In this article you will find:
Connecting Uplead with Hubspot for the first time
1. Access the CRM Integration Settings
To begin the integration:
Log in to your UpLead account.
Click on your profile name at the bottom left corner.
Select "Connect to my CRM".
From the list of available CRMs, choose HubSpot.
2. Connecting via OAuth
UpLead utilizes OAuth for secure authentication with HubSpot:
After selecting HubSpot, you'll be redirected to the HubSpot login page.
Enter your HubSpot credentials and authorize UpLead to access your account.
Upon successful authentication, the integration will be established.
Note: Ensure you have the necessary permissions in HubSpot to create, read, update, and delete contacts, companies, and leads.
Custom Field Mapping
UpLead allows you to map both standard and custom fields to HubSpot properties, ensuring data consistency across platforms.
1. Navigating to Customization Settings
In UpLead, go to Profile > Customize Integration.
Choose the appropriate tab: Contact, Company, or Lead.
2. Adding Custom Fields
Click on "+ Add field".
In the dialog box:
Field Name: Enter the exact API name of the HubSpot property(How to find your Hubspot API property names).
Mapping Type: Choose between:
Predefined: Map to existing UpLead fields.
Custom Value: Enter a constant value or map to a specific UpLead attribute.
Important Considerations:
Under specific conditions, the CRM push to HubSpot may result in the creation of duplicate company records, depending on how company matching and deduplication are handled within the HubSpot environment.
Always use the exact Internal name value of the HubSpot property to ensure accurate data mapping. For example Annual Revenue is annualrevenue as shown below:
Excluding Fields from Data Push
To maintain data integrity, you might want to exclude certain fields from being pushed to HubSpot.
Configuring Field Exclusions
Navigate to Profile > Customize Integration.
Select the relevant tab: Contact, Company, or Lead.
In the left sidebar, locate the "EXCLUDE FIELDS" section.
Check the boxes next to the fields you wish to exclude.
Click "Save" to apply the changes.
Important Considerations:
Required Fields: Avoid excluding fields that are mandatory in HubSpot, as this can lead to integration errors.
Tab-Specific Settings: Exclusions are specific to each tab; changes in one do not affect the others.
FAQs
Q: What permissions are required for the integration?
A: You need permissions to create, read, update, and delete contacts, companies, and leads in HubSpot.
Q: Can I modify existing field mappings?
A: Yes, in the Customise Integration section, click the pencil icon next to the field you wish to edit.
Q: How do I disconnect HubSpot from UpLead?
A: Go to Profile > CRM Integration, then click "Disable HubSpot".
Next Steps
Still need help? Contact UpLead Support for further assistance.