Push predictions from Pendo Predict to HubSpot

This article explains how to push the output of your predictive models directly to Salesforce, enabling you GTM teams to consume the output on their main system of records. 

Introduction

Pendo Predict provides the following output for each prediction:

• Pendo Score - Pendo Predict scores each record as either Excellent, Good, Fair, or Poor based on the propensity to convert. 'Excellent' has the highest propensity, while 'Poor' has the lowest.
• Pendo Explain - This explains the top signals influencing the model's score.
• Pendo Trend - Values are either Up, Down, New or empty (no change). For example, if a prediction changes from Fair to Good, the trend value will be Up.
• Pendo Score Date - the date of the recent score change.

This article provides a step-by-step guide on setting up these fields in Salesforce and automating them in Pendo Predict.

What you need to get started

• A Pendo Predict account
• A HubSpot admin account

Step1. Create custom Pendo properties in HubSpot

1. Log in to HubSpot and go to Settings.
2. Under Data Management, select Properties.
3. Choose the object you want to store predictions on (e.g. Contacts or Company).

4. Create the following properties:
   • Pendo Score - field type should be single-line text
   • Pendo Explain - field type should be multi-line text
   • Pendo Trend - field type should be single-line text
   • Pendo Date - field type should be date picker

Step 2. Pushing model’s output to HubSpot 

1. Login in to Pendo Predict
2. Go to the Activation tab of the model you would like to automate

3. Click on New Automation

   

4. For each automation, you'll need to define 3 parameters:

   1. Read from:

      Configure this to define additional conditions for the audience you want to filter (e.g., only predict leads created in the past 30 days)

      

   2. Update to:
      • Update source – Select HubSpot.
      • Object – Select the appropriate object (e.g. Person).
      • Record ID – Select Record ID.

      • Score, Explain, Trend, Scoring date – Map each to the custom fields you created in HubSpot.

        

         

   3. Sync:

      Set the schedule for the automation (e.g., every day at 12 a.m.). You can add multiple syncs by selecting Add.

5. Turn the automation on by clicking on the on/off toggle.

   

    

6. The automation is ready and Pendo Predict will update HubSpot with the results based on the sync schedule you configured.