Connect HubSpot
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Connect HubSpot to have a Ghost watch the LinkedIn posts of the contacts in a HubSpot list and log each Find on the contact as a note or a task. PitchGhost reads the list and writes to contacts already in it. It never creates contacts in HubSpot.
Connect HubSpot
Admins and owners connect HubSpot, on an active plan.
- Open Settings then Integrations.
- On the HubSpot card, click Add.
- In HubSpot, choose your account and approve PitchGhost.
Sync a list to a Ghost
The list feeds a LinkedIn user monitor Ghost through Smart Sync . The Ghost reads the list again each time it scans.
- Create or edit a LinkedIn user monitor Ghost.
- Under Users to monitor, click Smart Sync and choose HubSpot.
- Under Sync list, pick the HubSpot list.
- Choose whether to turn on Enrich missing social fields?.
- Under Action on Find, choose a note, a task or Do nothing. For a task, set HubSpot task urgency and HubSpot due date in days.
- Click Link, then save the Ghost.
PitchGhost needs a first name, last name and company on a contact to match it to a LinkedIn profile. The dialog shows the list requirements, including how many contacts sync.
What PitchGhost writes to HubSpot
After each scan, PitchGhost adds a note or a task to the contact for every new Find, with the post and who wrote it. With Enrich missing social fields? on, it also saves the LinkedIn profile URL it found on contacts that lack one. It changes nothing else.
Why a note is missing from a contact
A note or task is written only when the post’s author matches a contact in the synced list. Check these causes.
- The contact is not in the list the Ghost syncs, or lacks the details PitchGhost needs to match a LinkedIn profile.
- Action on Find is set to Do nothing.
- The post came from a company page. Only posts by people are logged.
See and act on Finds inside HubSpot
PitchGhost adds a PitchGhost Finds tab to HubSpot contact records. It lists the Finds from that contact, with a link to each post and the actions already taken.
To reply from inside HubSpot, click Link your PitchGhost account on the tab. You can then pick one of your linked LinkedIn accounts and take an action without leaving HubSpot. To undo the link, open Connections then Profile links in PitchGhost and click Unlink next to Linked HubSpot profile.
Reauthorize or remove HubSpot
When the card shows Update required, open it, click Re-authorize HubSpot, and approve in HubSpot.
To remove HubSpot, click Settings on the card, then Remove integration, then Remove. This removes HubSpot for every Ghost that syncs with it, and it cannot be undone.
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