Introduction to Hubspot Integrations
Streamline and scale your sales processes with powerful sales integrations
What is a HubSpot Integration?
Most businesses use many different tools, and in their day-to-day operations, they need to rely on data pulled from different sources, such as from their CRM, their email marketing platform, analytics, etc.
HubSpot integrations allow data to be passed to and from Hubspot and other platforms, allowing you to sync data and save time by automating repetitive tasks without coding.
Rather than having to manually transfer data between different systems, integrations allow you to automatically keep all information in each system up to date and in sync with each other…in real-time.
You can also use integrations to create workflow triggers that automatically run a particular process when a specific condition is met (such as automating a thank-you email after your sales call or automatically passing contact info from your marketers to your sales team).
The 7 benefits of HubSpot Integrations
Integrations are an excellent way to streamline the operations of your business, with Hubspot integrations being particularly helpful at streamlining sales and marketing processes.
Hubspot integrations can help you…
Improve your team’s productivity, by automating manual processes
Businesses are fundamentally made up of a series of processes, some completely manual and some less so. You can dramatically increase the productivity of your teams by using Hubspot Integrations to automate many of these (formerly manual) processes.
Any time there is a standardized process, it’s a good candidate for assessing whether you can automate it with an integration. You can trigger a process to run in many different ways, such as sending an email, making a call, updating a contact in your CRM, a purchase being made, or viewing the pricing page or slide.
Use integrations to automatically trigger followups, thank-yous, requests for testimonials, requests for referrals, and so much more. The options are endless.
Have the data to make better decisions, by bringing all your info into Hubspot, while eliminating data entry work
Automatically sync contact info and engagement analytics from your presentations to Hubspot. Have data from all sources in front of you when it comes to deciding how best to close a deal. Usually, your sales reps need data from multiple systems, such as previously sent followups in the CRM, and records of past transactions from the accounting software. Use integrations to pull all the important sales info into Hubspot, saving your sales team from wasting time constantly switching between tools to find the relevant info. Using integrations to streamline a process that involves time-consuming tasks or data entry work generally results in dramatic improvements in productivity and efficiency.
Reduce human error
Human error in sales can be quite costly. When you reduce the amount of data entry and manual repetitive work, you reduce the likelihood and frequency of mistakes, while also freeing your people up to spend their time on higher impact areas.
Scale your business more efficiently
Regularly reviewing your processes to see what you can streamline or automate with integrations allows you to set up your business for scale. It prevents excessive time being wasted on admin, helps ensure your operations are efficient enough to be able to scale up as you grow, reduces the number of people you need to hire as you grow, and enables your team to focus on the most essential parts of your business.
Automate and streamline client onboarding
Once a deal is closed and a sale is made, it’s time to start onboarding them. Maybe they still need to schedule the kickoff call, sign a contract, or receive and review onboarding info from you. You can leverage integrations to streamline or even fully automate much of the onboarding process for your clients. Doing this creates a more consistently positive experience for your clients, and also helps to ensure you don’t forget a step…or take too long to get it done.
Eliminate missed calls, missed meetings, missed opportunities
How many times has someone on your team missed an important call, either because they forget, the prospect forgot, or they had some issue joining the call? You can use integrations to automatically send reminders for upcoming sales calls, to prevent missed called and missed sales.
The #1 Hubspot Integration…
The #1 Hubspot Integration for Sales Presentations
#1 Integration for Any Presentation-Based Sales Process
#1 Integration for EVERY Business that Pitches Via Presentation
#1 Sales Enablement Integration for Presentations
The #1 Sales Enablement Tool for Presentations
The #1 Hubspot Integration for Sales Presentations…
The Hubspot-Slidecast Integration
One of the most powerful sales enablement integrations for Hubspot is called Slidecast. Slidecast is to sales presentations what Hubspot is to marketing.
Slidecast is a powerful remote selling platform designed to streamline and scale presentations, pitches, and product demos. Efficiently deliver presentations, track presentation engagement, and send follow-ups to their Hubspot contacts.
Slidecast helps sales professionals to make and deliver sales presentations more consistently, more engagingly, more quickly, and at scale. More than 250,000 presentations have been delivered through the platform, with 41,000 hours worth of attention from prospects on user presentations.
Using Slidecast + Hubspot gives you…
A powerful sales enablement for any slide-based pitch, presentation, or product demo
For many businesses, the pitch deck or product demo is the clincher in their sales process. Slidecast is the easiest way to create genuinely impressive audiovisual presentations. Pitch with Slidecast to keep them focused on your presentation, with you in the lead. With this integration you can create, send, and track impactful pitches, presentations, and product demos to your Hubspot contacts so you can close more deals.
Create beautiful, professional presentations in minutes, not hours
Slidecast is the easiest way to create genuinely impressive audiovisual presentations. Effortlessly create high-converting presentations, even if you’re not a graphic designer. Use built-in templates, import a PowerPoint, or use Canva’s design tools to build beautiful professional slides with dynamic elements.
Deliver a pitch or presentation to their Hubspot contacts, from any device, to any device, with a single click and no software
Send presentations to your HubSpot contacts in one seamless flow, with the recipient able to follow along in real-time simply by clicking a link in their email or text message. Your presentations are mobile-responsive, interactive, trackable, and upgraded with dynamic content like GIFs, video, and fillable forms…with zero downloads or installs required. This allows users to skip many of the technical headaches that can come up in sales presentations. A powerful sales enablement tool that lets you deliver a pitch or presentation from any device, to any device, with a click.
Low-friction remote selling – deliver more pitches and close more deals with Self-Guided presentations
Slidecast has a unique feature that lets you create and deliver ‘Self-Guided’ Slidecasts, which is a presentation where audio clips guide the prospect through your pitch. This empowers sales professionals to, for example, deliver more sales presentations to prospects who missed the meeting, or those who needed to view it again because they circled back after 3 months.
Understand your presentation’s performance with presentation analytics, synced to Hubspot
View real-time analytics on your presentations, and use powerful engagement data to send more targeted and strategic followups. Monitor presentation metrics like completion rate, time spent on each slide, when (or whether) a lead has viewed the presentation, whether they made it to your pricing slide, etc. Automatically sync contact info and engagement analytics from your presentations to Hubspot. Trigger workflows that automate time-consuming tasks related to any sales process that involves showing a slide deck.
Create post-pitch touchpoints with text messages and voice calls
Send and receive marketing communications through Slidecast and HubSpot. Send text messages and make phone calls. Discuss slides in real-time as your client scrolls through your presentation. Keep track of all of your communications, including calls and texts, in your HubSpot activity.
Leverage web-based presentations and skip the technical headaches
Slidecast presentations are web-based, meaning your presentations are mobile-responsive, interactive, trackable, and upgraded with dynamic content like GIFs, video, and fillable forms…with zero downloads or installs required.
How to use the Hubspot’s Integration with Slidecast
Follow these steps to start using Hubspot’s integration with Slidecast:
First, make sure you’ve signed up for a free Slidecast account at Slidecast
Click “launch a guided slide cast with Matthew” in the top-right
Select the presentation to send to the contact
Choose the options for how you’d like to share the invitation, via email or text message, and you can also view the sales script for the presentation, then click start presentation
You’ll see a notification that the invitation was sent
Once the recipient clicks on the link that they received to join the presentation, via email or text message they’ll see a button to start the presentation
Once they click the link to join the presentation, they’ll immediately see the presentation as you guide them through it in real-time. You’ll also receive a notification in the top right corner of your screen when they join the presentation
On the bottom left side of the screen, you can jump to specific slides to show the prospect. Or use the arrow buttons to toggle through the slides
Once the presentation is finished, click the stop button in the bottom right-hand corner
Then refresh your HubSpot screen and you’ll see the user activity of them doing the slidecast presentation in the Hubspot analytics for that contact
You can also send the follow ups directly through this screen within HubSpot. Simply click Actions and then select to either send a text message or start a voice call with the contact, while staying within Hubspot
If you select to start a voice call, you’ll receive a phone call to your cell phone and when you pick up it will call the client
To send a text message followup, select ‘Send Text’, input your message, and then click the ‘Send Text’ button
All these touchpoints are recorded in your contact analytics and contact history in Hubspot. You’ll be able to see the full history of every text message, voice call, and slide cast presentation including the exact amount of time the content contact spent on each slide in the presentation
What are other common Hubspot integrations?
Hubspot has more than 1,000 integrations with marketing, sales, service, finance, and various other types of tools.
- Everything you need for amazing design
- An automatic, bi-directional sync between HubSpot and Salesforce.
- Bring HubSpot to your inbox with the HubSpot integration for Gmail.
- Book meetings quickly and easily with HubSpot and Google Calendar.
HubSpot for WordPress
- Integrate HubSpot’s lead capture and contact management with WordPress
- Bring HubSpot to your inbox with the HubSpot integration for Outlook.
- Get over 1,000 apps with quick and easy workflow automation.
- Get full ROI, cross-network reporting, and more in HubSpot.
- Get full ROI, cross-network reporting, and more in HubSpot.
- Book meetings quickly and easily with HubSpot and Outlook Calendar.
- Use Zoom with HubSpot meetings, workflows, contact records and more.
- Get HubSpot notifications, tasks, and slash commands within Slack
- Manage all Messenger conversations and bots in HubSpot
LinkedIn Sales Navigator
- Access LinkedIn Sales Navigator tools within HubSpot contact records.
- Get full ROI, cross-network reporting, and more in HubSpot.
- Sync contacts and email activity between HubSpot and Mailchimp.
- Manage your social calendar and report on your LinkedIn success.
- Manage your social calendar and report on your Facebook success.
- Get cross-network publishing, reporting, and more in HubSpot.
Google Search Console
- Brings data from Google Search Console into HubSpot SEO tools.
- Manage your social calendar and report on your Instagram success.
- The modern scheduling platform for high-performing teams
- Sync Google Contacts with HubSpot contacts
- Interactive forms, surveys & quizzes to engage and grow your audience
- Popular KPI/Analytics Dashboards Amongst HubSpot Customers
WooCommerce by MakeWebBetter
- Integrate WooCommerce with HubSpot CRM, abandoned cart and automation
- Take action on your SurveyMonkey data in HubSpot.
- Use Eventbrite data for email lists, workflows, and more in HubSpot.
PandaDoc | eSignatures & More
- Create, track, and eSign sales proposals & contracts inside HubSpot.
- Use Stripe payment for quotes within HubSpot.
Make (formerly Integromat)
- Connect HubSpot to any app or API to automate your workflows.
- Sync HubSpot with 100+ apps like Slack, Mailchimp & Facebook Lead Ads.
- Data Sync – Sync contacts two-way with a Mailchimp Audience
- Behavior Analytics for any business selling online
- Create or update rows in Google Sheets using HubSpot workflows
- Manage all your leads, contacts and companies in monday.com
- Most installed telephony partner on the HubSpot Marketplace
- Populate your HubSpot CRM with information collected through Jotform.
- Create QuickBooks Online invoices and more within HubSpot.
FAQS About HubSpot Integrations
How do I integrate an app with HubSpot?
With the HubSpot App Marketplace, you can search for and integrate tools you need for your business with your HubSpot account. All apps in the marketplace are reviewed and certified by HubSpot’s team of developers.
How do I integrate HubSpot with my website?
Integrating Hubspot with your website allows you to start capturing website visitors and all those valuable analytics as soon as possible. You can integrate HubSpot CRM with your website by installing the HubSpot tracking code on your non-HubSpot pages. Then, to publish your HubSpot-hosted content online, you can connect your domain to HubSpot.
Are HubSpot integrations free?
HubSpot’s CRM is free for up to 1,000,000 contacts and no limits on users or customer data. The cost of Hubspot’s integrations come from the price of having an account with the other platform (some are free, some are paid, but the integration itself is free to use)
Does seamless AI integrate with HubSpot?
Yes – you can integration Seamless AI and Hubspot by using Zapier. More details here
How long does it take to integrate HubSpot?
Hubspot integrations are generally very simple to set up. They don’t typically take more than 5 minutes each to set up.
What makes HubSpot Integrations different?
Hubspot is a platform that offers some of the most, and most varied, integrations. Hubspot’s integrations also allow for a greater level of automation than the integration of some of the comparable alternative platforms (such as Salesforce).
Can HubSpot send invoices?
Yes there are a couple ways to send invoices in Hubspot. Hubspot itself offers templates to help you create and send invoices to your Hubspot contacts (more info here). You can also use Hubspot’s integrations with payment gateway and invoicing tools (such as Xero).
What are the first 5 things you should do when setting up HubSpot?
When first setting up Hubspot (itself or via an integration) here are 5 things to do first to help ensure a smooth process:
- Set up your email marketing integration
- Create your filters to quickly find what you need
- Import your contacts
- Define your deal stages
- Integrate Hubspot with your website (if applicable)
What is an engagement in HubSpot?
Engagements refer to details about a particular contact in Hubspot, and include
Does HubSpot integrate with a payment gateway?
Yes – Hubspot integrates with several payment gateways. They’ve also released their own payment processor called Hubspot Payments. In their integration marketplace, there are also dozens of additional options, like Stripe, Xero, Chargify, Fusebill, and Depositfix.
You May Also Like…
How do you actually go about writing effective copy, especially if you aren’t a copywriting pro? In this article, we review some of the most common copywriting mistakes that will dramatically undermine the marketing copy that you use to promote your business.
What is Zapier and what does it do? Zapier is an automation platform that connects the different tools and software you use, allowing you to pass data between them and to automate manual work. You can build custom recipes for moving information between apps, and...
Delivering a successful presentation is hard work. And delivering one that closes a deal? That’s even harder.
The salesperson may never know if their prospect even opens the presentation. Now imagine there was a way to get that data, plus information about how much time your prospect spent with the presentation, which slides were viewed, and how much time they spent with each slide.