HubSpot

Hubspot integration. Connecting your HubSpot account allows you to automate moving your contacts and leads straight into your HubSpot account and your pipeline.

HubSpot Settings and Mappings

1. Navigate to your CRM Setup page under your Account Icon (your initials) and select CRM Setup section.
2. Following the available options, simply complete your universal settings based on you or your company's preference and you will be ready to start importing directly into HubSpot.
3. Ensure you set up all mappings to confirm that all fields you want to send over to HubSpot from Seamless are mapped to the proper fields.
   • Please note: Our direct integration with HubSpot comes with pre-set field mapping options
4. Have each account user in your organization follow the steps below to have their Seamless.AI researched contacts assigned to themselves in your HubSpot CRM.
   • Select Settings -> CRM Setup in top right Account Menu in Seamless.AI
   • Click the Select Owner drop-down menu as seen below
5. You can set up each field to be applied to your entire organization, or lock that setting for your entire organization. You can also set each mapping to select if the data will override in your CRM. To set these fields, simply use the Set Org Wide or Lock Org Wide fields (In Universal Settings + Importing Mappings) as well as Override (In Importing Mappings) as desired.

Import Contacts Individually

1. Navigate to your “My Contacts” section.
2. Locate the contact you'd like to import to HubSpot and go to the right side of the screen to click the grey HubSpot icon.
3. Confirm that the contact imported correctly when the HubSpot icon turns orange.

Automate Lists to Accounts and Cadence for HubSpot

1. Login to your account and click your account icon and select CRM Setup.
2. Find the setting that says: "Automatically import to HubSpot" and select Yes.
3. Once saved, Seamless.AI will now import all companies and contacts immediately when you Find and save those contacts from Seamless.AI or on our Chrome Extension.

Definition of CRM Mapping Fields

Seamless.AI Field: These fields contain data from Seamless.AI that you've discovered and researched. You can map over 100+ fields from Seamless.AI to your CRM. Initially, Seamless.AI sets up a core set of common fields across CRM users, but you can customize additional mapping fields to suit your CRM needs.

HubSpot Field: These fields mirror the ones in your connected CRM. Seamless.AI regularly polls them to stay current. Just choose the Seamless.AI field on the left, pick the corresponding CRM field on the right, and establish a connection. During import, data from the Seamless.AI field will map to the CRM field and be transferred to your CRM.

Add New Mapping: Use this option to create a new Seamless.AI to CRM field mapping. You can map any Seamless.AI field to any CRM field.

Please Note: The connected user must have edit access to these fields for a successful import process.

Add Custom Mapping: Useful when you have a required CRM field not provided by Seamless.AI or want to include a field in each import. Create a custom mapping by setting up a custom field name in Seamless.AI (value sent to CRM) and mapping it to a field in your CRM.

Example: To include a custom "lead stage" in each import, set the Seamless.AI field's static value (e.g., New) and map it to the "Lead stage" field in your CRM. This imports all leads with "New" as the lead stage in your CRM.

Pro-Tip: You can set up each field to Set Org Wide or Lock Org Wide, and set each mapping to select if the data will override in your CRM.

Allow User Edit: The Allow User Edit checkbox will provide you with a simple functionality that either will allow your Users to edit the specific setting or not depending on if the checkbox is engaged.

• Checkbox on: User will have the ability to edit these settings but the Admin's settings will be utilized as the default setting unless otherwise changed by the user.  
• Checkbox off: The fields will not be accessible to your users but are visible in a read only state to allow the user to see how the current setup functions

Error with Permissions when Connecting to HubSpot

All users that are looking to connect to HubSpot must have App Marketplace Access. This is a HubSpot requirement and some users may see an error such as the one described in this link. To successfully connect your account, contact your HubSpot Administrator and ask them to ensure you have App Marketplace Access enabled for your account. An error stating "Couldn't complete the connection" seen below may be related to the permissions on the CRM user in HubSpot. Please ensure the following permissions are set in Hubspot in order to import with Seamless.AI.

CRM Tab

• ‍‍Object access
• Contacts & Companies - View and Edit

CRM Tools

• Import
• Edit property settings (for bulk import matching Seamless records to Hubspot records)

Marketing Tab

• Lists (only if you want to import to static lists)

Universal Settings

Owner: Enable users to specify the location and source for CRM imports. Customize these based on existing CRM information, and Seamless.AI will retrieve dropdown options by polling your CRM.

Default HubSpot Contact List: Select from your pre-created search lists as default for future searches.

Set Total AI Threshold/Limit on Contact Imports: Use this setting to establish a minimum Total AI threshold for importing contacts. Specifically, it applies to the Total AI score of the Primary Business Email. For example, if the Total AI Slider is set to 80, the Primary Business Email must have a Total AI score of 80% or higher to successfully import on the first attempt.

Contact Account Creation:

• Yes: Seamless.AI can create accounts automatically for contacts not in your CRM. ‍
• No: No account is created; users need to choose an existing account for contact import.
• Prompt: Users are asked to select or create an account with each import.

Auto-Import to HubSpot: Enable this option to automatically import contacts/companies into your CRM when clicking the FIND button in Seamless.AI. By turning this on, you skip the step of manually selecting contacts/companies in My Contacts and My Companies before importing them into your CRM.

Allow contacts/leads to import without a validated email: When set to YES, Seamless.AI permits users to import contacts even without a validated email. A validated email includes a Valid or Accept All response from [Seamless.AI](http://seamless.ai/)'s validation during the AI research process.

Allow Users to Create New / Custom Mappings: Allows users, who are no Admin, to create new mappings that will only affect their account

Advanced Settings

Set Contact Import Match Score: Define your match score against your CRM records. A value of 100% requires a contact have a 100% match score against a CRM record to automatically import. Records with a lower match score will show a deduplication screen with "similar record" option to select before importing.    - Ex: A 95% setting will allow automatic import (no deduplication alert) if there is a match score of 95% or above against a record in your CRM unless there are two of the exact same match scores. ([Seamless.AI](http://seamless.ai/) does not recommend less than 95% Match score for this Setting)

Set Company Import Match Score: Set Company Import Match Score to define your match score against your CRM records. A value of 100% requires a contact have a 100% match score against a CRM record to automatically import. Records with a lower match score will show a duplication screen with "similar record" option to select before importing.

Fill Contact Phone with Company Phone if Contact Phone is blank: When set to Yes, Seamless.AI will add the company phone number to the contact phone field if the company phone has a number and the contact phone is blank. This setting is useful when you want to ensure data is present in both contact and company phones during import, especially if there's field validation in your CRM.

Fill Contact Location with Company Location if Contact Location is blank: When set to Yes, Seamless.AI will populate the contact location fields with the company location if the company has a location and the contact location is blank. This setting is ideal for ensuring data presence in both contact and company locations upon import, especially if there's field validation in your CRM.

Use HubSpot auto-generated companies for contacts: If selected, Seamless.AI will skip over finding or creating a new company record for you when importing contact. This will allow you to use HubSpot’s built-in company generation/assignment based on the contact’s email domain. This feature will only work if you have your HubSpot setup to both automatically create and associate contacts with companies and to automatically fill company properties with HubSpot insights. The contact must also have a recommended or chosen email address on importing. If the contact does not have a recommended or chosen email address, we will use our matching process to best match your contact with a company.

Enable CRM Alerts: Enables checking if leads or contacts already exist in CRM before using Seamless.AI.

Mapping Seamless.AI custom Fields to HubSpot

Identify the custom fields you want to export from Seamless.AI and map them to the relevant fields in HubSpot CRM. This can include standard fields for accounts like website and phone, or for contacts including name, title, and email. Additionally, you are able to add custom mapping fields for HubSpot CRM.

There are pre-populated import mapping fields, but you are able to customize to your or your team’s needs

Overwrite:

• If Yes, Seamless.AI will overwrite any existing information in your CRM for this field with the new value from Seamless.AI.
• If No, Seamless.AI will only append/add any information that does not yet exist in the selected CRM field.

Allow User Edit: Allow Org Users to modify the selected Mapping, if enabled.

Edit CRM Mapping: To edit, click the 2 dots on the right side of the row. Here you are able to edit the Seamless.AI and HubSpot Fields, set Character Limit to ensure imported data is cut down to any custom specific field limitations, set a Default Value if Seamless.AI data does not exist, as well as the option to Delete Mapping.

You are additionally able to Add New Mapping, Add Custom Mapping, and Set Custom Data Rules.

• Customers often Add New Mapping import additional Contact information including Phone Numbers (1-3) and Emails (1-3).