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Integrating Growth-X with HubSpot CRM
Integrating Growth-X with HubSpot CRM
Lusine Khachatryan avatar
Written by Lusine Khachatryan
Updated over 2 months ago

Integrating Growth-X with HubSpot CRM

Effortlessly link Growth-X with HubSpot CRM for enhanced lead management and sales efficiency. Follow these straightforward steps to get started:


Steps to Integrate Growth-X with HubSpot CRM

  1. Access Account Settings:

  • Go to your Growth-X account settings.

  • Navigate to "Connect CRM" and select HubSpot.


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2. Connect to HubSpot:

  • Click the "Connect" button.
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  • Sign in to your HubSpot account or create one if you don't have an account yet.

  • Choose your Growth-X account and Confirm the integration.


3. Configure HubSpot Integration:


After connecting, you will see the following UI to configure the HubSpot connection:

  • HubSpot User: Choose the HubSpot user.
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  • HubSpot Custom Field for LinkedIn Profile URL of the Contact: Set which field in HubSpot contact details includes the LinkedIn URL. This helps Growth-X update the LinkedIn URL in GX records. In the example, the property set up in HubSpot is "LinkedIn profile".
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Congratulations! You've successfully integrated Growth-X with HubSpot CRM. Enjoy streamlined lead management and turbocharged sales 😎


Information Synced Between Growth-X and HubSpot

  1. Sync Connections to HubSpot

  • What it does: Moves your Growth-X connections to HubSpot as contacts with the same detailed information.

  • Details: The following information is synced:

    • ID

    • Connection date

    • Response

    • Full conversation history

    • User details

    • Receiver's location

    • LinkedIn URL

    • Twitter URL

    • Websites

    • Birthday

    • Campaign details


2. Sync Deals from HubSpot to Growth-X

  • What it does: When you update deal stages in HubSpot, it assigns specific tags in Growth-X.

Examples:

  • Booked demo becomes "booked-demo"

  • Completed demo becomes "completed-demo"

  • Closed deal becomes "closed-deal"

  • Hot lead becomes "hot-lead"

  • Lost lead becomes "qualified-lost-lead"

  • Qualified lead becomes "soft-lead"


3. Add Contacts from HubSpot to Growth-X

  • What it does: Allows you to add contacts from HubSpot to Growth-X for specific campaigns.

  • Details: Uses the email from HubSpot to add contacts and sync LinkedIn URLs.

  • How to Add Contacts:

    1. In HubSpot, navigate to the contact you want to add.

    2. Click on the "Add Contact to Growth-X Campaign" button.
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    3. Select the appropriate Growth-X account.
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    4. Click "Save" to add the contact.


4. HubSpot Tagging

  • What it does: Contacts imported from HubSpot are tagged “HubSpotSource" for easy identification within Growth-X.


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If you have any questions or need assistance, feel free to message us within the app or at help@growth-x.com.

Happy Growing!

The Growth-X Team

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