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🔰 Getting Started with Lutra and HubSpot
🔰 Getting Started with Lutra and HubSpot

How to connect Lutra to HubSpot

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Written by Lutra
Updated over a week ago

Guide Overview

  1. Connecting your HubSpot account to Lutra.

  2. Testing the connection by asking Lutra to retrieve a few contacts.

  3. Writing those contact details to a brand-new Google Sheet so you can confirm everything is working.

Once these steps are complete, you’ll be able to leverage Lutra’s AI to automate repetitive tasks in HubSpot, such as updating properties, creating new contacts, merging duplicates, and more.

Prerequisites

  • HubSpot Account: Ensure you have at least “Write” permissions for Contacts or other objects you wish to work with.

  • Lutra Account: Log in to Lutra.ai to access the Chat interface.

  • Google Account: If you want to save your HubSpot data to a Google Sheet, you’ll also need permissions to create new sheets in Google Drive.

Step 1: Connect HubSpot to Lutra

Option A: Connect via the Integrations Page

  1. Open Lutra: Log in and navigate to your Lutra dashboard.

  2. Go to Integrations: Locate the Tools page (on the left menu).

  3. Find HubSpot: Click on the HubSpot tile or “Connect” button.

  4. Authorize: Approve Lutra’s requested permissions, ensuring Lutra can create, read, and update Contacts.

  5. Connection Confirmed: After authorizing, you’ll return to Lutra, and HubSpot should now appear as “Connected.”

Option B: Connect via Chat

  1. Open a new Chat: Click “New Chat” in Lutra.

  2. Prompt: Instruct Lutra, for example:

    Retrieve the last 3 contacts from my HubSpot.

  3. Authorize: Lutra will detect that HubSpot isn’t yet connected, prompting you to log in and grant permissions.

  4. Connection Confirmed: Once authorized, Lutra will proceed with your request and fetch the contacts.

Step 2: Test the Connection by Retrieving Contacts

  1. Open a New Chat: Either continue in the same chat or start fresh.

  2. Ask for Sample Contacts: For example:

    Retrieve 5 contacts from my HubSpot and show me their details.

  3. Lutra’s Response: Lutra will summarize each contact, typically including fields like Name, Email, Company, and Lifecycle Stage.

Tip: If you have specific criteria—like recently added leads—add it to your prompt (e.g., “Retrieve 5 contacts created in the last 30 days”).

Step 3: Write Contact Details to a New Google Sheet

  1. Initiate the Sheet Creation:
    After Lutra shows you the contact details in the chat, say:

    Create a new Google Sheet named "HubSpot Contact Test" and put these 5 contacts into the sheet with all available details.

  2. Grant Permissions:

    • If Lutra hasn’t yet connected to your Google account, it will prompt you for authorization.

    • Approve the requested scopes to allow sheet creation and data entry.

  3. Lutra’s Confirmation:

    • Lutra should reply with a link to the newly created sheet.

    • The sheet will typically list the columns (name, email, company, etc.) across the top row, with each contact in its own row.

Step 4: Verify Your Data

  1. Open the Sheet: Open the right drawer in the Lutra interface or look for “HubSpot Contact Test” in your Google Drive.

  2. Check the Columns: Confirm that the properties you expect to see (e.g., Name, Email, Lifecycle Stage) are present.

  3. Spot Check Accuracy: Compare one or two records in HubSpot to make sure the data matches.

What’s Next?

You’ve successfully connected HubSpot to Lutra and confirmed the connection by pulling a few sample contacts into a Google Sheet. From here, you can explore more advanced tasks, such as:

  • Updating Custom Properties: “Update all contacts in a certain stage to have a new custom property value.”

  • Working with HubSpot Lists: Fetch a small static or active list in HubSpot for targeted updates or analysis.

  • Creating or Merging Records: Automate new contact or company creation and merge duplicates.

  • Managing Deals: Fetch, create, or update deals and associate them with contacts.

You now have the foundation to build more complex automations in the pages that follow.

Troubleshooting & Tips

  • No Contacts Found: If Lutra says no contacts were found, double-check your HubSpot permission settings or ensure you have existing contacts.

  • Stale Data: If you’re not seeing the most recent contacts, specify your filters in the prompt (e.g., “Retrieve the last 5 contacts created in the last week”).

  • Preview First: If you’re unsure about large updates, ask Lutra to retrieve just a few (e.g., “Retrieve 2 contacts”) to test.

Related Articles
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