# HubSpot Integration In this document, we will provide a step-by-step walkthrough of how to set up our direct integration with HubSpot! This integration will allow your team to instantly sync leads from LINQON as contacts in your team's HubSpot account. This integration will automatically sync contacts with the fields below, with no additional configurations needed: * First Name * Last Name * Email * Job Title * Company Name * Phone Number * Website * Location * Contact Owner (will be the member that connected with that lead via LINQON) * Any custom fields you set up on the "Configuration" tab (optional) #### Connecting Your HubSpot Account 1. First, from the home page of LINQON Teams, click into the "Integrations" tab. Then find the section for HubSpot and click "Connect". * If you've already connected HubSpot before, the button will be "Configure" instead of "Connect". Click "Configure" in that case. 2. Next, you will see a HubSpot popup as shown below. Click on "Connect" in the top right of the popup. 3. A window will then appear asking you to log into your HubSpot account. The account you use should be a HubSpot admin to ensure the integration works correctly. Once logged in, HubSpot will prompt you to choose which account you'd like to connect to LINQON. 4. After selecting your account, the HubSpot window will disappear, and you will see that the button in the top right of the popup now shows "Connected". Great job! Now you can toggle on one of our two available workflows. #### Syncing Leads to HubSpot Now that your HubSpot account is connected, there are two options for workflows that you can enable: **AUTO SYNC - Convert LINQON Leads into HubSpot Contacts** The Auto Sync workflow will automatically sync leads from LINQON to HubSpot the moment any team member captures a new lead. This workflow eliminates manual data entry and lead selection, saving your team time and improving efficiency. **MANUAL SYNC - Select Which Leads to Sync** The manual sync workflow allows admins or selected members to choose which leads should be synced to HubSpot. This workflow provides more control than Auto Sync, letting your team decide which leads to sync and which to exclude. Once you have enabled one or both workflows, the next step is to customize your integration settings. #### HubSpot Customization Options **1. Contact Lead Status** * Choose a lead status for contacts synced from LINQON (e.g., "New"). Available options will match those in your HubSpot account. **2. HubSpot Contact Owners** * Assign a specific owner to contacts synced from LINQON. If left blank, the integration will match the contact owner based on the LINQON user who collected the lead. **3. Custom Mappings** * Map LINQON fields to HubSpot contact properties. Be sure to set the "Object Name" to "Contact" to enable mappings. * Example: If you collect "State" in LINQON and want to sync it to "State/Province" in HubSpot, create a custom mapping. **4. Tag Mapping** * Choose where LINQON tags should be stored in HubSpot. If multiple tags are added to a lead, all will sync to the selected field. **5. Custom Contact Properties** * Set default values for new HubSpot contacts. Example: Assign "Source" as "LINQON" for all synced leads. #### Congrats! 🎉 Once your desired workflow(s) are enabled and your customization is complete (customizing is optional), you are all set! Now you or your team can export leads at any time from the LINQON Dashboard or the LINQON mobile app to your HubSpot account. Check out LINQON Teams to instantly start syncing leads from LINQON to HubSpot! If you have any issues or questions, please contact us at . We are available nearly 24/7 and will get back to you within 6-8 hours or less. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://linqon.gitbook.io/introduction/integrations/hubspot-integration.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.