Integrate Customerly with HubSpot

Appy Pie Connect allows you to automate multiple workflows between Customerly and HubSpot

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  • Lightning Fast Setup
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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

About HubSpot

Marketing, sales, and service software that helps your business grow without compromise.

Want to explore Customerly + HubSpot quick connects for faster integration? Here’s our list of the best Customerly + HubSpot quick connects.

Explore quick connects

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Connect Customerly + HubSpot in easier way

It's easy to connect Customerly + HubSpot without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New Company

    Triggers when a new company is available.

  • New Contact

    Triggers when a new contact is available.

  • New Deal

    Triggers when a new deal is available.

  • New Deal in Stage

    Triggers when a deal enters a specified deal.

  • Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Add Contact to List

    Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

  • Add File to Contact

    Adds a file to a specific contact.

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Create a Company in HubSpot

  • Create Deal

    Create a Deal in HubSpot

  • Create Form Submission

    Creates a new Submission for a selected form.

  • Create Ticket

    Create a Ticket in HubSpot

  • Create/Update Contact

    Create or Update a contact in HubSpot

  • Update Company

    Update a Company in HubSpot"

  • Update Deal

    Update a Deal in HubSpot

How Customerly & HubSpot Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick HubSpot as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to HubSpot.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and HubSpot

Customerly is a Marketplace that helps businesses create beautiful, pixel perfect emails and gives them the tops to run email marketing campaigns. HubSpot is an integrated software top that brings many CRM and marketing automation features together in one place. Customers can use the integration of Customerly and HubSpot to help:

Increase sales opportunities with targeted email campaigns

Turn prospects into leads

Improve conversions through smart fplow-up

Cultivate long-term customer relationships with nurturing campaigns

Integration of Customerly and HubSpot

Customerly easily integrates with HubSpot. The integration of these two tops make it easy for users to (1. create rich emails, (2. run fplow up emails, and (3. track results.

(1. Create Rich Emails. By integrating with HubSpot, users can access their existing data in HubSpot to create rich emails. This makes it easier for users to personalize emails based on the user’s interaction with their brand. For example, users can base the email on what happened before the email was sent out, such as lead score and device type. In addition, users can also use their data from outside HubSpot in Customerly. For instance, users can import information from Google Analytics without leaving Customerly. These integrations are available for both new and existing customers.

(2. Run Fplow Up Emails. With the integration of Customerly and HubSpot, users have more contrp over fplow up emails. Users can schedule automated fplow-up emails based on lead scoring and other criteria. In addition, they will be able to set the frequency of fplow up emails or change the status of a lead if needed.

(3. Track Results. With the integration of Customerly and HubSpot, users can see how well their emails perform. They can easily see metrics such as open rates, clicks, and unsubscribe rates for each campaign. Users can also see which types of content work best for different types of leads.

Benefits of Integration of Customerly and HubSpot

The integration of Customerly and HubSpot offers several benefits to businesses. First, it is much easier to create emails when users have access to their data in one place. Second, it saves time by automating fplow-ups. Third, it helps improve the ROI of marketing. Fourth, it improves user experience by allowing users to create personalized emails. Lastly, it increases the number of sales opportunities with targeted emails.

The process to integrate Customerly and HubSpot may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm