How to connect HubSpot to Teamfluence

Learn more about all the features offered by HubSpot integration

Teamfluence users can connect their HubSpot CRM (HS) and act on newly activated prospects. Once connected and configured, you will be able to get their recent updates and have a complete overview of your LinkedIn sourced prospects as your contacts.

Connect HubSpot

In order to authorize access to HubSpot inside your teamspace, you need to a have user permissions with the following scopes:

• Manage Contacts and create Contact properties (extend object schema)

• Manage Companies and create Company properties (extend object schema)

These authorization scopes are needed for integration to work and cannot be optional. If you don't have required permissions in HubSpot, ask your CRM administrator to connect the app.

Navigate to Teamspace setting → Integrations page and select HubSpot app.

You will be redirected to HubSpot authorization page, where you'll need to confirm the action.

Configure the app

Once the app was authorized, click on "Manage" button and update settings according to your preferences.

Contact LinkedIn URL property - make sure to select main Contact property, which will store LinkedIn profile URL for objects synchronization and matching.

Export email enriched only records

If selected, leads set to "Active" state will not be immediately synced to CRM. Teamfluence will try to enrich any activated lead with email first. Only email enriched leads will be sent to HubSpot, and others will be ignored.

If not selected (default), Teamfluence will push all newly activated leads to HubSpot and update the email field afterward if enriched.

Contact default lifecycle stage (optional) - corresponding stage in HubSpot you'd like to assign to a newly created Contact.

Contact default lead status (optional) - corresponding lead status in HubSpot you'd like to assign to a newly created Contact.

Contact properties

Once connected, Teamfluence app creates a new "Teamfluence Properties" group of properties.

• Teamfluence URL (Lead details page URL in Teamfluence app)

• Teamfluence lead source (LinkedIn source event that produced the lead). Possible options:

• Teamfluence ICP match score (Lead ICP match score)

• Teamfluence engagement score (Lead engagement score, based on a number and type of interactions with your company)

• Teamfluence engagement events (Total number of engagement events collected)

• Teamfluence lead tags (Teamfluence tags attached to the lead)

• Teamfluence connection strength (Number of connected team members)

We can create new card and add new properties from Teamfluence there.

Data mapping

Teamfluence app maps your prospects (qualified leads) collected from LinkedIn to Contact record and related company to Company record (when applicable).

Lead history events related to engagement on LinkedIn (profile views, content engagement) are pushed to HubSpot contact activity notes.

• Prospect first name → HS Contact firstname

• Prospect last name → HS Contact lastname

• Prospect email → HS Contact email

• Prospect phone → HS Contact phone

• Prospect LinkedIn profile URL → HS Contact hs_linkedin_url

• Prospect job title → HS Contact jobtitle

• Prospect industry → HS Contact industry

• Prospect location → HS Contact city

• Prospect company → HS Contact company

Company mapping:

• Prospect name → HS Company name

• Prospect website → HS Company website

• Prospect description → HS Company description

• Prospect LinkedIn page slug → HS Company hs_linkedin_handle

• Prospect Max number of employees → HS Company numberofemployees

• Prospect country → HS Company country