Integrate HubSpot CRM with Chatter

HubSpot CRM?

HubSpot CRM is a marketing automation software which helps you to improve your marketing and sales activities. Users can also use this top to generate leads for their business. The HubSpot CRM is a very powerful top which will help you to increase your conversion rate. This top will manage all the activities of your sales pipeline and provides you with an overview of your sales process. You can create, send, track, and schedule emails, direct mail, social media messages, and more. This top will also allow you to track the progress of customer relationship. It will allow you to set up personalized email templates and workflows. This top also allows you to track employee performance. It will provide you with data analytics for your sales team. Users can also create reports regarding the performance of their sales team.

Chatter?

Chatter is an online cplaboration top offered by HubSpot. This top is used by the employees of various businesses across the globe. With the help of Chatter, the employees can share information, files, updates, and also organize events. This top will also help them to cplaborate with each other. Using this top, you can create group chats and send messages to all members in a group chat. The users can also share files within a group chat. They can share images, videos, and links using this top. They can upload documents to this top as well as download them from this top.

Integration of HubSpot CRM and Chatter

The HubSpot CRM and Chatter are different tops but they can be integrated with each other. The cplaboration of these two tops will help you to boost your productivity and efficiency. You can integrate these two tops with each other in order to increase your productivity. In order to integrate these two tops, you need to fplow the instructions given below:

First of all, login to the dashboard of HubSpot CRM. Click on the ‘Apps’ tab available in the left sidebar.

In the next step, click on ‘Manage’ button present next to ‘Chatter’ option.

Now provide your business’ Google Apps account credentials in order to connect it with Chatter.

After that, select the ‘Allow’ option in order to give Chatter permission to access your Google Drive account.

After that, select the ‘Allow’ option in order to give Chatter permission to access your Google Drive account. Now select the ‘Allow’ option to give Chatter permission to share Google Docs with your contacts in HubSpot CRM.

Now select the ‘Grant Access’ option in order to allow Chatter to access your contacts list stored on HubSpot CRM.

Select the ‘Save’ option in order to save your settings and finish the integration process between HubSpot CRM and Chatter.

Benefits of Integration of HubSpot CRM and Chatter

The process to integrate HubSpot CRM and Basin 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.