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How to connect Hubspot and what to expect?
How to connect Hubspot and what to expect?

Quick guide to our native synchronization

Adrien Moreau Camard avatar
Written by Adrien Moreau Camard
Updated over a week ago

Are you a HubSpot user? You’re in luck: LGM is natively synchronized with HubSpot. And when we say natively synchronized, we mean it! No more Zapier, Webhooks, and hours to set it up.

It's simple, and yet, it's the most advanced multichannel synchronization there is!

After a simple click & connect, you'll be able to :

  • See all your leads from LGM in Hubspot and its activity synchronized

  • Build Lists based on LaGrowthMachine's multichannel data activities

  • Score your leads based on your multichannel interactions in LGM

  • Identify missed opportunities

  • And many more...

Can't wait to implement LGM's native synchronization with Hubspot? Read on!

Table of contents :

What to expect?

Contacts are automatically created or updated if they already exist within Hubspot

At the start of each campaign, LaGrowthMachine will automatically check if the lead already exists within your CRM, matching using

  • Identified email

  • Firstname + Lastname + CompanyName

  • If the lead doesn't already exist, LaGrowthMachine will automatically create the lead.

All activities will be logged on the contact's Hubspot timeline

Any action performed by LGM will now be logged within Hubspot :

  • LGM added the lead on LinkedIn, you'll see it!

  • LGM sent a Direct Message on LinkedIn, you'll see it, with a copy of the message on Hubspot

  • You've received a reply on LinkedIn? The message will appear on the contact's timeline

Why so much detail?

We believe CRM is the heart of your sales activity. So everything should be logged.

Your sales team shouldn't need to log into LGM to know what we've performed for them. Now they can just go to the contact information and see everything in the timeline

How to connect LGM to Hubspot?

If you go to your account setting, you can now synchronize Hubspot with LGM.

Click on “Connect to Hubspot”.

You’ll be redirected to Hubspot in order to select your account and connect it to LGM

Now it’s connected, you're almost set to go!

To see all the logs, you need to authorize activities coming from integrations (like LGM) to appear in your contacts' timeline:

Now you're set to go!

Advanced Utilization - Tracking of the Lifecycle

The lead’s lifecycle is the predominant information in your CRM. Updating the Lifecycle stage property consistently allows your team to determine where a specific contact is in your processes, and understand better how leads are handed off between marketing and sales.

Using LGM’s automation, you can automatically update the lead lifecycle based on any triggers available in LGM. It is very important you set it upright, as this will allow you to build performance reports of your outbound campaigns that go beyond just tracking replies, but also track :

  • Qualified replies

  • Call booked rate

  • Revenue generated

To do so, we recommend you set it up as follows :

  • Whenever a lead starts a campaign, set it as a lead in Hubspot.

  • If the leads reply, have LGM automatically change its lifecycle stage to an opportunity.

  • Your sales representative must then qualify if the lead if qualified or not

  • As you end up closing the now ‘Sales Qualified Lead’ and making big money, your team should also change its lifecycle to ‘Customer’

Doing so, you can now build reports within Hubspot to analyze your campaign performance because you have a careful understanding of the conversion thanks to the lifecycle!

Moreover, with the lead qualification feature, you now can use the tags to trigger the lifecycle :

Advanced Utilization - Building Dynamic Lists in Hubspot based on LaGrowthMachine's data

Did you know that you can use this integration to build, within Hubspot, a dynamic list of leads based on LGM's data? For example :

  • A List of leads that have accepted you on LinkedIn but didn't reply!

  • A List of leads that have replied, but haven't been qualified by your sales yet!

When your campaigns are so successful that you have too many replies to handle, it's very easy to miss a few opportunities.

As a sales manager, you'll want to set up an Active List of all possibles opportunities that haven't been qualified, based on :

  1. Conversion data from LGM

  2. Qualification data from Hubspot

Such lists will help identify missed opportunities. To create them, read our guide on how to build Dynamic Lists based on LaGrowthMachine's data.

Advanced Utilization - Scoring Leads automatically based on LaGrowthMachine's data

You get it: the integration is really deep with Hubspot's functionalities. This data can be used to automate Lead Scoring in Hubspot based on multichannel data!

Advanced Utilization - Workflows

At the moment, LGM is synchronizing everything at the lead level. But that doesn’t mean you cannot do any automation such as create a deal automatically or assign a task to a sales rep based on information from LaGrowthMachine.

All information we’re syncing to Hubspot are triggers that you can use in HubSpot’s workflows.

Examples of advanced sales automation you can build :

  • If you’ve followed our guidance on lifecycle automation, you can set up a Workflow to have the task of qualifying the lead automatically assigned to your sales team

  • If you’re tracking link clicks or acceptance, they can be great signals of opportunities to warm call a lead. Set up a workflow to assign a task to call the lead when both triggers are matched

  • Need to create deals when a lead is qualified? Create a workflow creating that deal automatically any time a lead’s lifecycle changes to ‘Sales Qualified Lead’

  • Want to score your leads based on triggers from LGM? You can use workflows

  • Want to have inbound leads automatically pushed into LGM? Yes, you can!

Your imagination is the limit! Now you understand what we meant by a native!

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