Integrate ProfitWell with HubSpot CRM

Appy Pie Connect allows you to automate multiple workflows between ProfitWell and HubSpot CRM

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About ProfitWell

ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.

About HubSpot CRM

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.

Want to explore ProfitWell + HubSpot CRM quick connects for faster integration? Here’s our list of the best ProfitWell + HubSpot CRM quick connects.

Explore quick connects

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Connect ProfitWell + HubSpot CRM in easier way

It's easy to connect ProfitWell + HubSpot CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • Actions
  • Add Customer

    Add a new customer on your profitwell account.

  • Churn Subscription

    Churn Subscription.

  • Get Customer Info

    Get MRR and plan info on customer.

  • Upgrade or Downgrade Subscription

    Upgrade or downgrade subscription

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

How ProfitWell & HubSpot CRM Integrations Work

  1. Step 1: Choose ProfitWell 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 CRM 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 ProfitWell to HubSpot CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of ProfitWell and HubSpot CRM

ProfitWell?

ProfitWell is a company for SaaS (software as a service. companies, which helps them to track their business metrics, and alerts companies when something is not working properly. It mainly tracks revenue, customer acquisition cost, and churn rate, and allows users to track the progress of the business through charts. There are three basic versions. free, enterprise, and pro. The free version has a limited number of companies that can be tracked in the dashboard. The enterprise version is spd as part-time annual subscription at $1,199/year. The pro version, which includes custom dashboards, is spd as part-time annual subscription at $3,099/year.

HubSpot CRM?

HubSpot is an all-in-one CRM (customer relationship management. software that helps businesses manage their sales pipeline, marketing, customer support, and analytics. It was founded by Brian Halligan and Dharmesh Shah in 2006 and was available for customers since February 2008. It has both free and paid versions. The free version offers limited features such as tracking emails, contacts, campaigns, and reports. The paid version has more advanced features such as lead scoring, email templates, analytics, webhooks, and more.

Integration of ProfitWell and HubSpot CRM

There are many benefits in integrating ProfitWell with HubSpot CRM. The first benefit is that it allows HubSpot customers to see their revenue data from ProfitWell on their HubSpot dashboard. This means that they can know how much money they are making right away without any additional work. Another benefit is that HubSpot customers can use ProfitWell’s forecasting feature to predict how much money they will make in the future. HubSpot customers will not need to open up a separate top to do this anymore. Also, HubSpot customers can get notifications when they have been using ProfitWell for longer than a certain period and then decide if they want to continue with ProfitWell’s services or switch to another company. Moreover, HubSpot customers can also get notifications when they have been using ProfitWell for less than a certain period and then decide if they want to continue with ProfitWell’s services or switch to another company before they get charged for the month. Lastly, HubSpot customers can also get notifications when their revenue is decreasing too quickly. This allows them to figure out what is wrong with their business so that they can fix it right away and prevent their business from going under.

Benefits of Integration of ProfitWell and HubSpot CRM

There are many benefits of integrating ProfitWell with HubSpot CRM. The first benefit is that it allows HubSpot customers to see their revenue data from ProfitWell on their HubSpot dashboard. This means that they can know how much money they are making right away without any additional work. Another benefit is that HubSpot customers can use ProfitWell’s forecasting feature to predict how much money they will make in the future. HubSpot customers will not need to open up a separate top to do this anymore. Also, HubSpot customers can get notifications when they have been using ProfitWell for longer than a certain period and then decide if they want to continue with ProfitWell’s services or switch to another company. Moreover, HubSpot customers can also get notifications when they have been using ProfitWell for less than a certain period and then decide if they want to continue with ProfitWell’s services or switch to another company before they get charged for the month. Lastly, HubSpot customers can also get notifications when their revenue is decreasing too quickly. This allows them to figure out what is wrong with their business so that they can fix it right away and prevent their business from going under.

The process to integrate ProfitWell and HubSpot CRM 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm