01
AI reads the company
Every agent
AI crawls the site and writes the offer, the audience, the voice, and the brand. Website chat, card flows, and LinkedIn start from that.
Connect SMOC to HubSpot
Connect SMOC to HubSpot
Connect SMOC to HubSpot
HubSpot connects in Console under Settings → Integrations → CRM → HubSpot. Salesforce, Lime, and AiFlow use the same plugin and show Coming soon. Connect stays off for them.
You sign in with HubSpot, then turn on the sync you want. Nothing is copied until a switch is on and you click Save.
What syncs
Two directions:
- HubSpot → SMOC. Contact lists you pick become imported prospect lists for LinkedIn message flows. Company lists you pick become prospect companies.
- SMOC → HubSpot. With Sync smart leads on, a lead form on a web flow or a card flow, and a positive LinkedIn reply, are written to HubSpot as a contact.
Zapier is a separate path, with its own API key, for other apps. This page is the HubSpot plugin.
1. Connect the HubSpot account
- In Console go to Settings → Integrations.
- Under CRM, open HubSpot.
- Click Connect HubSpot.
- Sign in on HubSpot and approve the access request. Use a HubSpot user who can grant contacts, companies, contact properties, lists, deals, and communication preferences.
- You return to the same page. The status says Connected.
Disconnect is on that page. If the page says HubSpot app credentials are not configured, Connect stays off until that app is set up for the environment.
2. Leads and contact lists
The page has two tabs. Stay on Leads and contact lists.
Sync smart leads
Turn this on to write leads into HubSpot.
- A lead form on a web flow or a card flow becomes a HubSpot contact when the form has an email or a phone number. SMOC matches email, then phone, and creates a contact when neither matches.
- The contact gets the company, first and last touch, ad click ids, and a note of the flow and the answers.
- A positive LinkedIn reply is tagged Auto: Positive Lead in SMOC. With this switch on, that person is written to HubSpot with lifecycle Lead and lead status Connected, plus the LinkedIn profile, headline, and the reply.
- A negative reply stays in SMOC.
- These leads are kept off HubSpot lists. They are contacts, with a note.
Field-by-field detail is in Prospecting and public registry search.
Target LinkedIn campaigns from CRM lists
Turn this on, then pick contact lists under Lists.
The box loads contact lists from the connected HubSpot account. Search by name and add the ones you want. Each chip says Active or Static. SMOC keeps the HubSpot list id.
If the box says no contact lists came back, create a contact list in HubSpot under CRM → Lists, then reload this page.
Do-not-contact people are skipped. Customers and open deals are included.
Save copies every list you picked, Active and Static. After that, Active lists refresh daily at 06:00 UTC while this switch stays on. A Static list updates the next time you save.
That copy updates who is on the prospect list. It does not look up LinkedIn profiles. On the prospect list, Enrich new contacts and Enrich missing linkedin search only people who do not already have a LinkedIn profile.
LinkedIn URL property
On the same tab, pick the HubSpot contact property that stores a LinkedIn URL when you have one. A positive reply can then match an existing HubSpot contact by that property after email and phone. Leave it empty when HubSpot has no such property.
3. Company lists
Open the Company sync tab.
Turn on Sync company lists into prospect companies and pick company lists. The picker works the same way. If none come back, create a company list in HubSpot, then reload this page.
Save copies the companies. Active company lists refresh daily at 06:00 UTC while the switch stays on. Finding people at those companies is a separate enrich step and does not run from this sync.
Open prospect companies on that tab goes to the company list in Prospecting.
4. Save and check the log
Click Save. The page confirms that selected lists update in the background, and that sync runs for the switches you turned on.
Sync log on the same page lists each run: job, created, updated, skipped, and any errors. Before the first run it says No sync runs yet.
5. Use the list
Saved contact lists show up under Prospecting as imported lists, with the HubSpot list name. Assign one on a message flow’s Targeting settings the same way as any other prospect list.
A message flow enrolls and messages people on that list who already have a LinkedIn profile. People without one stay on the list until you enrich them.
Saved company lists show up under Prospecting → Companies.
Related
Where AI runs
AI does the work. You review it.
Website chat, card flows, and LinkedIn share one system. AI does each job below. The line under the title says where that job runs.
02
AI plans your growth
Dashboard · Lead Strategy
Set your lead goal. AI simulates thousands of channel mixes, ranks them by efficiency, and shows the most cost-effective plan. Your data and constraints shape the math.
03
AI drafts the agent
Every agent · theme on web · list on LinkedIn
AI writes the flow. Theme runs on website chat and cards. Translation runs on every agent. AI finds the prospect list on LinkedIn.
04
AI runs the conversation
Path on every flow · web and LinkedIn split
Reinforcement learning on the flow path runs on every agent. Recommendations run on web. Right timing and reply reading run on LinkedIn.
05
AI gets better
Every agent
AI proposes a variant, uses your review on the next draft, and starts from an example that already works. You apply the change.
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