When you integrate Hubspot with Leadfeeder you have a number of different options regarding default fields and customizations 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 customizations and syncs but be sure to go through the other resources to get a full view of this powerful integration!
We can send the following to Hubspot:
- Visit information and general keywords NOT actual search terms, as ‘note’
- Organization Name
- Link to Leadfeeder
- Customization:
Send visits for Manually Connected leads
Send visits for Automatically Connected leads
Send lead Comments
Default Pipeline Stage
Default Deal Name
Syncable entities: Theses are the records that are allowed to be synced between Hubspot and 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.
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
Related:
Integrate Hubspot CRM with Leadfeeder
Send leads to HubSpot CRM with automation
Send leads to HubSpot CRM