Account Map visualizes org charts, buying roles, engagement activity, and influence connections — right on your HubSpot company records.
Account Map is a HubSpot app that gives sales leaders, account managers, and revenue teams a visual map of every company they're working. It lives as a tab on company record pages — no context switching, no separate tool.
Add contacts to the chart and the hierarchy auto-builds from job titles. Assign buying roles, track engagement across emails, calls and meetings, and see who you've covered on every deal — all in one view.
Click any contact for a deep-dive into their engagement history, communication cadence, team interactions, and influence connections. Export the chart for deal reviews or executive briefings.
From auto-building the org chart to surfacing deal-blocking gaps, Account Map gives your team a shared picture of every account.
A quick view of who you've engaged on each deal — Champion, Decision Maker, Budget Holder, multi-threading, Executive Sponsor, Blocker, and recent C-suite meetings. Surfaces gaps at a glance so you can see where an account needs more attention.
Add a group of contacts and the chart auto-constructs the hierarchy from job titles and seniority. Add contacts one at a time and each is assigned to their logical manager. No manual wiring needed to get started.
Per-contact heatmap grids showing emails, calls, and meetings over configurable time windows — 14 days, 12 weeks, or 6 months. See at a glance who's active and who's gone silent.
Drag and drop contacts to reassign reporting relationships. Collapse and expand branches, zoom and pan the canvas, and navigate complex hierarchies with ease.
Assign one of 6 roles to each contact: Decision Maker, Budget Holder, Champion, Influencer, End User, or Blocker. Color-coded badges on every node. Changes persist back to HubSpot.
Composite metric combining role coverage, engagement %, recency, and multi-threading depth. Trend indicator shows direction vs. prior period. Stakeholder count and org levels at a glance.
Draw informal influence lines between contacts — strong, moderate, or weak. Overlay on the org chart to see who influences whom beyond the formal hierarchy.
Click any contact for a deep-dive: engagement grid, team engagement breakdown, adoption persona, communication cadence, smart alerts, and quick actions.
Search, sort, and manage all associated contacts. Add or remove from the chart. Create placeholder contacts for roles you know exist but haven't identified yet.
Every contact card surfaces a concise, AI-generated coaching note based on their buying role, engagement recency, and deal context. Champions get nurture reminders, Blockers get influence strategies, and Influencers get cadence guidance — so reps always know the next best action without leaving the org chart.
Pick a scenario and see how Account Map works with realistic data.
Account Map is designed with data security as a first principle. Here's exactly what it does and doesn't do with your data.
All CRM data stays within HubSpot. The app reads contacts, companies, and engagement records via HubSpot's official API and renders them in the browser. No CRM data is copied to external databases, third-party services, or analytics platforms.
The app works with standard HubSpot properties (name, email, job title, buying role). Only 2 custom contact properties are created: reports_to (text field for hierarchy) and influence_connections (JSON field for influence relationships). Both are visible in your HubSpot property settings.
The backend (hosted on Vercel) is a thin authenticated proxy. It receives requests from the HubSpot extension, resolves the portal's OAuth token, forwards the request to HubSpot's API, and returns the response. It does not store, cache, or log any CRM data.
Authentication uses HubSpot's standard OAuth 2.0 flow. No API keys are shared or stored by the customer. You authorize via HubSpot's own consent screen, and you can revoke access at any time from your HubSpot Connected Apps settings.
OAuth tokens are stored in Upstash Redis with encryption at rest. Only OAuth tokens are stored — never customer contact data, company data, or engagement records. Tokens are keyed by portal ID and automatically refreshed every 30 minutes per HubSpot's OAuth spec.
The app does not collect usage analytics, telemetry, or behavioral data. There are no third-party tracking scripts, cookies, or pixels. The app exists solely to serve the HubSpot CRM interface.
Account Map requests 7 scopes — the minimum needed to read account data and persist org chart changes back to HubSpot. All scopes are standard HubSpot OAuth scopes.
| Scope | What It Accesses | Why It's Needed |
|---|---|---|
| crm.objects.companies.read | Company records | Display company name and context in the org chart header |
| crm.objects.contacts.read | Contact records | Read contact names, titles, emails, phone numbers, and buying roles to build the org chart |
| crm.objects.contacts.write | Contact property updates | Save buying role changes, reporting relationships, and influence connections back to HubSpot |
| crm.schemas.contacts.read | Contact property definitions | Check whether reports_to and influence_connections custom properties already exist |
| crm.schemas.contacts.write | Contact property schema | Auto-create reports_to and influence_connections properties on first use if they don't exist |
| sales-email-read | Email engagement records | Read email history (timestamps, direction, owner) for the engagement activity heatmap |
| crm.objects.owners.read | HubSpot user/owner records | Read sales rep information for team engagement attribution in the detail panel |
Getting started is easy, run a pilot with your team.
Install Account Map and authorize via OAuth. No API keys to manage — HubSpot handles authentication securely.
Open any company record in HubSpot CRM. Find the Account Map tab on the record page alongside your existing tabs.
Click “View Account Map” to open the full interactive account map with engagement data, buying roles, and influence connections.
Questions? Reach out to the Account Map team.