When you sign up for Dossier and choose HubSpot, Dossier automatically sends all your customer emails to HubSpot. When you or any team member receives an email from someone, Dossier checks if that person already exists in HubSpot as a contact. If that person is a contact, then Dossier adds that email to the matching HubSpot company record. If the contact or the corresponding company does not exist in HubSpot, Dossier creates both the company and contact records in HubSpot.
As your team communicates with customers, Dossier keeps company and contact information up to date in HubSpot CRM.
NOTE: You must be a HubSpot Administrator to be able to connect a HubSpot account to Dossier.
Follow the steps below to connect to HubSpot from Dossier:
- Log in to Dossier and connect to HubSpot.
If you are an Org Admin, you can connect to HubSpot on the Apps page. Click the Apps icon ( ) on the left.
If you are a team member, connect to HubSpot from your profile in Dossier. If your Org Admin has already connected HubSpot, you do not need to connect HubSpot again. HubSpot appears as “connected” in the Profile menu.
Dossier then shares the HubSpot account to which you connected across the organization. Dossier adds all companies, contacts, and emails to this HubSpot account.
There is no need for each team member to connect their individual HubSpot accounts.
After you connect to HubSpot, Dossier syncs new email to HubSpot from that point onward. If you want to sync the last seven days of email history, you can disconnect and reconnect your email from the Profile menu.
Log in to HubSpot separately and click Companies to see the list of companies that Dossier has added automatically. Dossier keeps updating this information continuously.