Setup guide · · 1 min read
How to connect HubSpot.
Bring your HubSpot contacts and deals into SnailReach, and log every letter back on the contact. One sign-in, done by an admin.
What it does
- Your HubSpot contacts show up when you pick who to write to, marked from HubSpot.
- Deals help SnailReach suggest who deserves a letter.
- Letter events go back to HubSpot: letter sent, seal broken (with a task to call within 10 minutes), reply, meeting booked, video watched and forwarded.
Connect it
- Sign in to SnailReach as an admin and go to Settings, then Your setup.
- On the HubSpot card, click Connect.
- A HubSpot window opens. Pick your HubSpot account and click Connect app.
The first sync starts within a minute. A big HubSpot account takes a little while to come in fully, and you can keep working meanwhile.
To see exactly what goes back, click What we log in HubSpot on the HubSpot card.
Good to know
- One CRM at a time. Connecting another one switches over from HubSpot.
- If the card ever says Needs attention, click Reconnect. It keeps every contact's link. Disconnect clears them, and connecting again later reads every contact again.
- Only an admin can connect or change the CRM. Everyone on the team gets the contacts.
- Letters sent before you connected stay out of HubSpot. Everything from now on goes in.
Still stuck? Email support@snailreach.com with a screenshot and we'll sort it out with you.
