Introduction
Enlyft is your fully integrated Sales Intelligence provider for HubSpot. With the Enlyft HubSpot integration,
depending on your plan, you can:
Get instant access to deep account insights directly in HubSpot, including company details, buying intent
signals, software & hardware technology stacks, and more.
Export accounts, including full company profile and account insights.
Export qualified leads, including their business emails, direct dials and job profile.
Leverage Enlyft data to build optimized workflows, personalize emails, lead routing, reporting and more.
Keep your HubSpot data clean and up-to-date with regular Enlyft data updates.
Get up and running in minutes.
And more!
The integration will:
Create new Company records when you export accounts from Enlyft.
Create new Contact records when you export contacts from Enlyft.
Create custom Enlyft Company and Contact properties for most of our data attributes. This makes it
easier for customers to quickly map and ingest our data.
Enrich your Company and Contact records with Enlyft data.
Regularly update the Enlyft exported data.
Integration prerequisites
Active Enlyft subscription
Note: HubSpot integration is available only for select Enlyft plans. Please contact us to learn more.
Admin user access to the Enlyft application
Note: Only users with Administrator privileges in Enlyft can set up the HubSpot integration. Forny other roles, contact your plan Admin to set up. If you do not know who your Admin is, contact Enlyft support. To check your role, visit https://app.enlyft.com/settings/profile
Active HubSpot license with Hubspot Admin privileges
Installing and authorizing the application
1. Visit https://app.enlyft.com/integrations/
2. Find the HubSpot integration, and click on Connect.
3. Login with your HubSpot credentials. If you have multiple accounts, choose the one you want to use with Enlyft.
4. Review the permissions and click on the Connect button.
5. That’s all! Your HubSpot integration has been successfully installed.
Configuration in Enlyft
Step 1 - Decide which solution to use
If you have multiple solutions within Enlyft, select the one you want to sync with HubSpot.
Step 2 - Enable/Disable automatic Enrichment
Enlyft Accounts will be exported as HubSpot Accounts and Enlyft Contacts will be exported as HubSpot Contacts.
Automatic Enrichment can be enabled or disabled for Accounts and Contacts.
Step 3 - Field Mapping
This feature allows you to decide which Account or Contact properties (i.e. fields) you want to push each individual Enlyft data attribute. You can select any of the default or custom HubSpot fields, including the ones created by Enlyft.
Please note:
Any existing data in the selected fields will be overwritten after initial installation, and refreshed on a weekly basis going forward.
Account Field Mapping
Contact Field Mapping
Exporting Accounts and Contacts from Account Insights page
Exporting an Account: Click on Export.
Any Enlyft account will be imported as an Account record in HubSpot. If another record with the same website exists, Enlyft will not create a duplicate record. Instead, Enlyft will enrich the existing record based on your field mapping preferences.
Enriching a contact: Click on ‘Export to Hubspot’ for any contact in Enlyft
Click on ‘View my Saved Contacts’ to navigate to saved contacts in Enlyft.
Select the desired contacts and click on ‘Export to HubSpot’ and follow the steps to download the Contacts csv file that can be uploaded to HubSpot to create new contacts.
Select “Export Accounts and Update Contacts”
Select “Download CSV” to download and use this to upload to HubSpot to create Contacts.
Follow HubSpot knowledge base link on how to import Contacts CSV file:
With Contact enrichments, an associated Company record is also created in HubSpot.
If another record with the same email exists, Enlyft will not create a duplicate record. Instead, Enlyft will enrich the existing record based on your field mapping preferences.
HubSpot Account and Contact Enrichment
Available with “Extended Export & Enrichment” Export mode.
Once you create a Company or a Contact in HubSpot. Enlyft will enrich them with Enlyft’s data points.
Note: For company, ‘Company domain name’ field must be provided. E.g. dropbox.com
For contact, ‘Email’ field must be provided.
Using the Enlyft integration in HubSpot
Enlyft’s data
Our data is directly stored in HubSpot. This allows you to:
Append it to your forms or the default sidebar
Insert personalization tokens in emails
Create workflows, tasks or sequences
Create target accounts
Use them in reporting or sales forecasts
And much more…
Contact us if you need help setting up your workflows or other capabilities through Enlyft data.
For questions or support, please contact your Customer Success manager or email us at [email protected].