This article will show you everything you need to know to integrate Wiza with HubSpot.
In this article:
Connecting your HubSpot Account
1. Click Integrate
2. Click Connect now under HubSpot
3. Log in to HubSpot
Click Setup to customize how your Wiza data is imported into your HubSpot account.
Contacts saved on Wiza sync to HubSpot as Contacts with Company info.
To change an existing field mapping, simply select the field you’d like to change and choose an alternative.
To map a new field, select Add new mapping, and select the Wiza and HubSpot fields to map.
If there is a Wiza field that you would like to import but cannot find an applicable HubSpot field, please consult your HubSpot admin about creating a custom field.
Custom Field Mapping
You can create custom Wiza fields. Let's say that you have a HubSpot Field called “Source” that you would like to populate with the field “from Wiza” for all of the contacts that you import from Wiza.
To do this:
At the bottom, click Map new field
Select Custom from the Wiza Field dropdown
Select the HubSpot field you would like to map to, in this case 'Original Source'
On the right, select 'Set' and enter from Wiza
Select Save changes
Now, every contact that you import from Wiza will include the value 'from Wiza' within your HubSpot Lead Source field. This makes filtering your existing HubSpot database for contacts created by Wiza very easy.
Syncing your data
To sync your list:
To sync contacts from a list: Go to Lists and select an option from the dropdown menu at the bottom of a list.
'Valid' includes emails that have been verified for deliverability. These emails are 97% deliverable.
'Risky' = emails that Wiza couldn’t verify for deliverability. These are always free and do not use email credits.
To learn more about valid and risky emails, click here.
If you would like to only sync a select few people, click on your list to open the contact's browser. Then select the Sync option next to each contact.
Under settings, you can set your HubSpot field mappings as the default for all users on your Team.
Primary Sync Method:
If you have connected multiple tools to your Wiza account, but you want to sync your contacts to HubSpot, you must select HubSpot as the Primary sync method.
To do so, click Integrate at the top of your dashboard. Then select the Primary toggle switch under HubSpot.
Now you will see the HubSpot icon whenever you sync.