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Using Hubspot with Vieu (for AEs)

What AEs can do with Vieu + Hubspot

As an AE, you’ll use Vieu and Salesforce together in three main ways:

  1. Export connections to Hubspot (in bulk or individually)
  2. Pin and explore connections to understand relationship context in Hubspot
  3. Request introductions by jumping into Vieu when you’re ready

The sections below walk through each of these actions.

1. Export connections to Hubspot

You can export connections from Vieu into Hubspot so relationship context is visible directly on accounts and contacts.

This helps:

  • Relationship context appear in CRM
  • Teams understand how connections support pipeline
  • You decide what gets written to Hubspot

How to export connections

1. Navigate to Connections Vieu in Vieu and apply the filters you need (for example, target account list, connection strength, titles, or seniority).

2. Export all connections in the filtered view Or select specific connections to export

3. Click Export to CRM in the top-right corner

4. Review the list of connections returned and “Start Export”.



where to find exports in Salesforce

After exporting:

  • Log into HubSpot

  • Navigate to the related Company or Contact

  • Look for the Vieu App Card on the right-hand panel

     

  • Inside the App Card, you’ll see:

    • Under Overview - Status breakdown (Yet to Start, In Progress, Completed Intros)
    • Option to to expand and view all connections to the target using "View Synced Intros"

     

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If you don’t see this section, Hubspot may not be connected yet. Share this with your admin: How to Connect Hubspot to Vieu

2. Expand connections to understand the relationship

Inside HubSpot, Vieu helps you quickly understand how someone is connected before you decide to move forward.

How to expand and pin a connection

  1. Open the Company or Contact in HubSpot

  2. Locate the Vieu App Card (as shown above)

  3. Click View Synced Intros

  4. Click the dropdown next to a connection to expand it

When expanded, you can see:

  • Who the introducer is
  • Who the target is
  • How the relationship is structured
  • Why this connection matters

This helps you decide whether the connection is strong and relevant enough to act on.

Group 1814223166 1

 

Please note: If the Introduction is pinned or unpinned inside Vieu, the Pin status will reflect in HubSpot. 

What is "pinning a connection"? 

  • Marks it as something you intend to pursue
  • Automatically tracks it in Introductions | Vieu
  • Makes it easy to come back to later

 

3. Request the introduction

Once you’ve reviewed the relationship and pinned the connection, you can request the introduction.

How to request the intro

  1. In the Hubspot App Card, click on Get Introduced
  2. You’ll be redirected to the Vieu dashboard
  3. Review the drafted introduction request
  4. Send the intro when ready

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Need help?

If something does not look right in Salesforce or you are unsure how an action syncs, reach out to us at valet@vieu.com and we’ll help you sort it out.