Leadfwd extends Sequence functionality to HubSpot CRM (free edition) as well as the paid editions. With Leadfwd for HubSpot you can seamlessly enroll contacts in personalized Sequences right from within HubSpot.
What can the Leadfwd Sidebar extension do with HubSpot?
- Enroll Contacts individually or in bulk to Sequences
- Enroll Contacts from custom contact views (filters) into Sequences
- Enroll Contacts from Saved Lists into Sequences
- Enroll Individual Contacts from their profile view into Sequences
- Hyper-personalize emails for each contact using Icebreakers
- View a Contacts history and timeline profile from inside HubSpot
How does it work?
- Install and Configure Leadfwd Sidebar for Google Chrome
- Login to HubSpot
- Browse your Contacts
- Open the Leadfwd Chrome Extension
- The table view of your Contacts will appear in a list view within Leadfwd Sidebar (shown below)
- You can also filter, sort and create custom views in HubSpot to refine your contact list. Sidebar can access custom tab views.
- From Sidebar, select one or many contacts using the checkboxes provided. Then choose your Export and Sequence options.
- A HubSpot icon will appear in the main navigation of Sidebar, which you can click at anytime to return to the HubSpot contact list view.
Sync from HubSpot to Leadfwd Sequence
When a contact or contact(s) are selected from Hubspot, Leadfwd will automatically sync those contacts including their Name, Email, Title, CRM ID and Phone (if available). The name and email address are required to be shown in the table view in order for the sync process to work successfully. If either are missing we will be unable to save the contact and enroll them into a Sequence.
Track Leadfwd Engagement inside HubSpot
When contacts are added to Leadfwd Sequences from HubSpot using our Chrome plug-in or using a 'No code' tool like Zapier, you can access the full engagement history of each contact from our Chrome extension. From any contacts profile view in HubSpot, simply open the Leadfwd Chrome extension and we'll automatically load that contacts timeline profile (if they exist in your Leadfwd database).
Sync the CRM ID (Zapier, Pabbly, Make, Webhooks, etc).
If you're using a 'no code' platform like Zapier, Pabbly, Make, etc to push contacts from HubSpot to Leadfwd (using webhooks), we highly recommend you also include the CRM ID for each contact. Our functionality to allow access to the Leadfwd Intelligence Profile inside HubSpot works by linking the Leadfwd record to the HubSpot record using our [hubspot_id] system field. If we do not have the CRM ID then we can't map the relationship and display the intelligence panel.
An example below from a Zap. Simply select to map the 'ID' value to the Leadfwd data property hubspot_id to complete the relationship. Read the full article
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