lemlist and HubSpot integration allows users to sync contacts, activities, deals, and campaigns seamlessly. Whether you're managing leads or organizing outreach efforts, this integration can centralize your efforts and improve workflow efficiency. In this article, we’ll explore the key updates, differences between the old and new versions, and how you can effectively set up your integration to avoid errors.

This section highlight main improvements of the new HubSpot integration.

🆕 Team level set-up

Starting now, everything regarding your HubSpot integration will be at the team-level. It means that you won’t need to sync each of your campaigns manually and one by one, anymore.

💡 Anything configured in your HubSpot integration settings will apply for the whole team.

⚠️ Only lemlist admins can modify the HubSpot integration settings.

⚠️ Everything will be at team level, EXCEPT HubSpot Deals creation. It will stay in the campaigns settings for now.

🆕 Custom field mapping & Bi-sync between HubSpot & lemlist

The new HubSpot integration comes with a key improvement: the bi-sync & custom field mapping.
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In your settings, you can now map any lemlist field with any HubSpot property, so it ensures your data belongs in the right place in each tool. By default, the sync between a lemlist field and a HubSpot property will be bi-directional. It means that any change happening in lemlist will update HubSpot, and in the other way around.

🆕 Improved activities mapping

Bye-bye emails stored as notes 😵‍💫

Starting now, we will use HubSpot dedicated objects to store lemlist activities.

🆕 User mapping

To avoid losing information and ownership, we added a User mapping screen. It allows you to map your lemlist and HubSpot users. The main goal is to keep a clean ownership of contacts & activities between your tools.

🆕 Instant tasks sync

If you have manual or calls tasks in your lemlist campaign, the new version of the integration will create Tasks in HubSpot. You can complete a task in HubSpot, it will complete the task in lemlist - and in the other way around.

🆕 CRM imports enrichment
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Starting now, you can use lemlist enrichment features & AI variables on CRM imports. It means that leads imported from your CRM can benefit from:

⚠️ For LinkedIn enrichment and AI variables, you need to set-up properly your field mapping to ensure enriched data goes where you want in HubSpot.

Step 1 - Access your settings, click on “CRM”, choose HubSpot and connect it.

⚠️ This step only applies if you don’t have an existing HubSpot integration. If you already have a HubSpot connected to lemlist, go to Step 3 directly.

Step 2 - when you are here, choose the right account. Starting now, only 1 HubSpot account can be connected to lemlist. Ensure you select the right one.

⚠️ Make sure to connect HubSpot with lemlist while logged in as a HubSpot admin user.

Step 3 - Congrats! The new integration is live on your team ❤️
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⚠️ If you used multiple HubSpot accounts on the same lemlist team, you might encounter an error asking you to choose your HubSpot account.

This sub-section is dedicated to explaining how the integration works. It’s fundamental that you understand this part to go further 🙏

A few months ago, lemlist only tracked campaign leads, with no additional context beyond their specific campaign. This meant that a lead was simply someone in a campaign, without any connection to the same person across different campaigns, for example.

That's why we introduced Contacts. A Contact represents an individual (e.g., François Lejeune) who can be part of one or more campaigns. In each campaign, the Contact "François Lejeune" would then become a lead.

Wait… whut? 😶‍🌫️

Don’t worry I got you! This schema should make things simpler to understand:

➡️ Put simply: we replaced the old Lead object with a Contact object, which can now exist independently of campaigns and be part of one or more campaigns. ⬅️

As you’ll notice, the HubSpot integration operates at the Contact level. This means you can sync your lemlist Contacts with HubSpot Contacts and easily retrieve the data you need for your campaigns (see Field Mapping). It might sound complex, but trust me, it's not—and it will make the integration smooth and seamless.

It’s kind of simple: every settings defined in the CRM integration team-level settings will apply to your whole lemlist team.

It means that field mapping, user mapping & activities settings will apply everywhere in the app, and for all your users.
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The only exception to this principle are the campaigns settings. ⇒ For each campaign, if you go into its CRM integration settings, you will be able to define, only for the given campaign, triggers for deals creation.
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💡 It means that we will create deal, with the configuration you defined, only for the campaign for which you configured this option. Please note that non-admin can modify campaign-level settings.

⚠️ Before reading anything, please note that only lemlist admins can modify CRM integration settings.

This section explains everything you need to know about the new Hubspot integration. We will go through each section of the integration settings:

Then, we will deep dive into specifics, as Tasks management and HubSpot basis.

This section is the control center of the integration, it gathers 2 keys components.

This section allows you to map lemlist fields and HubSpot contacts/companies properties.

Put simply, you will be able to say “I want THIS data in HubSpot to be synced with THIS data in lemlist”.

All you have to do, is to

For example, here, I will map KarakusVariable (a field I created in lemlist) with”SuperCustomProperty” (a custom property I created in HubSpot).

Then, you can choose the sync direction:

💡When modifying data, it can takes up to a few minutes for the data to be updated on the other tool. Most of the time, it is instantaneous.

⚠️ In V1 (current version), field mapping is not retroactive. A field or property created and mapped after its data population won’t be updated in lemlist/HubSpot.

In V2 we will add a retroactive sync button for each field, allowing you to fetch and sync all the pre-existing data you want 🤓

In this section you can map your lemlist’s team users and HubSpot users. The goal is simple: keep, between lemlist and HubSpot, ownership of actions and contacts.

💡 The main rule is the following:

Any action is logged in HubSpot by applying the user mapping, based on the lemlist user. This means that each action will be associated in HubSpot to the corresponding HubSpot user.

Let me give you a concrete example 😇

In this case, the email is sent by this lemlist user: François Lejeune. According to our user mapping (previous screenshot), François Lejeune is linked to this HubSpot user: François Lejeune. So… The email activity will be associated to this HubSpot user: François Lejeune.

⚠️ If we don’t find a mapped user, we will use the Default HubSpot user (cf the fallback user that will be used if we can’t find a best option (ex: for a Task, if no HubSpot user is mapped with a lemlist user, we will associate it with the default user ; Cf Users mapping section). ).

⚠️ You can link multiple lemlist’s users to ONE HubSpot user, but not the other way around.

The user mapping concerns 3 things

The new HubSpot integration comes with a new activities mapping, it’s to say “how lemlist store its event in Hubspot”.

To avoid sending data you don’t need in your CRM, you can now choose what to send, or not, in a dedicated screen.

Go to Team settings ⇒ HubSpot ⇒ Activities.

We will only send the enabled (switch = ON) Activities to HubSpot.

With the new integration, any task created in lemlist will be created in HubSpot. If you complete the task in lemlist, it will be completed in HubSpot. And the same thing in the other way around!

💡 Note that the task will be associated in HubSpot to the user defined in the field mapping (cf dedicated section⬆️).

Example: in a campaign I created a manual task.

It will create a task in HubSpot.

If I complete the task on HubSpot… It’s magic! The task will be completed in lemlist as well, immediately.

If you are new to HubSpot or not super confortable with this CRM yet, check out this 2 hours course 🤓

https://www.youtube.com/watch?v=8VUWyMVK2Uc

💌 Give feedback to product team

➡️ If you have any feedback or idea about anything regarding that topic, we would love to know ❤️ Feel free to reach out to customer support chat!