Overview

Manually transferring data into HubSpot can be both time-consuming and susceptible to errors, disrupting the efficiency of your sales operations.

With Lusha’s HubSpot integration, you can automate and accelerate your sales workflows effortlessly.

The integration ensures that your data flows smoothly and accurately into HubSpot, eliminating manual tasks and reducing the risk of mistakes - all without interrupting your established processes.

💡 Note: Editing integration settings can only be done by the Lusha account's admin or manager.

Use case

Instant and accurate contact enrichment - Instantly enrich your contact’s data on your Hubspot and ensure every contact enriched by Lusha is accurate .and up-to-date.
Virtually eliminate manual data errors - Eliminate the need to jump between multiple platforms in order to copy and paste information, increasing risk of data errors.
Optimized processes - Automate the sales process to ensure your team has more time to spend reaching out and wastes less time on data entry.

HubSpot Field Mapping

Note: you must be a Lusha and HubSpot admin to activate the HubSpot integration

Log in to your Lusha dashboard and tap your name
Click the Integrations tab and select HubSpot from the list
After clicking "Connect", you will be directed to the Hubspot login page

4. A login screen will appear asking you to sign in to your CRM. The system will not ask for your credentials if you are already logged in

5. Then, click Continue to field mapping

6. Under the Field mapping environment, you will be presented with 2 types of records:

Contacts
Companies

Each field can be changed to a different field on your HubSpot side.

The chosen fields allow you to determine which Hubspot field will get enriched by Lusha.

💡 Note: Lusha's default setting is to assign all exported contacts to the Hubspot user that is connected to the integration.

For example, If the HS user connecting HS to Lusha has the ID 12345, the contacts exported to HS will be owned by the HS user 12345.

How to add predefined values fields to this integration?

1. Please choose one of the 2 available records (contacts or companies)
2. Click "+Add field" and choose the "Predefined Value" option
3. Select a "HubSpot field" from the available fields
4. Enter a predefined value.
5. Press the "Save changes" to confirm the changes (make sure to save before changing tabs)

Conditional field map feature

Set conditional field mapping in case an email or phone parent field gets updated.

To create a conditional field:

In your Lusha account, navigate to the Field mapping environment
Click the Advanced button next to the 'Email 1' and 'Phone 1' fields (under the Lusha fields) to use a conditional enrichment mapping
Click the Map dropdown menu, then enter text to describe the value to create predefined fields that will be modified after the field is enriched.
To save the changes, click Apply.

Once you’re done, click Save Changes at the bottom of the page.

Account export preferences

Admins can select which object types users can export to HubSpot.

When this toggle is off in the settings tab, users will not be able to save as Contact under a new account, only to existing HubSpot accounts.

💡Note: The settings will apply to all team members in your account.

To manage the export preferences:

In your Lusha account, navigate to the Field mapping environment and open the Settings tab
Then, you can choose the object types the users will be able to export to HubSpot

HubSpot Identifiers

The HubSpot Identifiers feature determines which object types already exist in your HubSpot CRM. Using this feature will prevent the use of unnecessary credits and solve the issue of duplications when saving contacts, leads, or accounts to your HubSpot CRM.

To implement HubSpot Identifier, go to the Field mapping environment > navigate to the Hubspot Identifier tab and begin mapping the fields.

It is highly recommended to keep the Identifier default mapping as it is to keep functions optimally.

HubSpot Identifier logic works with these combinations for contacts:

First name + Last name + Company name
Or
First name + Last name + Company domain
Or
Email address

Contacts

HubSpot Identifier logic works with these combinations for accounts:

Company name
Or
Domain name

Companies

💡Note: The admin can change the mapping and add different fields at any time.

Currently, Lusha can identify duplicates within its own objects, such as leads, contacts, or accounts. However, there are other applications and services available that are independent of Lusha but can be used alongside it. These external tools have the ability to detect and merge duplicates within other objects.

Moving forward, Lusha will introduce a new feature to enable duplicate detection within those other objects, effectively eliminating duplications within HubSpot.

Autocomplete settings

Using the autocomplete feature, the account name will be automatically completed based on the account name in your CRM.

Default field mapping

Below is the default mapping for HubSpot. If you modify your mapping and wish to revert to the original settings, refer to the table below for the source data.

Contact

Lusha Field mapping	HubSpot Field mapping
Email1	Email
Phone1	Phone
Job title	Jobtitle
Last Name	Last Name
First Name	First Name
Seniority	Seniority
Phone2	Mobilephone

Companies

Lusha Field mapping	HubSpot Field mapping
CompanyName	Name
CompanyPhone	Phone
Domain	Domain
CompanyStreet	Address
CompanyCountry	Country
Website	Website
Description	Description
CompanyFounded	Founded_year
Employees	Number of employees
LinkedIn	Linkedin_company_page