How to Seamlessly Integrate Your CRM Using HubSpot Lists, LinkedIn, and Captain Data
At Captain Data, we know that poor data in your CRM can lead to serious trust issues among your teams. From outdated contacts and company records to missed opportunities, inaccurate data can throw off your whole sales and marketing process. 😬 But don’t worry, we’ve got a solution! In this guide, we'll walk you through integrating HubSpot Lists, LinkedIn, and Captain Data to automate your data updates and keep your CRM up-to-date effortlessly. 🚀
Let’s get started! ✨
Why Keeping Your CRM Data Updated Matters
Having reliable, up-to-date data in your CRM is crucial for sales, marketing, and other teams. Properties like contact information and company details can easily become outdated, affecting your workflows. That’s why implementing a process to continuously refresh data is essential for maintaining CRM accuracy and trust.
Step 1: Setting Up Your HubSpot Lists
Start by creating an active list in HubSpot. You’ll be working with two types of lists: account lists and contact lists.
- Account List: Make sure that the LinkedIn Company Page and LinkedIn Company ID are included. These are key fields for mapping and updating company data.
💡 Pro Tip: The LinkedIn Company ID is more reliable than the company page URL, as the ID never changes.
Step 2: Building the Workflow in Captain Data
In Captain Data, create a workflow to automate your data updates:
- Load the Company List: This step pulls data directly from your HubSpot list.
- Extract LinkedIn Data: Using the LinkedIn URL, Captain Data extracts the company profile details.
- Aggregate the Data: Combine the extracted data with your existing company records.
- Update HubSpot: Use the LinkedIn Company ID to update the companies in HubSpot automatically.
🔑 Key Tip: Make sure you're using the LinkedIn Company ID as your primary key to ensure accurate updates across the workflow.
Step 3: Configuring Properties in HubSpot
In HubSpot, ensure that your fields are properly set up:
- Use the internal value of your HubSpot properties, especially for custom fields like the LinkedIn Company ID. This ensures that the data flows correctly between Captain Data and HubSpot.
- If you're adding custom fields like Last Enrichment Date, ensure they match the internal name of the property in HubSpot.
Step 4: Automating the Process
Once your workflow is set up, you can schedule it to run automatically. For example, set it to update monthly, so your data stays fresh without manual intervention. 🗓️
You can repeat the same process for contacts:
- Load the Contact List from HubSpot.
- Extract profile data from LinkedIn.
- Aggregate and update contacts in HubSpot using their LinkedIn Profile ID.
🛠️ Important: If you don’t have a LinkedIn Profile URL property in HubSpot, create a custom property to map this data accurately.
Benefits of Automation
- Save Time: No more manual updates to your CRM.
- Accuracy: Ensure the data is always up-to-date and accurate.
- Peace of Mind: Automate the entire process and focus on what matters—your business.
Final Thoughts
Keeping your CRM data updated doesn’t have to be a headache! With Captain Data's automation, you can ensure that your HubSpot data stays accurate and reliable. 🛠️
If you're not using HubSpot—no worries! Stay tuned, as we have more integrations and tools coming your way. 💡
Happy automating! 😊✨