How to setup HubSpot CRM Integration
How to connect Letterdrop to your HubSpot CRM
What does it do?
- Pulls in data on Deals to track revenue attribution of web and social activity.
- Updates and creates Contacts in HubSpot with social activity from across your team and company page
Why use it?
- To better understand the impact of your social efforts and track touch points back to pipeline and revenue.
- To find warm leads that are worth reaching out that are aware of your company and people.
- To find potential ways to multithread into an organization by seeing which contacts are aware of your company and people.
How do I get setup?
Go to Settings → Integrations → HubSpot CRM
Click on Connect and follow the authorization flow. You will need to be a HubSpot Admin.
Once connected, click on Configure next to HubSpot CRM.
You will be able to configure both Deals and Contacts.
Under Deals, you can:
- set the pipelines to use for revenue attribution
- map fields for Closed/Won and Closed/Lost deals
Under Contacts, you can:
- map LinkedIn activity fields to HubSpot Contact properties
- turn on/off the toggle to push contacts into HubSpot
Letterdrop will create and update Contact and Companies in HubSpot according to the property mapping above. It decides whether to create a new Contact or update one using the individual’s URL. If the URL doesn’t exist, it will look up the name and company to decide whether to update or create.
Social activity is added to the Activity section of each Contact.
Security
See this article on how your CRM data is handled.