# How to Set Up Lusha in HubSpot

Connect Lusha to HubSpot so your team can view live buying signals directly on contact records.

Lusha B2B Intelligence is a HubSpot app that surfaces buying signals — job changes, promotions, hiring surges, and headcount growth — on every contact record in your portal. Instead of switching tools, your reps see relevant signals right where they work. This guide covers the full setup from admin installation to your first signal fetch.

## Before You Begin

Make sure the following are in place before starting:

- **HubSpot Super Admin role** — required to install apps from the HubSpot Marketplace.
- **Active Lusha account** — the installing admin must be able to sign in to Lusha during setup.
- **Lusha seat per team member** — each rep who will use signals needs their own Lusha seat and will connect their personal account individually after installation.


> **Note:** Setup has two phases. Phase 1 is the admin installation — done once for the whole portal. Phase 2 is the per-rep account connection — each rep does this themselves the first time they open a contact record.


## Step 1 — Admin Installation

Performed once by a HubSpot Super Admin. After this, the Lusha Signals card is immediately live on every contact record in your portal.

1. **Find Lusha B2B Intelligence in the HubSpot Marketplace.**
In your HubSpot account, go to **Settings → Integrations → App Marketplace**. Search for **Lusha B2B Intelligence** and open the listing.
2. **Click Install app.**
If you manage multiple HubSpot portals, select the one you want to install into.
3. **Sign in to your Lusha account.**
You will be redirected to Lusha's sign-in page. Enter your Lusha credentials and authenticate. If your Lusha account is inactive or invalid, installation stops at this step.
4. **Approve HubSpot permissions.**
Review the requested permission (`crm.objects.contacts.read`) and click **Approve & Continue**.


> **Done:** The Lusha Signals card is now live on every contact record in your portal. No further action needed from the admin — each rep connects their own account when they first open a contact.


## Step 2 — Rep Account Connection

Each team member connects their personal Lusha account the first time they open a contact record. This happens once per user — it is expected behavior, not an error.

1. **Open any contact record in HubSpot.**
Go to **Contacts → Contacts** and open any contact. You will see the Lusha Signals card in the right sidebar with a **Connect Lusha Account** button.
2. **Click Connect Lusha Account.**
You will be redirected to Lusha's sign-in page. Sign in with your personal Lusha credentials.
3. **You're connected.**
After signing in, the card transitions to the Signal Preferences screen. You will not see the Connect screen again.


> **Important:** Each rep must connect their own Lusha account individually. One person's connection does not carry over to others. Your signal credits are tied to your personal Lusha account.


## Step 3 — Choose Your Signal Preferences

Immediately after connecting, you will complete a one-time Signal Preferences setup. This tells Lusha which signal types to show you. You can update these anytime from Settings.

1. **Select your signal types.**
The setup screen shows two sections: **Contact Signals** and **Company Signals**. All four live signal types are enabled by default. Toggle off any you don't want to see. You must keep at least one enabled to continue. Signal types marked **Soon** are not yet available — they appear as greyed-out previews and cannot be toggled.
2. **Click Save & Continue.**
Your preferences are saved and the card transitions to the idle state with a **Get Signals** button. You're ready to use the app.


> **Note:** Signal Preferences setup only appears once. To update your preferences later, click the gear icon in the Lusha Signals card header → **Signal Preferences → My settings**.


## Fetching Signals for a Contact

Signals are always fetched on demand — never automatically. You control when to pull signals and when credits are consumed.

1. **Open a contact record and click Get Signals.**
Find the Lusha Signals card in the sidebar and click **Get Signals**. The card shows a loading indicator while Lusha retrieves data.
2. **Review the signals.**
Signals appear grouped by type. Contact-level signals (Job Change, Promotion) appear under "About [Contact Name]". Company-level signals (Hiring Surge, Headcount Growth) appear under "About [Company Name]". Up to 5 signals are shown, ranked by relevance. Each signal includes the type, a brief description, and how recently it occurred. Click any signal to expand the full detail. To open the contact in Lusha for further prospecting, click **Open in Lusha**.


> **Note:** Some contacts may not have any recent signals — the card will show a "No signals found" message. This is expected. Try contacts who have had recent career or company activity.


## Signal Types

Four live signal types are available, grouped by whether they reflect activity on the contact or their company.

| Scope | Signal | What it means | Status |
|  --- | --- | --- | --- |
| Contact | Job Change | The contact moved to a new company. A strong trigger for outreach — they may be open to tools they trust. | Live |
| Contact | Promotion | The contact was promoted or changed roles internally. New budget authority or expanded scope often follows. | Live |
| Company | Hiring Surge | The company's open job postings grew 25% or more in the past 30 days — a sign of investment that often precedes new tool purchases. | Live |
| Company | Headcount Growth | The company's overall headcount is expanding significantly. Scaling teams often need new solutions. | Live |
| Company | Funding Event | Company raised a new funding round. | Coming Soon |
| Company | Tech Install | Company adopted or replaced a key technology. | Coming Soon |
| Company | Office Expansion | Company opened a new office or expanded location. | Coming Soon |


## Credits

1 credit is consumed each time you click **Get Signals** on a contact record. Credits are tied to your individual Lusha account — no credits are used until you click the button.

> **Note:** When your credits run out, the card switches to a Credits Exhausted state. You will see your credit meter at 0 and your reset date. Click **Upgrade Plan** to increase your limit, or wait for your credits to reset at the start of your next billing cycle.


## Managing Settings

To access settings: click the gear icon in the Lusha Signals card header at any time.

| Settings section | What you can do |
|  --- | --- |
| Signal Preferences | Update which signal types you want to see. Changes apply to your next signal fetch. Admins can access Global settings to manage org-wide defaults. |
| Account | View your connected Lusha account details (name, email, plan). Disconnect your account from this page if needed. |
| Credits & Billing | Check your current credit usage, billing cycle dates, and reset date. Links to upgrade your plan or manage billing on Lusha. |


## Troubleshooting

**The Lusha Signals card doesn't appear after installation**

The card may take a few seconds to appear after the admin completes installation. Try refreshing the contact record. If the card is still missing, confirm the installation completed successfully under **Settings → Integrations → Connected Apps**.

**I see the Connect screen even though I already connected**

Try signing out of HubSpot and signing back in. If the issue persists, click **Connect Lusha Account** to reconnect — your preferences will be preserved.

**No signals are showing for any of my contacts**

Signal availability depends on recent activity for that contact and their company. Try contacts at larger or more active companies, or contacts who recently changed roles. Some contacts will have no signals — this is expected.

**I want to change my signal preferences after initial setup**

Click the gear icon in the card header, go to **Signal Preferences → My settings**, update your toggles, and click **Save Preferences**. Changes apply to your next Get Signals click.

**How do I uninstall the app?**

A HubSpot Super Admin can uninstall from **Settings → Integrations → Connected Apps → Lusha B2B Intelligence → Uninstall**. Uninstalling removes the card from all contact records in the portal.

**Note:** If the issue persists after following the steps above, contact Lusha Support at [support@lusha.com](mailto:support@lusha.com).

## Coming Soon: Company Enrichment (Phase 2)

Phase 2 will add a Company Enrichment section to the Lusha card on HubSpot Company records. With one click, Lusha will write firmographic, technology, and funding data directly into your HubSpot Company properties — no copy-paste, no tab switching.

**What's included in Phase 2:**

- **Company Info:** Industry, employee count, revenue range, year founded, and HQ location written to HubSpot Company properties.
- **Tech Stack:** The company's current technology stack, displayed as tags.
- **Funding:** Total funding raised and most recent funding round.
- **Enrichment Preferences:** Choose exactly which fields Lusha writes to HubSpot. Toggle individual fields on or off from your settings.
- **Manual trigger, credit-transparent:** Enrichment only runs when you click **Enrich Company**. You see the credit cost before confirming. Already-enriched companies return from cache at no charge.