HubSpot integration is one of the most crucial features for quality lead management, and it is available on Dripify. The native HubSpot integration lets you keep your existing HubSpot contacts up to date with your Dripify activity automatically without the need of having a Zapier account which is quite expensive and makes the entire integration process more manual.
Follow the step-by-step guide on how set up HubSpot integration:
Step 1. Connect HubSpot to Dripify in Settings
Go to “Settings”;
Click “Integrations”;
Find the “HubSpot” integration option and click “Connect” to begin the integration set up.
If the authorization is successful, you’ll see the notification: “Your HubSpot account has been successfully connected”
⚠️ Only one HubSpot account can be connected at a time.
Step 2. Configure field mapping
Field mapping is a mandatory step where you make sure the correct data are synchronized between Dripify and HubSpot.
The following 17 Dripify lead fields are available for the mapping:
First name
Last name
LinkedIn profile URL
Conversation (however, it is transferred with the “After LinkedIn reply is received” trigger only)
Country
City
Position
LinkedIn Premium status
Website
Phone number
Company name
Company website
Industry
Number of company employees
Number of company followers
Education
Campaign name
Once the required fields are selected, click “Save”.
Step 3. Enable HubSpot for the campaign
You can enable integrations in the “Settings” step when creating or editing a campaign. In the “Integrations” section, you’ll see the available options:
Webhooks
HubSpot
You can select one of these options or both options simultaneously using the toggles. This enables using multiple integrations in parallel within a single campaign.
Step 4. Configure triggers
When you select “HubSpot” in the “Integrations” section, the following configuration options become available:
After a connection request is sent
After a connection request is accepted
After a first message is sent
After request withdrawn
Step 5. Choose HubSpot segment
You can choose a HubSpot segment where engagement updates will be synced to. Any existing contact matched during sync can optionally also be reflected in one additional Static segment (previously named list), which is automatically fetched and displayed in the dropdown.
Step 6. Launch the campaign
Once the required triggers and segments are selected, you can save and launch the Dripify campaign. Your HubSpot integration is now active, and updates will sync to HubSpot automatically
Step 7. How Dripify identifies a matching HubSpot contact
When syncing a lead, Dripify checks whether a matching Contact already exists in the connected HubSpot account.
The system checks the following identifiers in this order:
LinkedIn profile URL - if a HubSpot Contact with the same LinkedIn URL exists, Dripify updates that Contact regardless of whether the email address or first and last name match.
Email address - if no Contact is found by LinkedIn URL, Dripify checks the lead's email addresses in the following priority order:
Custom email
Corporate email
LinkedIn email
First name + Last name - if no matching Contact is found by LinkedIn URL or email address, Dripify checks the first and last name.
If a matching Contact is found, Dripify updates that Contact with the data available from the Dripify lead.
Important: Email addresses are used for contact identification, but Dripify does not update the email address of an existing HubSpot Contact.
As the HubSpot integration is currently in beta, new contacts aren’t created in HubSpot yet. Dripify can currently sync data to existing HubSpot contacts. We’re working on expanding this functionality to support creating new contacts as well — this functionality is coming soon!
HubSpot Integration Disconnect
If you need to disconnect HubSpot from your Dripify campaign, you can just click the trash icon.
If you disconnect the HubSpot integration manually while campaigns with the integration are running, the campaigns continue running, but all syncing to HubSpot is stopped.
⚠️ If you reconnect the same HubSpot account, updates that occurred while HubSpot was disconnected will not be synced retroactively (because it was a manually performed disconnect).
HubSpot Integration Error Handling
If the HubSpot integration becomes disconnected or stops working due to some external reasons, the campaign continues running, but all syncing to HubSpot is stopped for all campaigns where HubSpot was enabled. You are informed of the issue with a banner: “Your HubSpot account has been disconnected. Please reconnect to resume lead syncing”.
There are two types of errors:
the HubSpot integration is disconnected or stops working because of some external reasons;
one or more mapped HubSpot fields are modified, deleted or become unavailable
The HubSpot integration error handling is resolved in the following way:
Click “Reconnect”;
You’ll be redirected to “Settings” where you find “Integrations” and the HubSpot icon;
Click “Connect” and your HubSpot account will be reconnected;
Or set up the correct field mapping if this type of error occurs.
⚠️if the user successfully reconnects after the error, updates that occurred while HubSpot was disconnected are synced retroactively.