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Connecting Accoil data to other tools
Connecting Accoil data to other tools

Use Accoil’s integrations to bring product insights into the tools your team already uses

Simon Herd avatar
Written by Simon Herd
Updated over a week ago

Accoil offers a range of systems to connect its data to.

Overview

Accoil connects to the tools your teams already use—CRMs, support systems, messaging platforms, and more—so you can take action on product behavior and engagement data in real time.

Our integrations help teams view, sync, and act on product data without needing to switch tools or copy-paste insights manually.


Integration Types

Accoil offers three types of connections:

1. Widget (Live View in Other Tools)

Embed live engagement data directly into tools like HubSpot, Intercom, or Jira Service Management. You’ll see live engagement scores, activation status, adoption metrics, and health summaries—all within user or account records in your CRM or support tool.

Example: A sales rep views a contact in HubSpot and sees their Accoil engagement score and recent activity in a side panel.


2. DataSync (Push Traits to External Tools)

Automatically sync key Accoil traits—such as engagement score, activation rate, adoption, and segment membership—into your connected tools as custom fields or properties.

These traits are updated regularly (every 6–24 hours) for matched users and groups, and can be used for workflows, segmentation, personalization, or reporting.

Example: A marketer uses engagement scores synced into HubSpot to build a reactivation email campaign.


3. Actions (Trigger Follow-ups from Accoil)

Trigger actions in other platforms directly from Accoil. This includes:

  • Creating tasks in HubSpot

  • Tagging users in Intercom

  • Sending traits or events to Segment

Actions can be triggered manually or through Accoil’s automation rules, letting your teams respond to changes in engagement in real time.

Example: A Customer Success Manager gets a task in HubSpot when an account drops below the activation threshold.


What Traits Does Accoil Sync?

Accoil pushes key traits to external platforms. These traits can be tied to individual users or accounts (groups), depending on the integration.

Trait

Description

Format in External Tool

Engagement Score

Real-time score based on user behavior

Accoil_[ProfileName]_Score

Segment Membership

Segments a user or account belongs to

Accoil_[ProfileName]_Segments

Activation Rate

Percent of activation steps completed

Accoil_[ProfileName]_Activation

Adoption (Recent)

Feature adoption over the engagement period

Accoil_[ProfileName]_Adoption_Recent

Adoption (Ever)

Lifetime feature adoption

Accoil_[ProfileName]_Adoption_Ever

Last Active

Last seen date

Accoil_[ProfileName]_LastActive

Frequency

Days active in the last X days

Accoil_[ProfileName]_Frequency

Active Users (for accounts)

Number of active users in an account

Accoil_[ProfileName]_ActiveUsers

Total Users (for accounts)

Total number of users in an account

Accoil_[ProfileName]_TotalUsers

ℹ️ Profile Name refers to the name of the profile in Accoil (e.g. TrialUsers, PayingCustomers). Spaces are removed when forming the property name.


Integration Providers

Here’s what each provider supports:

Tool

Widget

DataSync

Actions

HubSpot

Intercom

Segment

Attio

Jira

Zendesk

Slack

🔁 Custom

Note: Slack allows for querying and actions.

Each provider has its own connection method and configuration steps. See individual integration guides for detailed setup.


LLM Integrations

Accoil supports several large language models (LLMs) to power insights and summaries.

You can:

  • Disable LLMs entirely

  • Provide your own API key for more control

Supported Models:

  • Perplexity (Beta)

  • OpenAI

  • Claude (Anthropic)

LLMs are used for features like summaries and natural you remain in full control of what’s used. No identifying data such as account names or user names is ever passed to the LLM.


📁 Example Use Cases by Team

Sales

  • Prioritize leads based on product engagement (via HubSpot)

  • View real-time usage inside CRM records

Customer Success

  • Get alerts when accounts show signs of risk

  • Create follow-up tasks for accounts with low activation

Marketing

  • Trigger campaigns based on product behavior (via HubSpot or Segment)

  • Target reactivation messaging to low-engagement segments

Support

  • View user activity and health in Intercom or Zendesk

  • Prioritize support based on last active or adoption metrics


💬 Questions?

If you’re unsure which integration type is best for your workflow—or you’d like to request a new integration—reach out to the Accoil team via chat or email.

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