🗂️ Hubspot

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1. Connect your Hubspot account

Go to Settings → Integrations and connect your Hubspot account: You will then be prompted to choose how your contact and company fields should map. We apply sensible defaults automatically:

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2. Create or link contacts in Hubspot

TalkToHumans might contain thousands of contacts, including personal and professional connections. That does not mean all of them belong in your CRM, so here’s how it works:

1. Existing contacts that match Hubspot contacts are automatically linked
2. Contacts that aren’t yet in Hubspot are not created automatically. Instead, you can push specific contacts from the sidebar:

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3. Keep new LinkedIn DMs in Hubspot automatically

Once a contact is linked, new LinkedIn DMs are automatically logged in Hubspot as LinkedIn activities: You can keep working from the TalkToHumans inbox  while the missing activity is automatically synced to Hubspot.

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4. Send messages or schedule sequences directly from Hubspot

When you’re on a contact page in Hubspot, clicking the “DM” button will open a chat sidebar directly on the page: