Setting up your Slintel account with Hubspot enables you to quickly send any contacts and/or Companies directly from your Slintel database to Hubspot.
This article will help you integrate your account and also answer common questions related to Hubspot Integration.
Step 1: Authentication
Setting up your Slintel account for integration is quite effortless. The first step is to authorize Slintel to use your Hubspot account. Below are the steps you should follow:
Log in to your Slintel account.
Go to Settings and select Integration. Then select Hubspot from the drop-down menu and click on Connect.
Enter your credentials. This is a one-click authentication and upon filling in your credentials, it will authenticate automatically hereafter. You can skip entering your login credentials if you have Hubspot open in another tab and have already logged in there. It will automatically take the login from Hubspot.
Grant Access to Slintel App to your Hubspot & it’s done!
Step 2: Configuration
You can choose to create a new contact when you export your leads from Slintel to Hubspot.
Additionally, Slintel gives you the option to sync your contacts with accounts on Hubspot. While you are creating a contact, if the account does not exist on your Hubspot account, Slintel will create one for you. If it does exist, Slintel will simply map that contact to the related account once you toggle the button (see below).
Once done, click on “Update Settings”.
Step 3: Field Mapping
Once you have completed the above-mentioned steps you can start mapping your Hubspot fields to Slintel fields by going to Field Mapping tab so that we know what & where we need to update.
First, click on the Resync button to sync your Hubspot account fields with Slintel. Resync button will call an API which will fetch all your hubspot fields to Slintel field mapper. It is necessary to click on the Resync button if you create any new custom property in Hubspot to reflect that in the Slintel field mapper.
When you start, you will see all Slintel fields for Lead & Company here, to map the fields click on the View button.
Start mapping the fields to your HubSpot fields & Save the settings once you are done.
There are few fields which are mapped by default which you can remove if you do not wish to store data in those fields.
[Note] You can now map Keywords and Lead ID as well.
If you don’t wish us to touch your existing data we would highly recommend you to make Custom Fields (Property) on your Hubspot account with single-line/multi-line text field type & then map it to the Slintel fields you wish to update on Hubspot.
Step 4: Push Leads or Companies to Hubspot
You can export up to 50k leads to Hubspot at once depending on your Slintel pricing plan.
For Leads Bulk Export and Multi-Select
Go to Leads (1) tab
Apply the filter(s) you need.
For Multi-select, just select a lead (2) by checking the box next to leads instead of selecting all.
Click on the Export (3) button.
Click on the Hubspot (4) button and click on Confirm
For Bulk, select the filter you need and click on the Export (3) button.
Once you have successfully confirmed, you will get a notification in the Cloud Icon present in the top navbar which says “In progress”
Once the export is over you will be able to see the status of your export (Success/Fail) in the Settings > History. Here, select "Hubspot" from the 1st drop-down, and the duration from the second [shown below].
For Account Push
Go to Company (1) tab
Apply the filter(s) you need & select the companies (2)
Click on the Export (3) button
Click on Hubspot (4) button and click on Confirm
Once you have successfully confirmed, you will get a notification in the Cloud Icon which says “In progress”
6. Once the export is over you’ll be able to see the status of your export (Success/Fail) (Success/Fail) in the Settings > History. Here, select "Hubspot" from the 1st drop-down, and the duration from the second [shown below].