HubSpot sert de solution CRM holistique, combinant de manière transparente les fonctionnalités de marketing, de vente et de service client. Il permet aux entreprises de rationaliser des tâches telles que le marketing par e-mail, la gestion des réseaux sociaux, la génération de leads, l'automatisation des ventes et le support client, augmentant ainsi l'efficacité opérationnelle et améliorant les relations clients.
Se déclenche lorsqu'un contact a été récemment créé ou mis à jour.
Se déclenche lorsqu'une nouvelle entreprise est disponible.
Se déclenche lorsqu'un nouveau contact est disponible.
Se déclenche lorsqu'une nouvelle offre est disponible.
Se déclenche lorsqu'une transaction entre dans une transaction spécifiée.
Se déclenche lorsqu'un formulaire est soumis.
Se déclenche lorsqu'un nouveau produit est disponible.
Déclenche lorsqu'une société de mise à jour est disponible
Se déclenche lorsqu'une nouvelle affaire est créée.
Ajoute un contact à une liste statique spécifique. (Plans Marketing Hub Starter et plus)
Ajoute un fichier à un contact spécifique.
Associe la transaction avec dealId au contact.
Crée des associations entre objets
Créer une entreprise dans HubSpot
Créer un accord dans HubSpot
Crée une nouvelle soumission pour un formulaire sélectionné.
Créer un line_item dans HubSpot
Créer un ticket dans HubSpot
Créer ou mettre à jour un contact dans HubSpot
Mise à jour d'une société dans HubSpot "
Mettre à jour un contrat dans HubSpot
Rechercher un produit et créer-le.
Trouver un contact existant.
Recherchez l'accord.
Rechercher un élément de campagne en effectuant une recherche
Trouver un propriétaire existant
Rechercher un produit et créer-le.
Guide d'intégration HubSpot étape par étape
Pour intégrer l'application HubSpot à Appy Pie Automate, cliquez sur Connecter HubSpot. Maintenant, connectez-vous à votre compte Appy Pie Automate ou créez-en un nouveau pour commencer le processus d'intégration.
Par la suite, choisissez votre service préféré et cliquez sur Continuer. Lors de la création d'un HubSpot Connect, il vous sera demandé de sélectionner votre compte.
Maintenant, un pop-up apparaîtra qui vous demandera de vous connecter à votre compte HubSpot, ensuite, vous devez ajouter au serveur et cliquer sur Continuer.
Enfin, cliquez sur le bouton Autoriser pour permettre à Appy Pie d'accéder à votre compte HubSpot. Cliquez sur Continuer pour reconfirmer le compte.
Génial ! Vous êtes prêt à intégrer HubSpot sur Appy Pie Automate !
Slack is one of the leading team collaboration software that is basically used to communicate within your team. The best part about this software is that it can be integrated with other apps like HubSpot and help businesses smoothen their workflows.
For instance, you are using HubSpot CRM to manage the customer feedback system. Without integrating HubSpot with Slack, you need to manually check your website and other platforms for customer feedback at regular intervals. However, if you choose HubSpot as a trigger app and authenticate it with third-party workflow automation software like Appy Pie Automate, every time a customer writes the feedback, concerned employees will directly get notified on their Slack accounts.
Google Contacts had made the syncing of contacts across all our devices easy. Even if you lose your phone, you need not worry about the contacts saved in that device. Google Contacts helps you safely back up your contacts in the cloud. Let’s see how integrating Google Contacts with HubSpot CRM can help you automate this task.
Suppose a new visitor landed on your website page and shared contact details with your team. (obviously, you are managing visitors with the help of HubSpot CRM). To store their details in your phonebook, you need to enter them manually. However, if you integrate HubSpot CRM with Google Contacts, as soon as a new contact detail is entered or old is updated on any of your business-related platforms, your contact list will be updated automatically.
Microsoft Teams is one of the leading software that lets your team have a threaded conversation, meetings, video conferencing, and much more. The software can be integrated with various other software and help you automate your regular business workflows.
Real-time conversation with users is important for your sales, marketing, and services teams for the growth of a business. If you integrate HubSpot CRM with Microsoft Teams, every time a user interacts with your dedicated business platform like website, social media account, etc, the concerned team will be notified immediately on their Teams account. By notifying teams, it would be possible for your business to communicate with users in real-time and assure seamless experience of customers.
Gmail is an intuitive and easy-to-use email software that keeps your messages safe and secure. Since 2004, Gmail has revolutionized the way businesses and individuals used to send emails to each other.
Integrating HubSpot with the company’s Gmail account can help your business send one-to-one emails from CRM, reply directly from HubSpot, and much more. Also, you need not spend time sorting out through emails and then replying to them accordingly. You just need to set HubSpot as a trigger app and authenticate via third party software like Appy Pie Automate. Then, you need to set up Gmail as an action app and trigger action for automating the workflow. And you are done!
Salesforce is the powerful cloud-based CRM software that helps in building long-lasting relationships with customers after understanding them carefully. It assures that your every customer interaction will ultimately result in growing profits for your business.
You might be wondering that what is the use of integrating two CRM software i.e., HubSpot and Salesforce. HubSpot with Salesforce integration can result in better database management, richer lead intelligence, and efficient revenue reporting.
For example, you have set up the master database of all your visitors, users, and customers in HubSpot CRM. You had deployed Salesforce for managing the data on which your team is currently working. Every time an action is taken over the database managed on Salesforce; you need to manually enter the changes on HubSpot CRM. However, if you integrate both the CRMs, every change that takes place in the database managed on Salesforce will automatically get updated on HubSpot CRM.
Zoom is one of the popular cloud-based software for video communications, conferencing, and webinars. It has become the new medium to generate leads, disseminate new updates among users, and retaining customers for a long.
Integrating Zoom with HubSpot CRM can be helpful in organizing and managing webinars. You can automatically add video conference links to the meeting schedules mentioned in HubSpot and automatically add registrants to Zoom webinar. You just need to remember that you cannot connect multiple Zoom accounts to HubSpot and need to set up HubSpot as a trigger app while Zoom as the action app.
Shopify is an e-commerce platform that helps your business sell your products online, on Facebook, or in person. It offers various tools to customize your e-commerce software as per your business requirements.
By integrating Shopify with HubSpot, your business can generate more traffic and increase revenue from an existing customer base. Your financial teams can easily analyze the Shopify data like average order values, abandoned cart recovery, and much more in HubSpot as integration will allow the automatic syncing of data between Shopify and HubSpot.
In the present era, it has become necessary to automate some of your business tasks. It won’t only help you increase the efficiency but also spare more time for you to decide the further business strategies.
Appy Pie Automate can help you in integrating thousands of business-related software and automate the workflows. You need no technical knowledge to combine two software but are just required to follow the step-by-step guide mentioned in the software itself. So, for every major HubSpot integration and many more integrations, you can try Appy Pie Automate now!