HubSpot integration setup

Hi there! 👋

Integrating Sales Engagement Tool with HubSpot keeps your CRM automatically updated—no manual data entry, no switching between tabs, and no missed information. Once connected,Sales Engagement Tool will create or update HubSpot contacts based on your outreach activity and lead responses, so your pipeline always reflects what’s happening in real time. ⚙️

Follow the steps below to set up the integration in just a few minutes.

Step 1: Make Sure You Have a HubSpot Account

To connect Sales Engagement Tool with HubSpot, you’ll first need an active HubSpot account.
Log in to HubSpot and keep that tab open—you’ll need it during the authorization step.

Step 2: Open Sales Engagement Tool and Select Your Team

In a separate tab, log in to Sales Engagement Tool and select the team you want to connect with HubSpot.
Since integrations are configured per team, this helps keep data organized when managing multiple clients or workspaces. 🧩

Step 3: Navigate to Team Integrations

Go to the Team Integrations tab, where you’ll see all available integrations. Find HubSpot and click Connect to begin the setup.

 

Step 4: Choose the Automations You Want to Use

Next, select which automations you’d like to install. If you’re unsure, you can enable all of them - you can always turn off the ones you don’t need later.

Here’s what each automation does:

• Create/update contact when lead replies
  Automatically creates or updates a HubSpot contact when a lead responds, adding a note with the reply message, date, time, campaign name, and status. 💬

• Create/update contact when you send an email
  Logs your sent email as a note in HubSpot with campaign details, timestamp, and contact information.

• Create/update contact when you send a LinkedIn message
  Updates or creates a contact and records the message activity along with campaign and status data. 📩

• Create/update contact when you send an invite
  As soon as a connection request is sent, HubSpot is updated with a note containing campaign info, time, and lead details.

After selecting your preferred automations, click Continue.

Step 5: Grant Access to HubSpot

You’ll now be prompted to authorize the connection. Click Grant Access to allow Sales Engagement Tool to communicate with your HubSpot account securely. 🔐

Step 6: Name Your Connection

Give your integration a name (helpful if you manage multiple connections), then click Continue to choose your HubSpot account.

Step 7: Confirm the Connection

Once the connection is successful, click Continue again to return to the setup screen with access granted.

Step 8: Review Field Mapping

All fields are already mapped by default, so there’s nothing you need to configure here. Simply scroll down and click Continue to proceed. ✅

Step 9: Let the Automations Install

Wait a few moments while Sales Engagement Tool installs the automations you selected earlier. Once completed, your HubSpot–Sales Engagement Tool integration will be fully active.

You can now:

• Turn automations on or off anytime

• Use the History tab to see all triggered automations in one place 📊

You’re All Set!

From this point on, your selected automations will handle syncing contacts and activities automatically. This means you can focus on outreach while HubSpot stays accurate and up to date behind the scenes. 🚀

If you need any assistance, our support team is always here to help—just reach out!