Please note: This guide assumes Real Contact Phone Grading has already been installed and configured with your Trestle API key. If you have not yet installed the app, please review our installation guide.
This guide is designed to help you start using HubSpot Lists to trigger Real Contact Phone Grading to selectively grade contacts based on your business needs.
If you are unfamiliar with using HubSpot lists, we recommend taking a look at HubSpot’s List Building article.
In this guide, we’ll cover:
- Building Lists in HubSpot
- Processing a bulk upload in HubSpot
- Processing a bulk upload in Trestle Developer Portal
- Uploading results into HubSpot
Building Lists in HubSpot #
A HubSpot contact list can be a set of contacts filtered based on specific properties. For example, you can build a “contact-based” list that includes all of your contacts who have “unknown” for the “Valid Phone” property under their contact properties. This list can then be passed to the Trestle integration for validation and grading.
We suggest using “Valid Phone” as the primary property because if you’ve installed Trestle’s HubSpot add-on, this field will be available as a HubSpot property.
Here are the steps for building a guide using the “Valid Phone” property. If you don’t need instructions on setting up a list, skip to Step 2.
- Navigate to the HubSpot “Lists” page.
- Select “Create List” from the top right corner.
- Select “Contact-based” and enter a list name.
- Decide if this is an active list that will update over time or a static list that will not change.
- Select “Next.”
- Select “Add Filter.”
- In the new column that appears immediately to the right, select “Contact Properties” under “Object Information.”
- Type “Valid Phone” in the search box and select the “Valid Phone” property under Trestle.
- Under the Valid Phone specs, change “is any of” to “is unknown.”
- Select “Save List.”
Based on the specs, you will be prompted with information on how many contacts will be on the list. There are many ways to build a list to be more specific, but this outline provides guidance on identifying which of your contacts still need to be validated.
After your list is created, it’s time to process.
Processing a Bulk Upload in HubSpot #
This method is best used for contact lists smaller than 1,000 records. If you have a larger file to process, we recommend using Workflow Triggers or processing the list through the Trestle Developer Portal.
Step 1: Locate Trestle’s Phone Grading App #
Navigate to any contact record and scroll down the right sidebar until you reach Trestle’s Real Contact integration.
Step 2: Grade Your Contacts #
Select “Actions” from the contact results below, and select “Validate Contacts Lists.”
From the “Validate Contacts Lists” pop-up, you can select a list on which you would like to run Trestle’s Real Contact. Select one or multiple lists and then “Validate Selected Lists” to complete the process.
Once you select “Validate Selected Lists,” the button will change to a loading spinner. Depending on the size of the list on which you are running the integration, this may take some time. Please note that this window will need to stay open until the list has finished processing.
After it’s completed, you can navigate to the individual contact pages to check the results or export the results in a report.
Processing a Bulk Upload in the Trestle Developer Portal #
This method allows for larger file processing without needing to leave the window open in HubSpot. Best suited for larger files over 1,000 records as it does require uploading the list back into HubSpot after it has finished processing.
Step 1: Locate HubSpot Integration in the Developer Portal and Connect Account #
Navigate to the Trestle Developer Portal and select HubSpot Integration > HubSpot List Integration.
At this point, you may be prompted to connect your account to HubSpot again. Click “Connect to HubSpot” and select the HubSpot account you would like to connect.
Step 2: Process Your List #
Once your HubSpot account is connected, your previously created lists will be imported into the Developer Portal.
Select the list you wish to run, and click “Run List.”
Select “Real Contact 1.1 API” and click “Submit.”
Downloading Results and Uploading to HubSpot #
Once your list has finished processing, you will receive an email with a link to download the results. You can also find your finished lists in the Developer Portal.
Uploading to HubSpot: #
- Click the URL under Output File to download.
- Navigate back to HubSpot and select your “Contacts” page.
- Select “Import” located in the top right-hand corner.
- Select “Import a file.”
- Select “Start Import.”
- Select your type of import based on the file you processed – Contacts, Companies, or Deals.
- Add your file and choose how to import. We recommend choosing “Update existing Contacts only” to ensure that duplicate records are NOT created.
- Map your column headers to the appropriate contact properties in HubSpot.
- Columns with no data do not need to be imported. You can select the new properties only and map them to the correct HubSpot property. Trestle properties are located in the Trestle group and correspond to the file headers.
- After your columns are correctly mapped, HubSpot will provide a green check mark saying “Ready to import Contacts.”
- If you have unmapped columns, check the box saying “Don’t import data in unmapped columns” then select “Next.”
- Choose the final selections from HubSpot and confirm that you have a prior relationship with these contacts.
- Select “Finish import.”
You have now successfully graded these contacts. Grades are available on the Contact pages in the Phone Grading App.
Support #
Should you have any issues with the app or questions about installation, please contact support@trestleiq.com or schedule a call with us to review.