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:
#1 -> the connexion guide
#2 -> the setup guide (= this article)
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/ORresult triggers (create tasks or custom object records) to enjoy the effects of LoneScale in your CRMWhen 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)
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 🎉
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 ❤️