Monitoring your contacts' social activity (Engagement Sync)

What it does

Every time a contact on your HubSpot list publishes a new post, likes someone's post, or leaves a comment, that activity is captured and written to their HubSpot contact record as a timeline note — with the full post content, not just a notification.

Your Sales, Marketing, and CS teams all see the same social context inside HubSpot. Before a call, a rep can open a contact and see exactly what they've been engaging with. Breeze AI can read that history and answer questions like "Is this contact engaging with any competitor content this month?" or "What pain points is our champion at Acme expressing publicly?"

Prerequisites

• HubSpot connected (see [Connecting HubSpot and mapping fields])

• LinkedIn match property configured (see [Setting up LinkedIn matching and the Profile Finder])

• A HubSpot list or lifecycle stage containing the contacts you want to monitor

Setting up Engagement Sync

Engagement Sync is configured by creating Sync Rules. Each rule connects a HubSpot source (a list or lifecycle stage) to a type of social activity to monitor. When you save a rule, a Signal is automatically created in the background — you don't need to build it manually.

Step 1 — Go to Social Sync settings

Go to Integrations → HubSpot → Social Sync tab.

Step 2 — Create a sync rule

Click Create Sync Rule. The rule dialog has three steps:

Step 1 — Which contacts should we import from HubSpot?

Choose your source type:

• Contacts in a specific list (membership) — monitors contacts added to a HubSpot list

• Contacts with a specific lifecycle stage — monitors contacts who enter a lifecycle stage

Select the specific list or lifecycle stage. The platform checks for new contacts throughout the day and adds them to the monitoring Signal automatically.

Step 2 — Which activity do you want to monitor and sync?

Choose one activity type per rule:

• Sync New Posts — captures new posts published by monitored contacts

• Sync Posts (Liked) — captures posts your contacts have liked

• Sync Posts (Commented on) — captures posts your contacts have commented on

A new Signal is created automatically when you save the rule. You can create multiple rules to monitor different activity types from the same list.

Step 3 — Rule options

• Rule name — descriptive label for the rule

• Maximum contacts to import — how many contacts to import on first run (1–500, default 200). After the initial backfill, new contacts are imported incrementally throughout the day.

• Enabled toggle — pause a rule at any time without deleting it

• Duplicate Detection — always on. Prevents the same social event from being written as a note more than once.

Click Create import rule to save.

Step 3 — Configure notifications (optional)

After creating rules, you can set up Slack or email notifications for new post activity. Go to the notifications section and select a Slack channel or email address. Notifications apply to all New Posts rules.

How the notes appear in HubSpot

Each piece of captured social activity appears as a timeline note on the contact record. Notes include:

• Full post content (not just a title or link)

• The type of activity (new post, like, comment)

• Timestamp

• A link back to the original LinkedIn post

Notes are visible to everyone on your team with access to that contact record. Breeze AI can read and reason over the full note history.

Managing sync rules

From the Social Sync tab, each rule shows:

• The source (list name or lifecycle stage)

• The associated Signal

• Enabled/paused status

Use the toggle to pause or re-enable a rule. Use the edit icon to modify rule options. Use the delete icon to remove a rule permanently.

⚠️ Note: Editing an existing rule has some limitations. The source, activity type, and certain settings are locked once a Signal has been created. To change these, create a new rule instead.

How lists stay in sync

You don't need to manually update what's being monitored. When you add a contact to a HubSpot list that's connected to a sync rule, the platform detects the addition on its next check (runs throughout the day) and adds them to the monitoring Signal automatically.