Connecting Mailshake with Hubspot
Getting Started
Connect your Husbpot account in Mailshake to enable tracking deal activities, move deals through stages, and more.
- Visit Integrations > Apps & CRMs
- Click the pink Connect New App button in the top left corner
- Select Hubspot from the available options
- Then click the blue 'Connect to Hubspot' button
Selecting settings for your Hubspot sync
- Track these events - Mailshake can sync events to Hubspot (see image Hubspot Settings image below). Events will be synced as a note in Hubspot.
- If you'd like to see emails in Hubspot, we recommend connecting your mail account in Hubspot so your CRM can pick up email conversations.
- What type of Hubspot data should be updated - Mailshake can sync to either Contacts or Deals in Hubspot. Choose the one that best fits how you and your team work with leads in Hubspot.
- Track events for
- All Prospects - This is great if you want a record of all prospects you've contacted.
- Mailshake Leads - This option only syncs prospects that become leads in Mailshake and is the most commonly used option.
- If deals/contacts are missing
- Create them - Mailshake will create a new record for the prospect or lead if it doesn't exist.
- Do Nothing - Mailshake will only sync to the prospect record that already exists in Hubspot.
- Select a Hubspot user (optional) - Assigns the Deals or Contacts to the selected user. If you leave this blank, any records created will be unassigned
Deal Settings (not applicable for Contacts)
- Deal name format - When updating Deals, you can choose for new Deals to be created as "Company Name Deal" or "Person's Name Deal."
- Pipeline - Choose the Pipeline you want to sync to. Mailshake will automatically select the default Pipeline in your Hubspot account.
- Move deals to stages on Mailshake actions - Mailshake can move Deals in your Pipeline to different stages you select based on the following actions
- Lead is won
- Lead is lost
- Lead is ignored
- Lead is opened
- Prospect unsubscribes
- Prospect resubscribes
- Prospect bounced
Enable Hubspot for your campaigns
Hubspot will need to be connected to each specific campaign you'd like to sync details over for. This will be part of the first step as you create your campaign:
To sync Existing Campaigns
- Click on "Settings" in your campaign
- Check your Hubspot account under "Sync Apps"
- Click "Save"
Example #1: Move deals through your pipeline based on Mailshake actions
Set up rules in Mailshake so that your deals move through the stages of your pipeline based on Mailshake activity. For instance, when someone becomes a lead (say they replied to one of your emails), they can be moved into the "Qualified to Buy" stage.
Example #2: Automatically record Mailshake activities
Whenever actions occur in Mailshake, have them tracked in Hubspot for that contact or deal. For instance, if someone replies to one your emails in Mailshake, record that activity in their Hubspot record. Same goes for if you made a phone call to them, turned them into a lead, etc.
