HubSpot funge da soluzione CRM olistica, fondendo perfettamente funzionalità di marketing, vendite e servizio clienti. Consente alle aziende di semplificare attività come l'email marketing, la gestione dei social media, la generazione di lead, l'automazione delle vendite e l'assistenza clienti, aumentando l'efficienza operativa e migliorando le relazioni con i clienti.
Si attiva quando un contatto è stato creato o aggiornato di recente.
Si attiva quando è disponibile una nuova azienda.
Si attiva quando è disponibile un nuovo contatto.
Si attiva quando è disponibile una nuova offerta.
Si attiva quando un accordo entra in un accordo specificato.
Si attiva quando un modulo viene inviato.
Si attiva quando è disponibile un nuovo prodotto.
Si attiva quando è disponibile una società di aggiornamento
Si attiva quando viene creato un nuovo accordo.
Aggiunge un contatto a un elenco statico specifico. (Piani Marketing Hub Starter e superiori)
Aggiunge un file a un contatto specifico.
Associa l'accordo con dealId al contatto.
Crea associazioni tra oggetti
Creare una società in HubSpot
Creare un accordo in HubSpot
Crea un nuovo invio per un modulo selezionato.
Crea un line_item in HubSpot
Creare un biglietto in HubSpot
Creare o aggiornare un contatto in HubSpot
Aggiornare un'azienda in HubSpot".
Aggiornare un accordo in HubSpot
Cerca prodotto e crealo.
Trova un contatto esistente.
Ricerca di un accordo.
Trova l'elemento pubblicitario cercando
Trovare un proprietario esistente
Cerca prodotto e crealo.
Guida all'integrazione di HubSpot passo dopo passo
Per integrare l'app HubSpot in Appy Pie Automate, fare clic su Connect HubSpot. Ora, accedere al proprio account Appy Pie Automate o crearne uno nuovo per avviare il processo di integrazione.
Poi, scegliere il servizio preferito e fare clic su Continua. Quando si crea un HubSpot Connect, viene chiesto di selezionare il proprio account.
Ora, apparirà un pop-up che chiederà di accedere al proprio account HubSpot; inoltre, è necessario aggiungere al server e fare clic su Continua.
Ultimo ma non meno importante, premere il pulsante Autorizza per consentire ad Appy Pie di accedere al proprio account HubSpot. Fare clic su Continua per riconfermare l'account.
Grande! Sei pronto per l'integrazione di HubSpot su 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!