TitanX

Install link: <a href="http://hubspot.titanx.io/" rel="nofollow noopener noreferrer" target="_blank">http://hubspot.titanx.io/</a>

Set up the integration between your HubSpot portal and TitanX. This is the foundation for everything else.

▶ <a href="https://app.tango.us/app/workflow/1--TitanX---HubSpot-Integration-Onboarding-5eec6c94e2c34181bb18bb8d0fc22fa5" rel="nofollow noopener noreferrer" target="_blank">1. TitanX – HubSpot Integration Onboarding</a>

Prepare HubSpot so TitanX data displays cleanly on your contact records and is easy to find.

▶ <a href="https://app.tango.us/app/workflow/2--Customize-Contact-Layouts-in-HubSpot-2beef13ee6e044ae939f3ae072fc4489" rel="nofollow noopener noreferrer" target="_blank">2. Customize Contact Layouts in HubSpot</a>

▶ <a href="https://app.tango.us/app/workflow/3--Custom-Contact-Views-in-HubSpot-009307ac69b84f69b58aa0ecb5c45178" rel="nofollow noopener noreferrer" target="_blank">3. Create Custom Contact Views in HubSpot</a>

Learn how to send contacts to TitanX — individually or in bulk via segments.

▶ <a href="https://app.tango.us/app/workflow/4--Contact-Submission-Process-9803392bdcd744bface0a73e86b4db8a" rel="nofollow noopener noreferrer" target="_blank">4. Contact Submission Process</a>

▶ <a href="https://app.tango.us/app/workflow/5--Submitting-a-Segment--list--in-HubSpot-7f071ead501d4f3087113dc669f16f13" rel="nofollow noopener noreferrer" target="_blank">5. Submitting a Segment (List) in HubSpot</a>

Once contacts have been scored, here's how to locate the results in HubSpot.

▶ <a href="https://app.tango.us/app/workflow/6--Finding-Contacts-Submitted-for-Scoring-by-Segment-e19d0d484da5453d853497fbcc2a7a9d" rel="nofollow noopener noreferrer" target="_blank">6. Finding Contacts Submitted for Scoring by Segment</a>

Update data mapping and add a new section to track enrichment submissions 

▶<a href="https://app.tango.us/app/workflow/7--Setup-Enrichment-fbacc09583c44546a7184a83858661cb" rel="nofollow noopener noreferrer" target="_blank"> 7. Setup Enrichment</a>

After completing the setup in step 5, learn how to submit contacts for enrichment

▶<a href="https://app.tango.us/app/workflow/8--Submitting-Contacts-for-Enrichment-483e83b6973a43c987549435d17385ee" rel="nofollow noopener noreferrer" target="_blank">8. Submit Contacts for Enrichment</a>

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Need help? Reach out to TitanX support or your account team and we'll get you unblocked.

Welcome to the TitanX app for HubSpot. This guide walks you through everything you need to get up and running — from initial integration through submitting your first contacts for scoring. Each step below links to a short, interactive Tango walkthrough.

HubSpot TitanX App Setup

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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HubSpot TitanX App Setup

Step 1: Connect HubSpot to TitanX

Step 2: Configure Your HubSpot Workspace

Step 3: Submit Contacts for Scoring

Step 4: Find and Review Scored Contacts

Step 5: Setup Enrichment

Step 6: Submit Contacts for Enrichment