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Hubspot Integration🔗
Hubspot Integration🔗
Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Hello there, Saleshandy users! 👋

Let me quickly walk you through how to make the most of this Hubspot integration.

Hubspot Integration

1️⃣ Access the Integration Application

Go to your settings and find the "Integration" application. Click on it, and you'll be ready to unlock the magic!


2️⃣ Authenticate Your Application

🪜Steps to follow

  1. Under the native integrations, you can see Hubspot Integration (which Syncs your Saleshandy data with Hubspot); click on Connect Now. This will take you to the Hubspot Log in page. Log in to your Hubspot account.

  2. Connect your Saleshandy Account to Hubspot.

  3. You'll be redirected to the authorization page, where the app requests access to your HubSpot account. If you agree, continue connecting. Then click on Connect App.

    Note: Before this, you need to have an account with Hubspot. I already have one.

  4. You've successfully connected your Hubspot account to your Saleshandy account.

  5. You can confirm in your Saleshandy Account it will show you Two Ticks with Connected ✅.

Mission has been accomplished; you've successfully Connected Hubspot Integration with Saleshandy. 👏

Configuration🔧 & Mapping Fields🗺️

What is Configuration🔧 & Mapping🗺️?

Configuration🔧 involves specifying the settings, options, or parameters to tailor the system to meet specific requirements. This may include setting up Saleshandy default fields.

Mapping 🗺️involves defining how data from one system should be mapped or transferred to specific fields in another system. This ensures that data is accurately and appropriately transferred or synchronized between systems, preserving the integrity and consistency of information.

In summary, Configuration and Mapping fields involve customizing and aligning data elements or fields within a system or between systems to enable smooth operations, data transfer, or integration. We're using this for Saleshandy-Hubspot Integration.

Once you've connected your Hubspot Account, it's time to Configure it.

  1. Click on the top-right corner, and from the drop-down, select Configure 🔧.

  2. Once you configure it, you can map the fields between Saleshandy and Hubspot so that data synchronizes between both apps accordingly.

  3. Saleshandy fields are the default fields, whereas you can select the Hubspot fields from the drop-down. And then click on Save.

Mission accomplished; you've successfully configured Hubspot with Saleshandy. 👏

Which Configuration Fields are available in Saleshandy and what Mapping Fields are synced in Hubspot?

Note: Saleshandy Default Fields can't be changed. However, you can create your custom fields. To learn more about custom fields, Click Here.

Saleshandy Field Mapping

Salesforce Field Mapping

Prospects in Saleshandy

Prospects in Saleshandy

Prospects in Saleshandy

Triggers💡& Activity

Triggers💡 are actions that are performed by the prospect who has been enrolled in a sequence by the user. Examples of Triggers include email sent, email reply, link clicked, sequence email opened, and many more.

Activity🎯 is the actions that are recorded in your Hubspot Account when certain triggers are activated in your Saleshandy account. Examples of Activities include Create a Lead, Deal, Person in Hubspot, and many more.

Once any of the Triggers are activated, their related Activities are performed, and similar activities also get recorded in Hubspot, syncing your data from your Salashandy account to your Hubspot account without going back and forth between the platforms.

🪜Steps to Follow

You need to enable the triggers & activities you want to automate between Saleshandy & Hubspot. You can select from Multiple Triggers available;

  • To enable it, you can use the toggle button ↔️ available, and from the drop-down, you can select the Activity you want to perform.

    Example: When an Email is Sent from Saleshandy you can Create/Update a Contact in Hubspot or Create/Update a Deal in Hubspot or Create/Update a Company in Hubspot or Create a Task in Hubspot or Create a Note in Hubspot or Record(log) an Email Activity in Hubspot.

  • Once you have selected the relevant Activity you want, Click on Save. If you have selected Create or Update a Contact in Hubspot, a pop-up will show you to select Lead Status and Lead Lifecycle.

  • Once done selecting, then click Save.

  • If you're selecting Create or Update a Deal in Hubspot, you also need to select some extra configurations, such as Select Pipeline, Select Pipeline Stage, Deal Type, Deal Priority, and Closing Date. Once you are done selecting the configuration, click on Save.

  • If you're selecting Create a Task in Hubspot, you also need to select some extra configurations, such as Task Title, Task Type ( Call, Email, Linkedin, Meeting, Sales Navigator - Connection Request, Sales Navigator - InMail, To Do ), Task Priority (High, Medium, Low ), Due Date. Once you are done selecting the configuration, click on Save.

  • lf you're Creating a Note in Hubspot, You'll first need to Create/Update Contact or Deal to associate Notes in Hubspot (Mandatory). If you haven't done that, creating a note will lead to failure.

  • If you're Recording (logging) an Email Activity in Hubspot, You'll first need to Create/Update Contact or Deal to associate an Email in Hubspot (Mandatory). Recording an email will lead to failure if you haven't done that.

​Mission accomplished! You've activated Trigger & Activity with Saleshandy👏

Prospect Import 👥

  • If you're selecting Import Prospect from HubSpot as a Trigger and Add Prospect as an activity in Saleshandy, you must also select some extra configurations, such as Select the Prospects list from Hubspot, where you can select the contact list and import it to Saleshandy. Once you are done selecting the configuration, click on Save.

    Note: If you would like to learn how to create list in Hubspot click here.

  • If you're selecting Import Prospect from HubSpot as a Trigger and Move Prospect to another Sequence in Saleshandy, you must also select some extra configurations, such as Select the Prospects list from HubSpot, Select the Sequence and Select the Sequence Steps where you can select the contact list and import it to Saleshandy Sequence and add it directly to the steps. Once you are done selecting the configuration, click on Save.

    Note: If you would like to learn how to create list in Hubspot click here.

Mission accomplished! You've imported your prospects in Saleshandy👏


Which Triggers are available in Saleshandy, and What Activities you can perform in Hubspot?

Note: Saleshandy Default Fields can't be changed. However, you can create your custom fields. To learn more about custom fields, Click Here.

Saleshandy to Hubspot

Triggers

Activity

Email Sent from Saleshandy

Create a Contact in Hubspot

Reply is Received in Saleshandy

Update a Contact in Hubspot

Link is Clicked in Saleshandy

Create a Deal in Hubspot

Prospect is Unsubscribed in Saleshandy

Update a Deal in Hubspot

Email is Bounced in Saleshandy

Create a Company in Hubspot

Sequence Email is Opened in Saleshandy

Update a Company in Hubspot

Prospect Outcome is Updated in Saleshandy

Create a Task in Hubspot

Create a Note in Hubspot

Record(log) an Email Activity in Hubspot

Hubspot to Saleshandy

Triggers

Activity

Contact Created/Properties Updated in Hubspot

Add Prospect in Saleshandy

Deal Created/Properties Updated in Hubspot

Move Prospect to another Sequence in Saleshandy

Company Created/Properties Updated in Hubspot

Mark Prospect as Unsubscribed in Saleshandy

Mark Prospect as Finished in Saleshandy

Mark Prospect as Replied in Saleshandy

Mark Prospect as Paused in Saleshandy

Mark Prospect as Resume(Un-pause) in Saleshandy

Assign a tag to Prospect in Saleshandy

Blacklist a Domain in Saleshandy

Triggers

Activity

Import Prospects from Hubspot

Add Prospect in Saleshandy

Move Prospect to another Sequence in Saleshandy

Mission accomplished; you've successfully Integrated Hubspot with Saleshandy. 👏

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

Check out the below articles If you want to know more about


💡 Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗

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