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Push Forwrd's Predictions to HubSpot
Push Forwrd's Predictions to HubSpot

In this article you will learn how to enable Forwrd to push prediction results to HubSpot on an ongoing basis

Forwrd Support avatar
Written by Forwrd Support
Updated over 4 months ago

Introduction

You can automate Forwrd to continuously update HubSpot with your model's output. This will enable your GTM teams to review and prioritize based on the results.

Forwrd provides the following output for each prediction:

  • Forwrd Score - Forwrd scores each record as either Excellent, Good, Fair, or Poor based on the propensity to convert. 'Excellent' has the highest propensity, while 'Poor' has the lowest.

  • Forwrd Explain - This explains the top signals influencing the model's score.

  • Forwrd Trend - Values are either Up, Down, or empty (no change). For example, if a prediction changes from Fair to Good, the trend value will be Up.

  • Forwrd Score Date - the date of the recent score change.

This article provides a step-by-step guide on setting up these fields in HubSpot and automating them in Forwrd.

What you need to get started

  • A Forwrd.ai account

  • A HubSpot account

Setting up the integration

  1. Create the Forwrd properties in HubSpot:

    1. Login to HubSpot and go to Settings

    2. Click on Properties under the Data Management section

    3. Choose the object you would the Forwrd's prediction to be visible on (e.g. Contacts or Company)

    4. Create the following properties

      1. Forwrd Score* - property type should be 'Single-line text'

      2. Forwrd Explain - property type should be 'multi text'

      3. Forwrd Trend - property type should be 'Single-line text'

      4. Forwrd Date - property type should be 'Date picker'

      *Suggested property names

      For additional information on how to create properties on HubSpot please refer to HubSpot Knowledge Base.

  2. Set model automation in Forwrd

    1. Login in to Forwrd

    2. Go to the automation tab of the model you would like to automate

    3. Click on 'New' to create a new automation

    4. For each automation, you'll need to define 3 parameters:

      1. Read from:

        Configure this to define additional conditions for the audience you want to filter (e.g., only predict leads created in the past day).

      2. Update to:

        1. Update source - select HubSpot

        2. Object - select the relevant object

        3. Record ID - this should be Record ID

        4. Score | Explain | Trend | Scoring data - for each tab choose the relevant property you created in section 1.

      3. Sync:
        This is the automation scheduler, for example, every day at 12 am. You can add multiple syncs by clicking on 'Add'.

    5. Turn the automation on by clicking on the off/on toggle.

    6. The automation is ready! Forwrd will create a new prediction and update HubSpot with the results based on the sync schedule you configured.

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