment data and AI-written email drafts—ready for your sales team to take action.

What You'll Get

Once connected, Rodz will automatically:

• Create new contacts in HubSpot when prospects show buying intent
• Update existing contacts with new signal data (no duplicates)
• Associate contacts with enriched company records
• Add AI-generated personalized email drafts to each contact

Step 1: Connect Your HubSpot Account

1. Log in to your Rodz dashboard at app.rodz.io
2. Navigate to Settings → Integrations
3. Click Connect HubSpot
4. You'll be redirected to HubSpot to authorize the connection
5. Select the HubSpot account you want to connect
6. Click Grant Access

Once authorized, you'll see a green "Connected" status in your integrations page.

Step 2: Enable HubSpot on Your Signals

HubSpot sync is enabled per signal, giving you full control over which leads flow into your CRM.

1. Go to Signals in your dashboard
2. Click on the signal you want to sync to HubSpot
3. In the signal settings, toggle Sync to HubSpot to ON
4. Save your changes

From now on, every lead captured by this signal will automatically sync to HubSpot.

Step 3: Custom Field Mapping (Optional)

Rodz creates several custom properties in HubSpot to store signal-specific data:

• last_signal – The intent signal that triggered this lead
• last_signal_date – When the signal was detected
• ai_email_content_1 to 4 – AI-generated email drafts
• tracked_company – The company being monitored (for company tracking signals)

These properties are created automatically when you first sync a lead.

How Duplicate Prevention Works

Rodz uses smart matching to prevent duplicates. Before creating a new contact, it searches your existing HubSpot contacts using 6 criteria:

1. Email address – Exact match
2. Phone number – Matches both phone and mobile fields
3. LinkedIn profile URL – Exact match
4. First name + Last name + Company name – All three must match
5. First name + Last name + Website URL – Finds company by website, then matches contact
6. First name + Last name + Company LinkedIn URL – Finds company by LinkedIn, then matches contact

If a match is found, the existing contact is updated with new signal data. If no match exists, a new contact is created.

Viewing Your Synced Leads

In HubSpot, you can create a smart list to view all Rodz leads:

1. Go to Contacts → Lists
2. Create a new Active List
3. Add filter: last_signal is known
4. Save the list

This gives you a dedicated view of all intent-qualified leads from Rodz.

Using the AI Email Drafts

Each contact synced from Rodz includes 4 personalized email drafts in the custom properties. To use them:

1. Open a contact in HubSpot
2. Scroll to the Rodz property group
3. Copy the content from ai_email_content_1
4. Paste into your email composer
5. Review, personalize if needed, and send

The emails are tailored to the specific intent signal and prospect context, giving your reps a head start on personalization.

Troubleshooting

Leads not appearing in HubSpot?

• Check that HubSpot sync is enabled on the signal
• Verify your HubSpot connection is still active in Settings → Integrations
• Check if you've hit your daily lead limit on the signal

Seeing duplicate contacts?

• This is rare due to our 6-point matching system
• Check if the duplicate has different email/phone/LinkedIn data
• Contact support if duplicates persist

Custom properties not showing?

• Go to HubSpot Settings → Properties → Contact Properties
• Search for "ai_email" or "last_signal"
• Make sure the properties are visible in your contact view

Need Help?

If you run into any issues with your HubSpot integration, reach out to us at support@rodz.io. We're here to help you get the most out of your intent data.