Hubspot CRM integration
You can access Hubspot CRM integration via Dux-Dash and only if you have Dux-Soup Turbo:
Once you install the Hubspot CRM connector and you can enable these options:
Create Timeline Events for LinkedIn messages - transfer messages to your Hubspot CRM.
Update Contact after connecting - transfer data to your CRM once a connection is made.
Update Contact name from LinkedIn - change contact name in Hubspot to the name that is on LinkedIn
You can also select one of these filters:
Do not create & update Contacts from profile views - Dux-Soup will not add prospects to your CRM when you are visiting profiles.
Create & update Contacts from connected profiles - Dux-Soup will collect data and update your CRM with 1st-degree connections only.
Create & update Contacts from tagged profiles - you can select from a list of your tags, what tags (tagged profiles) should be worked on:
Create & update Contacts from all profile views - Dux-Soup will add all prospects to your CRM when you use Visit Profile or Visit & Connect functions.
You can also set up activities through your Hubspot CRM account like messaging, updating contact information and sending a connection request:
You also can add prospects to a follow-up campaign via Hubspot:
In order to see all the information that Dux-Soup collected you will need to set up your Hubspot CRM contact properties:
- Go to a contact's profile and click on the View all properties:
- Hide blank properties:
- Add data that you wish to see on your contacts profile:
You will now see the selected information on all your contact profiles.