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Through the HubSpot connector, you can seamlessly sync leads from Lead Liaison Captello to a HubSpot account through Automations, Fulfillment Actions, and Bulk Actions. It allows you to send leads from Captello as contacts to HubSpot. It also allows you to send select associations while syncing the leads.
For example, you can set up a fulfillment action on a capture form to sync submitted leads to HubSpot.
Connecting to HubSpot
To connect your account:
Navigate to Setup > Integrations > Connectors.
Scroll down to the Connector labeled "HubSpot Integration."
Click the “Add Account” button and it will take you to the page to enter your HubSpot credentials.
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Choose your account and click Choose Account.
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Agree to the terms, then click the checkmark button.
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After that, you should see the ‘You’re successfully connected to HubSpot' message as pictured below.
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This option will only appear if you have successfully connected your account.
On the mapping menu, select the Lead Liaison Captello field on the left and the corresponding HubSpot field on the right.
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Use the (+) and (-) buttons to add or remove fields. Click Save when you are finished.
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Syncing to HubSpot Objects
Captello can sync to the custom objects in HubSpot. We allow associating contacts to custom objects using the association endpoint, which requires adding the custom object ID to the automation action when used.
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Revoke Access
You can disconnect Lead Liaison Captello and HubSpot by revoking access. To revoke access, click the Revoke Account button on the HubSpot Connectorthe HubSpot connector, which will disconnect the HubSpot account.
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Disconnecting the account will not affect any users or data on HubSpot.
Sending Leads to HubSpot as Contacts
To send leads to HubSpot
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Through the HubSpot connector, you can seamlessly sync leads from Lead Liaison to a HubSpot account through Automations, Fulfillment Actions, and Bulk Actions.
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(as contacts), set up a fulfillment action, bulk action or automation using the following setup:
Use the action Add to HubSpot from the actions drop-down.
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(Optional) select an association from the Select Association dropdown and enter an object ID on the object ID textbox.
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To allow Captello to update records that already exist on HubSpot, check the Update Records checkbox. If this option is not turned off, contacts that exist on HubSpot will not be synced.
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If you have the “Update records” option turned on, any mapped field data in HubSpot will be overwritten by the synced Lead Liaison Captello fields. |
To The same actions can be taken to send leads as contacts through an automation, choose the Add to HubSpot action.
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You With an automation, you can also add Conditions to the Add to HubSpot action. For example, if we are only sending the Lead if the Prospect is marked as a VIP then:
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