Required HubSpot Admin Setup

To prepare your HubSpot instance to work with Birdie, you will need to set up a Contact field to store the LinkedIn URLs of your prospects.

In HubSpot, click on settings (1), then Contacts under Data Management (2), and then Manage Contact properties (3).

Click Create property .

Give your property a name. For example, you can name it LinkedIn URL .

Click Field type (1) and make it a Single-line text field (2).

Click Manage access (1), and ensure that the field is read/write accessible to everyone (2). Finally, click Create (3).

Once your field is setup, you can connect Birdie to HubSpot.