Waalaxy can be natively synchronized with HubSpot to export your prospect data.
What is the HubSpot CRM?
The HubSpot CRM, short for Customer Relationship Management, is a powerful tool facilitating businesses in organizing and managing customer relationships on a centralized platform 🔥.
By diligently tracking prospects and constructing a comprehensive database of customer activity, businesses gain clear insights into their standing with each customer throughout the buying process.
Do I need a paid subscription to synchronize Waalaxy and HubSpot?
To synchronize HubSpot with Waalaxy, you need a paid Waalaxy subscription (Pro, Advanced, Business).
Integration setup between Waalaxy and HubSpot
Prerequisites
To sync your HubSpot CRM with Waalaxy, you need a HubSpot account, free or paid.
Step 1: Connect your HubSpot account to Waalaxy
Open your Waalaxy account.
Go to Settings > CRM Integrations.
Click Connect App for HubSpot.
A new tab opens: grant the authorizations.
Go back to Waalaxy, the connection is now active 🚀
Step 2: Define your synchronization preferences
Choose when to sync
From the integration settings, define when prospects will be synchronized with HubSpot:
All prospects added to campaigns
Only prospects who:
Accepted my invitation
Replied to a LinkedIn message
Replied to a LinkedIn message with interest (Response Analysis)
Replied to an email
Were successfully enriched (email finder) (Email Finder)
Only prospects I manually export
Storing data in HubSpot
Choose whether to assign the data to a list.
💡 Good to know: you can only use static lists in HubSpot. Dynamic or custom filtered lists are not retrieved by Waalaxy.
Selecting which data to sync
You can choose which data to send to HubSpot:
First name
Last name
Company name
Phone number
LinkedIn profile headline
Location
LinkedIn profile URL
Prospect state
Job title
Prospect list
Prospect stage
Company website URL
Company LinkedIn URL
Tags
Gender
Once configured, all prospects matching your triggers will automatically be synchronized.
Accessing prospect data in HubSpot
Go to CRM > Segments (Lists).
Click on the HubSpot list you selected in your Waalaxy HubSpot settings to export your prospect data.
Click on any prospect to access their action history from Waalaxy.
Displaying additional Waalaxy columns
If you don’t see columns like Company name or Professional email, you need to add them.
You can add a column for each piece of data that Waalaxy can export (e.g., LinkedIn profile URL, Prospect replied Yes/No).
