Salesforce
NOTE: Salesforce connects to Growbots through the REST API, available in Salesforce Enterprise and Unlimited plans and available on request in Professional plan.
Thanks to the integration with Salesforce you can export prospects from Growbots to Salesforce and track both in & out email activity on the created contact/lead profiles. Also, to avoid duplicating your existing contacts Growbots can exclude your organization’s contacts/leads in Salesforce from being generated in Growbots. The synchronization works both ways, it means that some actions in your Salesforce can change the prospects’ status in Growbots.
Connecting Salesforce
To connect your Salesforce, go to the Settings tab; and then click on Integrations.
Then click on the Salesforce icon, log into Salesforce and grant the necessary privileges by clicking Allow. After that, you’ll be moved to the settings of the integration (which can be edited later). The settings consist of several steps (the number of steps may vary depending on the options you choose) and it allows you to suit the integration to your needs.
Step 1 - Deduplication
Decide whether Growbots should exclude the leads/contacts from your campaigns. The exclusion takes into account prospects’ email addresses. After choosing this option, the leads/contacts that are already in your Salesforce won’t be generated in the Growbots app.
In this step, you can also upload a Do Not Contact list. It should be a CSV file with a list of domains of the companies you don’t want to generate in Growbots. Check this article to see more details.
Step 2 - Upload prospects
In this step, you can choose whether the prospects accepted in Growbots should be created in your Salesforce as new leads or contacts or if you don’t want to import them to Salesforce at all.
If you choose contacts, click yes below if you’d like Growbots to create new accounts and assign the new contacts to the accounts that already exist in your Salesforce.
Choose no if you want to create new contacts that will not be assigned to any account and no new accounts will be created.
NOTE: the settings of the Salesforce integration vary depend on the choice you made in the 2nd step. Click on the option you choose to see the next part of the article which will lead you, step-by-step, through the next parts of Salesforce integration.
I choose not to import the prospects from Growbots to my Salesforce.
HubSpot CRM
Thanks to the integration with HubSpot CRM you can export prospects from Growbots to HubSpot CRM and track both in & out email activity on the created contact profiles. Also, to avoid duplicating your existing contacts Growbots can exclude your contacts in your CRM account from being generated in Growbots.
Connecting HubSpot CRM
To connect your HubSpot CRM, go to the Settings tab and then click on Integrations.
Then click on the HubSpot CRM icon, log into your account and grant the necessary privileges by clicking Allow. After that, you’ll be moved to the settings of the integration (which can be edited later). The settings consist of several steps (the number of steps may vary depending on the options you choose) and it allows you to suit the integration to your needs. Always go through the whole process to the confirmation step to save your changes.
Step 1 - Deduplication
Decide whether Growbots should exclude the contacts from your campaigns. The exclusion takes into account prospects’ email addresses. After choosing this option, the contacts that are already in your HubSpot CRM won’t be generated in the Growbots app.
In this step, you can also upload a Do Not Contact list to exclude entire companies, not only single prospects. It should be a CSV file with a list of domains of the companies you don’t want to generate in Growbots. Check this article to see more details.
Step 2 - Upload prospects
In this step, you can choose whether the prospects accepted in Growbots should be created in your HubSpot CRM as new contacts or if you don’t want to import them to HubSpot CRM at all.
If you decide to not import prospects to your HubSpot, click Next step to finish configuring your integration.
If you choose Import to contacts, we can create new Companies and add Contacts to your existing Companies or we can create Contacts not assigned to any Companies.
Step 3 - Track status
If you want to track prospect’s activity (eg. if they were contacted or replied), you can use one of your fields in HubSpot to reflect the changes in status. This field needs to be a picklist. We will display only these type of fields in this step. If you don’t select any field, we will import your prospects to Contacts right after scheduling the messages and we won’t add any status changes.
Step 4 - Growbots actions
(only if you select the field to track status in the 3rd step)
Now you can choose which Growbots actions will change the selected status in HubSpot. The first action from the top which you assign to Contact status defines when the prospect from Growbots will be created as a Contact in your HubSpot CRM.
If you don't want to change status after any of the listed events, don't pick any value. We will import your prospects after launching the campaign.
Step 5 - Growbots status
(only if you select the field to track status in the 3rd step)
Choose which changes of your prospect's statuses in Hubspot CRM should have impact on the prospect's Stage at Growbots. For example, you can decide that if you change the status in Hubspot to Unqualified (the statuses depend on your Hubspot configuration), Growbots will change the Stage to Company Unqualified. Thanks to the bisync feature, your campaign in Growbots can be paused without even opening our app.
When you use this option, remember what you selected in the 4th step as you can easily create a loop interrupting your campaign.
Step 6 - Prospect's data
Decide which fields in your crm should be filled out with Growbots data. Email address is required but you can choose any other field that you have in HubSpot and fill it out either with Growbots data or fixed value:
Step 7 - Company's data
(only if you choose option to sync company info in the 2nd step)
Decide which fields in HubSpot should be filled out with Growbots data. Company name and company domain are required but you can choose any other field that you have in HubSpot and fill it out either with Growbots data or fixed value.
Step 8 - Contact Owners
Your organization may have more than 1 user in Growbots. In this section, you can decide whether to add Growbots users as contact owners in your HubSpot CRM. Thanks to this, you’ll be able to determine which Growbots user generated which contact.
Step 9 - Track activity
In this step decide whether to track the emails you sent to prospects via Growbots and the replies you receive.
By default we leave this option off because HubSpot CRM automatically tracks all email channels connected to the CRM account and displays them in Email Activity. Emails tracked by Growbots will appear in Activity and may be duplicated with the ones added from your email channel sync. We recommend adding all email channels used in Growbots to your HubSpot CRM account to easily track all sent and received emails without duplicating activities.
Step 10 - Confirmation
That’s the last step - you’ll see a confirmation whether the connection has been successful.
