When you integrate Hubspot 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!
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, as ‘note’ (visit note is not customizable)
Organisation Name
Link to Leadfeeder
Customisation:
Send visits for Manually Connected leads (visits in one day will be sent over to Hubspot the following day with the sync)
Send visits for Automatically Connected leads (visits in one day will be sent over to Hubspot the following day with the sync)
Send lead 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. It 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 HubSpot settings in Leadfeeder to configure what information should be sent to your HubSpot CRM:
When you integrate Leadfeeder with HubSpot CRM, Leadfeeder creates 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 leads 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:
Leadfeader Leads can be connected only as Hubspot Company.
Automations:
When setting up feed automations that send leads to Hubspot you have the ability to configure them 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.
NOTE: Create deal and task are only applied to Leadfeeder leads that are already connected to existing organizations.
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 leads 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 Leadfeeder lead comments as a note to Hubspot
Once leads 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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