Connecting Sell with HubSpot allows sales and marketing teams to work together to identify the best leads and ensure that everyone is getting the information they need. Both sales and marketing teams can be held accountable when Sell and HubSpot are properly integrated.
You can connect to HubSpot natively, or using the HubSpot App for Sell. The following steps explain how to set up the native integration.
You can use the HubSpot integration with Sell Enterprise and Elite plans. You must also have a Hubspot paid plan to enable this integration.
For information about HubSpot features in Sell, see Benefits of integrating HubSpot with Sell (Enterprise and Elite).
You need Sell and HubSpot admin rights to connect HubSpot to Sell.
This article covers the following topics:
Connecting your HubSpot integration
To connect HubSpot to Sell
If you need to sync Sell custom fields to HubSpot, make sure you've created the fields in HubSpot before you start.
- In Sell, click the Settings icon (), then select Integrations > Integrations.
- In the HubSpot section, click Enable.
- Click Authorize.
You are redirected to the HubSpot login page. Log in to your HubSpot account.
If you get a message Couldn't complete the connection, check that you are both an admin in Sell and HubSpot, and that your HubSpot account is a paid account.
If you click Request Assistance from the HubSpot integration page in Sell, this will raise a ticket with Zendesk Support, however they will not be able to resolve issues relating to your HubSpot configuration.
- Click Grant access to allow Sell to work with HubSpot data, specifically user and account information, read and write access to workflows, read and write access to contacts, and read and write access to content.
- Confirm authorization by clicking the reCAPTCHA box.
Content sharing is authorized, and you are redirected to Sell.
- Click Select the HubSpot List with Marketing Qualified Leads, and click Save Configuration.
If you don't have a suitable list, you can create one in HubSpot.
See Syncing leads and contacts for advice on creating a suitable list.
- Map HubSpot properties to existing or new custom Sell fields, and click Save Configuration.
Note: You won't be able to create new fields in HubSpot to store information from Sell custom fields. You'll need to create the fields in HubSpot in order for them to be available to sync with Sell. See Working with custom fields.
The Sell admin that sets up the HubSpot integration automatically owns any new record imported through the sync. If a record is already in Sell, it is merged with the imported record from HubSpot, but the ownership does not be change.If you need to create a custom field in Sell to store information from a specific HubSpot field, Sell automatically chooses the same type of field.
You can delete any fields you don't need to be synchronized to Sell.
- Click Start Syncing HubSpot with Sell to start the HubSpot synchronization.
You'll get a notification informing you that the initial sync is in progress, and how long it will take to complete.
In Settings > Tools > Integrations, your HubSpot integration status is set to Enabled with a status of Connected.
- You can now administer your HubSpot integration from Settings > Integrations > Integrations > HubSpot.
There are three tabs available:
- Connection: Pause the sync between HubSpot and Sell, or disconnect the HubSpot integration from this tab.
- HubSpot Lists: Choose a new HubSpot list to sync to
- HubSpot Properties: View and edit the HubSpot properties matched with Sell fields
About the HubSpot integration
Syncing leads and contacts
Sync only leads (and contacts) to Sell that have reached or exceeded the HubSpot Engagement score that you’ve set as your threshold. This number varies by company and will depend on what you see fit as an adequate level of engagement to then move forward to sales. Keep in mind that some engagement actions are more telling of a lead’s willingness to move forward so allocate points accordingly.
You can bulk select leads and contacts, then choose the Add to HubSpot option to start synchronizing them when the integration is enabled.
Only leads or contacts with email addresses can be sent to HubSpot because an email is a required field in HubSpot. Additionally, company contacts can't be added to HubSpot.
If more than one lead or contact with the same email address is selected to be synced with HubSpot, only one record is created.
In order to avoid syncing unqualified leads, the HubSpot integration with Sell is limited to just one list. The best practice is to streamline your HubSpot contacts into one HubSpot list.
See HubSpot Academy for more information on building out a HubSpot list.
Deleting leads and contacts
If you delete a lead or contact in Sell that is being synchronized with HubSpot, it is removed from Sell and will not sync again. Re-adding it to your HubSpot list will not trigger it to sync to Sell.
If you synchronize a HubSpot list to Sell, and then delete the records in HubSpot, all contacts will remain in Sell. When a record is synced into Sell, it can only be removed from Sell specifically.
When a contact or lead is synced between HubSpot and Sell, either by adding it to a synced list in HubSpot, or being synced into HubSpot from Sell, that record's information will continue to sync regardless of which list it belongs to.
Working with custom fields
You can choose which HubSpot custom fields to map to Sell custom field values during the integration process. You'll be able to create a custom field for that information in Sell and Sell automatically chooses the field type.
For example, if you'd like to sync a HubSpot Numbers custom field, the custom field you create in Sell will automatically be a Numbers type field.
If you need a custom field in HubSpot to contain Sell information, you'll need to create this before integration.
Sell will attempt to intelligently merge contacts present in both HubSpot and Sell in order to avoid creating duplicates.
Empty values in either system will always be overwritten if a value is present in the opposite system. For example, if John Smith has a custom phone number in Sell, but no custom phone number in HubSpot, that information will be brought to HubSpot in the next sync.
Fields that are already filled out in Sell are not overwritten by updates made to those fields in HubSpot.
HubSpot fields that are synchronized to Sell
In addition to custom fields and all standard contact fields, the following HubSpot fields are synchronized:
|HubSpot Source Field||Sell Field|
|Original Source Type||For Leads: Lead Source. For Contacts: Custom Field HubSpot Source|
|Hubspot Score||Custom Field Hubspot Score|
|Lifecycle Stage||Custom Field HubSpot Lifecycle Stage|
|Public Contact URL||Custom Field HubSpot Public Contact URL|
Sell fields that can be synchronized to HubSpot
|Sell Field||HubSpot field Type|
|Sell Lead Status||Dropdown for Lead Status|
|Sell Prospect Status||Text field for Prospect Status|
|Sell Customer Status||Text field for Customer Status|
|Sell Owner Name||Text field for Owner Name|
|Sell Owner E-mail||Text field for e-mail|
|Sell Lead ID||Number field for Lead ID|
|Sell Contact ID||Number field for Contact ID|