Setting up your integration with HubSpot is a simple process. Check out the steps below to find out how you can set this up yourself, quickly and easily. If you have any issues at any point, raise them directly to SuperReach customer support.

Click Connect on the HubSpot integration icon and log in.

HubSpot will automatically connect to your SuperReach instance.

Once you've received your credentials, follow these steps:

1. Go to your Administration Page.

2. On the left hand menu, select Integrations.

3. Select HubSpot and Connect.

4. Add your API details and inform your SuperReach Onboarding team.

5. Once they have confirmed the connection on the SuperReach side, you're ready to go!

After connecting HubSpot to SuperReach, you can head to integration settings to customise your integration. Click Integrations in the Administrator module, and click the cog icon on the HubSpot card. See the image below.

As part of the integration, we offer field mapping to create a seamless integration experience. We provide a number of default mappings, but you can also add additional custom field mappings for deeper integration. Fields are mapped per contact type (Candidate or Client Contact).

We will automatically add your fields once you've completed your HubSpot setup. For example, First Name, Last Name, and Job Title. You can choose which fields on SuperReach these map to, and once mapped; we can pass information seamlessly between the two systems.

You can deactivate SuperReach fields if they do not apply to your business. *

*You cannot deactivate First Name, Last Name or Employer. These fields are mandatory in SuperReach to be able to create a contact.

Once you've completed your HubSpot setup, add your custom fields here against your different contact types. This will allow SuperReach to accurately map across the fields to HubSpot.

Check out our article on Field Mappings for more information on how these work.

Field Mapping Overview

To ensure you control the data quality being added to your CRM, you can choose which fields are mandatory when your sales team adds contacts. These rules will not apply when adding contacts to SuperReach.

So, if you have best practice processes in place which dictate that contacts must be skilled up before adding to the CRM, we help you enforce that. The mandatory field validation will only appear when a user tries to add a contact to your CRM.

As part of the integration, we offer note mapping to create a seamless integration experience. This is particularly important for reporting purposes. SuperReach has both system and activity note types.

The activity note types we offer are:

The system notes types we send are:

Once you've completed your HubSpot setup, we will automatically add the note action types from your CRM to the integration settings for you to customise. Your CRM note types will appear in a dropdown, and SR notes will appear as single items. See the image below

This allows all communication updates to be pushed to HubSpot, and reporting can be obtained on these communications.

Simply select the SuperReach note that you want to map, then choose the HubSpot Note Type you would like this to map across to.

This will automatically map all notes and activities relating to each contact across from SuperReach to HubSpot.

Check out our article on Note Mapping for more information on how these work.

Note Mapping Overview

In order to ensure CRM cleanliness and data sterility, the synchronisation process between SuperReach and HubSpot is manual.

This means that you must click the "Add to CRM" button on a contact profile in order to connect them with HubSpot CRM. At this point you would choose whether to add the profile to HubSpot as a Contact or Candidate.

Once you've added them to HubSpot CRM - it will attempt to find a corresponding profile on HubSpot, in order to avoid duplication. There are two scenarios in this case: