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Hubspot

Partially Integrated

Expandi’s native HubSpot integration ensures your CRM stays focused on what matters: engaged prospects.

Overview

Expandi’s native HubSpot integration ensures your CRM stays focused on what matters: engaged prospects. Leads can be synced automatically based on actions in Expandi—such as replies, connection requests, or sentiment—or sent manually with a single click.

Once a contact is in HubSpot, every interaction is synced to their timeline, from connection requests to messages exchanged. This gives your sales team complete visibility into the relationship history, so follow-ups are always timely and relevant.

How to integrate HubSpot to Expandi?

Admin access to HubSpot is required in order to be able to link Expandi to HubSpot

  1. Login to your Expandi account, navigate to your Workspace
  2. Then go to Integration
  3. Look for the Hubspot integration section there:
  1. Click on Connect then choose the Company or Companies you want to link your HubSpot integration to
  2. A HubSpot authentication modal should open up, make sure to login and give Expandi the required access
  1. Click on Connect then choose the Company or Companies you want to link your HubSpot integration to
  2. Configure when contacts should first be sent from Expandi to your connected CRM based on the leads activity
  3. Review and confirm how your contact information from Expandi will be synced to Hubspot using our field mapping feature.
  • You’re all set! all your leads information will now be automatically added to your HubSpot CRM

You can also choose to manually sync a hubspot contact by going to Inbox and using the Send to HubSpot button for individual contacts or by selecting a bunch of them and clicking more

Facing an issue with this integration?

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