You’ve enabled LGM’s native synchronization with Hubspot, and currently have your leads and activity logs synchronized at the contact level.
However, you might need to have this information available in the contact’s properties. Unfortunately, Hubspot’s event properties management doesn’t allow for it to be pushed into the contact’s properties for it to be searchable.
Let’s solve this using LaGrowthMachine’s integration with Zapier to automatically update the lead’s contact properties
Table of contents :
A reminder of LGM's Zapier App
Zapier is the go-to tool whenever you need to build integrations between multiple tools you need. And to no surprise, LaGrowthMachine is natively integrated with Zapier to allow you to build as advanced a connection as you need!
The Zapier connection is extremely complete, as we made sure to integrate all triggers and actions you’d possibly need to be able to build any type of custom integrations.
LGM’s Zapier Triggers
Triggers in Zapier are signals that will automatically start the desired suite of actions you want Zapier. In order to allow you to build the most comprehensive suite of automation, we’ve made sure to include every possible trigger you might need :
On Email Opened
On Email Clicked
On Email Replied
On Email Sent
On Goal Reached (A global reply)
On Sequence Ended
On LinkedIn Contact Request Sent
On LinkedIn Contact Request Accepted
On Linkedin Message Sent
On Linkedin Message Replied
On Linkedin Profile Visited
On Linkedin Profile Enriched
On Twitter DM Sent
On Twitter Favorite Tweet
On Twitter Followed
On Twitter Retweeted
On Twitter Tweeted
On Twitter Unfollowed
Yes, the list is extensive so you may be able to build anything you’d need
LGM’s Zapier Payload
Whenever a Zapier is triggered by an LGM triggered, Zapier will return some usable information called a Payload. That payload will be very important since it will contain all the information you might want to transfer with the next action.
As for the triggers available, LGM’s Payload is very extensive, including:
Every information about the lead itself
Every information about the identity that was used to contact the lead
Every information about the campaign
If the trigger is a message being sent or a reply received, it will contain the content of the message/reply
For more detailed information, see below a dummy example
createdAt: 1669919203861
createdAtStr: Thu Dec 01 2022 18:26:43 GMT+0000 (Coordinated Universal Time)
Status: Trigger Tested Successfully !
Type: LINKEDIN_HAS_REPLY
jobTitle: Head of Growth at John Doe
Gender: woman
shortBio: Head of Growth. Mum full time, Geek and Actress on weekend. Open to business opportunities.
dateOfBirth: 12/04/18
persoEmail: [email protected]
Picture: https://lgm-lkn-pictures.s3.eu-west-3.amazonaws.com/profile/johndoe.png
firstName: john
lastName: doe
companyName: John Doe Corp
companyWebsite: https://johndoe.corp
Industry: Music
Email: [email protected]
Linkedin: https://linkedin.com/in/profile-for-test
Twitter: johndoe-not-exist
Phone: 0937286721
Location: San Francisco
customAttribute1: Custom attribute #1
customAttribute2: Custom attribute #2
customAttribute3: Custom attribute #3
customAttribute4: Custom attribute #4
customAttribute5: Custom attribute #5
customAttribute6: Custom attribute #6
customAttribute7: Custom attribute #7
customAttribute8: Custom attribute #8
customAttribute9: Custom attribute #9
customAttribute10: Custom attribute #10
crmId: 945218
identityFirstname: John
identityLastname: Doe
identityId: 1230-1231-1jwb
identityEmail: [email protected]
identityCustomAttribute1: Custom attribute #1
identityCustomAttribute2: Custom attribute #2
identityCustomAttribute3: Custom attribute #3
identityCustomAttribute4: Custom attribute #4
identityCustomAttribute5: Custom attribute #5
identityCustomAttribute6: Custom attribute #6
identityCustomAttribute7: Custom attribute #7
identityCustomAttribute8: Custom attribute #8
identityCustomAttribute9: Custom attribute #9
identityCustomAttribute10: Custom attribute #10
campaign: Demo campaign
audience: Test trigger
sentTemplateName: Follow up number 2
sentMessageBody: Hi there, don't you hate it when you are sad ? Then you should buy my product because it will make you happy, forever. Buy. Now.
receivedMessageBody: Hi, that's a nice product you are selling me. Okay, will buy two of those. One for me, and one for my 13 lbs miniature goat.
LGM’s Zapier Actions
Last but not least, actions will allow you to automate tasks within LGM. Available LGM actions in Zapier are:
Create a Lead in an audience: to automatically push or update a lead within an audience
Import Leads from Linkedin Search Url: push a search URL to automatically launch that search with LGM
Remove Lead from Audience: to delete leads via API. Very useful for unsubscribe/GDPR use-cases
Update Lead Status: very useful to mark outside conversions, such as coming from a Calendly
Now that you know the basics, let’s deep dive into our goal: pushing custom information in your Hubspot’s contact properties.
How to add custom information to your Hubspot’s contact properties?
Given our goal is to update a Lead’s info in Hubspot any time a contact starts a campaign to push the Campaign Name into a custom property, we will set the following parameters :
Trigger: Profile Enriched - to make sure we have the full info
Action: Update
Let’s get started. First off, select the LaGrowthMachine App within Zapier as a trigger
Choose the Profile Enriched event - this will be triggered at the start of each campaign since it is the first action of a campaign!
Up next, you’ll have to connect your LGM Account using the API Key you’ll find in your integration Tab. Once set, you’ll have to define whether you want the Zap to be triggered for a specific list of campaigns, or all campaigns. Let’s choose all campaigns!
Hit continue, test the trigger, and the first step is set. Now let’s update that Hubspot value.
Add an Action step to your Zap and select Hubspot in the App Event!
Choose the Update Contact option. Be careful to choose this one and not the Create or Update a contact option only as, if you’ve also enabled LGM’s native integration with Hubspot, the lead probably already has been created by LGM. Also, we want to choose this one as it allows us to find a contact with the CRMID in this one. On the other, you’ll only get a choice to find with the email, which you won’t have 100% of the time!
If you’re not using the LGM’s native Hubspot integration, choose Create or Update but you will have to provide an email for the lead so you’ll be limited!
Connect your Hubspot account, and then the most important setup is next.
First, we want to provide as much information as possible to Hubspot to find the right contact. So we will provide :
Objectid should match the CRMID provided by LGM
Next, push any other custom information in the right fields you want!
Save everything, turn on the Zap, and congrats! You’re all set!
It’s up to you now!
We’ve shared with you a very basic Zap that, when implemented, will help further customize your Hubspot CRM. Use it with the right sequence in LaGrowthMachine and close more deals!.
Here are some additional Zap guides you should look into :