How to Connect Your HubSpot Account to LeverGrow

Follow the following steps to integrate LeverGrow and HubSpot.

Sign up for LeverGrow at https://app.levergrow.com/fr/register.
Click on "Connect HubSpot".
Choose the HubSpot account you want to connect. You need to be an administrator of the HubSpot account.
Display activities in contacts and companies. Click on "filter by activities" and check "LeverGrow Integrations".
Create lists based on signal categories. Create a dynamic list, add a filter, search for "LeverGrow", and choose an insight type.
Here is an example of a list by insight type "Appointments" since 01/03/2023.
To create a workflow using signals:
- Click on "Workflow".
- Click on "Create a Workflow".
- Choose "based on a contact".
- Click on "Set enrollment triggers". You can use "LeverGrow: Contact Insight (LeverGrow)".
- Choose an insight "Type": Fundraising, Hiring, Job offer, etc.
- Add the next action of your choice: create tasks for a sales representative, send an email, add to a sequence, etc.

The HubSpot and LeverGrow configuration is complete!