Documentation Index
Fetch the complete documentation index at: https://docs.openfunnel.dev/llms.txt
Use this file to discover all available pages before exploring further.
TL;DR
The two-way sync pipes every account, prospect, and live signal from OpenFunnel straight into HubSpot and keeps them fresh. Account Executives get new custom signals added to their book of business; RevOps auto-discover new, high-intent accounts with signals
How to setup Hubspot fields for smooth syncing with OpenFunnel
1. Create a property for Company Object called OpenFunnel Signals
Read the official hubspot documentation on how to add a new property or watch this video2. Create a property for People Object called OpenFunnel Signals
Read the official hubspot documentation on how to add a new property or watch this video3. Add OpenFunnel Intelligence to the Contact and Company view - via customize
Achieve this state --- watch this video4. OpenFunnel Auto Reads Deal State of both Accounts and People
OpenFunnel reads deal state of every account giving you complete visibility into existing accounts and their latest deal and it’s state. So you have a mapping.5. OpenFunnel maps people and account campaigns to people and account lists directly
Hubspot allows thatAuto-Write
- If Enabled - OpenFunnel Auto-Syncs every new account, every new prospect and every new signal or insight directly into your Hubspot.
- Your BDRs, AEs get fresh actionable insights into Hubspot daily that they can act on !
- OpenFunnel Syncs with Account Owner mapping intact so you can be sure that you are dealing with Accounts that are assigned to you or are in your territory!
Manual-Write
- You can manually sync prospects & accounts after adding them to a campaign!
Auto-Read (Default Setting)
- OpenFunnel auto-reads your CRM and shows them on OpenFunnel it categorizes every account into 3 states
- New Account in Territory (not in CRM)
- Existing Account in CRM but not Owner!
- Existing Account in CRM and an Owner!
How AEs Benefit from Ever Popping Signals in their Territory!
- Stay fresh, never dry. OpenFunnel keeps listening 24-7, so even “quiet” accounts are live with new custom hiring surges, migration activities, specific company initiviates or exec moves. Your book of business stays alive with fresh angles for outreach.
- Laser-focused prioritization. Sort any HubSpot view by Last Updated and you’ll instantly see which accounts deserve time today vs. those that can wait.
- Signals that land meetings. Each signal arrives with the why—e.g., “migrating from openai models to LLaMa” or “CTO just liked a competitor’s launch post.” or “Your assigned prospect is attending a specific conference” That context turns generic follow-ups into hyper-relevant touchpoints.
- Custom signals, on demand. Spin up niche signals in natural language and they’ll auto-attach to the right accounts.
- New Accounts in your territory Spot a 🔥 signal on a company outside your current book but inside your territory? Hit “Add to CRM” and it’s yours—fully enriched and auto-assigned.
- Single pane of glass. Because everything syncs bi-directionally, you track, work, and close—all inside HubSpot, without juggling extra tabs or CSV uploads.