🤗 Hey my dear lemlister!
1️⃣ Integrate / connect to HS
➡️ Go to SETTINGS ⏩ INTEGRATION.
➡️ Click on « Connect to Hubspot account » button.
👉 A popup will open to enter Username and Password (if not logged on HS on different browser tab)
and to authorize the application
👉 after authorization of the HubSpot we can connect to it without additional login prompt.
👉 working with HS is easy, you are just creating new list of contacts and adding filters to it to find right selection of contacts.
e.g. contacts which city name is Cambridge
👉 All contact lists that are created in hubspot will be showed inside lemlist as filter names when creating campaign with salesforce way to add Buddies to be
➡️ Selecting filter (contact list)
➡️ click Next
👉 leads/ Buddies-to-Be will be populated from Hubspot and it will be the same set of contact as shown in your particular contact list in your hubspot instance (you can add/remove fields in list as necessary - and also add CUSTOM properties to contact object itself - they will be automatically inserted in lemlist lead props)
👉 The rest of the usage of lemlist is the same
👉 All activities from the lead are stored immediately as NOTES inside the corresponding contact in your HubSpot:
If you have any other questions, let's reach out to us on the chat!