Update Company Hubspot

Integrating your company data smoothly with HubSpot is key for staying on top of relationship management and growth insights. With Captain Data's Update Company HubSpot action, you can update crucial information about your client or prospect companies directly within HubSpot. This action allows you to input a range of company details, including address, phone number, revenue, and social media profiles, ensuring your CRM has the latest and most complete information to support personalized outreach and strategic planning.

By using the Update Company HubSpot action, you'll be able to:

• Easily update core company information, including contact details, funding status, and LinkedIn profile.
• Automate the mapping of your data fields, preventing errors and ensuring your information is compatible with HubSpot’s field requirements.
• Enrich your company data for more targeted sales and marketing strategies, with real-time updates that keep your database accurate.

How does this action work?

Updating company information in HubSpot becomes seamless with this action. Here’s how it works:

1. Create a Free Captain Data Account: Get started by signing up here.
2. Prepare Your Input: Make sure your list includes at least one of the required fields, such as company name, domain, or HubSpot company ID. Including the hubspot_company_id will ensure precise updates to existing records.
3. Set Up Your Field Mapping: Review and match each data point you plan to update with HubSpot’s internal property names. For example, use linkedin_company_url for LinkedIn, address for location, and founded_year for establishment date.
4. Configure Workflow Parameters: Define specific parameters, like excluding already viewed leads or setting a maximum result limit, to optimize your data update process.
5. Adjust HubSpot-Specific Settings: Ensure only leads with valid emails are added, keeping your HubSpot clean and compliant.
6. Launch or Schedule the Workflow: Start the update immediately or schedule it to run when it best fits your data update strategy.
7. You’re All Set! The action will handle all updates, seamlessly mapping and syncing your company data with HubSpot for accurate and real-time insights.

Using this action simplifies data updates in HubSpot, allowing you to rely on a well-organized CRM that supports your business’s growth efforts.

How to leverage this action’s output?

Keeping company data in HubSpot up to date brings real advantages for sales and marketing teams, and with the Update Company HubSpot action, you can make the most of it. With this action, you can set your CRM up as a reliable, real-time source of truth for client and prospect data, making it easier to reach the right people with the right message.

Updating company information such as contact details, revenue, and social media links directly impacts how effectively you can segment and prioritize leads. For instance, if a company recently increased its annual revenue or expanded its team, it might signal growth and an increased need for your solutions. Having these updates automatically reflected in HubSpot ensures your team can recognize such triggers and act on them quickly.

Additionally, by syncing LinkedIn URLs and other social profiles, you can boost your outreach strategy by connecting with key decision-makers directly through LinkedIn or tailoring messaging based on recent activities shared by the company. For example, if the company recently announced a new funding round, you can align your messaging to reflect an understanding of their growth phase, enhancing engagement chances.

For teams using data-driven workflows, ensuring properties like hubspot_owner_id or closedate are kept current lets you organize follow-ups without relying on manual updates. For example, you can set reminders for follow-up activities based on the closedate of recent deals or configure workflows to assign hubspot_owner_id by default, ensuring each lead is routed to the correct owner.

Finally, syncing funding details, employee count, or geographic location allows for more targeted marketing campaigns, like regional events or product launches tailored to companies meeting specific criteria. With this action, your HubSpot database isn’t just static information—it becomes a strategic asset that enhances lead nurturing and strengthens customer relationships.

By leveraging the Update Company HubSpot action, you’re ensuring that each contact in HubSpot is well-researched, well-segmented, and ready for action. This efficiency turns your CRM into a proactive tool, empowering your team to be both responsive and highly targeted.