Heeeeey lemlister! πŸ‘‹

1️⃣ Integrate / connect to HS

➑️ Go to SETTINGS ⏩ INTEGRATION.

➑️ Click on « Connect to Hubspot account » button.

πŸ‘‰ A popup will open to

  • enter Username and Password (if not logged on HS on a different browser tab)
  • authorize the application

πŸ‘‰ after authorization of the HubSpot we can connect to it without an additional login prompt.

πŸ‘‰ 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

πŸ‘‰ 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.

➑️ Selecting filter (contact list)

➑️ Click Next

πŸ‘‰ 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)

πŸ‘‰ The rest of the usage of lemlist is the same

πŸ‘‰ 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 ❀️

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