Note: you must be a user of Dux Soup Turbo Edition
With the recent release of Dux-Soup Turbo, it created 1000s of potential interactions and automations of how you can improve your LinkedIn lead generation tactics. One of the most popular questions we get at Dux-Soup is:
“How can I integrate Dux-Soup with my sales CRM so I don’t have to manually add leads?”
In this blog we are going to focus on the Dux-Soup integration with Hubspot CRM. As Hubspot is free to use and integrates with most software (e.g. Google Sheets, Mailchimp, Slack and more) and we highly recommend it to keep you organised with your daily sales routine.
Before we get started, always ask why! Why integrate Dux-Soup with your CRM?
If you are regularly using Dux-Soup, you will have experienced how many new connections you are getting and how many conversations you are having. Although you can use the ‘tagging feature‘ of Dux-Soup to stay organised with all these people, we recommend that you add these to a sales CRM so you can track everything clearly.
LinkedIn lead generation and sales is all about follow ups and without a Sales CRM many people forget to follow up. If you don’t believe us, hopefully these stats will convince you:
What tools do I need to set up Dux-Soup syncing to Hubspot?
What will be the effects of setting this all up?
Once you have synced Dux-Soup turbo to Hubspot CRM, it will mean that every profile that you visit on Linkedin using Dux-Soup will automatically be added to Hubspot CRM as a contact.
No more manually adding contact info!!!
In this detailed step by step guide we will teach you how to update your Dux-Soup settings and create triggers using Zappier software. This way you will be able to pull all the information from Dux-Soup into your Hubspot CRM automatically! Keep on reading and once you go through this step-by-step guide, you will be an expert!
To get started, click the Dux-Soup icon in your browser:
And click the Options:
Once ‘Options’ menu opens up, go to ‘Actions’ and make sure ‘Run Automated actions while manually browsing profiles’ is turned on:
Next, go to ‘Connect’ under Dux-Soup options and turn ‘webhook’ on:
There will be an empty text box that we are going to add a Zapier URL, but we will come back to this in the next steps.
2a. Get started with Zapier
Go to Zapier.com and login (or create an account if you don’t have one already)
2b. Make a Zap!
Once logged in, go to ‘make a zap’
And you should see this screen:
In the top left of the screen you will be able to ‘name your zap’. This is important as in the future you may be running lots of Zaps and so important to understand what each one is doing:
2c. Create the trigger
Next, you need to create the trigger (read this blog on more info on what Triggers and actions are) The trigger in this example is going to be the ‘Webhook’ which is going to pull all data from your Dux-Soup Linkedin activity. So in Trigger, choose app, search for ‘Webhook’:
Click webhooks by Zapier and you will see this screen:
Choose ‘catch hook’ and click save + continue:
Next, you will see an option to ‘pick off a child key’, you can ignore this section as you won’t need to use it. Just click ‘continue’.
2d. Set a webhook
Finally, you will be taken to a page where you have your Zapier webhook URL which will look like this:
With this URL, click ‘Copy’ and go back to Dux-Soup options / Connect, as you will need to paste the link.
Paste the link into the empty text box to look like this:
Now that the Zapier hook is set up in the Dux-Soup actions, you need to visit a Linkedin Profile to trigger the activity and have a test profile to work with. To do this, go to Linkedin.com and visit any profile that you like:
When you visit the profile, you will see the Dux-Soup message ‘Got Profile’:
Once this has worked, you can now close down LinkedIn and Dux-Soup Options and head back to Zapier - keep going you are nearly there :)
On Zapier, now click ‘Ok I did this’
And you will see the following screen:
Point to note: If you don’t see any samples, this is because you have not visited a profile on LinkedIn.
Choose a sample then click ‘continue’.
3a. Create an ‘Action’
Now that the trigger for pulling data is set up, we need to send that information somewhere and create an ‘Action’.
Click ‘Add a step’:
And choose ‘Action / Search’:
3b Next steps to set Hubspot
Under ‘Choose an Action App’ choose ‘Hubspot CRM’:
Point to note: make sure you choose Hubspot CRM and not just Hubspot as this is a different software:
Once you have chosen Hubspot CRM you will see the following screen:
3c. Connect Hubspot account
Choose’ Create or Update contact’:
And you will be taken to a page where you will need to ‘Connect an Account’:
Click ‘Connect an account’ and you will be taken to a pop-up box to sync your Hubspot CRM account. If you are already logged in, it will automatically sync for you and look like this:
Make sure you rename the account in case you sync multiple Hubspot accounts in the future:
Click ‘save and continue’ and you will see the following screen where we have to match fields to Hubspot CRM:
3d. Match fields
You can match a lot of different fields but the following are what I recommend:
Contact Owner (the owner of the lead in Hubspot CRM)
Once you have matched all fields that you want to push to Hubspot, click ‘Continue’:
You will see the following screen which is a summary of all information that you are going to push to Hubspot CRM:
If you are happy with the information, click ‘Send Test to Hubspot CRM’:
and you will see a confirmation message:
3f. Finish the zap
Finally click ‘finish’:
And then turn your Zap on:
3g. Run a test
Go to your Hubspot CRM contacts to check that the new contact has been added as a test.
Now that everything is synced between Dux-Soup and Hubspot CRM, every profile that you visit will automatically be added to Hubspot CRM.
Point to note: The Zap will only add contacts that have an email address on their LInkedin Profile. You cannot add a contact to Hubspot CRM without an email address as part of their terms and conditions.
If you go to LinkedIn and start running Dux-Soup to visit profiles, you will see that every profile visited is automatically added to Hubspot CRM.
We understand this is not easy to get right first time and so if you ever need help email us at firstname.lastname@example.org or book in a booster call where we can help to set this all up for you.
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