Leadbeam/HubSpot Integration Guide

Overview:

If you're in the field and want to speed up your CRM entry, the Leadbeam/HubSpot integration might be exactly what you need.

Before starting, ensure you have Super Admin rights in HubSpot and are using the same email for both your Leadbeam and HubSpot accounts. You will need Super Admin access temporarily to get the integration going, but your admin can revoke these rights once the setup is complete.

Step-by-Step Installation Guide:

1. Download the Leadbeam App

   • Download the app from the Apple App Store.

2. Create a Profile

   • Use Google Auth or your work email to create a profile.

   • If creating an account manually, ensure your password is at least 8 characters long and includes a special character, letter, and number. You can leave the referral code blank.

   • Agree to the Terms & Conditions.

     

3. Follow the On-Screen Instructions

   • An instructions page will appear. Click "Next".

     

4. Schedule HubSpot Onboarding

   • Click "HubSpot" and then "Schedule Onboarding".

   • Alternatively, you can contact Gabe at gabe@leadbeam.ai to get access for connecting your HubSpot account.

     

5. Approval Process

   • Once approved, instead of being directed to a Calendly link, you will be taken to a page to “Connect to HubSpot”.

     

6. Connect Your HubSpot Account

   • Click “Choose Existing Account” and sign in to your HubSpot instance.

     

7. Integration Notification

   • You should receive a notification confirming that the HubSpot integration was successful.

     

8. Add Custom Fields to HubSpot

   • For Contacts:

     • Navigate to CRM -> Contacts -> Actions -> Edit Properties.

     • Add two custom properties to the Contact object:

       1. Field Name: leadbeam_notes Field Type: Multi-Line Text

       2. Field Name: contact_photos Field Type: File

     • Click "Next", then "Save" for each field.

   • For Companies:

     • Navigate to CRM -> Companies -> Actions -> Edit Properties.

     • Add one custom property to the Company object:

       • Field Name: leadbeam_notes Field Type: Multi-Line Text

     • Click "Next", then "Save".

Note: If you do not require your reps to add images or companies to your HubSpot, you can disregard the contact_photos field on the contact object and leadbeam_notes field on the Company object.

9. Finalize Onboarding

   • Click the settings toggle on the bottom right and ensure "Sync With" is set to HubSpot.

   • Create a profile on the top right.

     

Need Further Assistance?

If you need more help, please reach out to our Co-Founder, Gabe, at gabe@leadbeam.ai, call/text at 518-817-7241 or Linkedin.