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

Thank you for your interest in LoneScale! This overview outlines how LoneScale integrates with HubSpot to automate account signal capture (job postings, tech stack, etc).

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

  • 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:

1️⃣ Go to your HubSpot settings

2️⃣ Choose what you want LoneScale to do

Active with the toggle button:

  • 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

  • Update contacts

  • Create new contacts

  • Create a custom object record

  • Create tasks

3️⃣ Map your HubSpot fields with LoneScale fields

👉 Enrich your HubSpot accounts and contacts with the data of LoneScale

  • ⚠️ You must enrich your accounts AND/OR result triggers (create tasks or custom object records) to enjoy the effects of LoneScale in your CRM

  • When your accounts are enriched by LoneScale, LoneScale can update your HubSpot contact properties such as "LinkedIn ID", "Tools stack", ...

  • 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:

4️⃣ Create tasks for signals matching your filter (for custom object record, go to step 6)

👉 Create tasks according to some triggers

  • Creating tasks is a way to be notified when one is associated with a company to trigger actions such as cold calling, email campaigns, etc

  • 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 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

      • Job postings data

      • Your category & highlighted context

5️⃣ 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 🎉

Task example

Custom object example

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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