How To Set Up and Manage Your HubSpot Integration
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 the Integrations tab of the settings menu
Let’s start in the settings tab of We-Connect. Select “integrations” 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 multiseat 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 are aligned with your data from HubSpot. If you have additional information on contacts within HubSpot, you can add & 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 (only from HubSpot or only from We-Connect) and two-way sync (data flows between both).
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): Choose how you want We-Connect to handle updated and new contact info. You can also choose to import specific lists from HubSpot.
Contact sync (from We-Connect): Choose how you want HubSpot to handle updated and new contact info. You can choose to import all contacts, contacts from specific campaigns, 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.”
Step 5: Syncing & managing your integration
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 & save’ button in the top right corner of your screen.
Once synced, your HubSpot contacts will show up under ‘saved lists’ in the ‘My Folder’ tab of We-Connect. Here, you can create new lists by filtering your HubSpot contacts by email, LinkedIn, or both.
Now, your HubSpot integration is complete! When viewing the ‘settings’ of the HubSpot integration again, you’ll see the default page. From here, you can turn off syncing (in either direction), view syncing stats, and adjust the mapping properties & syncing settings. To change the mapping or syncing settings, select the gear icon on the right side of your screen.
Select the ‘sync now’ button to immediately sync contacts.
If you have any additional questions about We-Connect’s HubSpot integration, don’t hesitate to contact our chat support team.