Heeeeey 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 a different browser tab)
- authorize the application
👉 after authorization of the HubSpot we can connect to it without an additional login prompt.
👉 working with HS is easy, you are just creating a new list of contacts and adding filters to it to find the right selection of contacts.
e.g. 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.
➡️ Selecting filter (contact list)
➡️ Click Next
👉 leads 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 the 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!
Enjoy ❤️