Growth-X seamlessly integrates with HubSpot CRM, enabling users to sync contacts, automate lead management, and map deal stages to Growth-X tags. This guide covers both basic integration steps and advanced features such as selective data syncing and deal stage mapping.
Step 1: Setting Up Growth-X & HubSpot Integration
Connecting HubSpot to Growth-X
Go to Account Settings → Integrations → HubSpot.
Click Connect HubSpot and log in with your HubSpot credentials.
3. Authorize Growth-X to access your HubSpot data.
4. Once connected, Growth-X will sync with your HubSpot contacts and deals.
Step 2: Syncing Growth-X Connections to HubSpot Contacts
Overview
Now when you have connected Growth-X to Hubspot Users can now select specific columns from Growth-X connections to sync with HubSpot contacts, ensuring only relevant data is transferred.
Steps to Sync Specific Fields
Account Settings → Integrations → HubSpot.
Locate the “CRM Contact Fields” section.
Select the HubSpot contact fields where Growth-X will sync data from its connections.
Click Save.
Make sure Hubspot user is chosen correctly
Default Fields:
By default, Growth-X will sync the fields below, the rest feel free to add.
✅ Email
✅ First Name
✅ Last Name
✅ Company
How Updates Work:
If a contact was initially synced with only Email, First Name, Last Name, and Company, and later Phone Number was added to sync fields, the phone number will only update when the contact sends or receives a message in Growth-X.
Similarly, if any default fields change, they will only update in HubSpot when a conversation occurs in Growth-X.
Step 3: Mapping Deal Stages to Growth-X Tags
Overview
Users can map HubSpot deal stages to tags in Growth-X, making it easier to track contacts within the Connections tab and Inbox.
Steps to Map Deal Stages
Account Settings → Integrations → HubSpot.
Locate the “Map Deal Stages to Tags” section.
Enable the toggle button.
Click on “Add New Deal Stage Mapping”.
Use the drop-down menus to pick:
Pipeline
Stage
Tag
Click Add and then Save.
How it Works:
Whenever the Deal Stage changes in HubSpot, the corresponding tag will be applied to the synced Growth-X connection.
If a Deal Stage is updated, the old tag is removed and replaced with the new tag based on the stage.
Manual tags (added directly in Growth-X) and bot-assigned tags (e.g., “Positive-AI-Defined”) will not be removed when deal stages are updated in HubSpot.
This feature allows Hubspot’s different deal stages to reflect on connections in the Connections tab and GX Inbox with tags.
Step 4: Importing HubSpot Contacts into Growth-X
Go to Growth-X Campaigns → Create New Campaign.
Select Import Contacts from HubSpot.
Choose the contacts and lists you want to add/import.
Click Import to sync HubSpot contacts into Growth-X for outreach.
FAQs
Q: Do I need to manually update contact details in HubSpot?
A: No, updates occur when the contact engages in a new message exchange in Growth-X.
Q: Will manual Growth-X tags be affected by HubSpot deal stage changes?
A: No, only mapped deal stage tags are updated. Manual and bot-assigned tags remain unchanged.
Q: Can I remove the integration after setting it up?
A: Yes, you can disconnect HubSpot from Growth-X at any time from Account Settings.
Get Started
To start using Growth-X & HubSpot integration, navigate to Account Settings → Integrations → HubSpot and set up your preferences. 🚀
For further assistance, contact us at help@growth-x.com.
Happy Growing!
The Growth-X Team