You’ve been waiting for it, native Waalaxy synchronization with HubSpot is now available. 😁
From now on, you no longer need to go through the process of creating a webhook to send your prospects’ data to this CRM.
Once in place, you’ll be able to launch the best automated marketing strategy on the market. 🚀
So, settle back in your chair, grab a green tea, zé partiiiiii.
What exactly is HubSpot?
HubSpot is a CRM (Customer Relationship Management). It’s a powerful tool for organizing and managing customer relationships.
CRMs enable effective follow-up of prospects throughout the purchasing process.
Why should I connect HubSpot to Waalaxy?
Waalaxy enables you to find prospects and establish initial contact with them. HubSpot lets you track the life cycle of your prospects. The link is quickly made: by connecting your HubSpot account to Waalaxy, you no longer need to manually enter your prospects’ data, and you’ll be able to track the prospecting steps you’ve taken with Waalaxy. 🤩
How do I connect my HubSpot account to Waalaxy?
You can connect your HubSpot account to Waalaxy in just a few clicks: no more need for a webhook! 🚀
It happens in Settings > CRM Sync > HubSpot > Connect application:
Once your account is connected, you’ll be able to access the CRM Sync settings.
How is data sent?
Your prospects’ data can be sent to HubSpot according to the criteria you choose.
Synchronization of leads as soon as they are added to a campaign
You add leads to a campaign, and no matter what the sequence, they’re synchronized. Simple, basic.
Trigger-based lead synchronization
Here, leads are synchronized in HubSpot as soon as they perform one of the specified actions. Among the triggers you can choose:
- Accepted my invitation
- Responded to a LinkedIn message
- Responded to a LinkedIn message and is interested (our AI analyzes the response)
- Responded to an email
- Successfully enriched (Email Finder): a pro email address was found.
You can choose just one, or several:
Data synchronization without a campaign
Would you like to send data to HubSpot without running a campaign? Well, you can! And why is that good? Imagine that you created a campaign some time ago, without thinking that you’d need those leads in your CRM. But now you’d like to integrate them into your customer database to keep track of them. This feature makes it possible! Here’s how, in just a few clicks:
💡From the settings, you also have the option of specifying a destination list . If you don’t select one, the synchronized leads will be in the “My contacts tab”.
How do I select the data to be sent?
Still in the settings, you can decide which Waalaxy data you wish to send to HubSpot :
The first name, last name and email fields are mandatory. You can then choose to add others (or not) 👌.
In addition, every action performed on Waalaxy is synchronized in HubSpot, like this:
How do the data appear on HubSpot?
Go to HubSpot and open the « Contacts » section. You’ll see a dashboard displaying all the data exported by Waalaxy. Your contacts should appear as in this image:
💡 If you don’t have the columns « Company name » and « Professional e-mail », you need to add them. You can also add a column for each piece of data that Waalaxy can export, such as LinkedIn profile URL, prospect responded (Yes/No), etc. Let me show you a short video explaining how to add these columns 👀.
Frequently asked questions
Which HubSpot subscription?
To synchronize your HubSpot CRM with Waalaxy, you need a HubSpot account, free or paid.
Which Waalaxy subscription?
The CRM Sync feature requires a Waalaxy Pro, Advanced or Business subscription.
Do I have to use a CRM Sync campaign?
No. In fact, there’s no point. Your prospects will be defined according to the criteria selected in the global settings.
Which HubSpot lists can I synchronize my data with?
You can only use static lists on HubSpot. Dynamic or static lists customized with filters are not retrieved by Waalaxy.
What data can I send to HubSpot?
Here’s a list of all the data you can synchronize 👇
Prospect information:
- LinkedIn Email / Pro Email
- First name, Last name
- Last name,
- Company name,
- Company website,
- Phone number,
- LinkedIn profile URL,
- Position,
- Region,
- Prospect status,
Waalaxy-related prospect information:
- Prospect tags on Waalaxy,
- List of prospects (Waalaxy) the prospect is in.
Can I see exactly which message my prospect has replied to?
No! You’ll only be able to see whether or not the prospect has replied to a message sent, but not which one.
Is there a risk of duplicate leads in HubSpot?
No. Waalaxy uses different prospect data to check whether the prospect is already in your CRM. If this is the case, the data already present will be updated 👌.
Can I send prospect data from HubSpot to Waalaxy?
No, it is not possible to send data from third-party software to Waalaxy. We’ve written an article listing all the ways toimport leads into Waalaxy.
Conclusion
That’s all there is to it! You now know how to set up your HubSpot account on Waalaxy to retrieve your prospecting data. Native integration no longer requires the use of webhooks, making the maneuver much quicker and easier to set up 😎. That’s all for today!
