Hubspot Integration

Modified on Thu, 21 Nov at 1:09 PM

TABLE OF CONTENTS

1. Requirements
2. Overview of the integration
3. Linking Lemontaps with Hubspot
4. Settings in Lemontaps
5. FAQs

1. Requirements

You must have administrator rights to set up the link.

2. Overview of the integration

With the Hubspot integration, either only administrators or also end users can push the contacts recorded with Lemontaps to Hubspot as leads or contacts either automatically or manually. This works for both the mobile version and the desktop version.

User Journey:

Case 1 - Manual push: If you have set the “manual push”, you select the contacts to be exported in the contact overview of the admins as well as in the end user contact overview using the checkboxes and then click on Hubspot. The export is then started.
Case 2 - Automatic push: If you have selected “automatic push” in the settings, the push to Hubspot is started automatically for every new contact. Previous contacts are not pushed automatically. If you want to have the previously recorded contacts in the CRM as well, you would have to push them once.

Status of the export: In the contact table, you can see the status in the “Export” column. If you click on the symbol, you can see further information, e.g. when the export took place. If there is an exclamation mark behind the Hubspot symbol, you can see that the export has failed. If you manually push the contacts, you will also always receive an email with the number of contacts for which the export worked/failed.

The following attributes are transferred:

Predefined fields in Lemontaps	contact	Lead
Notes	No	No
Name prefix	No	No
First name	Yes	Yes
Last name	Yes	Yes
Position	Yes	Yes
Role	No	No
Department	No	No
Company	Yes	Yes
Email	Yes	Yes
Email work	No	No
Phone work	Yes	Yes
Phone Mobile	No	No
Website	Yes	Yes
Addressee	No	No
Address line 1	Yes	Yes
Address line 2	No	No
Zip code	Yes	Yes
City	Yes	Yes
Country	Yes	Yes
DSGVO	No	No
Language	No	No
Pictures	No	No
Met on	Yes	Yes
Met by	is created as “Contact Owner” if the Lemontaps user's account email is also a Hubspot user. If the Lemontaps user's account email is not a Hubspot user, the Hubspot user who set up the Lemontaps - Hubspot integration is used as the owner.	Is created as “Lead Owner” if the Lemontaps user's account email is also a Hubspot user. If the Lemontaps user's account email is not a Hubspot user, the Hubspot user who set up the Lemontaps - Hubspot Integration is used as the owner.

Custom fields:

If you don't need all the fields in Lemontaps, you can use our internal contact form configurator to customize them. Click here to go to the configurator.

⚠ Note: Matching with CRM fields is currently not possible. However, this feature is under development and will be available soon.

Duplicates:

If there is already a contact/lead in Hubspot with the same email address as the contact to be pushed from Lemontaps to Hubspot, then the export will not work as duplicates are prevented. In this case, the reason is also displayed in the export column. In the case of a manual push, you will also receive an email as to whether there were duplicates during the export.

Campaigns:

This feature is currently still under development.

3. Linking Lemontaps with Hubspot

Navigate to the CRM integration page.
Click on Hubspot

Now click on “Authorize Hubspot”

A popup from Hubspot will now appear. Enter your login details. In most cases, you must have administrator rights with Hubspot.
Now authorize Lemontaps in the following popup.

Voilá Hubspot is now connected. You can now close the popup. Please note: You do not need to do anything in the “Leads”, “Contacts” etc. fields.

4. Settings in Lemontaps

You have the following setting options in Lemontaps:

automatic or manual export to Hubspot
Should contacts be created as leads or as contacts in Hubspot?
Rights: Are individual users also allowed to transfer contacts to Hubspot or only admins?

You can set the first 2 points here and the editing rights here.

5. FAQs

My export has failed, what could be the reasons for this?

1) Missing information in the contact in Lemontaps:

For contacts, at least 1 name must be specified in the Lemontaps contact, i.e. either first or last name, otherwise there are problems with the export
For leads, at least the company name and 1 name must be specified in the Lemontaps contact, otherwise the export will not work

2) Duplicate:

The email address of the contact in Lemontaps already exists in Hubspot for a lead or for a contact.

3) Refresh:

With automatic synchronization, it is sometimes necessary to refresh the page to see the corresponding icon if, for example, a new contact has been created.
Updates to contacts in Lemontaps are not automatically updated in CRM.

4) Other reasons:

It may still not work. Try exporting the contact again. If it still does not work, please contact [email protected].