Integrating your Loxo database with HubSpot can be a powerful addition to your marketing efforts. The best part? The integration is simple to set up! Continue reading below for instructions on how to get this enabled and for more helpful information about this integration.
Set up the HubSpot Integration
Before you can integrate your Loxo with HubSpot, you'll need to have an account with HubSpot. Once you're set up on their end, follow the steps below to enable the integration:
Click on Settings on the navigation bar
Click on Integrations, found under the Workspace section.
Click the "Enable" button for HubSpot.
This will redirect you to HubSpot, where you will log in and select your HubSpot account to sync.
Back in Loxo, you will then toggle "Push updates to HubSpot" ON to sync profiles from Loxo to HubSpot (one-way sync).
Toggle "Sync updates from HubSpot" ON as well to sync profiles from HubSpot to Loxo (two-way sync).
After enabling the sync, the following fields will be connected between Loxo person profiles and HubSpot contact records:
Person's First Name
Person's Last Name
Email address (first listed on the profile, usually the primary)
Phone number (first listed on the profile, usually the primary)
Mobile phone number (Note: the Phone "Type" in Loxo must be named "Mobile" exactly for these to sync)
Address
City
State
Zip/Postal Code
Country
Current Company
Current Title
Profile Owner
Additional fields in Loxo can be mapped to your fields in HubSpot upon request with help from our Support Team. We support custom mapping for the following field types:
Social media URLs*
Tags
Person Type
Custom Fields within Person Profiles (see below)
*As a reminder, Loxo has no affiliation with X, Meta, LinkedIn, GitHub, or any social networks. For further details related to third parties and non-Loxo products or services, you can reference the Loxo Master Subscription Terms of Service.
Once the integration is complete, a historical sync will not run automatically. If you need to push historical data from Loxo into HubSpot, please reach out to our Support Team for further assistance.
Ongoing Maintenance
Every new contact who is added to your Loxo database will also be added to your HubSpot database. If you have two-way syncing enabled for this integration, contacts from HubSpot will also be pushed to Loxo.
Making certain changes to an existing profile in Loxo will trigger it to sync into HubSpot. Changes to the following fields will send the entire updated person profile record to HubSpot:
Name
Location
Contact information*
Type
Tags
Dynamic Fields (built-in & custom)
Work Experience
Social Links
*As a reminder, if you update an email address in HubSpot, the modifications will not sync. Primary email address changes should be performed in Loxo first.
Frequently Asked Questions About the HubSpot Integration
I have a custom field I would like to sync between the two platforms. How do I make sure this data is kept up to date?
In order to map custom fields between Loxo and HubSpot, we will need the HubSpot Internal Names of the fields. To find these keys in HubSpot, you can follow the steps below:
In HubSpot, click the gear icon in the top right.
Select "Properties" from the left menu.
Find the attribute or field you need the Internal Name for and click the hyperlinked field name.
The HubSpot Internal Name will be visible under the ‘Internal Name’ field.
Once you have this information, provide each Loxo field along with its corresponding HubSpot Internal Name to our support team.
Is the HubSpot integration two-way? Will new data that I add to HubSpot also show up in Loxo?
It is! As long as both buttons are toggled on under Settings > Integrations, syncing updates to and from HubSpot, this will be a two-way sync.
What happens if a contact doesn't have a valid email address?
If a person's email address is null, incomplete, or invalid in Loxo, the contact will not be pushed into HubSpot (i.e., jon@gmail or jonmgail.com).
Will my contact sync be immediate?
The integration will consistently push new people and contact updates to HubSpot, so it will be a very quick sync. However, if you are uploading 1000's of people at a time, there can be a delay.
If I have people in my Loxo database before I sync with HubSpot, will those people be pushed into HubSpot?
No, only new contacts added after the sync is enabled will be automatically sent to HubSpot. If you'd like to sync all of your existing contacts from Loxo, please reach out to Loxo Support, and we can help you bulk upload the records into HubSpot retroactively.
Ensure that your HubSpot plan can accommodate the number of existing contacts in your Loxo account. If you have any questions about your HubSpot plan or account limits, please contact HubSpot's Support Team.
Where do contacts from Loxo get stored in HubSpot?
All contacts from Loxo will go into the General List in HubSpot. The General List contains all of your HubSpot contacts, and they can be organized in your HubSpot database from there. We do not support syncing contacts to specific lists in HubSpot at this time.