HubSpot Integration

The HubSpot integration allows you to connect ConnectSafely with your HubSpot CRM to automate LinkedIn outreach based on CRM events and workflows.

This integration helps sales and marketing teams trigger ConnectSafely actions directly from HubSpot while keeping engagement data connected to their CRM.

What Is the HubSpot Integration?

The HubSpot integration connects your HubSpot workflows with ConnectSafely automation.

It enables you to:

• Trigger LinkedIn engagement from HubSpot events
• Automate outreach based on CRM activity
• Sync engagement actions with your sales workflows
• Reduce manual work between CRM and LinkedIn

This integration is designed for teams already using HubSpot as their primary CRM.

What You Can Do with HubSpot + ConnectSafely

By connecting HubSpot, you can:

• Trigger automation from workflows - Start ConnectSafely actions when contacts enter a HubSpot workflow.
• Align outreach with CRM data - Use HubSpot properties to control targeting and timing.
• Automate LinkedIn engagement - Run engagement actions without leaving HubSpot.
• Scale sales and marketing operations - Maintain consistent outreach across multiple campaigns.

Common Use Cases

Teams typically use the HubSpot integration to:

• Engage LinkedIn prospects when they reach a specific CRM stage
• Automate outreach after lead qualification
• Coordinate LinkedIn engagement with email or sales sequences
• Reduce manual LinkedIn activity for SDRs and marketers

How the Integration Works (High Level)

At a high level, the integration works as follows:

1. A contact or event triggers a HubSpot workflow
2. HubSpot sends the trigger to ConnectSafely
3. ConnectSafely performs the configured automation
4. Activity continues based on your setup

This process runs automatically once configured.

When Should You Use the HubSpot Integration?

Use this integration if you:

• Rely on HubSpot for CRM and workflows
• Want CRM-driven LinkedIn automation
• Need consistent, repeatable outreach processes
• Want to reduce manual engagement work

If you don't use HubSpot, other integrations or the API may be a better fit.

Setup & Configuration

This article explains what the HubSpot integration does and when to use it.

For step-by-step setup instructions, permissions, and configuration details, refer to the official documentation:

The documentation covers:

• Connecting HubSpot to ConnectSafely
• Required permissions
• Workflow configuration
• Troubleshooting steps

Best Practices

• Start with a single workflow
• Test automation on a small contact set
• Monitor activity before scaling
• Keep CRM data clean and up to date

Following these practices ensures predictable and safe automation.