Have you ever wished you could manage your cold email outreach directly within your CRM? This breakdown reveals how to seamlessly integrate Smartlead with HubSpot for a powerful, two-way sync.
Why This Matters 🤔
Imagine this: You send a cold email through Smartlead. The prospect replies, and you can respond directly from HubSpot! This integration keeps your outreach organized, streamlines your workflow, and unlocks powerful HubSpot features for your Smartlead contacts.
The Power of BCC: Your Secret Weapon 🤫
The key to this integration is the BCC (blind carbon copy) function. By adding your unique HubSpot BCC address to your Smartlead emails, you create a bridge between the two platforms.
Setting Up Your BCC ⚙️
- Directly in Smartlead: For individual email accounts, go to the account settings and add your HubSpot BCC address.
- Smartlead API & Automations: For managing BCC across multiple accounts, leverage the Smartlead API and create an automation.
- Email Forwarding Rules: Platforms like Mail Forge and Mail Reef allow you to set up forwarding rules for your mailbox.
- Admin Console Forwarding: Configure forwarding rules within your Microsoft or Google admin console for comprehensive BCC implementation.
Pro Tip: Exclude your warm-up email tags from BCC to avoid cluttering your HubSpot CRM with irrelevant messages.
Email Aliases: Your HubSpot Gatekeeper 🗝️
To prevent spam and maintain a clean CRM, HubSpot uses email aliases as a whitelist.
Creating Email Aliases in HubSpot
- Navigate to your HubSpot account settings.
- Go to “General Email” and add your Smartlead email addresses as email aliases.
- This allows HubSpot to recognize and process emails from these addresses.
Managing Deals with HubSpot 💪
Once the BCC and email aliases are set up, you can manage your Smartlead deals directly within HubSpot.
Syncing Lead Categories 🔄
- Match Smartlead Categories: Create custom contact properties in HubSpot that mirror your Smartlead lead categories.
- Use HubSpot Deal Pipelines: Align your HubSpot deal stages with your Smartlead categories for a visual representation of your sales process.
Automating the Sync with HubSpot Workflows 🚀
- Utilize HubSpot’s two-way sync automation: This automation keeps your Smartlead and HubSpot lead categories synchronized.
- Prevent Infinite Loops: Implement a time delay in your automation to avoid continuous back-and-forth updates between the platforms.
Unlocking the Full Potential 🧰
Ready to streamline your outreach and boost your productivity? Download free HubSpot automation templates from https://afonto.com/automations to simplify the integration process.
By connecting Smartlead and HubSpot, you gain a centralized hub for managing your cold email outreach, tracking interactions, and closing deals more efficiently.
