How to sync Evaboot with HubSpot for seamless lead management

If you’re drowning in LinkedIn leads and tired of manually copying data into HubSpot, you’re in the right place. This guide is for sales teams, agency folks, and anyone who wants their lead pipeline to just work—without a lot of duct tape or data gymnastics.

Evaboot (see evaboot.html) pulls clean, verified leads from LinkedIn Sales Navigator, but it’s only half the battle. To actually make those leads useful, you want them showing up in HubSpot automatically, ready for your workflows, sequences, and reporting. Here's how to get that set up—plus what to watch out for.

Why bother syncing Evaboot with HubSpot?

Let’s be honest: manually importing CSVs is a pain, and mistakes happen. Automating the sync means: - No more copy-paste errors or missing fields. - Leads land in HubSpot fast, so you can act before they go cold. - You keep your pipeline clean and your team sane.

But automation isn’t magic. If you set it up wrong, you’ll just automate your messes. Let’s do it right.

Step 1: Prep Your Evaboot and HubSpot Accounts

Before you get fancy, make sure you have: - An active Evaboot subscription (not just a free trial). - Admin or integration access to your HubSpot account (you’ll need this to create integrations). - A clear idea of which LinkedIn lead lists you actually want to sync. (Don’t dump your entire Sales Navigator history—you’ll just clutter HubSpot.)

Pro tip: Clean up your HubSpot properties first. If you’ve got custom fields for “LinkedIn URL” or “Source,” double-check they’re set up. Otherwise, leads could come in missing info.

Step 2: Export Leads from Evaboot

Evaboot is straightforward, but don’t just hit “Export” and hope for the best. Here’s what works:

  1. Log in to Evaboot.
  2. Scrape your desired lead lists from LinkedIn Sales Navigator. (The cleaner your list, the less junk you’ll have to clean up later.)

  3. Once Evaboot finishes, preview your exported data. Look for:

    • Obvious duplicates
    • Missing emails or company names
    • Weird formatting (Evaboot is good, but LinkedIn data can be messy)

  4. Download the CSV export. Name it something you’ll recognize later.

What to ignore: Don’t obsess over every field. If your sales team never uses “Industry” or “Seniority,” skip them. Focus on what you’ll actually work with in HubSpot.

Step 3: Set Up the HubSpot Integration

Evaboot doesn’t currently offer a native, one-click HubSpot integration. You’ll have to use a connector tool like Zapier or Make (formerly Integromat). Here’s the honest breakdown:

  • Zapier: Easy to use, works well for small to medium volumes. Gets pricey as your usage grows.
  • Make: More flexible, better for complex workflows, learning curve is steeper.
  • Native integrations: As of mid-2024, Evaboot doesn’t have one. If they add it, use that instead.

Using Zapier (the quick and dirty way)

  1. Create a Zapier account (or log in).

  2. Set up a new Zap with:

    • Trigger: New file in a Google Drive or Dropbox folder (you’ll save your Evaboot CSV here).
    • Action: Create or update contact in HubSpot.

  3. Connect your HubSpot account to Zapier. You’ll need admin access and to approve permissions.

  4. Map your CSV columns to HubSpot fields. This step matters—if you mess it up, you’ll have garbage data.

    • Example: “Email” → “Email,” “First Name” → “First Name,” etc.
    • If Evaboot gives you extra fields you don’t need, just don’t map them.

  5. Test the Zap with a sample file.

Heads up: Zapier parses CSVs line by line. If your CSV is huge (thousands of leads), Zapier can choke or run up your bill. For big jobs, consider Make or break the CSV into batches.

Step 4: Automate the File Transfer (Optional, but saves time)

If you’re manually exporting from Evaboot and uploading to Google Drive every time, you’re not really automating. Here’s how to tighten up the process:

  • Automate Evaboot exports: As of now, Evaboot doesn’t offer scheduled exports. You’ll have to export the CSV yourself.
  • Automate upload: Use a tool like Google Drive Backup & Sync to put your Evaboot file in a watched folder. Zapier can pick it up from there.

It’s not fully hands-off, but it does mean you only have to export once—no extra uploads.

Step 5: Test Your Setup—Don’t Skip This

Before you start pushing hundreds of leads, run a test:

  1. Export a small batch (5–10 leads) from Evaboot.
  2. Let your Zapier or Make workflow run.
  3. Check HubSpot:
    • Are the leads showing up?
    • Are the right fields filled in?
    • Any weird formatting or missing data?

If something looks off, fix your field mapping in Zapier/Make. It’s way easier to fix now than after you’ve imported 1,000 leads with the wrong “First Name.”

Step 6: Set Up HubSpot Workflows (Optional, but Smart)

Once leads are landing in HubSpot, you can set up automations like: - Assigning new leads to a sales rep. - Sending a welcome email. - Tagging leads as “LinkedIn” source for tracking.

Don’t overthink it. Start with one or two basic workflows. You can always add more later.

What Works, What Doesn’t, and What to Ignore

  • Works: Using Zapier or Make to bridge Evaboot and HubSpot. It’s not fancy but it’s reliable.
  • Doesn’t work: Trying to skip the mapping step or dumping every possible field into HubSpot “just in case.” You’ll end up with clutter.
  • Ignore: Any promise of “one-click” or “fully automated” sync between these tools as of now. It’s always at least a two-step process.

Hard truth: You’ll never get 100% clean data from LinkedIn. Expect a few duds or half-filled profiles. That’s just life.

Pro Tips

  • Deduplicate: HubSpot catches some duplicates, but not all. If you’re scraping similar lists often, use deduplication tools or filters in Evaboot.
  • Field consistency: Standardize your fields early. Changing field names midstream creates headaches in reporting.
  • Monitoring: Check your Zapier/Make logs once a week. Sometimes integrations break for dumb reasons—better to catch it early.

Keep It Simple, Iterate as You Go

Don’t waste time building a Rube Goldberg machine. Start with the basics: export from Evaboot, push to HubSpot via Zapier or Make, and do a sanity check. Add complexity only if you really need it.

The goal isn’t a fancy integration—it’s getting high-quality leads into HubSpot so your team can work them. If you stay focused on that, you won’t go far wrong.