by Noel Maniraguha on October, 2024
This automation syncs your Smartlead properties with HubSpot, ensuring seamless data integration for more efficient lead management.
This automation has 1 component.
1. Syncing your Smartlead properties within HubSpot
I recommend leveraging the Client version within your Smartlead client onboarding SOPs and the Campaign version within your Campaign monitoring and database and the Categories version can simply be added manually (if you don't change your properties often).
Sync HubSpot and Smartlead properties
Sync Campaigns
Sync HubSpot and Smartlead properties
Sync Clients
Sync HubSpot and Smartlead properties
Sync Categories
Insert the blueprint in make (new scenario)
Manual Changes
Smartlead API key
Find it here and replace {API_KEY} with your smart lead API key
HubSpot Property
Create a new property here
Each property will be a "dropdown select" though, campaigns can be "multiple checkboxes" to account for 1 lead being in multiple campaigns
Update the HubSpot modules with the correct properties
I added the properties to the contacts, though you can add them to deals and companies as well
If you want to do that - simply change "contacts" to "deals" or "companies" - I recommend using a router with multiple modules so that each Object is updated accordingly
Set a schedule
I recommend choosing a "daily" occurrence for this automation
