HubSpot Integration
Connect HubSpot to Popl for exporting Popl leads to HubSpot contacts
Last updated
Connect HubSpot to Popl for exporting Popl leads to HubSpot contacts
Last updated
In this document, we will provide a step-by-step walkthrough of how to set up our direct integration with HubSpot! This integration will allow you to instantly export the leads you or your team collects via Popl to your HubSpot account.
Once set up, this integration will create a HubSpot Connected App in your HubSpot environment that will only be used for Popl lead exporting. The only HubSpot objects that this connected app will read or write to are Contacts and Campaigns.
First, from the home page of the Popl dashboard, click into the "Integrations" tab. Then find the section for HubSpot and click on the tile.
If you've already connected HubSpot at any point before, HubSpot will appear under the Connected section.
Next, you will be taken to the Connect Your Integration page as shown below. Choose if you want to connect this HubSpot connection for all members of the team, or just for certain Popl Subteams. (CRM connections can be unique per Subteam! For this demo, we are going to go with "Connect Integration for Full Team") Once you’ve made your selection, click on “Connect Integration”
You will then be redirected to a window asking you first to sign-in to your HubSpot account. The account you use to login here should be a HubSpot admin to allow our integration to work correctly. Once you have logged in, HubSpot will have you choose which account you'd like to connect to Popl.
After logging in and granting access, you’ll be redirected back to the Popl dashboard to your HubSpot Configuration page.
You can adjust which team members you want this integration to apply to. Under the section for Connection Type, you can add/update Subteams or apply to your Full Team by clicking on the button 'Edit Team Settings' Note: For these instructions, we are going to go with "Connect Integration for Full Team"
Now that your HubSpot is connected, you can configure the integration in a few ways. In the Configure Field Mappings section, you can set up field mappings to ensure your Popl lead fields map to your HubSpot contacts as desired. By clicking on the ‘Configure’ button you can set-up and review custom mappings, tags, and static values. 1. Custom Mappings - On this tab you can review and edit the field mappings from Popl Leads to HubSpot contacts. A default set of fields will already be mapped and you can use additional custom mappings to map lead qualifiers (set via Popl Campaigns), Popl enrichment fields, custom lead capture form fields and more.
Below is the list of default field mappings. Any of these can be updated or removed as needed.
Note - When exporting a lead to HubSpot, the lead must have an email value in order to successfully export
first name
First Name
last name
Last Name
job title
Job Title
company
Company
number
Phone Number
Lead/Contact Owner (will be the member that connected with that lead/contact via Popl)
Contact Owner
Any custom fields you set up on the Configure Mappings page (optional)
Any Contact Field
To add additional mappings, simply click the 'Add Custom Mappings' button and select your desired fields. If you'd like to add another custom mapping, just click "+ Add mapping". If you want to remove a custom mapping click the 'x' to remove.
Overwrite Logic for Field Mappings - After adding fields, you can adjust the overwrite logic on each one. This overwrite logic only applies when the HubSpot contact already exists (based off an email match) and you can choose between two settings for updating fields. You can update the field only if it is empty by selecting "Complete if missing" or you can always update the field even if it already has a value by selecting "Overwrite field".
2. Static Mappings - This section allows you to map information from Popl that will be the same for every lead. The text field is a free entry field. You can enter your desired text here and select which HubSpot field you’d like it mapped to.
For example, you can type 'Popl Campaign' into the Text field and then select 'Original Traffic Source' for the HubSpot Field.
To start adding, simply click the 'Add Static Mappings' button and if you'd like to remove a static mapping click the 'x' to remove.
3. Popl Tags - Use Tag Mappings to choose which field HubSpot contact field should receive the tags on your Popl leads. If multiple tags exist on a lead that is exported, the integration will apply all tags to the chosen field. Within the Popl Dashboard, tags can be created and updated on the Leads page or on the Tags page.
Once your customization is complete, simply click the ‘Save’ button in the bottom right of the pop-up to save your mappings.
Customize Sync Settings to choose a sync frequency that works best for your team.
Auto Sync Toggled ON - Instantly Convert Popl Leads into HubSpot Contacts The Auto Sync workflow will automatically export leads from Popl to HubSpot at the very moment that any member of your team captures a new lead with Popl. This workflow completely removes any sort of manual data entry or lead selection, saving your team time and creating incredible efficiency. We recommend teams turn on Auto Sync after they have completed their initial test exports.
Toggling OFF Auto Sync - Manually Convert Popl Leads into HubSpot Contacts This workflow allows admins and member(s) to choose which leads to export to HubSpot and when. This workflow provides more control over which Popl Leads should end up in your HubSpot account. Admins can turn off the ability for members to export leads to HubSpot from within Subteam Restrictions.
1 . Lead Status - This field allows for setting certain lead statuses to leads that export from Popl. For example, if you would like all leads exported from Popl to be set to "Qualified", you would choose the "Qualified" option here. All available statuses are dynamic to your HubSpot account.
2 . Lead Owner - The lead owner field allows for setting specific owners to contacts that are exported over from Popl. For example, if your company would like all HubSpot contacts from Popl to be owned by John Smith, you would choose John Smith from the dropdown here. If you select ‘Popl User’, the integration will automatically set the contact owner to the same user that collected the lead via Popl. This matching from Popl user to HubSpot user is done by email, so make sure that the email that is associated with each Popl user is the same email that is used for each user's HubSpot account.
When exporting Popl leads to your HubSpot, the integration will first perform a read operation to see if the contact already exists. This search (query) uses the contact's "email" as a primary key to match any existing contact already in your HubSpot. Based on the search, two flows can be taken:
- Create New Contact if No Contact Found:
If no contact is found from this initial email search, then the integration will proceed to create a new contact. Contact ownership and any custom mappings will be applied based on the configuration settings described above.
- Update Existing Contact If an Existing Contact is Found:
If a contact is found with the Popl lead's specific email, then the integration will proceed to update that Contact accordingly instead of creating a new, duplicate Contact. Contact ownership and any custom mappings will be applied based on the configuration settings described above.
After setting your desired configuration and mappings, you can test it out! Click the ‘Create & Sync Test Lead’ button on the bottom right of the Configure HubSpot page. This will open a pop-up with test data. Click the button ‘Create & Sync Lead' and this will create a test lead for you to review your integration. You can view this test lead in the Leads page.
Once your desired workflow(s) are enabled, you are all set! Now you or your team can export leads at any time from the Popl Dashboard or the Popl mobile app to your connected HubSpot account.
Check out Popl Teams to instantly start syncing leads from Popl Teams to your HubSpot account!
If you have any issues or questions, please contact us at teams@popl.co, we are available nearly 24/7 and will get back to you within 6-8 hours or less.
With 🤍 from Popl.
