Connect HubSpot CRM

HubSpot is one of the most popular CRM platforms, and Lead Extract makes it incredibly easy to automatically send your identified website visitors directly into your HubSpot account as contacts. This guide will walk you through the complete setup process.

---

🔗 Step 1: Connect Your HubSpot Account

First, you need to connect your HubSpot account to Lead Extract:

1. Navigate to Integrations: From your Lead Extract dashboard, click on the Profile Menu in the top right corner, then select Integrations

2. Find HubSpot: Scroll through the available integrations or use the search bar to find HubSpot

3. Click Connect: Click the "Connect" button next to the HubSpot integration

4. Authorize: You'll be redirected to HubSpot to authorize the connection. Log in to your HubSpot account and grant permission

---

⚡ Step 2: Create an Automation to Send Leads

Once HubSpot is connected, you can create an automation to automatically send leads:

1. Go to Automations: Click on the Automations icon in the left sidebar

2. Create New Automation: Click the "+ New Automation" button in the top right

3. Configure the Automation:

   • When: Select "A new lead is identified"

   • Then: Select "Send to HubSpot CRM"

4. Add Filters (Optional): You can add segment filters to only send specific leads to HubSpot. For example:

   • Only USA visitors

   • Companies with 50+ employees

   • Specific industries or job titles

   • Leads with a minimum lead score

5. Name Your Automation: Give it a descriptive name like "Send High-Quality Leads to HubSpot"

6. Save: Click the "Save" button to activate your automation

💡 Tip: You can create multiple automations with different filters to segment your leads into different HubSpot pipelines or lists.

---

👆 Manual Sending Option

If you prefer to manually select which leads to send to HubSpot, you can do so directly from your Reveal dashboard:

1. Navigate to your Reveal dashboard

2. Select the lead(s) you want to send using the checkboxes

3. Click the "Send to HubSpot" button in the bulk actions menu

---

📊 What Data Gets Synced?

When a lead is sent to HubSpot, Lead Extract syncs the following information:

👤 Personal Information (when available):

• Full Name

• Email Address

• Job Title

• Phone Number (when available)

🏢 Company Information:

• Company Name

• Website Domain

• Industry

• Company Size (Employee Count)

• Location

• Revenue (when available)

📈 Engagement Data:

• Pages Visited

• Time on Site

• Visit Frequency

• Traffic Source

• Lead Score (if enabled)

---

⚙️ Managing Your Automations

You can manage all your automations from the Automations page:

• Pause/Resume: Temporarily disable an automation without deleting it

• Edit: Modify the filters or settings of an existing automation

• View History: See which leads have been sent through each automation

• Delete: Remove an automation you no longer need

---

❓ Common Questions

Q: Will Lead Extract create duplicate contacts in HubSpot?

A: No. Lead Extract checks for existing contacts by email address before creating a new contact. If a contact already exists, we'll update their information instead.

Q: Can I send leads to multiple HubSpot accounts?

A: Yes! If you have multiple HubSpot accounts, you can connect them all and create separate automations for each one.

Q: How quickly are leads sent to HubSpot?

A: Leads are sent to HubSpot in real-time, typically within 1-2 minutes of being identified by Lead Extract.

Q: What happens if the automation fails?

A: Lead Extract will automatically retry failed automations up to 3 times. If it still fails, you'll be notified and can manually rerun the automation.

---

🚀 Next Steps

Now that you've connected HubSpot, here are some ways to maximize your lead generation:

• Set up Lead Scoring: Use Lead Extract' lead scoring feature to prioritize high-quality leads

• Create Segments: Build targeted segments to send different leads to different HubSpot pipelines

• Connect Other CRMs: Lead Extract also integrates with Pipedrive, Zoho, Salesforce, and more

• Set up Slack Notifications: Get instant alerts when high-value leads visit your site

Need help getting started? Start your 30-day free trial and see your first leads within hours!

hubspotcrm integrationautomationslead syncgetting started