HubSpot Setup Guide

Everything you need to connect SecretLeads to HubSpot.

Introduction

Welcome to SecretLeads! This guide will walk you through the simple steps to connect our AI-powered lead generation tool to your HubSpot portal. In just a few minutes, you'll be ready to turn your Ideal Customer Profile descriptions into a pipeline of high-quality, KVK-verified leads.

Before You Begin: Prerequisites

  1. A HubSpot Account: Your account must have a subscription to Sales Hub or Marketing Hub (any version from Starter to Enterprise).
  2. Admin Permissions: You must be a Super Admin or have "App Marketplace" permissions in your HubSpot account to install and authorize new applications.

Step 1: Installation and Authorization

Connecting SecretLeads to HubSpot is a secure, one-time process handled through HubSpot's OAuth 2.0 protocol.

  1. Start the Installation:
    Click the "Install app" button on our HubSpot Marketplace listing or use the direct installation link provided to begin the process.
  2. Choose Your HubSpot Account:
    You will be redirected to HubSpot. If you are logged into multiple accounts, please select the HubSpot portal you wish to connect to SecretLeads.
  3. Grant App Permissions:
    HubSpot will show you a screen detailing the permissions SecretLeads requires. We need these to create companies and custom properties in your portal. We only ask for the permissions essential for the app's functionality. Click "Connect app" to approve.
    HubSpot Authorization Screen
  4. Installation Confirmed:
    You will be redirected back to a confirmation page on our website. You can now close that window and return to HubSpot.

Step 2: How to Use SecretLeads in HubSpot

SecretLeads is designed to be right where you work. After installation, you can access it directly from your HubSpot navigation.

  1. Navigate to the App:
    In your HubSpot portal, go to the main navigation menu and click on Apps > SecretLeads. This will open the main app interface inside HubSpot.
    Finding SecretLeads in the Apps Menu
  2. Generate Your First Prospect:
    In the "Ideal Customer Description" text area, type a simple description of the companies you're looking for (e.g., `A medium-sized manufacturing company in the Netherlands`). Click "Fetch New Criteria".
    SecretLeads App Interface
  3. Review and Create Companies:
    Our AI will suggest structured criteria based on your description. Review these suggestions, make any adjustments, and then click "Save and Generate" to create the new companies in your HubSpot portal.
  4. Verify Your New Prospect:
    Navigate to Contacts > Companies in your HubSpot account. You will see the newly created companies. Click on any of them to see the rich, KVK-verified data that SecretLeads has added to custom properties.
    HubSpot Company Record with SecretLeads Data

Understanding the Data Sync

It's important to understand how SecretLeads interacts with your HubSpot data. Our integration is designed to be simple and non-intrusive.

  • Sync Direction: The sync is a one-way push from SecretLeads to HubSpot. We do not read or modify your existing company or contact data.
  • Sync Trigger: Data is only sent to HubSpot when you explicitly click the "Save and Generate" button within the app. There are no automatic background syncs.
  • Objects Created: The app creates Company records in HubSpot. It does not create Contacts.
  • Properties Created: On first use, the app will create a new property group called "SecretLeads Data" in your HubSpot account. This group will contain custom properties for the KVK-verified data we provide (e.g., KVK Number, Official Company Name, SBI Code).
  • Duplicate Handling: The app checks for existing companies based on their domain name to avoid creating duplicates.

How to Uninstall the App

If you ever need to disconnect SecretLeads from your HubSpot portal, you can do so easily by following these steps. Uninstalling the app will revoke all permissions and stop any future data from being created.

  1. In your HubSpot account, click the Settings icon (⚙️) in the main navigation bar.
  2. In the left sidebar menu, navigate to Integrations > Connected Apps.
  3. Find SecretLeads in the list of connected apps.
  4. Click the More dropdown and select Uninstall.
  5. Follow the prompts in the confirmation window to complete the uninstallation.

Need Help?

If you have any questions or run into any issues during the setup process, please do not hesitate to reach out to our support team. We're here to help!

Contact Support: info@mysecretleads.com