Heey lemlister! 👋
First, you need to connect to Hubspot:
➡️ Go to "Settings" then Integrations.
⬇️ Scroll down and you'll see the Hubspot Integration
➡️ Click on "Connect to HubSpot account" button.
➡️ A popup will appear where you can input your username and password. (if not already logged into Salesforce in a separate browser tab)
➡️ After Hubspots' authorisation, you will be able to connect to it without an additional login prompt.
➡️ Working with HubSpot is easy, you are just creating a new list of contacts and adding filters to find the right selection of contacts.
E.g. for contacts whose city name is Cambridge:
➡️ All contact lists that are created in HubSpot will be shown inside lemlist as filter names when creating a campaign with HubSpot in order to add leads.
💡 It's really important that you make sure to add as columns in your list, the fields that you want imported in your lemlist campaign.
For example in the screenshot below, if I had not added the field "STATE/REGION" as a column in my list, it would not be pulled in my lemlist campaign:
Import your leads:
First things first, when you create a new campaign, select the way you want to import your leads from the Leads tab.
Select "Import from CRM" and then select filter to which you want to connect to.
⚠️ Don't forget that you can also import your leads via:
Our LinkedIn extension to export a list of contacts from a simple LinkedIn search
Your CRM, directly in the Settings tab of the Editor (see below)
🚨 Pro Tip 🚨
Scanners are possible with full funnel, if the import does not come from a CRM filter only, meaning CSV, extension or API.
Choose where your deal should be created in Hubspot:
Here, you can ask lemlist to add a new deal to any stage of your pipeline:
➡️ By default, all activities of leads (email sent, opened, clicked, replied, same for Linkedin steps) are stored immediately as NOTES inside the corresponding contact in your HubSpot:
You can choose do you want to track them or not.
Please note, you cannot choose to add some type of activities and not others, it's either all of them, or none of them.
💡One final note, if you also want to have the campaign's name and lead status synced in your activities, please make sure to enable the following feature in your settings - integrations:
Interested in learning about our other integrations? Check out these articles on our integrations and extensions page:
If you have any other questions, let's reach out to us on the chat!
Enjoy!