The integration applies for any HubSpot paid account, and Super Admin role.
More on HubSpot user permissions guide and Integration Permissions.
Hubspot is one of the popular CRM to manage your prospects, customers and contacts. Exceed knows how to automate the conversations with your leads, prospects and customers. Exceed also collects information from contacts such as phone number, title, etc. which get updated as well in Hubspot. With the Exceed Hubspot integration, your contacts stay in sync with your sales team’s Hubspot database.
The integration between Exceed and Hubspot is a bridge between your automated conversation with your contact and your sales database, allowing activity and information to move seamlessly between the two. With the Exceed Hubspot integration, your sales team will consistently have the most up-to-date contact information and communication.
After you authenticate your Hubspot account, Exceed.ai will pull any new contacts in Hubspot, which meet predefined criteria. Then, we'll create a contact in Exceed database which we start working on based on your predefined sequences in Exceed.
How to Enable Hubspot Integration at Exceed?
Prior to setting up the integration, we recommend creating a dedicated Hubspot account, rather than using an employee's account. This is done to guarantee continuous access in cases of personnel changes and to ensure Exceed API user has only the needed permission.
Log in to Exceed (Preferably via Incognito window)
Click on the Setting > Integrations
Click on ‘Add Hubspot account’ button in the Hubspot Integration section
Log in to Hubspot and click "Allow" in order to give Exceed permission to send and pull contact information
Wait for Hubspot and Exceed to authenticate
Your project should now be successfully integrated with Hubspot!
Exceed provides out-of-the-box contact status and field mapping between Exceed and Hubspot. As mentioned above, this mapping is quite flexible and we allow you to adjust status / field mapping based on your specific workflow process and data management in your Hubspot.
Mapping between Exceed and Hubspot
Every customer sets up their Hubspot in a different way. Therefore we provide our customers full flexibility to map Exceed contact statuses to the corresponding statuses in Hubspot. The same goes for field mapping as well.
Contact Fields Mapping
Here is the list of fields Exceed syncs with Hubspot. You can find a corresponding field at Hubspot for each field in the Exceed platform. Exceed can add more mapping as needed to enrich contact data in Hubspot:
Contact Statuses Mapping
Here is the list of possible statuses a contact can be in Exceed.ai platform:
You can read more about Lead Status on:
Exceed can automatically pull contacts from Hubspot to Exceed. There are two ways:
Pull Contacts to Sequences using Lists (Active / Static)
Once you've chosen this option for your integration, visit each sequence (under its Integrations tab) and choose a specific list to pull contacts for this sequence.
Pull Contacts to Sequences using filters
You can define global criteria to pull leads and contacts under the integration settings.
For example, in case you want to pull leads which are "New", this is how you will set it up:
You'll need to add specific filters on each sequence level, to navigate the contacts properly to the right one.
For the two options, you'll need to turn on the integrations toggles both on the Integrations page and on the sequence level to pull in contacts. Emails would start sending only once the sequence is activated.
For any questions, reach out to us via the Customer Care Communications Portal.