9 HubSpot Integrations to Streamline Your Sales Process
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Top 9 HubSpot Integrations to Streamline Your Sales Process

TransFunnel Consulting
TransFunnel Consulting Jun 06, 2023

Unlock your business growth through seamless HubSpot Integration for sales

Are you looking for a sure shot way to reduce churn in your sales pitching to close more deals?

A streamlined sales process provides your sales professionals with all the necessary tools, systems and platforms they need to stay ahead of the game. The question arises, how do you access these tools, systems and platforms in the first place?

A scattered sales process can throw challenges at your team. Leveraging a versatile platform like HubSpot integration for sales - a single source of truth that integrates all the systems your teams are already comfortable using can help a great deal.

Before diving into the sales tools, let's understand how HubSpot integration can be the first touchpoint for sales process improvement.

Why HubSpot integrations for sales? 

TThe HubSpot integration allows different systems and applications to communicate with each other. It is said that a marketing automation platform does not necessarily have all the features you need to improve your sales process.

However, integrating third-party or native softwares with your CRM can help you to oversee sales reports on a single dashboard without jumping to the software, helps in gaining valuable insights and customer behaviour for your sales efforts and improve your scattered sales process.

By using HubSpot integration, you can experience improved efficiency, accuracy, data visibility, collaboration and customer experience.

Benefits of HubSpot integrations?

HubSpot integration is done with an objective of streamlining your processes, keeping your teams aligned, personalising messaging, tracking insights and letting you access data under one roof.

The list of benefits that come along are:

  • HubSpot integration can help you streamline your sales process 

  • Allow businesses to centralise customer data under one roof 

  • Improve sales and marketing alignment efforts 

  • Personalised customer interactions and communications 

  • Allow getting valuable insights and customer behaviour 

  • Monitor sales lead at each stage of the customer journey 

  • Seamless data flow and collaboration between different platforms

Types of HubSpot integrations for sales

1. CRM Integrations

Various customer relationship management (CRM) systems such as Salesforce, Microsoft Dynamics 365, Salesforce, Pardot, Marketo and Zoho CRM can be integrated with the platform for seamless data synchronisation. So, if your marketing teams or management are using any other CRMs, you can integrate it seamlessly with HubSpot and benefit from all data under one roof and strong HubSpot reporting and automation capabilities. This ensures that your sales team has access to up-to-date customer information and can manage sales activities and pipelines much better by being trained under the HubSpot sales hub onboarding processes.

2. Email Integrations

HubSpot Integration allows you to connect with email platforms such as Mailchimp, Office 365, SendGrid or Constant. When you integrate these platforms with HubSpot and enable data sync, you have the power of contacts added to HubSpot.

Allow your marketing team to reach out to more leads, where you can take advantage of automated workflows, and your sales team can learn from your past engagements and sell more efficiently using all the HubSpot integration for sales. With this integration, sending personalised email communication, automated follow-ups, tracking email engagement metrics, deriving insights based on HubSpot reporting and strategizing for better, becomes easy.

3. E-commerce Integrations

For businesses with an e-commerce presence, HubSpot ingration with popular eCommerce platforms like Shopify, WooCommerce or Magento enables sales teams to track online purchases, abandoned carts and customer behaviour.

This integration helps in identifying sales opportunities, personalising customer interactions and optimising the e-commerce experience.

4. Calling integrations

HubSpot can be integrated with many varied calling systems such as Aircall, CallRail or RingCentral. Calling integration enables sales teams to make and receive calls directly within HubSpot, log call activities and access call recordings. It helps streamline communication and ensures that all call-related data is captured in the CRM.

5. Social Media Integrations

HubSpot integrations for popular social media platforms such as Facebook, LinkedIn, Instagram or Twitter allows sales teams to engage the target audience with social media interactions directly from HubSpot. This integration facilitates social selling, lead generation and social media campaign tracking.

6. Lead generation integrations

According to Gleanster Research, 25% of leads are legitimate and should advance to sales. Integrating lead generation tools with HubSpot can help your sales team to attract new leads, engage and nurture leads, ensuring better conversion rates.

7. Reporting and analytics integrations

With HubSpot, you can integrate data reporting and analytics tools such as Google Analytics and Databox. This integration can help to get valuable insights into customer behaviour, enabling the sales team to cross sell and upsell in an informed manner.

Let’s look at some HubSpot integrations that will help you boost sales productivity for your B2B business.

Top 9 sales integrations possible with HubSpot to boost sales:

1. Email Integration

  • Mailchimp

Mailchimp integration allows you to sync HubSpot contacts to Mailchimp. 

Run email campaigns even if a sync error occurs between software and application because of the error handling features that ensure contact engagement. By connecting Mailchimp to HubSpot, you can monitor sync errors and sync mail activity (sends, opens, clicks and bounces) to existing contacts in HubSpot CRM.

  • Mailerlite

Mailerlite integration with HubSpot allows subscribers data synchronisation between both platforms, automates your email marketing campaigns and tracks the results of your email marketing efforts.

With this integration, you can sync only the data you want by filtration and specified custom field mapping to create your own mappings.

  • Zoho

By integrating Zoho with HubSpot, you can create leads, contacts and deals quickly with the HubSpot e-widget. You can create triggers and rules to send targeted emails automatically based on customer behaviour. Zoho + HubSpot integration lets you transparently schedule events with your HubSpot contacts, assign tasks and associate notes from its interface.

  • Office 365

Office 365 + HubSpot can help you streamline your sales and marketing processes. With this integration, you can leverage the best features such as email tracking, contact and task management, reporting, lead generation, sales enablement, customer service and email automation services. This will enhance sales performance, productivity, visibility and customer service.

  • Gmail

Gmail integration with HubSpot enables you to access information associated with your account such as contacts, emails, calendars, subject lines and URLs using the email tracking functionality. In addition, you can read, send, modify and schedule emails within HubSpot.

In return, it will store email responses, outgoing mail, email headers, subject line, distribution lists, aliases, time sent, and email bodies.

  • Campaign Monitor

ntegrating the Campaign Monitor with your HubSpot account allows you two-way data sync without manual data entry. With this integration, you can easily ensure field mapping and get complete control of data. You can access data when updated on any of the systems, CRM or your application.

2. WhatsApp

WhatsApp for business + HubSpot integration allows seamless communication with your customers from within HubSpot without having to juggle or switch apps.

This integration allows connecting 1:1 with your customers, sending personalised and automated individual and bulk WhatsApp messages, sharing audio, video, document, image, text messages, setting up automated WhatsApp replies, creating active lists based on WhatsApp and creating deals and support tickets automatically based on WhatsApp messages.

Furthermore, you can track the effectiveness of your WhatsApp marketing campaigns and identify the scope for improvement to make data-driven decisions and improve overall customer engagement.

This can be only done with the Business WhatsApp Account.

Looking for seamless communication with your customers? Ping here!

3. Sales integration

  • Salesforce

Salesforce integration provides a bi-directional sync between HubSpot and Salesforce automatically updating information in HubSpot.  

If you're looking to streamline your sales processes, you can seamlessly incorporate Salesforce into your HubSpot ecosystem, empowering your team with insightful data and enhancing the efficiency of your HubSpot integration for sales. You can get started with your software despite being aware of the technical know-how of CRM software. Salesforce integration with HubSpot provides customisation of new records that need to be synced with HubSpot, sends revenue data from successfully won leads into HubSpot, sends valuable lead intelligence to your sales team and more. With this integration, you can empower your sales team with insightful data to help them prioritise their outreach.

  • Dealcode

Dealcode, an AI-guided selling software, seamlessly integrates with HubSpot to enhance your HubSpot sales hub onboarding process. Dealcode enables you to create, analyze, and track discount codes for your products or services directly from HubSpot. This integration not only helps in providing tailored recommendations but also contributes to identifying success patterns and boosting your sales productivity efficiently within the HubSpot integration for sales. By incorporating Dealcode with HubSpot, you gain a comprehensive overview of the deals in your pipeline, extract more insights using AI analytics, and deliver a more personalized and engaging customer experience, streamlining your sales processes.

4. Productivity integrations

  • Google Calendar

By integrating Google Calendar with HubSpot, as part of your efficient HubSpot sales hub onboarding process, you can enable a two-way sync of events and your tasks between both the platforms, schedule meetings easily, and share your availability with your contacts or leads. You can also set up a workflow to send a reminder email to those attending a scheduled meeting or create a task for your sales rep to follow up with a contact following a meeting. In short, it provides you with a complete view of your events and contacts and eliminates the need to manually enter data.

  • Google Drive

This integration allows you to share files from Google Drive in HubSpot and create and edit documents in Google Drive from within HubSpot.

  • UberConference

Schedule your UberConference meetings or a new meeting in sync with HubSpot using connectors like Zapier, ensuring a cohesive HubSpot integration experience. Access contacts, trigger actions, and synchronize data seamlessly within HubSpot, enhancing the efficiency of your sales processes. Super admins with access to the HubSpot marketplace can easily integrate UberConference, ensuring a smooth and collaborative meeting scheduling experience aligned with HubSpot integration for sales.

5. Connector Integrations

  • Tray.io

Tray.io permits businesses to link various applications and automate convoluted workflows without coding. With Tray.io HubSpot integration, which plays a crucial role in enhancing HubSpot sales hub onboarding, you can sync and automate the entire cloud stack (Outreach, RingCentral, and more) lead data with any sales and marketing data. Additionally, with Tray.io prebuilt logical operators, you can create sophisticated HubSpot integrations leveraging branching logic and nested conditions.

  • Zapier

Zapier integration lets you connect your software to over 1000+ applications, seamlessly linking it to HubSpot in just a few clicks. With this streamlined integration, gain access to an easy-to-read workflow format in HubSpot, enhancing efficiency without requiring any coding knowledge. Elevate your HubSpot integration for sales with Zapier for a more efficient and connected workflow.

  • Integrately

Create simple to complex workflows in a couple of clicks with Integrately, providing an effortless experience for HubSpot sales hub onboarding. This allows you to pick ready-to-use automation from 250k+ automations, and your new workflow is just a click away from you. With Integrately + HubSpot integration for sales, you can modify data, choose an app, and activate it in a single click.

6. Customer Success Integration

  • Zendesk

Zendesk provides a full suite of tools addressing customer support interaction across multiple channels. With Zendesk HubSpot integration for sales, you can bring your sales, marketing and support teams together in a central location, streamlining the HubSpot integration for sales process. Additionally, instead of manually synchronizing contacts within HubSpot, you can create new HubSpot contacts from Zendesk ticket requesters for improving customer satisfaction.

  • Jira

Plan, create and manage your work with this project management tool with. By integrating Jira with HubSpot integration for sales, all the changes and comments made in Jira will automatically reflect in HubSpot. You can integrate Service Hub tickets with Jira Issues for easy sales rep and customer interaction. Additionally, Jira integration can help you track progress, identify bottlenecks and make data-driven decisions about your work.

  • Intercom

By integrating Intercom into HubSpot, you can automatically qualify leads with chatbots and transfer the best leads to HubSpot to nurture enhancing your overall HubSpot integration for sales strategy. You can trigger workflows in HubSpot to automatically nurture the leads who ask for plans, product details and pricing.

  • Slack

Slack + HubSpot integration streamlines sales and marketing communication. With this integration, you will get HubSpot notifications, slash commands and tasks within Slack without having to hop on to another system. This integration allows you to perform actions such as creating tasks, company, contact, deals and tickets.

7. Analytics and data integrations

  • Databox

This integration makes data more accessible for remote employees across businesses. They can view and manage marketing & sales KPIs from anywhere and on any device. By integrating Databox with HubSpot, you can access all your analytics platforms under one roof, including Google Analytics, social media platforms, SEMrush, Facebook and marketing automation tools.

  • Hotjar

In a world where people are more conscious about their credentials like email and contact while filling out forms, Hotjar integration is a great escape for capturing user interest especially when incorporating HubSpot integration for sales. This application allows you to visualise user interactions, identify their pain points and gather valuable insights to enhance user experience. It helps you bring customer insights into your sales and marketing strategy.

  • Klipfolio

Klipfolio integration allows you to track KPIs from multiple sources in real time and creates a readable dashboard in HubSpot when integrated. So, you can easily create, customise dynamic dashboards, monitor your KPIs and share insights with your team in real-time. It also enables you to enhance transparency, visualise data in one place and reach out to your target audience faster.

8. Calling integrations 

  • Aircall

Aircall integration permits you to make, receive and assist sales/ support calls directly from a single place - HubSpot. You can also leverage advanced call routing features such as call analytics and integrations with other tools.

  • RingCentral

RingCentral HubSpot integration allows you to provide a centralised hub for managing customer interactions and tracking leads. You can improve communication, collaboration and enhance customer experience with your clients by leveraging its advanced features, such as call routing, SMS messaging and video conferencing.

  • CallRail

By integrating CallRail with HubSpot, you can seamlessly track call metrics from the beginning of the customer's journey to the end such as call duration, call recording and call scripting. Additionally, you can create specific segments and workflow using the call activity to streamline your sales process and make data-driven decisions.

9. Lead generation integrations

  • Typeform

Typeform integration allows you to create and design responsive forms to capture more leads and convert them into paying customers. By integrating Typeform, you can sync data with HubSpot to easily track, segment and understand your customer's journey - reducing conversion time. This HubSpot integration enables you to map and customise customer records for easy access, segmentation and much more.

  • Gravity Forms

Leverage the contact management plugin in HubSpot for contact management of your Gravity forms. This integration allows you to sync Gravity Forms contacts effortlessly within HubSpot and ensure seamless integration to track, manage and segment your contacts, create and update contact profiles on the landing page and contact insights and analytics- all within the HubSpot platform.

  • Unbounce

Unbounce integration allows you to create lead generation or landing pages to capture and qualify leads. By integrating Unbounce, you get the best of both tools, including the freedom to automatically sync contact and lead details within HubSpot. enhancing the synergy of HubSpot sales hub onboarding and the overall HubSpot integration. Not only this, but you can set trigger-based emails for nurturing leads and enhancing the lead conversion process.

In conclusion, leveraging the power of HubSpot integrations your sales team can work smarter to achieve remarkable results.

At TransFunnel, we offer a range of software integration services that can help you enhance your customer experience by streamlining processes and making it easier for customers to interact with your brand.

Contact us to Supercharge your sales process with HubSpot integrations! 

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