Heeeeey lemlister! 👋
1️⃣ Integrate/connect to HubSpot
➡️ Go to Team 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. Select "Import from CRM" and then select filter from which one 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.
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!