HubSpot Integration

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The HubSpot integration will display the HubSpot contact lists that your Copper contacts belong to, and allow you to add or remove contacts to static lists in HubSpot. It will also display any recent emails that the contact has received from HubSpot campaigns they are a part of.

In this module, we'll tackle the following:

Understand the HubSpot Integration

Set Up the HubSpot Integration

Add or Remove Contacts from Lists

Watch as one of Copper's engineers walks you through a demo of the integration, and then read below for more detailed instructions. 

Understand the HubSpot Integration

The HubSpot integration displays two important pieces of information. It will show any HubSpot contact lists that your contacts have been added to. It will also show any recent emails that the contact has received from HubSpot campaigns that they are a part of.

The HubSpot integration will display emails and contact lists associated with a Lead, Person, Company, or Opportunity in the ‘Related’ section of that record. This is what it will look like on each record:

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For each campaign email shown, the following details are displayed:

  • Subject Line
  • Delivery Status
  • Time Sent
  • Date Sent
    hubspot_integration_emails_close.png

For more information on all possible Delivery Statuses  and their descriptions, visit HubSpot's Delivery Status Overview  page.

Clicking on a campaign email will open the performance report for that email in HubSpot. The performance report offers valuable insights such as open rates, click through rates, and engagement metrics. This is what you'll see on HubSpot:

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For each contact list shown, the following details are displayed:

  • Contact List Name
  • Number of List Subscribers
    hubspot_integration_lists_close.png

Clicking on a contact list will open the details page for that list in HubSpot. The details page allows you to create a report, view list performance, and export data from the list. This is what you'll see on HubSpot:

hubspot_integration_expanded_contact_list.png

The number of displayed campaign emails and contact lists will correspond with the number you choose when setting up the integration. Below the initial number of campaign emails and lists displayed, you can click to expand the list.

Adding or Removing Contacts from Lists

You can also easily add or remove your Copper contacts to static lists in HubSpot. At this time, we do not support adding or removing contacts to dynamic lists and the records you can add are Leads and People. 

To add contact, simply select the contact by clicking the check box to the left of their name in Copper. Once you've selected the contact(s) you'd like to add, click the 3 dots icon in the tool bar. You'll see selections for "Add to HubSpot" and "Remove from HubSpot". 

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If adding to a list, you'll be able to select which of your static HubSpot lists you'd like to add the contacts to.

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Once you select a list and click subscribe, HubSpot will do an email lookup based on the contact's email address and either create the contact in HubSpot, or update an existing contact with certain fields that are pulled over from Copper.

Here is the list of contact fields we propagate to HubSpot:

1. First Name
2. Last Name
3. Website
4. Company
5. Phone
6. Address
7. City
8. State
9. Zip

Once added, you can verify in Copper by viewing the related panel, on the right side of the screen, and checking the HubSpot section. The list you've added the contact to should show up under "Lists".

Items are displayed in order of created date.

Contact lists and emails show up on each record based on a unique identifier for that record type. For Lead and Person records, we pull in items associated with the email address on the record. For Company records, we pull in items associated with the email addresses of all people related to that company. For Opportunity records, we pull in items associated with the email addresses of all people related to the opportunity and for all people related to the opportunity’s related companies.

Set up the HubSpot Integration

Follow the steps below to set it up:

  1. Sign into your Copper account, and click ‘Settings.’
  2. Choose the ‘Integrations’ link.
  3. Locate the HubSpot integration, and click ‘Connect’.
  4. Follow the prompt to login to your HubSpot account using your email address and password or sign in using Google:
    Screen_Shot_2019-02-25_at_9.35.34_AM.png
  5. You’ll then be prompted to choose an account. Once you’ve made your selection, you’ll be redirected back to Copper where you’ll set some preferences for the integration:
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  6. Select which records you’d like to display HubSpot information on.
  7. Then, select the number of emails and lists displayed at a given time (you can always expand this list in the record):
    Screen_Shot_2019-02-22_at_1_21_39_PM.png

If you want to restrict who can see the email and contact list display via the HubSpot integration, you can do so in Teams and Visibility Permissions.

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