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LoneScale <-> HubSpot Contact Tracking
HubSpot application: Installation and setup guide
HubSpot application: Installation and setup guide
Connect LoneScale to HubSpot. Update contacts, create opportunities and send that data automatically to your HubSpot account
Maud avatar
Written by Maud
Updated over a week ago

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

TLTR? Check out our clickable demo

To use LoneScale like a pro, we advise you to read:

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 CRM

  • When 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 CRM

  • Creating 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 title AND/OR LoneScale has found a Linkedin URL for this contact

    • the 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 ❤️

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