How to Combine OrgChartHub, HubSpot, and Hublead for Efficient Lead Management

Improve your Lead management with HubSpot and Hublead + OrgChartHub Integration
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30/09/2024
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2
minutes
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Managing leads and staying on top of your outreach can be time-consuming. But by combining OrgChartHub, HubSpot, and Hublead, you can streamline this process, track your activities across channels, and get a clear view of key decision-makers. Here’s how you can use these tools together to work smarter, not harder.

1. Import Your ICP from LinkedIn or Sales Navigator

Start by identifying your Ideal Customer Profile (ICP) using LinkedIn or Sales Navigator. Once you’ve found the companies that match your criteria, import the leads into HubSpot using Hublead. This step saves you from manual data entry and ensures you’re working with relevant leads from the start.

2. Enrich Leads with Hublead

After importing your leads, it’s time to gather more information. Hublead helps you enrich each contact with email addresses and phone numbers. Now you have everything you need to reach out via multiple channels—whether it’s by email, phone, or LinkedIn.

3. Send LinkedIn Invitations and Start Messaging

Use Hublead to send LinkedIn invitations to decision-makers. Once they accept, start sending personalized messages directly on LinkedIn. This step helps you engage prospects early in the sales process and create a direct communication line.

4. Engage Across Channels and Track Everything

Now that your leads are in HubSpot, you can start engaging with them across multiple channels. Whether it’s through emails, calls, or LinkedIn messages, all activities are automatically tracked in HubSpot—with LinkedIn activity captured through Hublead. No need to worry about manually logging interactions; everything is organized in one place.

5. Generate Org Charts and Track Activity Heat Maps

As you start interacting with different stakeholders, use OrgChartHub to build organization charts for each company. You can map out the key decision-makers and visualize their roles. Plus, OrgChartHub’s heat map lets you see which contacts are most engaged based on their email, phone, and LinkedIn activity—so you can focus on the right people at the right time.

Conclusion

Using OrgChartHub, HubSpot, and Hublead together creates a seamless workflow for managing your leads and mapping key players. You can automate lead imports, track multi-channel outreach, and easily visualize your contacts with org charts and heat maps. This approach helps you stay organized and focused on what really matters: closing deals.