Integrate your CRM system
By integrating your CRM with Andsend, you will have a seamless experience as contact data and actions from Andsend will automatically transfer to your CRM system. In this article, we use Hubspot as an example, but you can also integrate Salesforce and Pipedrive. Please note that the person who setting up the integration to the CRM has to be a user in Andsend due to security reasons.
Read more about the specific integration setups:
Now let's guide you through how to set it up and how it works!
Connection and setup
Connect
Go to our integrations view to start setting up Hubspot.
Click "Connect" under Hubspot
After clicking "Connect", you will be directed to the Hubspot login page
A login screen will appear asking you to sign in to your CRM. The system will not ask for your credentials if you are already logged in
Field mapping
Under the Field mapping view, you will be presented with 2 types of records:
Prospect/Person
Company
Map Andsend fields to your desired Hubspot fields. Each field can be changed to a different field on your Hubspot side. The chosen fields allow you to determine which Hubspot field will get enriched by Andsend
Turn on "Create new Hubspot field for LinkedIn Profile URL" and "Create new Hubspot field for Zaplify prospect status" if you want to create new fields for these two data points. We recommend turning these on to make your data as usable as possible.
Configuration
On the right side of the screen, you have the configuration view. Turn on/off each switch to your desired configuration.
1st switch - Synchronize prospects you add to your Andsend campaigns to Hubspot
2nd switch - Synchronize touchpoints sent from Andsend to the persons/companies in Hubspot
3rd switch - Include copywriting from the Andsend touchpoints in the logs created by Andsend
Synchronization
When a prospect is purchased in Andsend it is synced to Hubspot (if the settings switch for this has been turned on). The synchronization mechanism will first try to find a matching Contact/Company in Hubspot and connect the Andsend prospect with that if it exists. If the entity couldn’t be found in Hubspot, Andsend will create a new Contact/Company in Hubspot.
When a contact is synced to Hubspot the Andsend integration will assign the owner in Hubspot based on the email address in Andsend. If Andsend finds a Hubspot owner with the same email address as the user that has chosen a prospect inAndsend, it will be the same user that becomes the owner in Hubspot. If Andsend does not find a matching user, the Contact/Company will be created without an owner.
Prospect Search
Andsend synchronizes results from prospect searches to Hubspot, to check if a prospect/company in the results already exists in Hubspot. If a prospect/company exists, it will have an orange circle with a Hubspot logo next to its name. If a prospect/company doesn't exist, it will have a grey Hubspot logo next to its name.
Touchpoints/Activities
When a touchpoint (eg. connection request or email) has been completed for a prospect in Andsend, an activity is created in Hubspot on the contact that corresponds to that prospect (if the settings switch for this has been turned on). This enables the activity from your Andsend account to be automatically synced to your CRM.