Overview 

Predictiv seamlessly integrates with major platforms like HubSpot, Salesforce, and Zapier, enabling you to synchronize data, automate workflows, and enhance your lead management capabilities. These integrations streamline your CRM efforts, giving you real-time, actionable insights directly within your existing tools.

Note: 
  • Salesforce and HubSpot CRM are available only for Pro, Pro+, and Enterprise Users. 
  • Zapier is available only for Enterprise Users. 

Key Integrations

HubSpot: Connect Predictiv to HubSpot to sync and manage contacts and companies, aligning your marketing and sales efforts for greater efficiency.

Salesforce: Push high-quality leads, contacts, and accounts directly into your Salesforce CRM for streamlined tracking and follow-up, saving time and reducing manual data entry errors.

Zapier: Connect Predictiv with over 5,000 apps via Zapier, automating processes and creating custom workflows tailored to your unique business needs.

How to Set Up Integrations

1. HubSpot Integration

Step 1: Log into Predictiv: Access your Predictiv account.

Step 2: Go to Settings: Click on your profile icon in the top-right corner and select “Settings.”

Step 3: Navigate to Integrations: Click on the “Integrations” tab in the settings menu.

Step 4: Select HubSpot: Choose HubSpot from the list of available integrations.

Step 5: Connect to HubSpot:

1. Sign in to your HubSpot account when prompted.

2. Enter your HubSpot credentials to establish the connection.

Step 6: Choose Sync Settings:

1. To start syncing data between Predictiv and HubSpot, click on “Manage”

2. Select the type of data you want to sync, such as contacts and companies.

Note: “Allow Overwrite” is an optional step. This is if you want to replace the existing data with the new data you will import from Predictiv.

Step 7: Save and Sync: Click “Save” to begin syncing data between Predictiv and HubSpot. You can now directly export your contacts from Predictiv into HubSpot.

Export data from Predictiv to HubSpot

Step 1: Go to the Prospect page

Step 2: Apply the required filters and hit search

Step 3: When you find a contact that matches your requirement, click on the checkbox to select the contact

Step 4: Select the mode through which you would like to export the contact. (In this case: HubSpot)

Step 5: Verify if you can see the exported contact in your HubSpot.

2. Salesforce Integration

Step 1: Log into Predictiv: Access your Predictiv dashboard.

Step 2: Go to Settings: Click on your profile icon in the top-right corner and select “Settings.”

Step 3: Navigate to Integrations: Click on the “Integrations” tab.

Step 4: Select Salesforce: Choose Salesforce from the list of available integrations.

Step 5: Connect to Salesforce:

  1. Sign in to your Salesforce account when prompted.
  2. Enter your Salesforce credentials to authorize the connection.

Step 6: Choose Sync Settings:

1. To start syncing data between Predictiv and Salesforce, click on “Manage”

2. Select how and where Predictiv data should be synced — for example, to custom objects or specific Salesforce fields.

3. Specify the data you want to sync, such as leads, contacts, and accounts.

Step 7: Save and Sync: Click “Save” to establish the connection. You can now export high-intent leads, contacts, and accounts from Predictiv directly into your Salesforce CRM.

Export data from Predictiv to Salesforce

Step 1: Go to the Prospect page

Step 2: Apply the required filters and hit search

Step 3: When you find a contact that matches your requirement, click on the checkbox to select the contact and then, click on export on the top right corner as shown below.

Step 4: Select the appropriate export option.

Step 5: Verify if you can see the exported contact in Salesforce

3. Zapier Integration 
Step 1: Log into Predictiv: Access your Predictiv account.
Step 2: Go to Settings: Click on your profile icon in the top-right corner and select “Settings.”
Step 3: Navigate to Integrations: Click on the “Integrations” tab.
Step 4: Select Zapier: Choose Zapier from the available integrations list.
Step 5: Create a Zapier Account (if needed):
  1. If you’re new to Zapier, sign up for a free account at zapier.com.
Step 6: Connect Predictiv to Zapier:
  1. You’ll receive a unique API key or a Zapier connection link in Predictiv.
  2. Copy this API key or link and paste it into your Zapier account to establish the connection.
Step 7: Create Zaps:
  1. Once connected, create Zaps (automated workflows) to link Predictiv with other apps like Google Sheets, Slack, or any CRM not directly integrated with Predictiv.
  2. Choose the triggers and actions for your workflows, such as creating a new lead in your CRM when a high-intent account is detected in Predictiv.
Step 8: Activate Zaps: Activate your workflow to begin syncing data between Predictiv and your selected apps.

Troubleshooting & Tips

HubSpot or Salesforce Sync Issues

  • Verify that your credentials are correct and that you have the necessary permissions to sync data.
  • If sync issues persist, try disconnecting and reconnecting the integration.

Zapier Workflow Not Triggering

  • Ensure your Zap is active and that the trigger conditions are met.
  • Use the Zapier “Test” feature to confirm that the workflow functions as expected.

Missing Data?

  • If specific data (like leads, contacts, or accounts) is missing, double-check your sync preferences to ensure all required fields are selected.
  • Confirm that the necessary data exists in Predictiv and that your integration settings are correctly configured.