How it works
Amplemarket provides you with bi-directional integration with Hubspot. You can push & pull contacts and companies between the two platforms. This integration helps you, for example, to make sure your sales team avoids contacting the same contacts (or companies).
Step 1: Connecting Hubspot
An Amplemarket admin can integrate your Amplemarket account with Hubspot by going to Account Settings--> scroll down to System Preferences --> Integrations.
Follow the authentication process on the Hubspot platform.
Step 2: Configuring Pull Records
After connecting Amplemarket with HubSpot, you'll have to configure how you want Amplemarket to work with the data it is pulling from HubSpot (HubSpot → Amplemarket).
This allows you to make sure that you add the relevant leads, contacts, and accounts to your Amplemarket exclusion list, which automatically prevents you from adding these people to your Amplemarket sequences in the future.
You can pull 2 types of records from HubSpot directly to your Amplemarket exclusion list:
On each specific tab, choose what you would like to pull. For example, you can choose to pull Companies based on their Lifecycle Stage in HubSpot. In the example below, you can see how to automatically add all your customers and opportunities to Amplemarket’s exclusion list
Note: If you enable the pull settings and leave 'All contacts' selected, all Contacts and Companies are pulled automatically from HubSpot every 3 hours and added to your exclusion list. If this is done in error, head to your Exclusion List page and empty it. You can then reconfigure the pull settngs.
Step 3: Configuring Push Records
A - Contacts
Amplemarket also allows you to push data into your Hubspot CRM (Amplemarket → Hubspot). When sending out a sequence via Amplemarket we'll create "Contacts" on HubSpot for the leads you're reaching out to, as well as the companies they belong to. When a stage is sent to a lead or when the lead replies to a stage, we also add the email message as an "Engagement" to the "Contact" on HubSpot.
For this, you need to select which contacts you would like to push to Hubspot. You can either push:
- All contacts in your Amplemarket sequences
- Only contacts that replied to your sequence
- Only contacts that replied to your sequence and were labeled with a specific Amplemarket category (“interested”, “introduction”, “asked to circle back”, etc)
You’ll find these configurations on your Hubspot settings.
After selecting what you would like to push, click on “Save changes” (top right corner of your screen).
To enable the push sync between Amplemarket and Hubspot, you should click on the first button on the Hubspot integration settings. Amplemarket will then update your data into Hubspot every three hours.
B - LinkedIn, email activities, and phone calls
Push email and LinkedIn activities performed with Amplemarket to Hubspot (i.e. content of a sent/received email, LinkedIn connection invite sent, etc). This will save you manual work as you don’t have to insert tasks into Hubspot for each prospect you contact through Amplemarket. Additionally, you can push call activities that are completed using the Amplemarket dialer.
In this step, you should enable or disable each option based on how you wish to sync Amplemarket with Hubspot.
Since in the previous step you decided when you want to create a new Contact on Hubspot, here you are deciding if you wish to push the content of the email to that Contact on Hubspot.
Step 4: Configuring Mapping Fields
In this section, you will be able to configure all the fields you want to sync between Amplemarket and HubSpot records. You can choose field mapping for Contacts and Companies.
This allows you to set up the mappings once and have them sync to HubSpot according to the rules you defined when setting up your pipeline.
For example, for each Contact on HubSpot you can:
- See what is the name of the field on Amplemarket
- See and change what is the corresponding field on HubSpot
- Decide what is the default value on HubSpot if the field is empty
- Decide if you want to overwrite the data on HubSpot with the information pushed from Amplemarket
- Decide if you want to add extra customized fields to HubSpot based on your own data fields (via CSV or added within Amplemarket)
- Repeat the process for Companies
Step 5: Reconnecting & Deleting Hubspot Integration
To reconnect or delete your Hubspot account while on Amplemarket dashboard, find the last toggle on the Hubspot integration menu.