Setting Up Hubspot Integration
So you’re considering speeding up your reps' workflow with LeadIQ Prospector but are wondering what it takes to integrate with Hubspot. Let’s take a quick look at everything that’ll happen when the green light is lit.
Setting up the Hubspot integration is simple and easy. Aside from mapping a few fields, configuration is pretty much complete out of the box. It is important to note that:
- LeadIQ Prospector only saves field layout metadata for UI and UX purposes, it will never store or cache any of your system’s customer or prospect data.
- Users are not given access to anything they can’t already do in Hubspot.
- Everything is done via a secure OAuth2.0 connection.
The last step is for users on your team to go to their LeadIQ Dashboard integrations page and click “connect” to begin using the LeadIQ Extension.
If you’re worried that data will get out of sync with your engagement and CRM systems or that your source of truth might not have all the prospect data your team’s gaining with LeadIQ, we also include governance features requiring users to connect the Hubspot integration before using the tool.
I hope this has provided valuable insight into the process of integrating LeadIQ Prospector with Hubspot and if you have any additional questions feel free to reach out to our team at email@example.com. Thanks!