Table of Contents
1. Introduction
2. Connecting Lemlist to HubSpot
3. Creating a Lead List in HubSpot
4. Importing Leads from HubSpot to Lemlist
5. Managing Duplicates and Verifying Emails
6. Integrating Lemlist with HubSpot CRM
7. Automating Deal Creation in HubSpot
8. Creating Tasks in Lemlist
9. Syncing Activity between Lemlist and HubSpot
10. Real-World Example: Free Trial Campaign
Introduction
Are you struggling to manage your leads across Lemlist and HubSpot? Well, worry no more! In this article, we will guide you through the process of automatically connecting your HubSpot lead list to Lemlist. By doing so, every lead that appears in your CRM in HubSpot will be linked automatically to Lemlist, eliminating the need for manual imports. Additionally, all activities such as email opens, replies, and notes made within Lemlist will be synchronized back to your CRM. Let’s dive in and explore how you can achieve this seamless integration.
1. Connecting Lemlist to HubSpot
To begin, you need to connect Lemlist to your HubSpot account. Start by clicking on the “Settings” option in Lemlist. Then, navigate to “Integrations” and scroll down until you find the “HubSpot Connect” option. Click on it and follow the prompts to log in to your HubSpot account. Once connected, you’re ready to proceed to the next step.
2. Creating a Lead List in HubSpot
In HubSpot, you have the flexibility to create various lead lists based on your preferences. Whether you want to categorize leads by persona, location, or any other criteria, HubSpot allows you to do so. For example, let’s say you create a lead list called “Inbound Sales.” Remember the name of this lead list as we will use it later to connect it with Lemlist.
3. Importing Leads from HubSpot to Lemlist
Now, let’s move on to Lemlist and create a new campaign. Give it a name, such as “HubSpot Import.” Within the campaign settings, you’ll find the option to import new leads. Click on it and select “CRM HubSpot” as the import source. Here, you’ll be prompted to search for the lead list you created in HubSpot. In our case, it’s “Inbound Sales.” Once you find the lead list, select it. This action will pull all the leads from HubSpot into your Lemlist campaign, making them ready for prospecting.
4. Managing Duplicates and Verifying Emails
To ensure a clean and efficient prospecting process, Lemlist offers options to manage duplicates and verify existing emails. By enabling the “Automatically pause a lead in Lemlist when they no longer match a HubSpot filter” feature, you can avoid prospecting leads that no longer meet your criteria. Additionally, Lemlist allows you to choose whether to import leads that are already part of any Lemlist campaign or not. This prevents spamming individuals who are already being prospecting by someone else. Managing duplicates is crucial for maintaining a targeted and effective outreach strategy.
5. Integrating Lemlist with HubSpot CRM
For a seamless workflow, Lemlist provides integration with HubSpot CRM. By accessing the “CRM Integration” settings in Lemlist, you can select the stage in HubSpot where a deal is created in Lemlist. This feature allows you to automate the process of moving deals between the two platforms. For example, if a lead replies and expresses interest in booking a meeting, you can set up Lemlist to automatically move them to the “Discovery Call Pending” stage in HubSpot. This way, you’ll have all the relevant information in your HubSpot dashboard without manual intervention.
6. Creating Tasks in Lemlist
Tasks play a vital role in managing your prospecting efforts. Lemlist offers the ability to create tasks when specific actions occur, such as receiving replies via email or LinkedIn, or when someone clicks on a link. By utilizing this feature, you can streamline your workflow and ensure that important actions are not overlooked. For instance, if a lead replies to your email, Lemlist can automatically create a task, which, thanks to the HubSpot integration, will also trigger the creation of a deal in HubSpot.
7. Syncing Activity between Lemlist and HubSpot
To maintain a comprehensive overview of your prospecting activities, Lemlist allows you to sync all relevant information with HubSpot. This includes notes, email opens, replies, and any other communication between you and your leads. By syncing this activity, you ensure that your CRM remains the single source of truth for all interactions. This synchronization eliminates the need to switch between platforms and provides a seamless experience for managing your leads.
8. Real-World Example: Free Trial Campaign
Let’s explore a real-world example to demonstrate the power of Lemlist and HubSpot integration. Imagine you have people signing up for a free trial, and you want to engage with them immediately. By setting up a campaign in Lemlist, you can automatically send an email to these leads as soon as they sign up for the free trial. This prompt response significantly increases the chances of conversion. With Lemlist’s automation capabilities and HubSpot’s lead list synchronization, you can effortlessly manage and nurture these leads, ensuring a smooth customer journey.
Pros and Cons
Pros:
– Seamless integration between Lemlist and HubSpot
– Automatic lead synchronization between the two platforms
– Efficient management of duplicates and verification of emails
– Streamlined task creation and deal management
– Comprehensive activity syncing for a complete overview
Cons:
– Initial setup and configuration may require some technical knowledge
– Integration limitations may exist based on the specific use case and requirements
Highlights
– Connect Lemlist and HubSpot to automate lead management
– Create lead lists in HubSpot for targeted prospecting
– Import leads from HubSpot to Lemlist effortlessly
– Manage duplicates and verify emails for a clean prospecting process
– Integrate Lemlist with HubSpot CRM for seamless deal management
– Create tasks in Lemlist to streamline your workflow
– Sync activity between Lemlist and HubSpot for a comprehensive overview
– Real-world example: Free trial campaign for prompt engagement
Frequently Asked Questions
Q: Can I connect multiple HubSpot lead lists to Lemlist?
A: Yes, you can connect multiple lead lists from HubSpot to Lemlist. Simply follow the same process for each lead list you want to import.
Q: Does Lemlist support other CRM integrations apart from HubSpot?
A: Yes, Lemlist offers integrations with various CRMs. However, this article focuses specifically on the integration with HubSpot.
Q: Can I customize the stages in HubSpot for deal creation in Lemlist?
A: Absolutely! Lemlist allows you to select the specific stage in HubSpot where a deal is created when a lead meets certain criteria. This customization provides flexibility in aligning your sales process.
Q: How often does Lemlist sync activity with HubSpot?
A: Lemlist syncs activity with HubSpot in real-time, ensuring that all notes, email opens, replies, and other interactions are promptly reflected in your CRM.
Q: Can I try Lemlist’s integration with HubSpot for free?
A: Yes, you can try Lemlist’s integration with HubSpot for free. Visit the following link to get started: [AI Chatbot](https://www.voc.ai/product/ai-chatbot)
Resources:
– [Lemlist](https://www.lemlist.com/)
– [HubSpot](https://www.hubspot.com/)
– [AI Chatbot](https://www.voc.ai/product/ai-chatbot)