What you can do
- Add leads to HubSpot as contacts when they reply, or when a campaign contacts them.
- Keep each contact’s ReachHunt status, tags, deal value, assignee, campaigns and replies up to date.
- Log conversations, LinkedIn messages, notes and activity on the contact.
- Create deals from statuses and tags, and move them as leads progress.
- Send profiles from any lead list to HubSpot by hand.
Before you start
- A HubSpot account.
- Full access to every section of the ReachHunt workspace.
- For deals, a deal pipeline in HubSpot.
Connect HubSpot
1
Open HubSpot
In ReachHunt, open Settings → Integrations and select HubSpot.
2
Connect
Select Connect HubSpot. Sign in to HubSpot and approve the access ReachHunt asks for.
Choose when to add a contact
Leads already in HubSpot keep updating either way. Turn off Send leads to HubSpot to pause sending. Nothing already in HubSpot is removed.
Choose what to send
Contacts get their profile details, such as email, phone, LinkedIn URL, job, location and bio. They also get a ReachHunt group of properties with status, tags, deal value, assignee, campaigns and replies.
Each contact also gets an activity note. Choose what it includes:
Create deals from statuses and tags
Deals are off by default. Create your statuses and tags first, in Settings → Statuses and Settings → Tags.1
Turn on deals
Turn on Create deals from statuses and tags.
2
Pick a pipeline
Under Pipeline, pick the HubSpot deal pipeline to use.
3
Map statuses and tags
Under Status → deal stage, pick a stage for each status. Do the same under Tag → deal stage. Choose No deal for any status or tag that shouldn’t create a deal.