Fields enriched by Hublead
1. What Hublead change in HubSpot when importing contacts
When you click on "Add to CRM" to import contacts directly into your HubSpot with:
- Full name
- Job Title
- LinkedIn URL
- Profile picture
- City
- Country/Region
- Email (free if on LinkedIn)
- Phone number(free if on LinkedIn)
- Birthday
2. When you click on "Enrich"
In the Professional plan: we will try to find an email with different data providers (Apollo.io & Hunter.io)
In the Business plan: we will find an email and phone number with different data providers (Apollo.io; Hunter.io & Rocket Reach)
We store in this CRM card all enrichment collected (emails & phone numbers) from the LinkedIn profile or when you clicked on "Enrich" so you never lose data.
3. How to remap some properties
You can change the mapping of some properties synced by Hublead here: https://app.hublead.io/settings/mapping
Prospect's birthday
Prerequisites
- Ensure you're connected with the prospect on LinkedIn.
- Your prospect's birthday is available on LinkedIn.
- Import the prospect into HubSpot using Hublead. This can be done by creating a new contact, linking to an existing HubSpot contact, or refreshing the contact if they're already imported.
Find prospect's birthday in HubSpot
Hublead will import the birthday data into two specific HubSpot properties on the contact profile:
- Upcoming Birthday (Hublead): This shows the date of the birthday for the current year.
- Date of Birth: This is the raw birth date data from LinkedIn.
The 'Upcoming Birthday' property is automatically updated on a monthly basis.
Setting up Tasks and Slack notifications in HubSpot:
- Create a contact-based workflow in HubSpot.
- Start by selecting "Try delay until date action."
- Set the trigger for task creation.
- Add an action to create a task.
- Include a Slack notification if desired.
With this setup, you'll be notified about your prospect's upcoming birthday, helping you maintain a personal touch in your business relationships.