Heeeeey lemlister! 👋
1️⃣ Integrate/connect to HubSpot
➡️ Go to Settings then Integrations
➡️ Click on "Connect to HubSpot account" button
➡️ A popup will open to:
Enter a username and password (if not logged on HubSpot on a different browser tab)
Authorize the application
➡️ After authorization of HubSpot we can 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 Salesforce way to add leads.
➡️ Select the filter (contact list)
➡️ Click Next
➡️ Leads will be populated from Hubspot, and it will be the same set of contacts as shown in your particular contact list in your HubSpot instance:
You can add/remove fields in the list as necessary
You can add CUSTOM properties to the 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:
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 ❤️