From this moment on, you can merge the capabilities of smartlead with your CRM, preventing the need for constant switching between the two platforms.
Smartlead enhances your HubSpot database with valuable info connected to your campaigns: Leads, Deals, Updates, and Activities.
Depending on your setup, you'll be able to:
🚀 Generate fresh leads within your CRM, no matter the channel you initially used to import them to your smartlead campaign: CSVs, APIs, LinkedIn extension, Zapier, manual input, etc.
🔥 Integrate warm leads into your CRM, based on their interactions with your campaign: Replied, Clicked, Identified Interest.
🌟 Update CRM leads with confirmed details and their latest activities in smartlead.
⚡️ Transfer prospects from HubSpot to your campaign, applying your chosen filters.
Step 1: Setting up your Hubspot Integration:
Nothing much to do here, as Smartlead handles majority of the work.
Only thing you'll want to do is to setup any missing fields you'll be importing that you want to be synced up to your Hubspot CRM.
In order to do this, go to Settings > Data Management > Properties and click "Create a property", as below.
If you haven't created a "Group" yet, make sure you do that, it helps keeps everything organised for you. A group is a collection of properties.
You can create a Group, from the Group's tab above, and call it smartlead
Once done, head back to the Properties tab and create all the custom properties you'd like, for e.g "personalised first line"
For the "Group" field: select "Smartlead"
For the "Label" field: add "Smartlead" as a prefix to your property name so you will never use an existing property in Hubspot.
e.g. Your property is called Personalised First Line, then the property name in Hubspot should be "personalised_first_line"
This is just an example, you may have your own variables for e.g Customer Language
Step 2: Setting up your Hubspot Integration In Smartlead:
Use the integrations tab > find the native integrations sub tab > select hubspot
Select the Hubspot instance you want to connect. (blurred out the details below, but ensure to select the right account)
You will get an unverified message, that is fine, you can click on continue*
Step 3: Manage your integration (Important)***
Manage your Hubspot integration in a few clicks, a set-and-forget experience, the rest is handled by Smartlead.
Auto - Deal creation
You'll be redirected to smartlead and be shown a successful message if everything worked out fine.
Choose which lead category your deal should be created in Hubspot.
Smartlead will auto-create a deal for you in hubspot based on the category you allocate to the lead
In the image below,
Label 1: Select what lead category that will create a deal on your Hubspot CRM
Lead Behaviour and Activities Tracking
Smartlead's intelligent activity analyser will automatically track all of your leads activities and are added into your lead's instance within your CRM in the form of Email activities, Lead data as well as Notes.
In the image below,
Label 2: In order to track the activities, make sure you select the appropriate toggle
Here's the activity tracking behavior:
Tracked as Note activities - Email Opens, Link Clicks, Lead Unsubscribed, Email Bounced
Tracked as Email activities - Sent email, Replied email
In the image below,
Label 3: Select the HubSpot stage for deal creation within Hubspot from the dropdown options
All 3 Options are needed for deal creation AND HubSpot activity tracking.
If you want to track ALL the activity and NOT the deal activity, then select just option 3.
As a heads up, we do not move deals to another stage; we only create deals specific to the hubspot stage*
Step 4: Map your default fields
To automate and speed up campaign creation, Smartlead allows you to pre-map fields from your hubspot account.
In addition you can new fields that you want to add as part of your default mappings, to help you speed up the process.
An extremely simple 1 step process, on the left side, select the field you want to map, and map it appropriately to the Smartlead field
These fields will now be automatically pre-filled whenever selecting Hubspot as your source of truth for creating a campaign.
Step 5: Creating a campaign
Once you've selected Hubspot or any CRM, your campaign creation process will look like below, to pull leads from Hubspot, make sure you select Hubspot from the dropdown.
Label 1 (below) Select from the List or View you've created on Hubspot that you want to import the leads from.
Label 2 (below) Select which group properties in addition to the default fields you want to import from. Ideally, you will have created a custom "Smartlead" group as shown in Step 1 and added all your fields there.
Once you've selected the list and group, provided you've created your list of fields, you'll see a "Step 4" show up on the UI as you scroll down
Map the fields to match your criteria, The fields can be predefined smartlead options, or they can be custom fields, whichever suits best.
And that's it, you've now created a campaign where the lead source is Hubspot and you're automatically syncing ALL your lead activity to your favorite CRM in a few clicks!
Step 5.1: Creating a campaign using a CSV upload
If you upload a CSV you'll see this popup with settings to work with
If you want the activity to be tracked within hubspot, make sure you actually push the leads on Hubspot, if they don't exist. Don't worry, Smartlead will not created duplicate leads.
This step is crucial to ensure lead tracking attribution actually occurs.***
Select the List to which you want to push these leads from your CSV to.
The Hubspot group is the same as above, which lets you get map the variables that you may normally use to.
Enjoy and hope you close more deals!