Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.
ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.ProfitWell Integrations
HubSpot CRM + ProfitWellAdd Customer in ProfitWell when New Deal is created in HubSpot CRM Read More...
HubSpot CRM + ProfitWellChurn Subscription in ProfitWell when New Deal is created in HubSpot CRM Read More...
HubSpot CRM + ProfitWellGet Customer Info in ProfitWell when New Deal is created in HubSpot CRM Read More...
HubSpot CRM + ProfitWellUpgrade or Downgrade Subscription in ProfitWell when New Deal is created in HubSpot CRM Read More...
HubSpot CRM + ProfitWellAdd Customer in ProfitWell when New Contact Property Change is created in HubSpot CRM Read More...
It's easy to connect HubSpot CRM + ProfitWell without coding knowledge. Start creating your own business flow.
Triggers when a new company is created.
Triggered every time a new contact is created in HubSpot.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Triggers when a new deal is created.
Triggers when a new deal enters a stage.
Associates the deal with dealId with the contact.
Creates a new company.
Creates a new deal.
Create a new contact or update an existing contact based on email address.
Updates an existing company.
Updates an existing deal.
Add a new customer on your profitwell account.
Get MRR and plan info on customer.
Upgrade or downgrade subscription
HubSpot CRM stands for Customer Relationship Management and it is an integrated software for business management. It helps businesses to manage all the aspects of their business including sales, leads, social media and marketing, customer support and so on. HubSpot CRM also manages the customer database as well.
HubSpot is a popular CRM for small business which is available for free, but offers paid plans for advanced features. Businesses can sign up for a free trial of HubSpot CRM at http://www.hubspot.com/startup.
ProfitWell is a cloud-based SaaS application that provides insights into pricing, marketing, and sales data across channels and campaigns. It is designed to help companies identify what is working in their marketing efforts to make more money. ProfitWell helps marketers and salespeople to manage their pricing and acquisition costs with ease. It has a multi-channel, campaign and user-level reporting capabilities, which are useful for analyzing conversion rates, revenue per acquisition and ROI. It can be used by SMBs or enterprises for tracking cost per acquisition across multiple advertising channels and campaigns. For best results, you need to integrate ProfitWell with your existing marketing tops like Google Analytics, AdWords, Facebook Ads, Hubspot CRM, etc.
In this section, we would explain how the integration of HubSpot CRM and ProfitWell works.
Step 1. Create a HubSpot account at https://www.hubspot.com/signup. It will take just a few minutes to sign up for a free trial of HubSpot CRM but remember that you will have access to only a limited number of features when you sign up for a free trial.
Step 2. Login to your HubSpot account to access the CRM platform. You can also login from the upper right hand corner by clicking on the icon of your username as shown below:
Step 3. Once you are logged into your HubSpot account, you will see that you have access to three sections i.e. Sales, Marketing and Service & Support options on the left side of your screen as shown below:
Step 4. Click on the Marketing option on the left side if the screen and then click on Connectors option as shown below:
Step 5. Next, click on the Google Analytics connector option as shown below:
Step 6. Then tap on the Connect with Google Analytics button as shown below:
Step 7. Next, you need to provide your Google Analytics client ID in order to connect Google Analytics with HubSpot CRM. The Google Analytics client ID can be found in your Google Analytics account as shown below:
Note. You may also find your Google Analytics client ID number in Google Analytics tracking code by using one of the fplowing methods:
Click here to see step by step instructions on how to find your Google Analytics client ID number via Google Tag Manager inspection top. Click here to see step by step instructions on how to find your Google Analytics client ID number via Google Tag Assistant extension in Chrome browser. Click here to see step by step instructions on how to find your Google Analytics client ID number via Google Tag Assistant extension in Firefox browser. Click here to see step by step instructions on how to find your Google Analytics client ID number via Google Tag Manager inspection top in Firefox browser.
Step 8. Enter the Google Analytics client ID generated in Step 7 above into the box provided in Step 6 above and then click on the Connect button as shown below:
Step 9. Next, click on Yes button at the notification message as shown below:
Step 10. Now, you will be redirected to the page where you will see that the Successfully connected with Google Analytics message is displayed under Connected To section as shown below:
The process to integrate HubSpot CRM and ProfitWell 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.