Learn how to link contacts from your HubSpot lists to a CloudTalk campaign.
User Level:
Admin
Using a HubSpot List in Campaigns
Adding contacts to a campaign by contact tag is just one way to populate a campaign in CloudTalk. Another way you can add contacts to a campaign is by linking a contact list from your HubSpot integration.
Prerequisites
To use this setup, you must have:
an
AdminorSupervisorrole in CloudTalkan active HubSpot integration
One or more contact lists in HubSpot that is viewable by everyone (no access limits)
Setup
This feature is made to be used when setting up a power dialer campaign on the dashboard.
From Dialer > Campaigns, select +Add Campaign.
In Basic Settings, there are two options for adding contacts to your campaign.
For Contacts from your CRM, select CRM Contact List.
Type or scroll to search and select the desired list by name.
The list names you can choose from will be from contact lists in HubSpot (or Salesforce, if integrated with both).
Select Create Campaign and Confirm to finalize changes.
Contacts from the selected list(s) in HubSpot will automatically be added as campaign contacts.
This feature is not accessible from our legacy dashboard.
Import Logic
Data Synch
The synchronization of HubSpot contacts into CloudTalk campaigns is currently one-way, from HubSpot to CloudTalk. This synch is updated on a daily basis.
Post-call work like summaries and call tags will be exported as normal. Within HubSpot integration settings, tags can be mapped to affect outcomes associated with calls in HubSpot. Survey answers are not automatically exported to HubSpot, but a workflow automation for exporting survey answers can be configured.
Multiples of the Same Contact / Lead
You may notice a difference in the number of leads or contacts added to your CloudTalk campaign as compared to the combined number of contacts from the HubSpot lists you selected. This happens as a result of duplicates within a campaign.
Sometimes, the same contact exists in multiple HubSpot lists that you selected, especially when using static lists in HubSpot. When we recognize these duplicate contacts within the same campaign, we merge them into one.
A contact can only be assigned one time within a given campaign, but different campaigns can have the same contact in their calling lists.
If you need any further assistance please do not hesitate to reach out to our Support team, we are always happy to help!