Integrating Draftboard with HubSpot

Relationship Data in Your HubSpot Workflow

HubSpot is where your marketing and sales teams live. Integrating Draftboard's relationship data means your team can see warm paths, personalize outreach, and prioritize accounts without leaving HubSpot.

What You Can Build

Best connector name
Relationship score
Path context
Has warm path (yes/no)

"High-value accounts with warm paths"
"Contacts with relationship score > 70"
"Accounts with no network coverage"

Mention mutual connections
Reference shared company history
Adjust tone based on relationship strength

Alert reps when a warm path is found
Enroll in different sequences based on score
Update deal stage when intro is requested

Integration Options

Option 1: Native Integration Direct HubSpot app integration (contact us for availability).

Option 2: API + Workflows Use HubSpot Operations Hub to call the Draftboard API.

Option 3: Zapier/Make Connect Draftboard and HubSpot via automation platforms.

Option 4: Data Sync Periodic CSV or API-based sync of relationship data.

Setting Up Custom Properties

On Company records:

Property	Type	Description
`best_connector`	Single-line text	Name of team member with best path
`relationship_score`	Number	Highest relationship score (0-100)
`path_context`	Multi-line text	Description of relationship
`has_warm_path`	Checkbox	True if any path exists
`warm_paths_count`	Number	Total paths available

On Contact records:

Property	Type	Description
`connector_name`	Single-line text	Team member connected to this contact
`contact_relationship_score`	Number	Relationship score for this contact
`shared_company`	Single-line text	Company where they overlapped
`overlap_context`	Multi-line text	Details of the connection

Building with Operations Hub

Step 1: Create a Custom Code Action

In HubSpot Workflows, use a Custom Code action to call the Draftboard API:

const axios = require('axios');

exports.main = async (event) => {
  const companyDomain = event.inputFields['company_domain'];

  const response = await axios.get(
    `https://api.draftboard.com/v1/paths?domain=${companyDomain}`,
    {
      headers: {
        'Authorization': `Bearer ${process.env.DRAFTBOARD_API_KEY}`
      }
    }
  );

  const paths = response.data.paths;
  const bestPath = paths[0]; // Highest scored path

  return {
    outputFields: {
      best_connector: bestPath?.connector?.name || '',
      relationship_score: bestPath?.score || 0,
      path_context: bestPath?.context || '',
      has_warm_path: paths.length > 0
    }
  };
};

Step 2: Create an Enrollment Trigger

Company is created
Company property is updated
Manually triggered

Step 3: Update Properties

After the custom code action, add actions to update the Company properties with the returned values.

Using in Sequences

Personalization tokens: Once relationship data is on Contact records, use it in email templates:

Hi {{contact.firstname}},

{% if contact.connector_name %}
I noticed we're both connected to {{contact.connector_name}} -
{% if contact.shared_company %}
from their time at {{contact.shared_company}}.
{% endif %}
{% endif %}

[Rest of email...]

Sequence branching: Create different sequences based on relationship score:

Score 70+: "Warm path - direct" sequence (3 emails, confident tone)
Score 40-69: "Warm path - soft" sequence (4 emails, softer reference)
Score <40: "Cold with context" sequence (5 emails, minimal relationship mention)

Smart List Examples

Company property: `has_warm_path` is true
Company property: `relationship_score` is greater than 50

Company property: ICP score is greater than 80
AND Company property: `has_warm_path` is true

Company property: ICP score is greater than 80
AND Company property: `has_warm_path` is false

Targeted campaigns
Rep assignments
Network expansion focus

Workflow Automation Ideas

Warm Path Alert: When `relationship_score` is updated to >70 on a Company: → Send Slack notification to company owner → Create task: "Request warm intro via [connector_name]"

Sequence Enrollment: When Contact is created: → Check relationship score → Enroll in appropriate sequence based on tier

Deal Stage Update: When task "Request warm intro" is completed: → Update deal property: "Warm intro requested = true" → Add timeline note with path details

Dashboard & Reporting

Create a custom dashboard with:

Pie chart: Companies with warm path vs. without
Bar chart: Average relationship score by deal stage
Table: Top connectors by available paths
Funnel: Deals with warm intro involvement

% of pipeline with warm path involvement
Win rate by relationship score tier
Cycle time impact of warm intros

Best Practices

Start simple: Begin with just the core properties (`has_warm_path`, `relationship_score`, `best_connector`). Add complexity after proving value.

Sync regularly: Set up a nightly or weekly sync to keep data fresh.

Train the team: Ensure reps understand what the properties mean and how to act on them.

Measure everything: Track conversion rates and cycle times by relationship tier.

Conclusion

HubSpot becomes more powerful when it understands your team's relationships. By syncing Draftboard data to custom properties, you enable smarter segmentation, personalized outreach, and automated workflows that leverage warm paths.