Thank you for your interest in UserGems! This overview outlines how UserGems integrates with HubSpot to automate job change capture & sales engagement handoff. You will find that implementing UserGems is a very light lift compared to most tools you connect with your CRM.
Since you are assigned a dedicated Customer Success Manager, as well as a technical RevOps resource for the duration of your contract, you can expect a smooth & 100% collaborative onboarding experience where we align/help with:
- Custom configuration and mappings to HubSpot
- Strategy around handoff, notifications, and sequencing
- Testing / QA
- Full team training or train-the-trainer
- Go-live!
UserGems <-> HubSpot Connection:
UserGems has a directly native integration with HubSpot, allowing us to access your tracking lists in real time, and provide critical job change information back into HubSpot when it matters most. Specifically:
- Read into your HubSpot lists so that we know who to track for job changes, which companies are important to you, and which records & properties should be updated
- Flag old contacts as ‘no longer at company’ and trigger notifications or churn prevention playbooks. You can also very easily automate deregistering them as Marketing Contacts.
- Insert new, enriched contacts/companies into your CRM with accurate contact and job change info - with duplicate prevention.
- Trigger custom workflows/sequences to ensure that all job changes notify the appropriate rep and are actioned timely.
To enable this connection, we simply have you connect a HubSpot integration user to our UserGems web application (more on that below).
Step 1 - Create Tracking Lists:
Est. 30 min - you can find more information in your Onboarding Success Plan
Create Contact Lists that will tell us which groups or segments of Contacts are we tracking for job changes.
Create Company Lists to tell us which are most important to you (Target/ICP, Open Deal, and Customer Companies generally) - we will flag the account type that job changers are landing at.
- These lists can also be utilized for the New Hires and Promotion signals (i.e. which accounts would we surface new hires and promotions for?)
- Interested to learn more? Ask your CSM!
For UserGems to track your key contacts for job changes, we need to know who to track. To do this, we set up different cohorts of users/contacts that you wish to track via dynamic lists in HubSpot.
When someone on one of those tracking lists changes jobs, UserGems creates a new job change Contact and includes on that new record the name of the source list and association back to the Contact we were tracking (a record for their old job).
Differentiating these lists can be extremely helpful in prioritizing the importance of both job departures as well as where they land - using them to decide which sequence/cadence they should enter for sales engagement:
HubSpot Active Lists (preferred) - connecting HubSpot lists is ideal for a few reasons:
- We can read into your lists for a real-time view of who we should be tracking and what your target/customer companies are.
- You control the filtering around who/what is listed in these lists
- Simply provide the ILS List ID for each
CSV Upload
- If you have users/contacts you want to track, and they only exist in a database external to HubSpot (i.e. Users in your application, product user database, or data warehouse), we can also read into CSV files and still return new contacts into your HubSpot for these individuals at their new companies.
Step 2 - Sign Up and Connect HubSpot to UserGems
Est. 3 min
Prior to your first onboarding call (or on the call if you prefer), we will simply have you connect a HubSpot integration user to the UserGems web application. Your CSM will provide you with a link to ‘sign up with HubSpot’ which should only take a minute.
Step 3 - Configure HubSpot Record Creation Settings & Property Mappings
Est. 25 min
After the initial kickoff call, we will have you complete a short questionnaire on your specific requirements/strategy. We will then work together to quickly configure record creation settings and custom property mappings for the old/new contact.
Additionally, UserGems will auto-generate new properties in your HubSpot to capture our data:
Step 4 - Strategize & Implement: Notifications and Automated Sequence Enrollment
Together, we will decide which pre-built playbooks you will utilize for internal notifications and automated sequence enrollment. After deciding, we will work together to automate these utilizing HubSpot OR UserGems workflows.
OR use powerful UserGems Workflows to automate action on these new contacts:
- Assignments of any ownership property
- Internal slack and email alerts with suggested next steps or messaging
- Dynamic property updates
Once enabled, we will conduct a “Soft Launch” where we can send over a small sample of job changes to verify:
- Records are being created and associated correctly
- Properties are updated on the old and new contact
- Dependent workflows fire as expected
Step 4 - Training and Launch! 🚀
- Your dedicated CSM will lead a short (30 min) end user training for your team
- At this point, you are ready to go - increased pipeline and revenue await!
Additional Resources:
What properties does UserGems update in HubSpot?
Triggering HubSpot Workflows for UserGems Contacts
UserGems Playbooks (Sequences) - Workflow Criteria
