This guide provides a step-by-step overview of the new HubSpot In-Searcher feature available in Amplemarket, focusing on integrating HubSpot with Amplemarket and leveraging HubSpot Lists as searcher filters.
Disclaimer: The following instructions are valid for Amplemarket Accounts that have an active HubSpot integration.
Steps to use HubSpot Lists as Searcher Filters
Where to set up HubSpot Lists?
- Navigate to your HubSpot Integration: Settings > Integrations > HubSpot
- Access Searcher Filters section: Pull Records > Searcher Filters > Enable HubSpot Lists as Seacher Filters
Enabling HubSpot Lists as Searcher Filters
- Toggle HubSpot Lists feature: turn enable HubSpot Lists as Searcher filters to activate the feature.
Note: Only HubSpot Lists that are visible to the person that connected HubSpot to Amplemarket (ie the Integration Owner) will appear on the selection dropdown.
Creating and Importing Lists
- Generate Lists on HubSpot: Create your lists on HubSpot based on criteria that you find relevant (more on HubSpot Lists).
- Import to Amplemarket: In Amplemarket's Searcher, select the HubSpot Lists you want to bring to Amplemarket. We'll process them and match their entries with our database. This is valid for both HubSpot Contacts and HubSpot Companies
- Hit Save Changes: don't forget to hit the "Save" button so we can bring your Lists info into Amplemarket
Note: After selecting the HubSpot Lists to be pulled to Amplemarket, we'll need a few seconds or minutes to match the information with our database.
Using HubSpot Lists on Searcher
- HubSpot List as a filter: Select one or several HubSpot Lists directly on the Searcher
- Leverage Amplemarket's extensive selection of filters: Use the existing Searcher Filters to refine your HubSpot List results to focus on the leads that matter.
- Kickoff your sales flow: Add your final selection of leads to an Amplemarket List, Saved Search, or directly to a Sequence
User Access and Permissions
- Check Access to Lists: The Lists that can be connected in Amplemarket are those that the user, who connected the HubSpot integration, has access to on HubSpot.
- Ensure Proper Permissions: If a specific List is not visible, it might be due to permission issues on HubSpot. Ensure that the Integration Owner has access to the necessary Lists.
List Criteria and Requirements
- Entries Limit: The Lists support up to 2,000 entries. Excess entries will be excluded from the searcher.
- Mandatory Email Column for Contact Lists: Each Contact List must include at least one email column to match with the Amplemarket lead database. This is not applicable if the pulled List is Company-based.