How to Connect HubSpot
Step-by-step guide to integrate HubSpot CRM with Zero Bad Leads and automatically send qualified leads.
Prerequisites#
- A HubSpot account (free or paid)
- Admin access in HubSpot
- An active scoring profile in Zero Bad Leads
Connect HubSpot#
Access Outbound Integrations
In the sidebar, click Send Leads. Find the HubSpot card and click "Integrate".
Authorize via OAuth
You will be redirected to HubSpot to authorize the connection. Log in to your HubSpot account and select the portal you want to connect.
Zero Bad Leads requests permissions to create and update contacts and deals in your HubSpot. No bulk read permissions are requested.
Configure the integration
After authorizing, you will return to Zero Bad Leads. Configure:
- Integration name: give it a descriptive name (e.g., "Main HubSpot")
- Action: choose between creating a Contact, Deal, or both
- Pipeline and Stage: if creating deals, select the pipeline and initial stage
Configure field mapping
Map Zero Bad Leads fields to HubSpot fields:
| Zero Bad Leads | HubSpot |
|---|---|
| Full name | firstname / lastname |
| Phone | phone |
| Company | company |
| Score | lead_score (custom field) |
Activate and test
Activate the integration and send a test lead. Check in HubSpot that the contact was created correctly.
Dispatch filters#
You can configure filters to send only specific leads to HubSpot:
- Minimum score: send only leads with a score above a threshold (e.g., 70)
- List: send only leads from specific lists
- Fields: filter by field values (e.g., company is not empty)
See more details at Dispatch filters.
Automatic retry#
If the dispatch fails (e.g., HubSpot is down), Zero Bad Leads automatically retries:
- 1st attempt: immediate
- 2nd attempt: after 1 minute
- 3rd attempt: after 5 minutes
- 4th attempt: after 15 minutes
- 5th attempt: after 30 minutes
After 5 unsuccessful attempts, the lead is marked as "error" and you can view it in the logs.
Troubleshooting#
"Token expired" or authentication error: Zero Bad Leads automatically renews OAuth tokens. If the error persists, disconnect and reconnect the integration.
Duplicate lead created in HubSpot: HubSpot identifies contacts by email. If the lead already exists, Zero Bad Leads updates the existing contact instead of creating a new one.
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Dispatch Filters
How to configure filters to send only the right leads to each outbound integration.