Meeting Title: Hubspot Integration and Automation Sync Date: 2025-07-02 Meeting participants: Mustafa Raja, Ryan Brosas, Robert Tseng
WEBVTT
1 00:00:01.400 ⇒ 00:00:02.310 Mustafa Raja: Okay.
2 00:00:02.820 ⇒ 00:00:03.600 Ryan Brosas: Hey!
3 00:00:04.040 ⇒ 00:00:04.799 Mustafa Raja: How are you?
4 00:00:05.510 ⇒ 00:00:07.730 Ryan Brosas: Doing fine. How about you, dude.
5 00:00:08.310 ⇒ 00:00:09.470 Mustafa Raja: Yeah. Doing. Good.
6 00:00:10.320 ⇒ 00:00:11.120 Ryan Brosas: Awesome.
7 00:00:12.910 ⇒ 00:00:14.359 Robert Tseng: Hey, miss? Off, hey, Ryan.
8 00:00:14.620 ⇒ 00:00:15.740 Mustafa Raja: Hey! How are you?
9 00:00:16.420 ⇒ 00:00:17.510 Robert Tseng: Good! How are you?
10 00:00:17.670 ⇒ 00:00:19.430 Mustafa Raja: Yeah. Great.
11 00:00:19.910 ⇒ 00:00:20.796 Ryan Brosas: Doing, great.
12 00:00:26.030 ⇒ 00:00:31.839 Robert Tseng: Okay? Well, yeah, I guess. What did you want to talk about?
13 00:00:32.520 ⇒ 00:00:37.949 Mustafa Raja: Yeah. So what I would really want to talk about is.
14 00:00:38.990 ⇒ 00:01:02.479 Mustafa Raja: yeah. So I’m not familiar with most of the most, most of the sales stuff like what’s going on and things like that. I I usually work on tickets that are assigned to me. In AI stand up so I see that you want to want to set up. I guess. Hubspot to be able to run cold email again.
15 00:01:05.470 ⇒ 00:01:07.470 Robert Tseng: Yeah, I think that’s that’s part of it.
16 00:01:07.710 ⇒ 00:01:16.919 Mustafa Raja: Yeah, so so far, so far, Gmail should be ready to send emails.
17 00:01:18.700 ⇒ 00:01:23.000 Mustafa Raja: Via his hubspot integration to Gmail.
18 00:01:23.590 ⇒ 00:01:24.290 Robert Tseng: Okay.
19 00:01:24.572 ⇒ 00:01:26.829 Mustafa Raja: Would you want that for your account, too.
20 00:01:27.852 ⇒ 00:01:47.460 Robert Tseng: Yeah, I mean, I guess we when we were working with another team to set this up. I don’t know if we have to do like rotating emails because of like deliverability and issues and all that. So like to me, like setting up is, yeah, I think, part. It’s connecting, you know, either, my account. But then, also.
21 00:01:47.720 ⇒ 00:01:52.829 Robert Tseng: you know the making sure that we are able to send stuff out without getting like
22 00:01:53.170 ⇒ 00:01:57.830 Robert Tseng: blocked. I guess I don’t really know all the details of like how
23 00:01:58.030 ⇒ 00:02:01.110 Robert Tseng: that was all kind of set up, but I think we had like
24 00:02:02.260 ⇒ 00:02:08.430 Robert Tseng: different sub domains, and I don’t know. So I just
25 00:02:08.889 ⇒ 00:02:25.619 Robert Tseng: that that somehow helps with deliverability because you have to warm up some emails like, if you get rejected too many times or people don’t reopen your emails or you get put to spam. Then your your account gets shut down. So I think there’s like some Pra practices around that that I’m not.
26 00:02:26.020 ⇒ 00:02:31.290 Robert Tseng: I’m pretty sure certain tools do this for you automatically, but I don’t. I just don’t know if we’ve considered that.
27 00:02:32.140 ⇒ 00:02:38.620 Mustafa Raja: Okay, okay? So so from what I understand is that that we want to, we want to be able to
28 00:02:39.581 ⇒ 00:02:42.888 Mustafa Raja: send emails through our hubspot
29 00:02:44.360 ⇒ 00:02:50.269 Mustafa Raja: And one more ticket that I want want to discuss is we haven’t. No, we haven’t.
30 00:02:51.154 ⇒ 00:02:54.755 Mustafa Raja: Connected our hay reach with hubspot. So
31 00:02:55.600 ⇒ 00:03:03.059 Mustafa Raja: I I’ve told that totem modem will connect he reach to Hubspot, and there’s this.
32 00:03:06.710 ⇒ 00:03:08.210 Mustafa Raja: Give me a moment, please.
33 00:03:08.970 ⇒ 00:03:09.394 Robert Tseng: Yeah.
34 00:03:11.180 ⇒ 00:03:13.590 Mustafa Raja: Yeah, let me share my screen.
35 00:03:14.240 ⇒ 00:03:15.020 Robert Tseng: Sure.
36 00:03:19.390 ⇒ 00:03:24.810 Mustafa Raja: Yeah. So for this. Yeah. So for this one.
37 00:03:28.250 ⇒ 00:03:31.070 Mustafa Raja: What do we mean by the link linkedin sequences.
38 00:03:32.060 ⇒ 00:03:42.409 Robert Tseng: Yeah. So I mean, Ryan is like on the call. And so he set up some. I guess I’ve kind of been trying to pass off some of the Hey Reach campaign building to to Ryan.
39 00:03:43.058 ⇒ 00:03:50.470 Robert Tseng: And so right now in hey reach? We only do Linkedin sequences, I think, meaning that
40 00:03:51.979 ⇒ 00:04:02.110 Robert Tseng: it’d be like, add someone on Linkedin like their posts respond to something or whatever but it’s all only on Linkedin. So being able to.
41 00:04:02.440 ⇒ 00:04:03.500 Robert Tseng: you know.
42 00:04:04.125 ⇒ 00:04:14.909 Robert Tseng: Send a Linkedin connection message and also like, send them an email like, be able to mix Linkedin and email like, we haven’t really done that yet. So
43 00:04:15.441 ⇒ 00:04:17.289 Robert Tseng: would like to be able to do that.
44 00:04:17.600 ⇒ 00:04:24.350 Mustafa Raja: Okay, okay, and this this, we’ll be doing doing via harry’s right.
45 00:04:25.200 ⇒ 00:04:31.112 Robert Tseng: Not sure if it should be, I mean, I think hey, reach can support both. I think that’s the point of it. But
46 00:04:31.700 ⇒ 00:04:32.830 Mustafa Raja: No, I know.
47 00:04:33.000 ⇒ 00:04:34.280 Robert Tseng: Let’s do it. Yeah.
48 00:04:34.280 ⇒ 00:04:40.670 Mustafa Raja: Yeah, because I’m not sure if Hubspot provides us. An integration for Linkedin Dms, or something like that.
49 00:04:40.860 ⇒ 00:04:44.720 Robert Tseng: Yeah, okay, yeah, I. I’m pretty sure this would happen in.
50 00:04:45.090 ⇒ 00:04:46.200 Mustafa Raja: Yeah.
51 00:04:47.170 ⇒ 00:04:50.080 Mustafa Raja: And there was one more thing.
52 00:04:55.980 ⇒ 00:05:24.350 Robert Tseng: Yeah. So I think we’re doing a good job of like, okay, we put your time. And I are like, kind of make some requests in slack, and we’re able to get those lead lists kind of built out in clay. We’re able to enrich it. And I think now we’re pushing those into Hubspot. But then it’s like, I think it’s a bit clunky going from Hubspot into well, how are we actually like reaching out to these people? So I think I can review lead lists and stuff like I have been but wanting, I guess, this team to like push
53 00:05:25.030 ⇒ 00:05:31.709 Robert Tseng: and all the way through. So you know, once we have agreed on Lead List or Hubspot.
54 00:05:31.860 ⇒ 00:05:41.439 Robert Tseng: the the next step is to send that message, and if it’s always, if it’s always going to be through. Hey? Reach like, that’s fine. I think that means that the Hubspot, hey? Reach connection has to be there.
55 00:05:42.216 ⇒ 00:06:00.710 Robert Tseng: But yeah, I think I would like to be able to see the history of, like our interactions with these leads, whether it’s through their Linkedin accounts or their or their email, like all of that, should be tracked in Hubspot. So that’s that’s the that’s when I would consider this pipeline to be complete.
56 00:06:01.820 ⇒ 00:06:10.520 Mustafa Raja: Okay, okay, and then we wanted to wanted to automate. This stuff.
57 00:06:11.200 ⇒ 00:06:15.119 Mustafa Raja: We want to react to some of the posts.
58 00:06:15.690 ⇒ 00:06:30.929 Robert Tseng: Yeah, this is a separate initiative. This is like, okay, well, we have key accounts or key lead accounts or lead lists in sales. Navigator, which is a Linkedin product. And then on there, like manually like I go in there, and I’ll like.
59 00:06:31.020 ⇒ 00:06:49.129 Robert Tseng: I don’t do this that consistently, but I’ll go, and like I’ll click on some of the profiles and like I’ll respond to some messages. But I think you know, if we can have those lists, and we can automatically interact with them by liking their posts like doing comments and stuff like that. I think that would help.
60 00:06:49.960 ⇒ 00:07:05.550 Robert Tseng: I don’t think it’ll be completely automated. I think we should. Butam and I should still go in and write thoughtful content here and there, but at least like the consistency of like everybody on those lists like we want to always be showing up on their posts. That’s kind of the thought.
61 00:07:06.060 ⇒ 00:07:17.019 Mustafa Raja: Okay, okay, I need I would need to run a spike on this because from my experience with Linkedin Linkedin, does this strict automation on platform
62 00:07:17.410 ⇒ 00:07:21.440 Mustafa Raja: so it might not. Let us do do this at all.
63 00:07:22.265 ⇒ 00:07:28.629 Mustafa Raja: So I’ll I’ll run a spike on this and I’ll get back to you on this automation. If we can do this or not.
64 00:07:29.300 ⇒ 00:07:39.399 Robert Tseng: Okay, yeah, I feel like it’s possible, because I’ve seen some like AI accounts. You can comment on our on our stuff. So but yeah, you can, you can.
65 00:07:39.400 ⇒ 00:07:46.349 Mustafa Raja: Yeah, we can do this. We can do this via via browser based automations. But they would be expensive.
66 00:07:47.850 ⇒ 00:07:50.330 Robert Tseng: They would be expensive. You said, Yeah, okay.
67 00:07:50.690 ⇒ 00:07:53.140 Mustafa Raja: Yeah, and
68 00:07:56.760 ⇒ 00:07:58.620 Mustafa Raja: yeah, this is pretty much the same. Right?
69 00:08:00.320 ⇒ 00:08:17.159 Robert Tseng: Yeah, this is just like, you know, like, like, I just kind of replicating, hey, reach functionality. But I’m not sure. Maybe this is something I should look into in hey? Reach as well or like, maybe, Ryan, you could double check. But like, I wonder if we could even do this in hey? Reach like maybe we could just upload lists
70 00:08:17.360 ⇒ 00:08:26.096 Robert Tseng: into hey reach from like via his account or lead list, and then we can already do this through. Hey, reach, if we don’t necessarily need to set up something. Custom. But
71 00:08:27.280 ⇒ 00:08:33.889 Robert Tseng: I I think, as far as like commenting goes like we, we will still need to do that manually. I don’t. I don’t think there’s an automation for that.
72 00:08:34.570 ⇒ 00:08:35.539 Mustafa Raja: Okay?
73 00:08:36.686 ⇒ 00:08:42.619 Mustafa Raja: And and do we have the sales navigator in once one pass.
74 00:08:43.210 ⇒ 00:08:52.269 Robert Tseng: Yeah, so only my account has it. I don’t think account has it. So I it’s it’s just my Linkedin credentials. It should be the same.
75 00:08:52.860 ⇒ 00:08:58.730 Mustafa Raja: Okay. Okay, okay, I think this is, this is pretty much it.
76 00:09:00.180 ⇒ 00:09:00.599 Robert Tseng: Okay.
77 00:09:01.020 ⇒ 00:09:08.810 Mustafa Raja: Yeah, yeah, I’ll run some some spikes on it, and I’ll let you know
78 00:09:09.370 ⇒ 00:09:12.504 Mustafa Raja: the problem. I feel I feel for this one
79 00:09:13.780 ⇒ 00:09:15.849 Mustafa Raja: for this one, we are pretty much good to go.
80 00:09:17.630 ⇒ 00:09:22.920 Mustafa Raja: Yeah. Email email should be email should be done.
81 00:09:23.260 ⇒ 00:09:25.810 Mustafa Raja: Okay, okay, thank you. So much for your time.
82 00:09:26.640 ⇒ 00:09:27.250 Robert Tseng: Cool.
83 00:09:27.650 ⇒ 00:09:30.039 Ryan Brosas: Thanks. Guys, yeah, thank you.
84 00:09:30.040 ⇒ 00:09:30.560 Mustafa Raja: Thank you so much.
85 00:09:30.560 ⇒ 00:09:31.960 Robert Tseng: Alright, bye.