Oh hey 👋
A quick guide to help you get started with LoneScale HubSpot Contact Tracking!
To use this offer you'll need:
A HubSpot account
A LoneScale account
To use LoneScale like a pro, we advise you to read:
#1 -> the setup guide (= this article)
#2 -> the use case
#3 -> the success stories (WIP 🏗️ )
1️⃣ Create a LoneScale account
Go to this page to create an account with a Free Trial
2️⃣ Connect your HubSpot account from LoneScale
Log in to your LoneScale account
On the "Overview" page click on the "Connect" button
Select the HubSpot account you want to use and click "Continue with this account"
You can associate only one HubSpot accounts with your LoneScale account.
3️⃣ Setup your connection
OPTIONAL -> On the "Overview" page, if you have the LinkedIn links of your contacts you can select it for better results
On the "Overview" page click on the "Go" button
4️⃣ Track your contacts
On the "Track Contacts" page you can:
Enrich your HubSpot contacts with the data of LoneScale
AND/OR
Create tasks according to some triggers (e.g. job change or company change)
👉 Select the HubSpot Contacts list you want to track
👉 Enrich your HubSpot contacts with the data of LoneScale
⚠️ You must enrich your contacts
AND/OR
create tasks to enjoy the effects of LoneScale in your CRMWhen your contacts are enriched by LoneScale, LoneScale can update your HubSpot contact properties such as "job title", "company name", ...
To see all the properties that LoneScale can enrich click "Open example"
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:
👉 Create tasks according to some triggers
⚠️ You must enrich your contacts
AND/OR
create tasks to enjoy the effects of LoneScale in your CRMCreating tasks is the best way to be notified when one of your contacts has changed job title or company to trigger actions such as cold calling, email campaigns, etc. (read our use cases)
You can see what a task created in HubSpot by LoneScale looks like by clicking "Open an example of task created by LoneScale"
You can customize the tasks by choosing:
the trigger: the contact has changed company
AND/OR
the contact has changed job titleAND/OR
LoneScale has found a Linkedin URL for this contactthe task assignee: the contact owner or nobody
the priority of the task
the title of the task
the content of the task -> personalize it with:
Contact data
Company data
Your previous data
available on the right
5️⃣ Launch your tracking
Click on "Start Tracking"
You see in the table "Tracked lists":
all your lists and their status:
tracking in progress with end date
tracking scheduled with next tracking date
tracking stopped
the number of tracked contacts (learn how your monthly contacts work in this article)
the number of enriched contacts
the number of new contacts in the list that are not tracked
6️⃣ Enjoy and exploit your results directly in HubSpot!
🎉
Still have questions?
☀️ If you haven't found the answer you were looking for, please ask our lovely team on the LoneScale chat ❤️