Copy-pasting data directly to HubSpot is time-consuming and prone to manual errors. Lusha’s HubSpot integration automates the sales process without breaking your workflows.
💡 Note: Editing integration settings can only be done by the Lusha account's admin or manager.
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
Push-2-CRM Technologies
Lusha’s Push-2-CRM capabilities include technographic data, supported on all
integration types with Lusha, icluding Hubspot .
Use technology field mapping to understand the prospects' needs, by their current and missing technologies, for a stronger value proposition and build more accurate ICP lists (based on geography, industry, persona, scale, and technology usage).
You can learn more about technographics data here.
How do I 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 got updated.
Now you can achieve a better enrichment experience and utilize the leads routing process
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.
I.e. 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.
You can export up to 100 contacts at a time to Hubspot.
💡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.
Follow these steps to implement Hubspot Identifier:
Under the Field mapping environment, navigate to the HubSpot Identifier tab and begin mapping the fields.
HubSpot Identifier logic works with these combinations for accounts:
Company name
OrDomain name
HubSpot Identifier logic works with these combinations for leads and contacts:
First name + Last name + Company name
OrFirst name + Last name + Company domain
OrEmail address
Duplicates are identified if they fall under one of these categories.
💡Note that 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.
