What Are HubSpot Companies in ABM?
The HubSpot Companies source allows you to select a company list directly from your connected HubSpot CRM.
After the campaign is created and launched, Alta will use that company list to find relevant prospects and automatically enrich them.
Step 1: Create a Campaign
From your Alta account, go to Campaigns.
Click Create Campaign.
Step 2: Go to the Audience Section
When you reach the Audience section of the campaign builder, choose the source for your campaign audience.
Step 3: Select ABM
Click ABM.
ABM stands for Account-Based Marketing.
Step 4: Choose HubSpot Companies
Click HubSpot Companies.
This allows you to import a company list directly from HubSpot.
Step 5: Select a Company List
Click Select Company List.
A dropdown will open with the available company lists from your HubSpot CRM.
Choose the relevant company list you want to use for the campaign.
Step 6: Add Filters for Specific Personas Inside Those Companies
After selecting the HubSpot company list, add filters to define the specific personas you want to reach inside those companies.
For example, you can filter by:
Job titles
Departments
Seniority
Location
Other relevant persona criteria
These filters help Alta find the right prospects within the companies from your HubSpot list.
Step 7: Continue Through the Campaign Builder
After adding the persona filters, continue through the rest of the campaign builder.
You can proceed to the next campaign setup stages, such as:
Pitch
Touchpoints
Review and launch
Step 8: Launch the Campaign
Once the campaign is ready, launch it.
After launch, Alta will automatically:
Use the selected HubSpot company list
Find relevant prospects from those companies
Enrich the prospect data
Add those prospects to the campaign audience
Recommended Use Case
Use HubSpot Companies when you already have a curated company list in HubSpot and want to run an ABM campaign targeting those accounts.
For example, if your sales team has created a list of priority accounts in HubSpot, you can import that list into Alta and then add persona filters to reach the right people inside those companies.