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Manually Send HubSpot™ Leads to ConstructionOnline™

Keep ConstructionOnline Leads aligned with your HubSpot CRM

BACKGROUND 

In construction business development, alignment between your CRM and project management platform is critical. While ConstructionOnline allows you to manually send individual leads to HubSpot, the reverse process—sending leads from HubSpot to ConstructionOnline—operates a bit differently.

By manually importing HubSpot leads into ConstructionOnline, your team can centralize prospect data, ensuring project management workflows reflect the latest sales activity. This prevents information silos, improves visibility, and keeps both sales and project teams working from a shared source of truth. 

⚠️ Important: Unlike manual sends from ConstructionOnline, leads from HubSpot can only be imported in bulk based on the Lead Status trigger defined in your HubSpot Integration Settings. Following initial import, leads must be resent from HubSpot to ConstructionOnline to reflect any subsequent updates or changes. 

THINGS TO CONSIDER 

  • In order to send Leads between ConstructionOnline + HubSpot, the Lead Contact must include the following required details:
    • First Name
    • Last Name
    • Email Address. 
  • To ensure smooth, speedy processing, ConstructionOnline supports importing up to no more than 1,000 leads at a time. If that limit is reached, a prompt will guide users to adjust or cancel the import. 
  • ConstructionOnline supports only one import at a time; wait until the current import finishes before starting another. 
  • For best results, refresh the page after completing an import to ensure all new data displays within the Lead Pipeline. 

HOW TO MANUALLY SEND HUBSPOT LEADS TO CONSTRUCTIONONLINE 

  1. Navigate to the Lead Tracking feature in ConstructionOnline.
  2. Open the gray 3-dot Action Menu 3-dot menu-png-4 at the top right of the Leads table. 
  3. Hover over "Import Leads" in the dropdown menu and select the "From HubSpot" option. 

    ConstructionOnline's Import Leads from HubSpot option

  4. ConstructionOnline will import all HubSpot Leads that match the Lead Status trigger set in your HubSpot Integration Settings. 
    1. When the import is successfully completed, Leads will appear in your ConstructionOnline Lead Pipeline. 

ADDITIONAL INFORMATION 

  • From the HubSpot Integration Settings, you can: 
    • Update your Lead Status trigger, which determines which HubSpot Leads can be imported into ConstructionOnline.
    • Enable automatic sync, either one-way or two-way, between ConstructionOnline + HubSpot. 
  • Subscription Level: The HubSpot Integration is available for ConstructionOnline accounts with active Team, Business, and Enterprise subscriptions.
  • CO™ Mobile App: Manually sending Leads via your Company Account's HubSpot Integration is currently available exclusively via browser access to ConstructionOnline. 

 HAVE MORE QUESTIONS? 

  • For support with HubSpot and account troubleshooting, visit the HubSpot Help Center for resources and guidance. 
  • If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.