# HubSpot Custom Object
> Send Crossbeam partner data to HubSpot to target accounts in co-marketing campaigns.

Canonical page: https://marketplace.crossbeam.com/partners/hubspot-custom-object
Marketplace: Crossbeam Marketplace
Last updated: 2026-03-06
Logo: https://assets.partnerfleet.app/day5z15zdlvb5egqat386x6gg92p

## At a glance
- Partner Type: Integrations
- Crossbeam Plan: Supernode
- Categories: Account Based Marketing, CRM, Marketing Automation, Sales Analytics
- Integration Stage: Fully Released
- Badge: Fully Released
- Website: [hubspot.com](https://hubspot.com)

## Call to actions
- [Get Support](https://www.crossbeam.com/)
- [Install](https://app.crossbeam.com/integrations)

## About
Source, influence, and convert more partnership pipeline by integrating Crossbeam and HubSpot at all stages of growth. Ideal for companies who need maximize co-marketing performance.Send Crossbeam data into HubSpot contact lists to target mutual companies in joint marketing campaigns. Available for paid Crossbeam users who have a HubSpot Marketing Hub - Professional license.&nbsp;Send Crossbeam data directly to the HubSpot custom object, pushing "is a customer of" and is an open opportunity for" fields, unlocking advanced reporting capabilities, sales follow-up tasks and streamlined workflows on partner campaign performance and more.&nbsp; Available for paid Crossbeam users who have a HubSpot Sales Hub - Enterprise license.

## Why teams choose %{name}
Personalized Targeting. Warm up new deals, introduce joint integrations, or co-market partner webinar by creating highly targeted lists in HubSpot using Crossbeam overlap data.&nbsp;Campaign Reporting. Build performance dashboards and measure partner impact by pushing Crossbeam overlap data into the Crossbeam Overlaps Custom Object in HubSpot.&nbsp;Marketing Automation. Make follow-up tasks, email drips, and more a breeze by using overlaps to trigger associated partner workflows in HubSpot.

## How it Works
1. Automate Co-Marketing Campaigns with EaseFor paid Crossbeam customers and HubSpot customers on a professional plan or higher. Go to market faster and more intelligently with real-time partner data synced and saved as contact lists in HubSpotAdditional HubSpot resources, here2. Amplify Partner Impact, Everywhere with the Crossbeam Overlaps Custom ObjectFor HubSpot Enterprise customers, push overlap data into the Crossbeam Overlaps Custom Object to trigger workflows, build reporting dashboards, automate sales tasks and more.Additional HubSpot resources, here

## Screenshots
- ![Setting up your Crossbeam to HubSpot Data Flow Select the Reports you want to carry over into Contact Lists in HubSpot](https://assets.partnerfleet.app/hkmjj7pzvimyjlhl819320kq0x5m)
- ![Easily update and save to keep contact lists fresh in HubSpot Once you've edited your Reports, click save to start the data flow into HubSpot.](https://assets.partnerfleet.app/bwzel71snh5npes6qo8lryub5jql)
- ![Active HubSpot Integration Once your integration is Active, it will appear at the top of your integrations page along with other live integrations.](https://assets.partnerfleet.app/3hz4rmg29xyvxcvrrcykac8r6bja)
- ![Updating your HubSpot Integration Hop into Settings and adjust the associated reports at any time. This will update within HubSpot as well.](https://assets.partnerfleet.app/9i25qt31pia1rhmy8wafi6jfg265)
- ![Crossbeam Overlap Lists in HubSpot Once your HubSpot connections is configured and reports are selected, you'll see associated partner data lists created in HubSpot.](https://assets.partnerfleet.app/wxcwb0z6tus72vc531k6owhehda6)
- ![Use the Custom Object to activate workflows in HubSpot For enterprise HubSpot customers, use the Crossbeam Overlaps Custom Object to kick off workflows and associated partner campaigns at scale.](https://assets.partnerfleet.app/iz86gyq0q5rsa36c12hh00bsfm3o)
- ![Use the Custom Object in Report Dashboards Use the custom object in detailed report filters in HubSpot. For more information on getting started with this feature, read this helpful guide: https://knowledge.hubspot.com/reports/create-custom-single-object-reports](https://assets.partnerfleet.app/zajsho9kq8280gorz3fq25h7o2rd)
- ![Detailed view of associated fields within the Crossbeam Overlaps Custom Object](https://assets.partnerfleet.app/09v3dh2i82vhmbxtmfta874t0x4x)
- ![Preview of the Crossbeam Overlaps Custom Object in Hubspot](https://assets.partnerfleet.app/jgp3k194vg7o4a8hjnyuoafy0lgv)

## Setup Instructions
Getting Started with HubSpot Email Campaigns using Crossbeam Data:1. For paying Crossbeam customers on a Professional HubSpot plan or higher;2. Connect Crossbeam and HubSpot by clicking the install button within the HubSpot integration listing.3. Your system admin will need to authenticate the connection.4. Once you've connected the systems, select your Crossbeam reports you'd like to use as the foundation for list creation in HubSpot.5. Upon selecting your reports, new overlaps and associated overlap data will automatically push into HubSpot and will be saved as corresponding lists. Contact lists will appear in HubSpot with the same naming convention as your reports in Crossbeam.Please note, all overlaps that are present in associated contact lists will be updated in real-time, removing stale overlap data and surfacing new records. Corresponding campaigns are kept highlt targeted, relevant, and accurate.From here, your marketing team can use these partner overlap lists to trigger co-marketing emails, workflows, drip campaigns and more.&nbsp;Getting Started with the Custom Overlaps Custom Object:1. To leverage the Custom Object: Your system admin must authenticate the connection to begin routing overlaps in the Crossbeam Overlaps Custom Object in HubSpot. Once your accounts are connected go into your HubSpot integration Settings and select which Populations you'd like to carry over into HubSpot. Upon configuring your populations, save changes, and then following fields will automatically be passed into the custom object in HubSpot:Account IDCrossbeam EIDLead IDPartner&nbsp;Partner AE Name&nbsp;Partner AE EMailPartner AE PhonePartner PopulationPopulation (Name of population)&nbsp;2. From here, use the Crossbeam Overlaps Custom Object to trigger new workflows, run reports, build reporting dashboards and more.&nbsp;3. Please note, customers using the Custom Object must be on the HubSpot Sales Hub - Enterprise plan and must be using HubSpot as a data source to leverage this functionality.

## Resources
- [Enhanced Ecosystem Reporting in HubSpot](https://help.crossbeam.com/en/articles/10445323-enhanced-ecosystem-reporting-in-hubspot) — This feature enhances the Crossbeam-HubSpot integration by pushing "is a customer of and is an open opportunity of fields directly to the standard HubSpot Company object, unlocking advanced reporting capabilities and streamlined workflows.
- [How to connect HubSpot Data](https://help.crossbeam.com/en/articles/3160183-connect-hubspot-data) — Learn how to integrate your HubSpot data with Crossbeam.

## Related partners
- [Microsoft Dynamics Custom Object](https://marketplace.crossbeam.com/partners/microsoft-dynamics-custom-object) — Integrate Microsoft Dynamics with Crossbeam to create unique reports and dashboards using your ecosystem data. · Logo: https://assets.partnerfleet.app/3u61mjv8bf5jd93kvygo31yv6rqy
