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Setup HubSpot integration - Contacts module
Setup HubSpot integration - Contacts module
Updated over a week ago

Thank you for your interest in LoneScale! This overview outlines how LoneScale integrates with HubSpot to automate job change capture & sales engagement handoff. You will find that implementing LoneScale is a very light lift compared to most tools you connect with your CRM.

This article will cover:

  • Custom configuration and mappings to HubSpot

  • Report/list creation for what data we want to track for you

  • Insert signals into HubSpot as a task

  • Insert signals into HubSpot as a custom object record

  • Go-live!

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

💡 If you don't have a LoneScale account, Go to this page to create an account with a Free Trial

1️⃣ Go to your HubSpot settings

2️⃣ Select your contacts' LinkedIn url property

  • OPTIONAL -> If you have the LinkedIn links of your contacts you can select them for better results

3️⃣ Choose what you want LoneScale to do

Active with the toggle button:

  • Update contacts -> detect existing contact thanks to your HubSpot ID for contact tracking workflows

  • Update accounts

    • Simple: Detect existing accounts with domain name

    • Advanced: Create a waterfall search to detect existing accounts thanks to the domain name, if not fund used criteria 2 then criteria 3

  • Create new accounts

  • Create a custom object record

  • Create tasks

4️⃣ Map your HubSpot fields with LoneScale fields

👉 Enrich your HubSpot contacts with the data of LoneScale

  • ⚠️ You must enrich your contacts AND/OR result triggers (create tasks or custom object records) 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:

5️⃣ Create tasks for signals matching your filter (for custom object record, go to step 6)

👉 Create tasks according to some triggers

  • 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

6️⃣ Create custom object records (for tasks, go to step 5)

  1. Set the record name

    1. HubSpot custom object field = Name

    2. Action = Plain text

    3. With Value = your_record_name

  2. 💡If you use a type for your custom object, set up the type

    1. HubSpot custom object field = your_type_name

    2. Action = Plain text

    3. With Value = your_hubspot_api_type_name

  3. Map your HubSpot's custom object fields with LoneScale fields

7️⃣ Enjoy and exploit your results directly in HubSpot 🎉

Still have questions?

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