How to connect Reverse Contact to Hubspot with our native integration?
Here a tutorial to use Reverse Contact <> Hubspot integration at its best capacity:
Enrich backlog leads already in Hubspot
To enhance the data of leads already present in your HubSpot CRM, it's important to note that the Reverse Contact integration is configured to enrich only newly added contacts. For the enrichment of your existing leads, follow these steps:
1) Export your complete list of contacts from HubSpot.
2) Use the file upload feature in Reverse Contact to enrich this list with additional data points.
3) Re-import the enriched contacts back into your HubSpot CRM, now equipped with expanded information.
For assistance on utilizing the file upload feature in Reverse Contact, view the guide here: How to use the File upload
Enrich ongoing leads in Hubspot with native integration
To enrich contacts as soon as new leads are created, you can leverage our native HubSpot integration, which is currently in beta. We welcome and appreciate any feedback you may have, especially if you encounter any issues, as it helps us improve the integration. Here how to setup the native integration:
1) Please visit the following link: https://app.reversecontact.com/integrations. Once there, click on "Configure CRM Integration" and proceed to connect your HubSpot CRM using OAuth.
2) You can customize the export field mapping to suit your needs. To guide you through this process, we've prepared a short video: Watch the Tutorial. This video will show you exactly how to make the necessary adjustments.
Note: Only "Export field" has to be setup, "Import field" can be leave with the default values.
Here the complete list of data available through Reverse Contact:
Note: Sometimes you will need to create Hubspot custom field if there are not already created in your Hubspot CRM, here how to do it: https://knowledge.hubspot.com/properties/create-and-edit-properties
3) Activate the flow (if not already activated)
Please note that the integration is designed to check for new contacts every 5 minutes. Therefore, after new contacts are created, you may need to wait up to a maximum of 5 minutes before these contacts are enriched.
Enrich backlog leads already in Hubspot
To enhance the data of leads already present in your HubSpot CRM, it's important to note that the Reverse Contact integration is configured to enrich only newly added contacts. For the enrichment of your existing leads, follow these steps:
1) Export your complete list of contacts from HubSpot.
2) Use the file upload feature in Reverse Contact to enrich this list with additional data points.
3) Re-import the enriched contacts back into your HubSpot CRM, now equipped with expanded information.
For assistance on utilizing the file upload feature in Reverse Contact, view the guide here: How to use the File upload
Enrich ongoing leads in Hubspot with native integration
To enrich contacts as soon as new leads are created, you can leverage our native HubSpot integration, which is currently in beta. We welcome and appreciate any feedback you may have, especially if you encounter any issues, as it helps us improve the integration. Here how to setup the native integration:
1) Please visit the following link: https://app.reversecontact.com/integrations. Once there, click on "Configure CRM Integration" and proceed to connect your HubSpot CRM using OAuth.
2) You can customize the export field mapping to suit your needs. To guide you through this process, we've prepared a short video: Watch the Tutorial. This video will show you exactly how to make the necessary adjustments.
Note: Only "Export field" has to be setup, "Import field" can be leave with the default values.
Here the complete list of data available through Reverse Contact:
| Object | Property | Label | Description |
|---|---|---|---|
| Person | emailType | Email Type | Type of the email address (professional/personal) |
| Person | firstName | First Name | First name of the person |
| Person | lastName | Last Name | Last name of the person |
| Person | jobTitle | Job Title | Professional Job Title of the person |
| Person | headline | Headline | Headline to the person's LinkedIn profile |
| Person | location | Location | Location of the person including Country, State, City and Zip code |
| Person | photoUrl | Photo URL | URL to the profile picture of the person |
| Person | followerCount | Linkedin Follower Count | Number of followers the person has on LinkedIn |
| Person | connectionCount | Linkedin Connection Count | Number of connections the person has on LinkedIn |
| Person | positions | Positions History | Employment history of the person |
| Person | schools | Schools History | Educational background of the person |
| Person | skills | Skills | List of skills the person possesses |
| Person | summary | Person Linkedin Summary | Summary of the person Linkedin Profile (about section) |
| Person | creationDate (year) | Person Linkedin Year creation date | Creation year of the Linkedin profile |
| Person | creationDate (month) | Person Linkedin Month creation date | Creation month (1-12) of the Linkedin profile |
| Person | languages | Person Languages | Languages talk by the person |
| Person | linkedInUrl | LinkedIn URL | URL to the person's LinkedIn profile |
| Company | websiteUrl | Website URL | URL to the company's website |
| Company | name | Company Name | Name of the company |
| Company | logo | Logo | URL to the company logo |
| Company | employeeCount | Number of Employees | Number of employees in the company |
| Company | description | Short Company Description | Description of the company |
| Company | tagline | Company Tagline | Tagline or motto of the company |
| Company | specialities | Specialities | List of specialities or areas of expertise of the company |
| Company | headquarter | Headquarter | Headquarter details of the company including Country, State, City and Zip code |
| Company | industry | Industry | Industry type of the company |
| Company | linkedinUrl | LinkedIn URL | URL to the company's LinkedIn page |
Note: Sometimes you will need to create Hubspot custom field if there are not already created in your Hubspot CRM, here how to do it: https://knowledge.hubspot.com/properties/create-and-edit-properties
3) Activate the flow (if not already activated)
Please note that the integration is designed to check for new contacts every 5 minutes. Therefore, after new contacts are created, you may need to wait up to a maximum of 5 minutes before these contacts are enriched.
Updated on: 12/02/2024
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