Dux-Soup & HubSpot - integrating LinkedIn lead gen with your CRM
As of February 2021, Hubspot CRM announced that it has surpassed 100,000 paying customers and has reached $1 billion in annual recurring revenue, marking two important milestones in the company's nearly 15-year history. 👏👏👏
HubSpot CRM is designed to help businesses to grow better every day, tracking and managing interactions between a company and its customers or prospects. Its powerful revenue forecasting, sales team productivity measurement, and in-depth reporting helps businesses to drive inbound marketing success and ultimately, growth.
Dux-Soup is super delighted to announce our direct integration with Hubspot CRM, allowing Hubspot users to:
- Automate LinkedIn outreach from within the CRM system
- Build and enrich their CRM data direct from LinkedIn
- Update Hubspot with LinkedIn connection requests & messages to offer a wider 360-degree customer view.
In this blog, we’ll cover the Hubspot integration setup process and walk you through all CRM features that Dux-Soup offers. Read on!
For Hubspot integration, Dux-Soup Turbo edition is required.
Installing the Dux-Soup Connector for Hubspot
From the Dux-Dash, click on ADD HUBSPOT ACCOUNT:
Select your Hubspot account and click on the Choose Account button:
In the next window, select Connect app:
Your Hubspot connector will show up on the Dux-Dash connector list:
The Dux-Soup Hubspot Connector is now installed. That was easy, right?
Let’s take a closer look at what you can do now.
Create or update your CRM contacts directly from LinkedIn
Once the connector is installed, you will see a drop-down menu with options to create & update your Contacts:
‘Do not create & update Contacts from profile views’ - Dux-Soup will not add prospects to your CRM when you are visiting profiles. However, it can still execute other commands, such as creating timeline events for LinkedIn messages or sending direct messages/connection requests from Hubspot.
Note: If a LinkedIn profile isn’t recorded in the Hubspot Contacts section, the timeline events won’t be updated.
‘Create & update People from connected profiles’ - Dux-Soup will collect data and update your CRM with 1st-degree connections only. Very handy feature as you are likely to add those contacts that have email!
‘Create & update People from tagged profiles’ - you can set Dux-Soup to create a profile record in Hubspot only if the profile has a specific tag recorded:
Learn more about the Dux-Soup tagging system.
‘Create & update Contacts from all profiles’ - Dux-Soup will add all prospects to your CRM when you use Visit Profile or Visit & Connect functions.
Create Timeline Events for LinkedIn messages
Dux-Soup can create an event of your sent and received messages and add these to the profile’s activity timeline:
For these messages to appear, all that you have to do is to keep this option enabled in Dux-Dash CRM connections:
Update Contact after connecting
In most cases, as you might already know, you can only see a prospect’s email address and send a direct message after they become a connection. Dux-Soup will automatically update the profile once they accept your connection request, enriching your data automatically for you.
Updating contact information and sending direct message/connection requests directly from Hubspot
With Dux-Soup, you can run automated LinkedIn activities from your Hubspot CRM - including messaging, updating contact information and sending a connection request. These options are located on the right side of the Contact page:
The following (case sensitive) message markers can be used to personalize your connection requests and direct messages.
Tip: In order to see all the information that Dux-Soup collected you will need to set up your Hubspot CRM contact properties. - Go to a contact's profile and click on the View all properties:
- Hide blank properties:
- Add data that you wish to see on your contacts profile:
You will now see the selected information on all your contact profiles.
Register for our webinar to learn more
Join our free webinar on the 22nd of June where Giles Garnett, Head of Professional Services at Dux-Soup, will demonstrate all of this and more in a live demo.
Learn how to run LinkedIn lead gen activity from within Hubspot CRM, including how to:
- Create, update & enrich your CRM data directly from LinkedIn
- Update your CRM with new connections & messages
- Send LinkedIn connection requests and messages straight from Hubspot
Giles will also cover the latest Turbo features, including our campaigns widget that makes it even easier to enrol your prospects into drip campaigns.
The webinar will go live on our website under the ‘past webinars’ section after the event if you aren’t able to make it on the day.
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