We-Connect & HubSpot can natively integrate with one another – allowing you to manage your LinkedIn outreach efforts and sync contact data between both apps. If you’re a HubSpot user, this two-way sync will save you more time and enrich your contact databases across the board!
In this article, we’ll explain how to integrate and manage the integration settings.
Setting Up the HubSpot Integration
Step 1: Select ‘All Apps’ from the settings menu.
Let’s start in the settings tab of We-Connect. Select ‘All Apps‘ to display all available integrations (not including APIs and webhooks).
Step 2: Choose the HubSpot integration & connect your account.
Next, select the HubSpot integration by clicking ‘connect.’ A popup will appear, prompting you to select the LinkedIn account you want to connect to HubSpot. If you’re on a multi-seat plan, you’ll need to connect each account individually.
Step 3: Choose the HubSpot account you wish to connect.
After hitting continue, We-Connect will take you to HubSpot, where you can select the account you wish to connect.
Step 4: Review access permissions and connect.
HubSpot will now display the access permissions We-Connect needs for successful integration. After reviewing the permissions, select ‘connect app’ to finish the integration.
Once your HubSpot integration is successful, you’ll see a green check mark next to HubSpot in your integration settings (or an exclamation point if you still need to finish setting up the integration). You’ll also see a ‘disconnect’ button, where you can disconnect HubSpot, and a ‘settings’ button, where you can adjust your syncing settings.
How To Set Up Mapping Fields for Contact Enrichment
Step 1: Open the HubSpot integration settings.
Click the ‘settings’ text to navigate to the HubSpot integrations settings page.
By default, you’ll land on the mapping fields.
Step 2: Match properties from We-Connect to HubSpot.
We’ll start by mapping the data from We-Connect into HubSpot. You can set up the properties in whatever way works best for you. For most of our users, matching datasets works best (for example, matching ‘first name’ to ‘first name’ and ‘last name’ to ‘last name’).
You can click ‘add a property’ to create a new property that you want to sync (this will be more relevant in the next step).
You can use the screenshot below to reference what a complete property map will look like:
Step 3: Match properties from HubSpot to We-Connect.
Click ‘next’ in the top right corner to switch to the HubSpot property mapping page.
Again, you want to set your properties up so the dynamic fields within We-Connect align with your data from HubSpot. If you have additional information on contacts within HubSpot, you can add and create a property to use that data within We-Connect (see screenshot below).
You can enable and disable the information you want to sync between apps on this page as well. To do so, click on the ‘is enabled’ column.
Step 4: Complete your syncing settings.
There are a few more syncing settings that determine how your data flows between We-Connect and HubSpot. To get to the final settings page, click ‘next’ in the top right corner.
On the next screen, you can set:
Sync direction: Choose between a one-way (data flows only from HubSpot or only from We-Connect) and two-way (data flows between both) sync. We recommend the two-way sync by default, as it offers the most functionality.
Data priority: Choose which type of contacts you want to sync. You can sync contacts with only email addresses, a LinkedIn URL, or both.
Contact sync (from HubSpot): You can choose how You-Connect will handle updated and new contact information. You can also choose to import specific lists from HubSpot.
Contact sync (from We-Connect): You can choose how you want HubSpot to handle updated and new contact information. You can import all contacts from We-Connect or only import contacts based on specific campaign events (such as when a contact replies or is marked as a lead).
Choose to only import contacts to HubSpot based on campaign events of your choosing under “Send contacts to HubSpot based on campaign events.” If you want to sync contacts to a specific list within We-Connect, read this article.
Step 5: Sync and save your integration settings.
After you’ve finished mapping your properties & adjusting sync settings, you’re ready to finish setting up the HubSpot integration. To do so, click the ‘Sync and Save’ button in the top right corner of your screen.
Once synced, your HubSpot contacts will appear under ‘Saved Lists.’ Here, you can create new lists by filtering them by email, LinkedIn, or both.
Now, your HubSpot integration is complete! You can turn off syncing (in either direction), view syncing stats, and adjust the mapping properties and syncing settings at any time.
If you have any additional questions about We-Connect’s HubSpot integration, don’t hesitate to contact our support team.