Getting Snitcher and HubSpot connected is an important step in setting up your account.
With the integration: you can use automation to send new leads matching your ideal customer profile (and behaviour) to the CRM.
You can also filter on HubSpot fields within Snitcher when creating Segments. To provide your sales team with notifications on the behaviour of their existing and lost deals.
This article will take you through how to connect Snitcher with HubSpot (spoiler 🚨 it's only a few clicks) and the functionality you will have at your fingertips with the integration.
If you would like to learn more about the use cases with HubSpot, then please check out our guide.
How to connect HubSpot
To get started, navigate to the settings pages -> integrations -> HubSpot and follow the prompts. Or hit the button below.
With just a few clicks you can connect the platforms and get back to implementing.
💡 You will need to be a HubSpot super admin or have the relevant permissions enabled to authenticate the integration.
What will this do?
The integration is a 2-way sync. Which means you can send leads (company identifications) to HubSpot and access HubSpot fields in Snitcher.
When a company already exists in the CRM, a tile will be added to the lead profile in Snitcher and a HubSpot icon next to the companies name in your lead inbox.
How is this done?
Everytime Snitcher makes an identification the system checks if the company exists within HubSpot and syncs the data in real-time.
How to manually send leads to HubSpot?
Click on any company profile in Snitcher that doesn't have a HubSpot icon next to the name (is not yet in HubSpot).
On the company profile you will see the option to "Send to Hubspot".
How to send leads to HubSpot with automation
To configure an automation that sends leads to HubSpot, you will first need to create a Segment.
💡 Better yet, we recommend configuring Lead Scoring to make sure you only send ideal high intent leads to the CRM.
Once you have decided on the Segment you would like use to determine which leads will be sent to HubSpot. Head over to the Automations page.
👉 Select event = 'New lead'
👉 Segment = you selection e.g. 'All ICP'
👉 Action = 'Send leads to HubSpot'
🚨 It's important to be strict with the Segment (filters) you use to send leads to HubSpot when using automation. We suggest being conservative in the beginning and rather sending through too few until you are sure the leads are of the correct quality and will be worked effectively.
How to filter on HubSpot attributes in Snitcher
Head over to filters and drop down the menu. With HubSpot connected you will see additional fields that you can filter on.
Here's an example of how you can set up notifications for team members when a lost deal revisits the website.
As always, have fun and feel free to drop us a message if you feel like saying hello, have an idea or need a hand getting set up 👋