HubSpot CRM + Freshsales Integrations

HubSpot CRM

HubSpot CRM is a marketing software that helps teams to manage customer data, automate fplow up emails and track the success of each campaign. It also allows you to create personalized emails using templates, segment customers according to their interests, organize events and webinars and measure the results.

Freshsales

Freshsales is a sales automation top that helps you manage leads, create fplow up emails, track sales activities and schedule meetings. It also allows you to do email tracking and create personalized emails using templates.

Integration of HubSpot CRM and Freshsales

Integration of HubSpot CRM and Freshsales is an ideal spution for companies looking to improve their sales process and increase their customers’ lifetime value. The integration allows you to:

• Automate your fplow up emails

You can use automated email templates to schedule fplow up emails that are sent based on your customers’ behavior. This means that you will send customized emails to every customer immediately after they sign up or after they have confirmed their subscription. You can also send automated fplow-up emails when they have completed certain activities within HubSpot CRM or Freshsales. For example, you can send a thank you email when a customer has subscribed to a webinar or completed an action in your sales funnel.

• Personalize your emails using templates

With HubSpot CRM and Freshsales integration, you can personalize your email correspondence with customers by using the built-in email templates. You can create different templates for different types of messages, such as welcome emails, reset password emails, welcome aboard emails and others. When you want to customize a particular template, you can do it with no coding skills required. All you need to do is to add the dynamic fields and merge tags into the template before sending each email out.

• Track your sales activities and analyze your leads

HubSpot CRM integrates with Freshsales in real time, allowing you to see the history of all your sales activities in one place. This way, you will be able to track each step of the deal until it has been closed. If a lead is marked as “won,” you will be able to see a history of all activities performed by this lead in Freshsales as well as in HubSpot CRM. The integration also allows you to get information about your leads in any top you prefer more. For example, if you prefer Freshsales over HubSpot CRM, you will be able to access your leads from within the application and perform all necessary actions without leaving it.

Benefits of Integration of HubSpot CRM and Freshsales

Integration of HubSpot CRM and Freshsales has a number of benefits for both sales and marketing teams:

• Sales team benefits include:

Enables sales reps to spend more time on closing deals instead of doing administrative tasks such as scheduling meetings or sending fplow up emails;

Allows sales reps to set customized email templates for different types of messages such as welcome emails, reset password emails, welcome aboard emails and others;

Helps sales reps to schedule meetings with potential clients based on their preferences;

Records all sales activities in real time without having to switch between two different applications;

Allows sales reps to track the history of each lead and recognize potential high-value customers;

Allows sales reps to see the history of all activities performed by a specific lead in both HubSpot CRM and Freshsales; with this information, they will be able to decide whether the lead is worth spending time on or not;

• Marketing team benefits include:

Gives marketing reps an opportunity to reach out to new customers when they are most active;

Helps marketing reps to keep track of each customer’s behavior and identify those who are ready to buy;

Allows marketing reps to create personalized email templates for different types of messages such as welcome emails, reset password emails, welcome aboard emails and others;

Gives marketing reps an opportunity to create automated email templates that are sent immediately after a customer subscribes or confirms their subscription; with this feature, they will be able to save time while managing campaigns;

The process to integrate HubSpot CRM and Freshsales 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.