What you get
Everything you need for customer health visibility in HubSpot.
Bi-directional sync
Companies and contacts sync both ways. HubSpot deal data informs health scores, and health data flows back to HubSpot.
Health properties
FirstDistro creates custom properties on company records: Health Score, Risk Level, Trend, and Last Updated. Use them in reports and workflows.
Auto-matching
Companies are automatically matched by domain. No manual mapping required. FirstDistro identifies unmatched accounts for review.
Real-time updates
Health scores update in HubSpot as behavior changes. Your team always sees the latest risk data without leaving HubSpot.
How to connect
Get HubSpot connected in under 5 minutes.
Click "Connect HubSpot" in FirstDistro
Go to Settings → Integrations → HubSpot and click Connect. You'll be redirected to HubSpot to authorize.
Authorize the connection
HubSpot will show what permissions FirstDistro needs. Review and click "Connect app" to authorize.
Watch health scores appear
Companies auto-match by domain. Within minutes, health scores appear as custom properties on your company records.
What syncs to HubSpot
FirstDistro creates these custom properties on your HubSpot company records.
| Property | Type | Description |
|---|---|---|
| fd_health_score | Number (0-100) | AI-calculated overall health score |
| fd_risk_level | Dropdown | Healthy, At Risk, or Critical |
| fd_health_trend | Dropdown | Improving, Declining, or Steady |
| fd_last_activity | Date | Last product activity timestamp |
| fd_last_sync | Date | When health data was last updated |
What you can do with health data in HubSpot
Build at-risk account lists
Create a HubSpot list filtering companies where fd_risk_level = "Critical". Assign these to CSMs for immediate outreach.
Trigger workflows on health changes
Set up a HubSpot workflow that fires when fd_health_score drops below 50. Automatically create a task, send an internal notification, or start an email sequence.
Report on customer health by segment
Create HubSpot reports showing average health score by deal size, industry, or CSM. Identify which segments need more attention.
Prioritize renewals by risk
Sort upcoming renewals by fd_risk_level. Focus CSM time on customers most likely to churn, not just the biggest logos.
HubSpot integration FAQ
What HubSpot plan do I need?
FirstDistro works with all HubSpot plans including the free CRM. Custom properties are available on all plans.
Can I use health scores in HubSpot workflows?
Yes. Health Score, Risk Level, and Trend are all available as workflow triggers and conditions. Requires HubSpot Professional or Enterprise for workflow automation.
How often does data sync?
Health scores sync to HubSpot in real-time as they change. Company matching runs when new companies are created in either system.
What permissions does FirstDistro need?
FirstDistro needs access to read companies and contacts (for matching) and write custom properties (for health data). We don't access emails, tickets, or other HubSpot data.
Enterprise-grade security
FirstDistro is SOC 2 Type II compliant. All data is encrypted in transit and at rest. We use OAuth 2.0 for secure authorization—we never see or store your HubSpot password.
Learn more about security →