Setting up your HubSpot integration in SourceWhale is very simple, all you need to do is follow the steps below.

Go to your profile in the bottom left-hand corner of SourceWhale and click on your initials or image > Select Integrations from the dropdown box > Search for Hubspot in the search bar.

Once on the integrations page simply select HubSpot and click Activate. You will be directed to HubSpot to sign in to your account.

When the integration is active, you will see Connected in green on the right-hand side of the HubSpot logo.

On the integrations page, you will be able to set default settings for yourself and your team.

Sync manual contact updates to HubSpot - Automatically update HubSpot with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.

Block emails to recipients marked as off-limits - If turned on, SourceWhale will not send emails to contacts marked as off-limits/opt-out in HubSpot.

Add Contact to HubSpot - Choose when Contacts get added to HubSpot, either when added to the campaign, when they respond or when they respond positively and are interested. Alternatively, you can choose to not add this contact type.

Only add notes to synced records - Toggling this on will mean that if you have "only when they reply" or "only when they are interested" for the Add Contact to option, we will only add notes to existing records in HubSpot once a Contact has been marked as "interested" or "replied".

Displayed Fields - Choose which HubSpot fields users can optionally tag to a Contact to push into HubSpot.

Mandatory Fields - Choose which HubSpot fields must be filled to push Contacts into HubSpot.

Update field in HubSpot - You can choose "Always update" or "Only update if Blank":

Always update will update the field regardless if there is existing information on a contact in this field. Any existing information will be overwritten by the new information.

Only update if Blank will only update when the field is empty and won't overwrite any existing data.

Filterable Fields - Selected fields will be displayed within the SourceWhale search page as a filter, allowing your team to search your CRM using these fields directly from within SourceWhale.

Here you can choose which activities will create notes in HubSpot.

Create new notes from - Choose for which outreach types a note is pushed in HubSpot.

Here you can map SourceWhale outreach stages to your custom HubSpot stages.

Select the drop-down for each stage to map it to the correct HubSpot Stage.

Here you can customise and map all HubSpot fields to the corresponding SourceWhale variable.

Displayed company info - Select the option to give further information regarding a company in the SourceWhale Chrome extension.

Displayed company warning - Select the option you would like displayed to help identify the correct company for a Contact when there may be possible company duplicates or similarly named companies in your CRM.

Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬