---
title: How to use Leadinfo data in HubSpot
description: Great job! You've set up the HubSpot integration, and now you're actively sending information from Leadinfo to your CRM. But what can you do with this information in HubSpot? You can automatically not
---

[Skip to content](https://help.leadinfo.com/en/how-to-use-leadinfo-data-in-hubspot#main-content)

- [English](https://help.leadinfo.com/en/how-to-use-leadinfo-data-in-hubspot)
- [German](https://help.leadinfo.com/de/how-to-use-leadinfo-data-in-hubspot)

English

Show submenu for translations

[![Leadinfo\_logo\_RGB\_Witte\_tekst-3.png\]](https://help.leadinfo.com/hs-fs/hubfs/Leadinfo_logo_RGB_Witte_tekst-3.png?width=135&height=28&name=Leadinfo_logo_RGB_Witte_tekst-3.png)](https://help.leadinfo.com/?hsLang=en)

Open main navigation

Close main navigation

- - [English](https://help.leadinfo.com/en/how-to-use-leadinfo-data-in-hubspot)
    - [German](https://help.leadinfo.com/de/how-to-use-leadinfo-data-in-hubspot)

  English
  
  Show submenu for translations

 Hi 👋 How can we help?

- There are no suggestions because the search field is empty.

1. [Help Centre](https://help.leadinfo.com/en?hsLang=en)
2. [CRM Integrations](https://help.leadinfo.com/en/crm-integrations?hsLang=en)
3. [Use Your CRM Data in Leadinfo](https://help.leadinfo.com/en/crm-integrations?hsLang=en#use-your-crm-data-in-leadinfo)

# How to use Leadinfo data in HubSpot

Great job! You've set up the HubSpot integration, and now you're actively sending information from Leadinfo to your CRM. But what can you do with this information in HubSpot? You can automatically notify your sales reps on new leads. You can automatically add interesting leads to sequences. Discover more on how you can use Leadinfo data in HubSpot.

 

### Create a company overview of Leadinfo leads

Do you want to keep taps on how many companies came from Leadinfo? Easily create an overview of all the companies that were created within HubSpot throught the Leadinfo integration. 

 

**Step 1:** Within HubSpot navigate to **"Companies"** under **"Contacts".** 

**Step 2:** Create a new view by clicking on "**Add View**" and give your view a name.

 

![](https://help.leadinfo.com/hubfs/Group%20608-png.png)

**Step 3:** Now you'll need to create a filter within the company view to only show companies from Leadinfo. Click on "**More filters**" and search for the property "**Lead Source**". 

![](https://help.leadinfo.com/hubfs/Group%20609-png.png)

**Step 4:** Select "**contains exactly**" and fill out "**Leadinfo**". Apply the filter and HubSpot will now show a list of all the companies with the Lead source Leadinfo.

 

![](https://help.leadinfo.com/hs-fs/hubfs/Screenshot%202022-03-04%20at%2015-14-png-1.png?width=450&name=Screenshot%202022-03-04%20at%2015-14-png-1.png)

**Step 5:** Before leaving this overview, make sure to select **"Save view"** in the top right corner**.** 

 

### Set up workflows for leads from Leadinfo

**Please note:** Setting up workflows is only available inMarketing Hub Professional, Enterprise Sales Hub Professional, Enterprise Service Hub Professional, Enterprise Operations Hub Professional

Workflows in HubSpot allow you to automate certain process. With workflows, you can automatically notify your colleagues on new lead they need to follow up on or create contact records that need to be assigned to that company. 

**Step 1:** To start using Leadinfo companies in your workflow, navigate in HubSpot to Workflows under "**Automation**". 

**Step 2:** Create a new workflow that is company based.

**Step 3:** As enrolment trigger select "**Company**" as filter type and search for "**Lead source".**

**Step 4:** Select "**is equal to any of**", and fill out "**Leadinfo**". Apply the filter. Now you can continue setting up your workflow and determine the actions you want to take. 

![](https://help.leadinfo.com/hs-fs/hubfs/Enrollment%20trigger-png.png?width=400&name=Enrollment%20trigger-png.png)

 

- [Getting Started](https://help.leadinfo.com/en/getting-started?hsLang=en#main-content)

    - [How Leadinfo works](https://help.leadinfo.com/en/getting-started?hsLang=en#how-leadinfo-works)
    - [Quick Start Guide](https://help.leadinfo.com/en/getting-started?hsLang=en#quick-start-guide)
    - [Privacy Statement & Cookie Banner](https://help.leadinfo.com/en/getting-started?hsLang=en#privacy-statement-cookie-banner)
    - [Check your installation](https://help.leadinfo.com/en/getting-started?hsLang=en#check-your-installation)
    - [Your first steps](https://help.leadinfo.com/en/getting-started?hsLang=en#your-first-steps)
- [See Who’s Visiting](https://help.leadinfo.com/en/see-whos-visiting?hsLang=en#main-content)

    - [How company recognition works](https://help.leadinfo.com/en/see-whos-visiting?hsLang=en#how-company-recognition-works)
    - [Your Inbox & Company Profiles](https://help.leadinfo.com/en/see-whos-visiting?hsLang=en#your-inbox-company-profiles)
    - [Tags & Segments](https://help.leadinfo.com/en/see-whos-visiting?hsLang=en#tags-segments)
    - [Dashboard, Reports & Exports](https://help.leadinfo.com/en/see-whos-visiting?hsLang=en#dashboard-reports-exports)
- [Sales & Follow Up](https://help.leadinfo.com/en/sales-follow-up?hsLang=en#main-content)

    - [Follow-up Best Practices](https://help.leadinfo.com/en/sales-follow-up?hsLang=en#follow-up-best-practices)
    - [Find the Right Contacts](https://help.leadinfo.com/en/sales-follow-up?hsLang=en#find-the-right-contacts)
    - [Get Started with Autopilot](https://help.leadinfo.com/en/sales-follow-up?hsLang=en#get-started-with-autopilot)
    - [Autopilot Campaigns](https://help.leadinfo.com/en/sales-follow-up?hsLang=en#autopilot-campaigns)
    - [Manage your Autopilot Leads](https://help.leadinfo.com/en/sales-follow-up?hsLang=en#manage-your-autopilot-leads)
    - [Email Tracking](https://help.leadinfo.com/en/sales-follow-up?hsLang=en#email-tracking)
- [Grow with Marketing](https://help.leadinfo.com/en/grow-with-marketing?hsLang=en#main-content)

    - [Measure your Campaigns](https://help.leadinfo.com/en/grow-with-marketing?hsLang=en#measure-your-campaigns)
    - [Analytics & Google Ads](https://help.leadinfo.com/en/grow-with-marketing?hsLang=en#analytics-google-ads)
    - [Persona Insights](https://help.leadinfo.com/en/grow-with-marketing?hsLang=en#persona-insights)
    - [Target the Right Companies](https://help.leadinfo.com/en/grow-with-marketing?hsLang=en#target-the-right-companies)
- [CRM Integrations](https://help.leadinfo.com/en/crm-integrations?hsLang=en#main-content)

    - [Connect your CRM](https://help.leadinfo.com/en/crm-integrations?hsLang=en#connect-your-crm)
    - [Most Used CRM Integrations](https://help.leadinfo.com/en/crm-integrations?hsLang=en#most-used-crm-integrations)
    - [All Other CRMs](https://help.leadinfo.com/en/crm-integrations?hsLang=en#all-other-crms)
    - [Use Your CRM Data in Leadinfo](https://help.leadinfo.com/en/crm-integrations?hsLang=en#use-your-crm-data-in-leadinfo)
    - [Troubleshooting CRM Integrations](https://help.leadinfo.com/en/crm-integrations?hsLang=en#troubleshooting-crm-integrations)
- [Automate Your Workflow](https://help.leadinfo.com/en/automate-your-workflow?hsLang=en#main-content)

    - [Triggers](https://help.leadinfo.com/en/automate-your-workflow?hsLang=en#triggers)
    - [Notifications in Your Team Tools](https://help.leadinfo.com/en/automate-your-workflow?hsLang=en#notifications-in-your-team-tools)
    - [Zapier, Make & n8n](https://help.leadinfo.com/en/automate-your-workflow?hsLang=en#zapier-make-n8n)
    - [Website Personalisation](https://help.leadinfo.com/en/automate-your-workflow?hsLang=en#website-personalisation)
    - [API & Data Access](https://help.leadinfo.com/en/automate-your-workflow?hsLang=en#api-data-access)
- [Capture Leads with Leadbot](https://help.leadinfo.com/en/capture-leads-with-leadbot?hsLang=en#main-content)

    - [Getting Started with the Leadbot](https://help.leadinfo.com/en/capture-leads-with-leadbot?hsLang=en#getting-started-with-the-leadbot)
    - [Building a Leadbot](https://help.leadinfo.com/en/capture-leads-with-leadbot?hsLang=en#building-a-leadbot)
    - [Customise Your Leadbot](https://help.leadinfo.com/en/capture-leads-with-leadbot?hsLang=en#customise-your-leadbot)
    - [Forms & LeadGen Form](https://help.leadinfo.com/en/capture-leads-with-leadbot?hsLang=en#forms-leadgen-form)
    - [WhatsApp Business](https://help.leadinfo.com/en/capture-leads-with-leadbot?hsLang=en#whatsapp-business)
    - [Submissions & Notifications](https://help.leadinfo.com/en/capture-leads-with-leadbot?hsLang=en#submissions-notifications)
    - [Leadbot integrations](https://help.leadinfo.com/en/capture-leads-with-leadbot?hsLang=en#leadbot-integrations)
    - [Leadbot Analytics](https://help.leadinfo.com/en/capture-leads-with-leadbot?hsLang=en#leadbot-analytics)
- [Manage Your Leadinfo Account](https://help.leadinfo.com/en/manage-your-leadinfo-account?hsLang=en#main-content)

    - [Users & Access](https://help.leadinfo.com/en/manage-your-leadinfo-account?hsLang=en#users-access)
    - [Subscription & Billing](https://help.leadinfo.com/en/manage-your-leadinfo-account?hsLang=en#subscription-billing)
    - [Websites & Tracking Settings](https://help.leadinfo.com/en/manage-your-leadinfo-account?hsLang=en#websites-tracking-settings)
    - [Emails & Notifications](https://help.leadinfo.com/en/manage-your-leadinfo-account?hsLang=en#emails-notifications)
- [GDPR & Compliance](https://help.leadinfo.com/en/gdpr-compliance?hsLang=en#main-content)

    - [Leadinfo & GDPR](https://help.leadinfo.com/en/gdpr-compliance?hsLang=en#leadinfo-gdpr)
    - [Cookies & Consent](https://help.leadinfo.com/en/gdpr-compliance?hsLang=en#cookies-consent)
    - [Opt Out & Exclusions](https://help.leadinfo.com/en/gdpr-compliance?hsLang=en#opt-out-exclusions)
    - [Email Tracking & Outreach](https://help.leadinfo.com/en/gdpr-compliance?hsLang=en#email-tracking-outreach)
- [Tips & Support](https://help.leadinfo.com/en/tips-support?hsLang=en#main-content)

    - [Webinars & Academy](https://help.leadinfo.com/en/tips-support?hsLang=en#webinars-academy)
    - [General Questions & Feedback](https://help.leadinfo.com/en/tips-support?hsLang=en#general-questions-feedback)
- [How does Leadinfo work?](https://help.leadinfo.com/en/how-does-leadinfo-work?hsLang=en)

[![Leadinfo\_logo\_RGB\_Witte\_tekst-May-13-2023-10-03-08-9010-AM](https://help.leadinfo.com/hs-fs/hubfs/Leadinfo_logo_RGB_Witte_tekst-May-13-2023-10-03-08-9010-AM.png?width=200&height=41&name=Leadinfo_logo_RGB_Witte_tekst-May-13-2023-10-03-08-9010-AM.png "Leadinfo_logo_RGB_Witte_tekst-May-13-2023-10-03-08-9010-AM")](http://leadinfo.com)

Resources for Winners

[Terms & Conditions](https://www.leadinfo.com/en/eula/)  
                                                                                                                  [Privacy Policy](https://www.leadinfo.com/en/legal/privacy/)