Create Custom HubSpot Views with Reo.Dev Intel

Creating Custom Account Views in HubSpot

Step 1: Access HubSpot Record Customization

1. Navigate to CRM → Companies and open a company record that has Reo.Dev data populated.
2. Click on Customize Record (Top Right Corner).
3. View existing custom layouts assigned to teams and the default view.
4. Click Create Team View to start.

Understanding Card Placements

HubSpot allows you to add cards in three placements:

• Left Sidebar
• Middle Column
• Right Sidebar

📌 For this playbook, we will place all Reo.Dev data cards in the middle column for a streamlined overview.

Step 2: Create Custom Cards for Account Views

1. REO: Account Status Overview

📌 Purpose:
Provides a quick snapshot of an account’s fit, activity level, segment association, and last recorded engagement.

📌 How it helps:
Gives an instant read on account potential without switching to Reo.Dev.

📌 How to create:

1. Click Add Card → Create Card.
2. Select Data Highlight as the card type.
3. Title the card: REO: Account Status Overview.
4. Search and add the following four properties:
   • REO: Customer Fit
   • REO: Segment Name
   • REO: Activity Score
   • REO: Account Link
5. Click Save.

2. REO: Account Activity Summary

📌 Purpose:
Summarizes all major Reo.Dev activity linked to an account.

📌 How to create:

1. Click Add Card → Create Card.
2. Select Data Highlight as the card type.
3. Title: REO: Account Activity Summary.
4. Add one property:
   • REO: Account Summary (as this text field can be large).
5. Save the card.

3. REO: Account Lifecycle & Engagement Tracker

📌 Purpose:
This view tracks account progression across lifecycle stages while dynamically surfacing Reo.Dev engagement insights. It enables sales and marketing teams to instantly identify active, high-intent accounts based on custom HubSpot properties populated via workflows.

📌 Why it matters?

• Helps automate tracking of high-intent accounts based on their engagement with product docs, key pages, GitHub repos, and more.
• Provides a clear snapshot of an account’s lifecycle stage alongside live Reo.Dev activity data.
• Ensures that SDRs & AEs focus on the right accounts based on recent interactions.

3.1: Create Custom Account Properties in HubSpot

To enrich HubSpot views with dynamic tracking, we first create custom account properties.

🔹 Example Use Case:
Let’s say we want to flag accounts that have engaged with key product documentation on LangChain integration.

➡️ How?

1. In HubSpot, navigate to Settings → Data Management → Properties.
2. Select Company Information as the object type.
3. Click Create Property.
4. Set Property Name: Active on Docs - Langchain
5. Choose Field Type: Dropdown (Yes/No)
6. Add two options:
   • Yes (if an account is actively engaging with the LangChain documentation).
   • No (if there’s no recent engagement).

📌 Other property ideas:

• Active on Docs - Pricing Pages (to track pricing intent).
• Active on GitHub - Forked Repos (to track product implementation).
• High Engagement - POC Builders (to track Proof-of-Concept activity).

3.2: Automate Property Updates with HubSpot Workflows

Now that we’ve created a custom account property, we need a workflow that will automatically update this field based on Reo.Dev segment data.

🔹 Example: Update “Active on Docs - Langchain” Property

1. Navigate to Automations → Workflows in HubSpot.
2. Click Create Workflow → From Scratch.
3. Select Company-Based Workflow.
4. Define Enrollment Criteria:
   • Filter: REO: Segment Name → is any of → Active on Docs - Langchain
5. Set the Action Step:
   • Click “+” → CRM → Update Record.
   • Select Property: Active on Docs - Langchain.
   • Set Value: Yes.
6. Save & Activate the Workflow.

📌 Why is this needed?

• This automatically updates the field without manual effort.
• Ensures that the right accounts are surfaced as soon as they engage with key content.
• Can be expanded for other high-intent activities.

📽️ Video Guide: How to create HubSpot workflows for property updates

🔗 Reference Playbook: Sync High-Intent Accounts to HubSpot & Auto-Assign to Your Sales Team

If you want to see the end-to-end process of creating a high-intent account segment in Reo.Dev, syncing it to HubSpot, and using it as an enrollment trigger in a workflow, this playbook covers it all.

3.3: Create the Account Lifecycle & Engagement Tracker View

Once the custom fields and workflows are set, we display this data in HubSpot custom views for quick visibility.

How to create the custom card in HubSpot?

1. Click Add Card → Create Card.
2. Select Stage Tracker as the card type.
3. Title: REO: Account Lifecycle & Engagement Tracker.
4. Add Key Fields:
   • Lifecycle Stage (default HubSpot field).
   • REO: Account Link (direct link to Reo.Dev for deeper insights).
   • REO: Activity Score (quantifies developer engagement).
   • Active on Docs (custom property created via workflow).
   • Active on GitHub - Forked Repos (if relevant).
5. Click Preview Card → Save.

📌 Final Outcome?
A single card that automatically updates based on real-time developer activity in an account, allowing sales teams to focus on accounts that matter without manually checking logs or reports.

4. REO: Account Tags Summary

📌 Purpose:
Displays tag-based insights on an account’s developer activity and interests.

📌 How to create:

1. Click Add Card → Create Card.
2. Select Data Highlight.
3. Title: REO: Account Tags Summary.
4. Add:
   • REO: Account Tags
   • REO: Account Link
   • REO: Customer Fit
5. Save and preview.

5. REO: Contacts Activity - Associated Contacts

📌 Purpose:
Links account activity to specific developers/contacts.

📌 How to create:

1. Click Add Card → Create Card.
2. Select Association Table.
3. Object Type: Contacts.
4. Add:
   • REO: Last Activity Date
   • REO: Segment Name
   • REO: Developer Summary
   • REO: LinkedIn Profile
5. Save and preview.

Creating Custom Contact Views in HubSpot

Step 1: Access Contact Customization

1. Navigate to CRM → Contacts and open a contact record.
2. Click Customize Record (Top Right Corner).
3. Click Create Team View.

Step 2: Create Custom Cards for Contact Views

1. REO: Developer Status Overview

📌 Purpose:
Provides a high-level summary of individual developer engagement.

📌 How to create:

1. Click Add Card → Create Card.
2. Select Data Highlight.
3. Title: REO: Developer Status Overview.
4. Add:
   • REO: Last Activity Date
   • REO: Developer Summary
   • REO: Developer Segment Name
   • REO: LinkedIn Profile
5. Save and preview.

2. REO: Developer Tag & Activity Summary

📌 Purpose:
Summarizes developer-level actions and tags.

📌 How to create:

1. Click Add Card → Create Card.
2. Select Data Highlight.
3. Title: REO: Developer Tag & Activity Summary.
4. Add:
   • REO: Developer Summary
   • REO: Developer Tags
5. Save and preview.

3. REO: Account Activity - Associated Company

📌 Purpose:
Links individual contact activity to associated accounts.

📌 How to create:

1. Click Add Card → Create Card.
2. Select Association Table.
3. Object Type: Companies.
4. Add:
   • REO: Account Link
   • REO: Account Summary
   • REO: Customer Fit
   • REO: Activity Score
   • REO: Segment Name
   • REO: Account Tags
5. Save and preview.