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

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How to setup Hubspot fields for smooth syncing with OpenFunnel

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Auto-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!

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Manual-Write

  • You can manually sync prospects & accounts after adding them to a campaign!

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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!
Each of these states tells you to how to approach the account (and if also not to approach)!

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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.
Happy GTMing - with live signals inside HubSpot 🚀