HubSpot Integration
Installing LeadSigma
With an existing LeadSigma account
If you already have an existing LeadSigma account, first login to LeadSigma in the same browser window. When you go to the HubSpot LeadSigma app install page you will be prompted to select the account you want to connect in the event you have more than one LeadSigma account. You will be directed to this help page after a successful install.
Without an existing LeadSigma account
Go ahead through the HubSpot LeadSigma app install and after you accept the install authorizations you will be prompted to create a LeadSigma account.
Integration
After connecting LeadSigma and HubSpot, communication inside of LeadSigma will be copied over to HubSpot.
LeadSigma will not attempt to create a contact inside of HubSpot, it will look up contacts by name, email or phone.
Calls
Placing a call inside LeadSigma, will create a call record on the matching HubSpot contact.
Sending an email inside LeadSigma, will create a call record on the matching HubSpot contact.
SMS
Sending a SMS inside of LeadSigma, will create a call record on the matching HubSpot contact.
Notes
Creating a note inside of LeadSigma, will create the note on the HubSpot contact.
Contacts
The LeadSigma HubSpot app includes an automation workflow step that allows user to create a lead inside of LeadSigma.
If the Workflow Automations is not part of your HubSpot plan, then you can use the LeadSigma Zap to connect with HubSpot to pull in contacts.
Support
If you have any questions about the product or with billing please reach out to support through one of our channels.
Support Portal
https://sigmaleads.atlassian.net/servicedesk/customer/portals
Phone
(913) 243-8377
support@leadsigma.com