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Customerly + HubSpot Integrations

Syncing Customerly with HubSpot is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

About HubSpot

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

HubSpot Integrations
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.

  • Company Recently Created or Updated

    Triggers when a company recently created or updated.

  • Contact Recently Created or Updated

    Triggers when a contact recently created or updated.

  • Line Item Recently Created or Updated

    Triggers when a line item recently created or updated.

  • New Company

    Triggers when a new company is available.

  • New Company Property Change

    Triggers when a specified property is provided or updated on a company.

  • New Contact

    Triggers when a new contact is available.

  • New Deal

    Triggers when a new deal is available.

  • New Deal Property Change

    Triggers when a specified property is provided or updated on a deal.

  • New Deal in Stage

    Triggers when a deal enters a specified deal.

  • New Form Submission

    Triggers when a form in submitted.

  • New Line Item

    Triggers when a new line item is available.

  • New Product

    Triggers when a new product is available.

  • New Ticket

    Triggers when a new ticket is available.

  • Product Recently Created or Updated

    Triggers when a product recently created or updated.

    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.

  • Create Deal

    Create 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

Customerly is a customer experience platform that offers a suite of products and services that enable businesses to create a personalized, data-driven customer experience.

HubSpot

HubSpot is a proper top for small businesses, marketers and entrepreneurs. It’s a software as a service platform built specifically for small businesses. It was launched in 2006 by Brian Halligan and Dharmesh Shah.

Integration of Customerly and HubSpot

This integration between Customerly and HubSpot will help you to build your sales process and deliver it with the right message at the right time.

Integration between Customerly and HubSpot helps you to:

  • Increase sales and revenue. This integration allows you to identify the prospects and generate leads with the right message at the right time. You can now use all the information about your prospects and customers from Customerly to increase sales and revenue.
  • Reduce costs. This integration enables you to reduce cost as now there is no need to hire new employees as well as utilize existing employees more effectively. It also reduces the risk of making mistakes as they can be checked before sending them out. This way, you will save money.
  • Improve customer satisfaction. This integration offers you an outstanding opportunity to listen and engage with your customers and learn more about their needs and wants. When you can know what your prospects and customers like and dislike, you can improve their satisfaction.
  • Increase productivity. This integration enables you to work with your employees effectively. You can now accomplish more by utilizing your current staff members better. It also makes it easy for you to manage all processes such as lead scoring, drip campaigns, contact data management etc. easily. This increases your productivity.
  • Increase overall efficiency. This integration gives you the ability to get tasks done effectively whether it is lead generation or outreach, reporting or monitoring or reporting. With this integration, you can get tasks done quickly, easily and accurately without any errors. This increases your overall efficiency.
  • Use data to make better decisions. Integrating HubSpot with Customerly will help you to get everything related to your prospects and customers in one place so that you can make better decisions based on the data gathered. It will help you to improve customer experience by making use of data-driven insights which will result in better customer experience.
  • Get insights into customer behavior. Integrating HubSpot with Customerly will enable you to get insights into customer behavior which will help you to provide the best possible experience for your customers. It will help you to understand your customers’ buying patterns, behaviors, interests, preferences etc. so that you can give them better recommendations based on their preferences.
  • Get insights into customers’ buying patterns. Integrating HubSpot with Customerly will enable you to identify customers’ buying patterns so that you can give them recommendations based on their buying patterns which will result in higher sales for your business. This integration will help you to reach out to prospects with relevant information when they are ready to buy products or services from your company. It will also help you to create high conversion rate in your business by providing the right message at the right time. If you are using email marketing then it will help you to send targeted email messages which are relevant to the recipient.
  • Get insights into customers’ interests. Integrating HubSpot with Customerly will enable you to get insights into customers’ interests so that you can provide them with content which is interesting for them. This means that if they are interested in reading something then you can send them relevant information which they are interested in reading which results in increased engagement with your business thus increasing sales.
  • Get insights into customers’ preferences. Integrating HubSpot with Customerly will enable you to identify customers’ preferences so that when they are ready to purchase something then you can recommend products or services which match their preferences thus leading to increased sales. It also helps in building trust among your customers so that they remain loyal towards your brand.

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.