Paymo is a full-featured online project management software for small and medium businesses that allows them to track the entire life cycle of a project, from initiating to completion.
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.
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Triggers when a new client is created.
Triggers when a new client contact is created
Triggers when a new invoice is created.
Triggers when a new project is created.
Triggers when a new report is created.
Triggers when a new task is created.
Triggers when a new task list is created.
Triggers when a new time entry is created.
Triggers when a task is updated.
Triggers when a time entry is updated.
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.
Creates a client.
Creates a expense.
Creates an invoice.
Creates a new project.
Creates a task.
Creates a task list.
Creates a time entry.
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.
Paymo is a new communication platform for sales people. It is an app that lets you connect to your customers, your team and your company. It provides you with a dashboard to track the progress of your deals. It is a free app based on CRM.
HubSpot CRM is a cloud-based sales and marketing platform that helps businesses grow. It supports marketing, sales, and service functions. The CRM software provides functionalities like sales pipeline management, lead management, lead scoring and reporting.
Paymo integrates with HubSpot CRM seamlessly. It is built specifically to integrate with other apps and provide more value to the user. When you integrate Paymo with HubSpot CRM, the two work together in harmony to provide you with a better and more productive sales experience. For example, when you create your deal in Paymo, it automatically creates a record in HubSpot CRM along with the contact information for your customer. You can also send emails and reminders through Paymo which are automatically added to the HubSpot CRM dashboard of your customer. If a person replies to an email from Paymo, then the reply and the entire conversation is tracked in HubSpot CRM so that you can keep a track of all earlier correspondence. This integration makes it easier for you to stay organized and thus increases productivity.
Integration of Paymo and Hubspot CRM has many benefits. Let us look at some of them briefly.
Saves time. Integration of Paymo and Hubspot CRM saves time by providing you with one place to keep track of all your activities related to sales and marketing. With this integration, you do not have to log into different applications, but can use just Paymo.
Increased productivity. Integration of Paymo and Hubspot CRM helps increase productivity because of its seamless integration. The two applications work together in harmony to save time and make you more efficient. This integration is particularly useful if you are using both the applications and need them to work together seamlessly. For example, if someone replies to an email sent using Paymo, it is added directly to the HubSpot CRM account of the recipient so you do not have to go searching for the information there.
Better organization. Integration of Paymo and Hubspot CRM helps increase productivity because it allows you to organize your work better. If a deal or a contact is created in Paymo, it automatically gets added to the relevant file in HubSpot CRM and vice versa. So you can easily organize your work and access all your contacts from one place. Integration also helps you share documents between your team members so that everyone has access to the same information whenever required. You can also stay in touch with your customers and prospects through various channels such as Facebook, Twitter, LinkedIn, Gmail, etc.
In conclusion, integration of Paymo and Hubspot CRM helps reduce your workload and make you more efficient at what you do.
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