Salesforce & HubSpot integration
Drop competitor context onto the right opportunity, automatically.
Sales reps do not open a competitive intelligence dashboard. They open the deal record. The CRM integration writes the most recent competitor move directly onto the opportunity for every account you map to a competitor, so the rep sees the context the moment they open the deal — without leaving the system they already work in.
What it does
- Map each competitor to the accounts in your CRM that compete with them. Mapping can be a saved view, a filter, or a list of account IDs.
- On every detected event above your severity threshold, we update three custom fields on each matched opportunity and attach a note with the source URL.
- A daily rollup engagement is added to each matched account, so the activity feed shows competitor signals in the same place as the rep's own touches.
- Salesforce and HubSpot are in beta today. The same shape will land in Pipedrive and Microsoft Dynamics next.
- Read-only outside the three custom fields and the note — we never mutate stage, owner, amount, or close date.
What we write
The exact field names and shapes for each system. Custom field names are configurable per workspace if you already have a naming convention.
Salesforce
PATCH /services/data/v60.0/sobjects/Opportunity/0065g00000aB1cDEAA1
{
"Competitor_Last_Move__c": "Acme raised Pro tier from $29 to $39/mo",
"Competitor_Last_Move_Date__c": "2026-04-25",
"Competitor_Last_Move_Severity__c": "high"
}
POST /services/data/v60.0/sobjects/ContentNote
{
"Title": "Acme · Pricing · 2026-04-25",
"Content": "UGFnZSBub3cgc2hvd3MgUHJvIGF0ICQzOS9tby4u",
"FirstPublishLocationId": "0065g00000aB1cDEAA1",
"ShareType": "V"
}HubSpot
PATCH /crm/v3/objects/deals/24081715022
{
"properties": {
"competitor_last_move": "Acme raised Pro tier from $29 to $39/mo",
"competitor_last_move_date": "2026-04-25",
"competitor_last_move_severity": "high"
}
}
POST /crm/v3/objects/notes
{
"properties": {
"hs_timestamp": "2026-04-25T09:00:00Z",
"hs_note_body": "Acme raised Pro tier from $29 to $39/mo. Source: https://acme.example/pricing · confidence 0.92"
},
"associations": [
{ "to": { "id": "24081715022" }, "types": [{ "associationCategory": "HUBSPOT_DEFINED", "associationTypeId": 214 }] }
]
}How to set it up
CRM integrations are in private beta. We are onboarding workspaces one at a time so we can hand-roll the field naming and the account-to-competitor mapping with each customer.
- 1Email us at hello@competitorintelligence.co with the CRM you use (Salesforce or HubSpot) and a rough estimate of how many competitors and accounts you want to map.
- 2We schedule a 30-minute setup call to install the package, set up the custom fields, and authorise the connection.
- 3We seed the mapping from your existing closed-lost reasons or competitor field, then you tune it from there.
Available on the Growth plan and above.
See pricing →Add a competitor in two minutes.
First material change typically lands Under 24h. No credit card. Public sources only.