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 HubSpot way to add leads.
1️⃣ 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.
If you want to import your leads via your CRM click on the link "settings of the campaign".
⚠️ 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).
2️⃣ Select your CRM
If you haven't connected your CRM yet, you'll get a pop-up that asks you to do it from your Settings section.
If you've already connected your CRM, select the right one from the list.
3️⃣ Choose the filter you want to use in your lemlist campaign
Select the leads you want to import in your campaign among the list filters from the dropdown menu.
4️⃣ 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:
If you check that option, no activities will be added:
Note that 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 general 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 ❤️