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 La Growth Machine’s integration with Zapier to automatically update the lead’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 La Growth Machine 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!