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:
#1 -> the connexion guide
#2 -> the setup guide (= this article)
#3 -> the use case
💡 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/ORresult triggers (create tasks or custom object records) 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:
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/ORthe contact has changed job titleAND/ORLoneScale 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
6️⃣ Create custom object records (for tasks, go to step 5)
Set the record name
HubSpot custom object field = Name
Action = Plain text
With Value = your_record_name
💡If you use a type for your custom object, set up the type
HubSpot custom object field = your_type_name
Action = Plain text
With Value = your_hubspot_api_type_name
Map your HubSpot's custom object fields with LoneScale fields
7️⃣ 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 ❤️