This action relates to three HubSpot records: company, deal and task.
Get started by choosing Action to be Send to HubSpot CRM and click Configure.
You can use variables [company_name] (name of the Leadfeeder lead) and [account_name] (name of the Leadfeeder lead) when sending Leadfeeder leads to your HubSpot CRM with automation.
In the first stage, you define if you want the automation to create a new company for the given Leadfeeder lead that matches to your custom feed criteria.
If unselected, the automation will only take into account the leads already connected to a company within your CRM when creating a new deal or a task.
In the next phase, you'll decide if you want to create a new deal for the company that Leadfeeder lead is connected to (or just newly created, if you chose to have the toggle on in the previous step).
If unselected, we will take only existing deals into account when creating the task.
In the final phase, you choose whether you want to create a task. Please notice that your choices in this section are dependent upon your choices in the prior section. Your results here are dependent on whether you selected to create a new company and deal, or you chose only to take into account existing companies and deals.In the example below, the user didn't choose to create a new company but wanted the automation to create a new deal.
NOTE: Please note that the automation will only process every lead once, please consider this when setting up automation for tasks.
After you have set up the wanted rules, click Apply, then Add automation and finally Save.
This automation will now send matching leads from your custom feed to your CRM automatically.
NOTE: When using automation to create companies each Leadfeeder lead identified in the custom feed will prompt the chosen automation. This means that if one company is shown as a lead several times due to multiple locations the automation will create these as unique companies. Different locations are seen as unique companies by Leadfeeder but may appear as duplicates in your CRM.
Duplicates may also be created in the case of having automations set in feeds where a single lead may meet the criteria for several feeds. For example if a custom feed looks for companies in the US and a separate custom feed looks for companies in the print industry, a company that visits and is in the US and the print industry may appear in BOTH custom feeds. If automations are set up for BOTH of those feeds a duplicate may be created in your CRM.