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
Enable Hubspot for your campaigns
Hubspot will need to be connected to each specific campaign you'd like to sync details over for. You can do this in Step 1 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.
