By integrating HubSpot with Leadfeeder you can send website visit details about your identified companies from Web Visitors, directly to your CRM.
When you integrate HubSpot CRM with Leadfeeder you have a number of different options regarding default fields and customisations for your HubSpot account. Detailed instructions on how to set up your integration are available here.
The lists below give the data points that you have available for these customisations and syncs, but be sure to go through the other resources to get a full view of this powerful integration!
Please note: Leadfeeder syncs data from your CRM once a day.
We can send the following to HubSpot from Leadfeeder:
Visit information and general keywords, NOT actual search terms, are sent to HubSpot as a ‘Note’ (visit note is not customisable).
In HubSpot you can find Notes in Activities, under the Activity tab when you open a given company. In the Note, you will see when the visit took place, along with the webpages they visited and the visit source.
Please remember to check the "send visits to your HubSpot" for each company in Web Visitors whose visit information you want to see within HubSpot.
Organisation Name
Link to Leadfeeder
Customisation:
Send visits for Manually Connected companies (visits in one day will be sent over to HubSpot the following day with the sync)
Send visits for Automatically Connected companies (visits in one day will be sent over to HubSpot the following day with the sync)
Send Comments
Default Pipeline Stage
Default Deal Name
Map Accounts, Contacts and Deals fields to sync with HubSpot
Missing the valuable insight of company information when you send deals to your HubSpot account?
We have great news for you. You can now configure the HubSpot integration to send additional company information every time you create a Company or Deal through Leadfeeder. This will help you get better company insights to close deals faster. You can read more about it here.
Along with the Company name and Visit details, now you can also share the following attributes to your CRM:
Industry
No of employees
Website
Company description
Country
City
Region
Tags
Email
Go to your HubSpot integration settings in Leadfeeder to configure what information should be sent to your HubSpot CRM.
Please note: If any of your HubSpot mapped fields start with 'IP' you will need to exclude these as this will create errors within your account.
When you integrate Leadfeeder with HubSpot CRM, we create two fields in your CRM:
Latest Leadfeeder visit
View in Leadfeeder
Syncable entities: Theses are the records that are allowed to be synced from HubSpot to Leadfeeder. Tasks are dependent on identified companies and opportunities.
Contacts
Tasks
Deals
We sync all of a user’s data from HubSpot to Leadfeeder as well. This includes Companies, Deals, Stages, Contacts, Tasks, and Users.
Syncable entities from Leadfeeder to HubSpot:
Web Visitors companies can be connected only as a HubSpot Company.
Automations:
When setting up feed automations that send identified companies to HubSpot you have the ability to configure how they are sent. You can read more about these automations here. The fields below are the options and fields available to send to HubSpot.
Please note: Create deal and task are only applied to Web Visitors identified companies that are already connected to existing organisations.
Create Company
Owner
Create Deal
Owner
Name
Days to set closing date
Pipeline/Stage
Create Task
Owner
Subject
Days to set due date
Manual connections: When sending identified companies manually to HubSpot you have the ability to configure them. You can read more about manual connections here. The fields below are the options and fields available to send to HubSpot.
Connect as a Company
Connect to an existing company
Create a New company
New visits are sent automatically
Send existing visits as a note to HubSpot
Send existing Web Visitors comments as a note to HubSpot
Once companies are connected you have the ability to create and send:
Tasks
Owner
Status
Due date
Deals
Owner
Pipeline/Stage
Closing Date
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Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@leadfeeder.com.
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