To use LoneScale like a pro, we advise you to read:
#1 -> the integration guide for HubSpot (= this article)
1️⃣ Go to your HubSpot settings
2️⃣ Select your companies' LinkedIn url property [not mandatory]
3️⃣ Select the property to avoid enriching email or phone number if already enriched.
4️⃣ Set up the process to check whether the contact already exists in HubSpot
💡 Pro tip: Click on pre-fill Default Settings or Advanced Settings to automatically map fields following best practice recommendations.
5️⃣ Map your HubSpot fields with LoneScale fields
👉 Enrich your HubSpot contacts or leads with the data of LoneScale
Then you just have to choose the HubSpot field you want to update, the action to do ("Replace" OR "Completed only if it's empty"), and the LoneScale field with which one to do this action
You can add as many actions as you want to click on the "+" button
Here you can see an example:
💡Pro tips
Use the “Pre-fill Default Settings” button to automatically map the recommended basic common settings for HubSpot.
6️⃣ HubSpot Setup
Objective:
Enable reps to source new contacts directly from the Account object in HubSpot
Enable enrichment of emails and phone numbers within HubSpot
You've 3 Options to implement:
Option 1 [easier to implement]: Contacts are sourced automatically based on predefined account criteria
Option 2: Reps manually select the persona/scenario to apply per account
Option 3: A hybrid approach cumulating 1 and 2 (reps can override default rules with manual selection)
Option 1: Manual Persona Trigger by Rep
1. Create the HubSpot workflow
Go on CRM Template tab and hit the button: Create workflow contact sourcing
2. Make visible the button on the Account object: LS – Get More Prospect
3. When a rep hit this button:
When the property ‘LS – Get More Prospect’ is set to ‘Get’, the HubSpot workflow ‘Get More Prospects/Contacts Companies to LoneScale’ is triggered. It pushes the account to LoneScale and updates the field to ‘Pushed’.
4. Customize the HubSpot workflow to determines which LoneScale settings to use:
Build branching logic in the HubSpot workflow based on the account routing.
Each LoneScale card should align with one specific LoneScale contact sourcing workflow.
💡 You can assign an account to a specific LoneScale workflow based on criteria like company vertical, country, industry tier, employee count, and more.
⚠️ Always use a default scenario
4. Copy id from lonescale platform
5. Into HubSpot Element "lonescale_assignment" and repeat for each scenario
6. Ensure sourced contacts are displayed:
On the related Account record
In a dedicated list view for rep visibility
Option 2: Manual Persona Trigger by Rep
Proposed Flow
• We add a new property on the Account object: “Get More Prospects Personas”.
• Reps can manually select a persona-based scenario for that account (default value: blank). Value: Persona 1, 2, 3, etc
• Once updated, this property triggers an HubSpot workflow that updates the “LS – Get More Prospect” property to “Get”.
• That change triggers the LoneScale orchestration, which links the selected persona to the corresponding LoneScale workflow ID, and sends the company to LoneScale.
Action Items
1. Create & display the property “Get More Prospects Personas” on the Account object for rep selection (picklist or button)
2. Create theHubSpot button to select persons and that sets the property “LS – Get More Prospect” = “Get”.
3. Build a branch in the “ls” workflow in SFDC to match each selected persona with the corresponding LoneScale workflow ID.
4. Display results: make sure contacts are visible both on the Account level and in a dedicated list view for reps.
6️⃣ Enjoy and exploit your results directly in HubSpot 🎉
Still have questions?
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