EVERY STAFF MEMBER IN HUBSPOT
See the full picture on the contact
The Sessionboard engagement card shows the Engagement score with How this is scored. On a company: the people engaged and the events attended.
An app for the HubSpot platform
HubSpot- Workflows
- Lists
- Breeze
Sessionboard engagement on every HubSpot contact
Sessionboard runs your speakers, Review, awards, learning and events. The app shows what each person has done there on the contact and company your team already works from, and writes it back to properties and lists you can segment and send from.
Connect with HubSpot from Apps in Sessionboard.
- Contacts and companies: The Sessionboard engagement card, with How this is scored
- Workflows: The Sessionboard: Invite to speak action
- Properties and lists: Engagement and suggestions written back after a preview
- Segments: Filter on Sessionboard properties like any other
QUICK ANSWER
Sessionboard's HubSpot integration is an app for the HubSpot platform. It reads contacts, lifecycle stage and owner into Sessionboard, shows a Sessionboard engagement card on contacts and companies, adds a Sessionboard: Invite to speak workflow action, and writes engagement, suggestions and lists back to Sessionboard's own properties after a preview.
WORKS WITH
- HubSpot
WHAT YOUR TEAM GETS DONE
Every team, the same contact
Each job is what someone on your staff is trying to get done, and what changes when Sessionboard writes back to HubSpot.
MARKETING
Segment by what people actually did
Engagement summary properties and lists come back to HubSpot, so segments and emails can use them.
PROGRAM OR MEETING DIRECTOR
Invite the right speakers from a workflow
“Sessionboard · Suggested speakers: <topic>” lists, and the workflow action Sessionboard: Invite to speak.
MEMBERSHIP DIRECTOR
Reach the members who never took part
A list such as “Members who never took part” is ready for the campaign you send from HubSpot.
EVERYONE ON THE PROGRAM TEAM
Know where each person stands
Each contact comes into Sessionboard with their HubSpot lifecycle stage and owner.
HOW THE DATA MOVES
What we read, what we write, and when
Write-back goes only into Sessionboard's own properties and lists, after a preview, and only for what you switch on.
FROM HUBSPOT · READ
- Contacts
- Lifecycle stage
- Owner
SESSIONBOARD
Engagement, activity and suggestions for each person.
INTO HUBSPOT · SESSIONBOARD'S OWN PROPERTIES AND LISTS
It never changes your own properties.
- Engagement summary:
sessionboard_engagement_*properties, open items, last activity, profile link - Suggestions: on properties, and as lists “Sessionboard · Suggested speakers: <topic>”
- Lists, for example “Members who never took part”
WHEN
- A preview first
- Then Write now
- Only changes are sent
- Every record is logged
SWITCHES, PER KIND
- Engagement properties
- Suggestions
- Lists
HOW IT WORKS
From a suggested speaker to a draft invitation
Built on the lists Sessionboard writes and a standard HubSpot workflow.
Suggested speakers to invitation
- A contact joins a list: “Sessionboard · Suggested speakers: <topic>”
- Your workflow enrolls them: list membership is the trigger
- Sessionboard: Invite to speak: with an optional topic
- A draft link: your team reviews the invitation in Sessionboard
WITH YOUR AI
Use Sessionboard engagement with HubSpot's AI and workflows
Our properties and lists are ordinary HubSpot data, so the tools you already use can work with them.
BREEZE · SEGMENTS
Start a segment from a prompt
Example prompt: “Contacts with a Sessionboard engagement score under 20”
In CRM › Segments, Create segment › Start with AI opens Breeze Assistant. HubSpot's docs say you review and edit the filters before saving, so check it filtered on the Sessionboard property.
HUBSPOT WORKFLOWS
Re-engage members who drifted
Example prompt: “Enroll contacts whose Sessionboard last activity is more than a year ago”
A standard workflow triggered by a Sessionboard property starts your re-engagement emails.
HUBSPOT WORKFLOWS
Invite suggested speakers
Example prompt: “When a contact joins Sessionboard · Suggested speakers: Cardiology, run Invite to speak”
List membership triggers the Sessionboard: Invite to speak action, which returns a link to the draft invitation.
CLAUDE AND CHATGPT
Ask Sessionboard from the assistant you already use
Example prompt: “Show me all speakers who haven't completed their tasks”
The Sessionboard connector answers with your own permissions; publishing, opening calls, inviting reviewers and announcing winners wait for a person to approve.
ON CONTACTS AND COMPANIES
The engagement card on every contact
The Sessionboard engagement card shows each contact's Engagement score, with How this is scored. On a company it shows the people engaged and the events attended.
ENGAGEMENT SCORE
How this is scored
The Engagement score runs from 0 to 100. This is exactly what it counts.
Each talk counts 10, each event attended 5, each review, course completed or award entry 4, each webinar attended 3 and each CE hour 1, plus 10 for activity in the last 90 days (5 within a year). The curve flattens out as it nears 100. It counts taking part, not money.
SEE IT ON YOUR CONTACTS
Give your HubSpot team the whole picture.
Tell us which hub you run, and we will show it on contacts like yours.
Sessionboard HubSpot Integration, answered
Does Sessionboard integrate with HubSpot?
Yes. Sessionboard's HubSpot integration is an app for the HubSpot platform: connect it with Connect with HubSpot from Apps in Sessionboard. It adds a Sessionboard engagement card to contacts and companies, a Sessionboard: Invite to speak workflow action, and write-back to Sessionboard's own properties and lists.
What does Sessionboard write back to HubSpot?
Engagement summary properties (the sessionboard_engagement properties, open items, last activity and a profile link), suggestions on properties and as lists such as “Sessionboard · Suggested speakers: <topic>”, and lists such as “Members who never took part”. You preview first, then Write now, and only changes are sent.
What comes into Sessionboard from HubSpot?
The HubSpot connection reads contacts, lifecycle stage and owner into Sessionboard.
Does write-back change our own properties?
No. It writes Sessionboard's own properties and lists, only after you preview, and only what changed.
What does the workflow action do?
Sessionboard: Invite to speak, with an optional topic, returns a link to a draft invitation in Sessionboard, so your team reviews it before it goes.
Does it work with Breeze?
The Sessionboard properties and lists are ordinary HubSpot contact properties and lists, so segments and workflows can filter on them. HubSpot's own docs say Breeze can start a segment from a prompt for you to review and edit before saving, and that it works within each user's permissions.
Does Sessionboard replace HubSpot?
No. HubSpot stays your CRM and marketing automation: contacts, companies, deals, workflows and email. Sessionboard runs the program and writes what each person did there back to HubSpot.
Can we run abstract review in HubSpot?
HubSpot is not built for multi-round committee review. Sessionboard runs Review plans, Rounds and Reviewers, and each person's engagement, reviews included, comes back to HubSpot.
What does the Engagement score count?
Each talk counts 10, each event attended 5, each review, course completed or award entry 4, each webinar attended 3 and each CE hour 1, plus 10 for activity in the last 90 days (5 within a year). The curve flattens out as it nears 100. It counts taking part, not money.
Updated
HubSpot and Breeze are trademarks of HubSpot, Inc. Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Other names are trademarks of their respective owners.