Trestle’s HubSpot Real Contact Phone Grading App grades contacts for businesses by assessing the quality of the phone number and/or email address and whether their name matches the information provided. This can be done automatically, manually, or triggered through a workflow.
In this guide, we cover:
- Installing Trestle’s Phone Grading App
- Signing up with Trestle
- Connecting HubSpot to Trestle
- Add your API key
- Grade Contacts Manually
- Removing Trestle’s Phone Grading App
- Additional Resources
- Using HubSpot Lists
- Using Workflow Triggers
- Support
How to Install Trestle’s Phone Grading App #
Step 1: Sign up for a Trestle Developer Account. #
If you already have a Trestle Developer Portal account, you can skip to Step 2.
This step will provide you with a Trestle API key, which is needed for the app function. To sign up for a Trestle Developer Portal account, please visit the sign up page. This will require your business email address and phone number.
After you complete the email verification step, you will receive your API key and access to Real Contact API.
Step 2: Connect your Trestle account to HubSpot and install the app. #
Use this link to go to our Partners page, and then click on “HubSpot” to connect your Trestle account to HubSpot.
First, select which account you’d like to use.
Next, accept the access terms that Trestle requires for your HubSpot account by checking the box and clicking “Connect app.”
Lastly, the extension will be available in the sidebar in “Contacts, Company, and Deals” once installed. Navigate to any contact, company, or deal, and you will see “Trestle Real Contact Phone Grading” as one of the boxes in the right-hand sidebar towards the bottom.
Step 3: Add your API key. #
Click on “Manage Extension” in the right sidebar of HubSpot Contacts.
To connect your Trestle account on HubSpot, you need to add your API key from the Developer Portal.
Click copy and paste the key into the “Your Trestle API key” field in HubSpot.
If you would prefer to manually grade contacts, use workflows or lists and DO NOT want contacts to be graded automatically, uncheck the “Auto validate” box.
Select the properties that you want to validate for each contact and click “Save.” You can then close this window.
These properties will be created and added to your HubSpot account. You can find them in the “Properties” tab of your settings in the “Trestle” Group.
Once your account has been connected, you are all set. New contacts added to HubSpot will be automatically graded with this configuration.
Grading Contacts Manually #
To manually grade a contact in HubSpot, select a Contact, Company, or Deal. Scroll down to the app in the right side panel and click the “Actions” button.
Click “Update Contact” and the contact will be graded with fresh information.
How to Uninstall Trestle’s Phone Grading App #
Step 1: Access your installed apps #
Navigate to your installed apps. This can be found if you hover over the Marketplace icon in HubSpot.
Select “Connected Apps.”
Step 2: Uninstall #
Locate the Real Contact Phone Grading app from the Connected Apps page and click the “Actions” drop-down menu.
Click “Uninstall” and the app will be removed from your HubSpot account.
Please note: The properties created when this app was installed will not be removed. If these contact properties contain grading data, this data will still be accessible even once the app has been uninstalled.
Additional Resources #
Use HubSpot Lists to Grade Contacts #
This option allows you to use filtering criteria in HubSpot lists to create a set of contacts that you want to grade. Once the list is created, it will be available in the Trestle Developer Portal for processing. Once the list is complete, a CSV export can be downloaded from Trestle and imported back into HubSpot. Instructions on using the Lists feature can be found here.
Use Workflow Triggers to Selectively Grade Contacts #
This option allows you to add the Phone Grading App in a HubSpot workflow and use specific conditions to trigger the grading. This can be used to selectively grade new contacts added to HubSpot OR selectively grade historical contacts in HubSpot before the app installation. More details on setting up Phone Grading within workflows can be found here.
Helpful Details and Support #
Please see our other guides for additional configuration options:
If you have any questions, please email us at support@trestleiq.com. For installation issues, please include your HubSpot ID in your email, so we can identify your instance in our logs and provide assistance.