If you’re in partnerships, sales, or revops, you know the drill: everyone promises “better GTM alignment,” but most tools just churn out more dashboards and noise. If you’re actually trying to get your teams to work together and use real partner data inside HubSpot, you need something that fits into your existing workflow and doesn’t require a master’s degree to set up. That’s where Reveal comes in.
This guide cuts through the fluff and shows you how to connect Reveal with HubSpot, what you can actually do with the integration (and what you can’t), and how to get your teams using it without endless training sessions. Let’s keep it simple and actionable.
Why bother with Reveal + HubSpot in the first place?
Here’s the honest pitch: Reveal is a partner ecosystem platform that helps you securely see which of your accounts overlap with partners. HubSpot is where your sales and marketing teams live. The Reveal/HubSpot integration pipes partner data directly into your CRM, so you can:
- See which prospects and customers overlap with your partners.
- Identify warm introductions and co-selling opportunities, right where your reps work.
- Skip the spreadsheet wars—no more CSV exports or endless Slack threads.
But don’t expect Reveal to magically double your pipeline overnight. It’s a connector, not a miracle worker. If your team isn’t already using HubSpot well, or you don’t have active partnerships, this isn’t going to save you. But if you’re ready to actually put partner data to work, read on.
Step 1: Connect Reveal with HubSpot
Let’s keep it practical—no need to loop in IT for a weeklong project.
Here’s what you need: - Reveal account (obviously) - HubSpot account with admin access - The right permissions to install integrations
How to connect: 1. Log into Reveal and head to the integrations section. 2. Select HubSpot from the list of available CRM integrations. 3. Authorize the connection—you’ll be prompted to log in to HubSpot and allow Reveal to access your CRM data. (Yes, you have to be an admin.) 4. Map your fields. Reveal will prompt you to match HubSpot properties (like company name, domain, etc.) to its standard fields. Don’t overthink this—stick to the basics at first. 5. Choose your data sync settings. Start with “view only” if you’re nervous. You can always expand permissions later.
Pro tip: If you’re worried about privacy or data leaks, know that Reveal only exposes overlap data you explicitly choose to share. Still, double-check what you’re syncing—don’t just click through blindly.
Step 2: Set up and sync your account lists
This is where most teams get lazy: syncing “all accounts” and calling it done. That’s a waste. Be intentional.
What works: - Syncing target accounts, open opportunities, or key customer segments. - Creating filtered views (like “open deals over $50K”) so you’re not drowning in noise. - Regularly updating lists so Reveal doesn’t get stale.
What to ignore: - Syncing your entire CRM. You’ll end up with a mess, not actionable insights. - Overcomplicating field mapping. Stick to company/domain for now.
How to set up: 1. In HubSpot, create active lists for accounts you care about (e.g., “Q3 target accounts”). 2. In Reveal, link these lists to your connected HubSpot account. 3. Trigger a sync. It might take a few minutes if your lists are big.
Pro tip: Start small—one or two lists. Once you see real partner overlaps, you’ll know if it’s worth expanding.
Step 3: Identify and act on partner overlaps
This is the meat of the integration. With Reveal data showing up in HubSpot, here’s what you can actually do:
- See partner overlaps directly in your CRM records. HubSpot companies now show Reveal data: which partners also have this account, what stage it’s in for them, and who the contact is.
- Sort and filter by partner overlaps. Build views like “Accounts where Partner X can intro us.”
- Tag and assign accounts for co-selling. Use workflows to notify reps when a new partner overlap pops up.
What’s worth your time: - Setting up Slack/HubSpot notifications for high-priority overlaps. - Training reps to actually use the new info (otherwise, it’ll just be more CRM clutter). - Scheduling regular reviews of overlap data with partnerships and sales.
Don’t bother with: - Over-engineered workflows that ping everyone for every overlap. Focus on those that can actually move the needle. - Trying to automate every follow-up—this is about smarter outreach, not robotic spam.
Pro tip: Integrate Reveal into your sales standups. “Who can we get an intro to this week?” is a better use of the data than another email blast.
Step 4: Build simple, actionable workflows
If you want the integration to actually change behavior, you need to make it dead simple for your reps. Here’s how:
- Create a “Partner Overlap” view in HubSpot. Show only accounts where Reveal surfaces partner connections.
- Set up task automations. When a new overlap appears, assign a task to the account owner: “Reach out to Partner X for intro.”
- Log partner-sourced notes. Use a custom field or note type so you can track what’s working (and what isn’t).
Keep it simple: - One or two automations is enough to start. - Don’t flood your reps’ task lists—they’ll tune it out. - Make sure someone owns the process (partnerships, sales ops, whoever).
What to skip: - Building a “partner score” or predictive AI workflow out of the gate. You need human feedback before you get fancy. - Expecting reps to remember to check Reveal data without reminders.
Step 5: Track outcomes and adjust
The integration’s only valuable if it actually drives results—introductions, meetings, revenue, whatever your team cares about.
How to measure: - Track the number of partner-sourced intros and deals. - Get feedback from reps—are they using the data, or is it just another tab? - Review which partners actually deliver. Cut dead weight.
Honest take: You’ll probably need to adjust your lists, automations, and training a few times. That’s normal. The goal is to keep things lightweight and frictionless—if it’s a chore, nobody will use it.
What works, what doesn’t, what to ignore
Works: - Starting with your highest-priority accounts and partners. - Training reps on one new behavior—like asking for a partner intro. - Reviewing results every month and iterating.
Doesn’t work: - Rolling this out to everyone at once. Start with a pilot group. - Expecting the integration to fix broken sales/partner processes. - Setting and forgetting it—Reveal data is only as good as your lists and your follow-up.
Ignore: - Hype about “ecosystem-led growth” unless you can tie it directly to your pipeline. - Fancy dashboards that nobody looks at. - Overly granular data syncs—less is more.
Keep it simple—and keep iterating
You don’t need a complicated rollout or a six-month roadmap to get value from Reveal and HubSpot together. Start with a clear goal: more warm intros, faster deals, fewer missed opportunities. Build just enough process to make that possible, then tweak as you go.
Get your lists right, train your reps on the new data, and keep asking what’s actually moving the needle. Don’t let this become “just another integration.” Keep it focused, useful, and—above all—simple.