CRM integration
Loopedn's HubSpot integration
Every lead Loopedn captures lands in your HubSpot as a contact, with the event, the lead's tier, what they asked, and the follow-up email and text on its timeline. You connect it yourself in Settings, with a key you make in HubSpot. It comes with Pro.
What works today
- Each new lead becomes a HubSpot contact, matched by email. On a contact you already have, Loopedn only fills fields that are blank, unless you choose otherwise.
- 15 Loopedn fields in their own group, a note that stays up to date, and a segment for each event.
- The follow-up email and the follow-up text are logged on the contact's timeline.
- The company record is found or made, and its blank fields are filled in.
- A team admin connects it once, and every teammate's leads go to the company's HubSpot.
- Each event has its own switch, and one click sends an event's earlier leads.
What it doesn't do yet
- Data goes one way, from Loopedn into HubSpot. A change made in HubSpot doesn't come back to Loopedn.
- Loopedn isn't in HubSpot's App Marketplace yet. You connect it with a key you make, not from inside HubSpot.
Set it up
- 1
In HubSpot, go to Development, then Keys, then Service keys, and click Create service key. You need to be a super admin, or have HubSpot's Developer tools permission.
- 2
Give the key Loopedn's 10 permissions. Settings, HubSpot in Loopedn lists them, and a click copies each name.
- 3
Save the key in HubSpot, paste it in Loopedn under Settings, HubSpot, and click Connect. Loopedn checks it right away.
- 4
Send a test contact, and delete it in HubSpot once you've seen where everything lands.
What it costs
It comes with Loopedn Pro, $29 per person per month, or $290 per year. A team needs one Pro seat to turn it on for everyone, and adding teammates is free.
Other tools Loopedn works with
- Slack
- Zapier
- Make
- Your own system
- Calendly
- Chili Piper
- HubSpot Meetings
- Google Calendar
- Microsoft Bookings
- Cal.com
HubSpot is a trademark of its owner. Loopedn is not affiliated with or endorsed by its owner.
