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LeadX 360 supports full integration with HubSpot CRM.

Admin Licence User is required to access and set up this integration.

To access your HubSpot integration:

  • Login as an Admin User
    > Administration Feature
    > Integrations
    > HubSpot

  • Select the Manage button in the HubSpot box


Access and Set Up

You will now be taken through a quick 5 step integration process:

STEP 1: CRM Details

  • Press the Connect to HubSpot Button

  • First time logging in you will be directed to your HubSpot account.

  • Login to HubSpot

  • Press Save & Proceed

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.

STEP 3: Status Mapping

  • Configure the status mapping of your Sales Pipelines.

  • The left hand column displays LeadX Pipeline and the right displays HubSpot.

  • The LeadX Pipeline is set and cannot be changed.

  • Select the opposite box in the HubSpot column to open the status options and choose the status of each pipeline stage to meet your requirements.

  • Press Save & Proceed.

STEP 4: Assign Sales Manager

  • HubSpot > LeadX:
    The top box denotes who is the default Salesforce User to receive Lead information from LeadX. Choose a registered User from the dropbox options.

  • LeadX > Hubspot

STEP 5: Data Synchronization Scheduler

  • Choose the time frame you wish to synchronize your data from the 4 options available.

  • Select the Time and Date you wish this to start.

  • Select the Done and Ready to Go button after making your selections.

  • Congratulations!, you have configured your integration.

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.
'New' Leads are not sent as they are not recognised as a Lead until accepted.

All Leads created in Salesforce will show in LeadX

Lead Deleted

Lead Won

Lead Lost

Lead Transferred

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