HubSpot is an all-in-one CRM, marketing, sales, and service platform that helps teams manage contacts, automate outreach, and analyze performance. Salesforge’s HubSpot integration lets users connect via OAuth for a two-way sync of contacts, custom fields, email engagement (opens, clicks, replies), and deal information. It streamlines workflows between marketing databases in HubSpot and outbound sequences managed in Salesforge.
Key Features
- Contact Syncing: Import contacts and custom properties from HubSpot lists into Salesforge with field mapping.
- Activity Tracking Sync: Email engagement from Salesforge (opens, clicks, replies) is recorded in HubSpot.
- Auto-Deal Creation: When a lead replies in Salesforge and sales-engineered labels (e.g., “Positive” or “Meeting Booked”) are applied, the system creates corresponding deals in HubSpot.
- Pipeline Mapping: Users can map reply labels to specific stages in HubSpot pipelines.
- Real-Time, Bi-Directional Sync: Contacts and email engagements sync bi-directionally every 15 minutes, keeping both platforms up-to-date
How To Use It
- Connect HubSpot
- Configure deal-creation logic: In the integration settings, select reply labels (e.g., Positive, Meeting Booked) that should trigger creating a HubSpot deal
- Map each selected label to a specific HubSpot pipeline stage Import contacts - from a HubSpot list, import contacts into Salesforge, ensuring custom fields are mapped appropriately
- Run sequences - as campaigns run and contacts reply with labeled statuses, deals are automatically created and synced in HubSpot
