How to connect HubSpot to Teamflunce
Learn more about all the features offered by HubSpot application
Valentine
Last Update 2 bulan yang lalu
Teamfluence users can connect their HubSpot CRM and act on newly activated leads. Once connected and configured, you will be able to get recent updates and have a complete overview of your LinkedIn sourced leads as your HubSpot contacts.
Connect HubSpot
In order to authorize access to HubSpot inside your teamspace, you need to a have user permissions with the following scopes:
- Manage Contacts and create Contact properties (extend object schema)
- Manage Companies and create Company properties (extend object schema)
These authorization scopes are needed for integration to work and cannot be optional. If you don't have required permissions in HubSpot, ask your CRM administrator to connect the app.
Navigate to Teamspace setting → Integrations page and select HubSpot app.
You will be redirected to HubSpot authorization page, where you'll need to confirm the action.
Configure the app
Once the app was authorized, click on "Manage" button and update settings according to your preferences.
Contact LinkedIn URL property - make sure to select main Contact attribute, which will store LinkedIn profile URL for leads synchronization and matching.
Export email enriched only leads
If selected, leads set to "Active" state will not be immediately synced to CRM. Teamfluence will try to enrich any activated lead with email first. Only email enriched leads will be sent to HubSpot, and others will be ignored.
If not selected (default), Teamfluence will push all newly activated leads to HubSpot and update email field afterward if enriched.
Contact default lifecycle stage (optional) - corresponding stage in HubSpot you'd like to assign to a newly created Contact.
Contact default lead status (optional) - corresponding lead status in HubSpot you'd like to assign to a newly created Contact.
Contact properties
Once connected, Teamfluence app creates a new "Teamfluence Properties" group of properties.
- Teamfluence URL (Lead details page URL in Teamfluence app)
- Teamfluence lead source (LinkedIn source event that produced the lead)
- Teamfluence ICP match score (Lead ICP match score)
- Teamfluence engagement score (Lead engagement score, based on a number and type of interactions with your company)
- Teamfluence engagement events (Total number of engagement events collected)
- Teamfluence lead tags (Teamfluence tags attached to the lead)
- Teamfluence connection strength (Number of connected team members)
We can create new card and add new properties from Teamfluence there.
Data mapping
Teamfluence app maps your lead records collected from LinkedIn to Contact record and related company to Company record (when applicable).
Lead history events related to engagement on LinkedIn (profile views, content engagement) are pushed to HubSpot contact activity notes.
- Lead first name → HS Contact firstname
- Lead last name → HS Contact lastname
- Lead email → HS Contact email
- Lead phone → HS Contact phone
- Lead LinkedIn profile URL → HS Contact hs_linkedin_url
- Lead job title → HS Contact jobtitle
- Lead industry → HS Contact industry
- Lead location → HS Contact city
- Lead company → HS Contact company
Company mapping:
- Company name → HS Company name
- Company website → HS Company website
- Company description → HS Company description
- Company LinkedIn page slug → HS Company hs_linkedin_handle
- Company Max number of employees → HS Company numberofemployees
- Company country → HS Company country
Important notes
Teamfluence will create new contact and related company in HubSpot CRM if no existing records were found.
Although Teamfluence will use other fields to match against existing Contact records (first name, last name, email), it is still recommended to maintain a single LinkedIn URL (hs_linkedin_url) attribute from "Social media information" group.
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