HubSpot

Connect Reflekt Legal with HubSpot to keep your contacts, campaigns, and case stages in sync across both platforms.

What You Can Do

• Sync contacts from HubSpot into Reflekt Legal campaigns.
• Message contacts directly from HubSpot using Reflekt Legal's AI-powered communication.
• Publish campaign results back to HubSpot contact properties when a campaign completes.

Prerequisites

Before you begin, make sure you have:

• An active HubSpot account.
• A Reflekt Legal account.

Connect HubSpot

1. Log in to your Reflekt Legal account.
2. Navigate to the CRM onboarding page.
3. Click Connect CRM.
4. In the popup, click Install.
5. Select your HubSpot account (portal).
6. Click Choose Account.
7. Review the requested permissions. Reflekt Legal requires access to read and write contacts and contact properties.

8. Click Connect app.
9. You will be redirected back to Reflekt Legal to complete the setup.

tip

If you manage multiple HubSpot portals, make sure you select the correct one in step 5.

Sync Contacts

Once connected, you can sync HubSpot contacts into Reflekt Legal campaigns:

1. In HubSpot, create a new contact property named reflekt_legal_campaign.
2. For each contact you want to sync, set this property to the target campaign ID from your Reflekt Legal dashboard.
3. The sync triggers automatically when the property is updated - matched contacts will appear in Reflekt Legal.

Message Contacts

After contacts are synced, you can message them directly from HubSpot. Open any synced contact and use the Reflekt Legal messaging panel.

Publish Campaign Results

Reflekt Legal can write campaign outcomes back to HubSpot so your team always has up-to-date case stage information:

1. In Reflekt Legal, go to Settings and create a new stage-to-property mapping.
2. Select which Reflekt Legal contact stage maps to which HubSpot contact property.
3. When a campaign completes, the mapped property is automatically updated in HubSpot.

Resources

• HubSpot: Connect Apps to HubSpot