LeadX 360 supports full integration with HubSpot CRM.
Info |
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Admin Licence User is required to access and set up this integration. |
Access and Set Up
You will now be taken through a quick 5 step integration process:
STEP 2: Data Objects Mapping
Configure the synchronisation for Company, Contacts and Leads
Bi-directional mapping between LeadX and HubSpot.
Choose the direction of mapping you require by pressing the green toggle.
Green represents ‘turned on'
View Object mapping by selecting the view mapping button.
Press Save & Proceed.
Advanced HubSpot Integration Information
Leads
LeadX > HubSpot (if configured) | HubSpot > LeadX (if configured) | |
Lead Created | A Lead is only recognised in Salesforce in Lead Stage. | All Leads created in Salesforce will show in LeadX |
Lead Deleted | ||
Lead Won | ||
Lead Lost | ||
Lead Transferred |