Requirements

In order to use the Leadspace for Hubspot integration, you must have the following:

• Access to Automations > Workflows. This requires an Operations Hubs Professional license with Hubspot
• Registered user in Leadspace to access and use the Leadspace for Hubspot integration

1. Install Leadspace on Hubspot

• Send the following details to support@leadspace.com.
  • Hub ID (found by clicking your organization name at the top right)
  • Email address of the user who will be installing Leadspace

• Leadspace will send an email to the user with a link to install Leadspace.
• Click the link and click on "Grant Access".

2. Create Leadspace Fields

Leadspace allows data to be written into both the Contact and Company objects in Hubspot. 

Contact

• In Hubspot, go to Settings > Data Management > Properties on the left panel
• Click on 'Contact Properties' and 'Create Property' button
• Create your person and company LS fields for which you want to see Enrichment Data for records that run through Hubspot. You can refer to this list for our available fields.
• Create two required system fields as follows:
  • lSStatus
  • lSUpdated

Company

• In Hubspot, go to Settings > Data Management > Properties on the left panel
• Click on 'Company Properties' and 'Create Property' button
  
• Create your person and company LS fields for which you want to see Enrichment Data for records that run through Hubspot. You can refer to this list for our available fields.
• Create two required system fields as follows:
  • lSStatus
  • lSUpdated

Once the fields are created, export the internal field names into a spreadsheet or .csv. Example internal field value for LS Company Name would be ls_company_name.

• Reach out to the Support or CSM contact you have been working with and send the list of Hubspot fields.
• Leadspace will complete the mapping and confirm when finished

3. Create Workflows

You will need to create separate workflows for both the contact and company objects as needed.

Contacts

• Navigate to Workflows.
• Click "Create workflow".
• Select "Contact-based" and "Start from scratch".

• Click the (+) to add an action.
  • Set the action to "Trigger webhook"
  • Method: POST
  • Webhook URL: https://lshubspot.leadspace.com/v1/hubspot/enrich?apikey=<API> <Key from LS Support>

Companies

• Click the (+) to add an action.
  • Set the action to "Trigger webhook"
  • Method: POST
  • Webhook URL: https://lshubspot.leadspace.com/v1/hubspot/enrich/companies?apikey=<API> < Same API Key from LS Support used in Contacts>

• Click on "Review" at the top right and ensure that contacts and/or companies can be manually enrolled for testing purposes.

• Click on "Turn on" at the top right.

4. Test Workflow

• Click on "Enroll" at the top right to enroll a test contact and/or company.
• Click into the contact.
• Click on "View all properties" at the left.
• Verify that the Leadspace fields have been populated.