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 their CRM, 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 manually transferring 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 is made, or viewing the pricing page or slide.
Use integrations to automatically trigger follow-ups, 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 before you decide how best to close a deal. Usually, your sales reps need data from multiple systems, such as previously sent follow-ups in the CRM and records of past transactions from the accounting software. Use integrations to pull all the essential 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 freeing your people up to spend their time in 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 wasted on admin, helps ensure your operations are efficient enough to scale up as you grow, reduces the number of people you need to hire, 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 need to schedule the kickoff call, sign a contract, or receive and review your onboarding info. 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 helps ensure you don’t forget a step…or take too long to get it done.
Eliminate Missed Calls, Missed Meetings, Missed Opportunities
How often has someone on your team missed an important call, either because they forgot, 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 calls and sales.
- The number 1 Hubspot Integration…
- The number 1 Hubspot Integration for Sales Presentations
- Number 1 Integration for Any Presentation-Based Sales Process
- No. 1 Integration for EVERY Business that Pitches Via Presentation
- Number 1 Sales Enablement Integration for Presentations
- No. 1 Sales Enablement Tool for Presentations
- The Number 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 make and deliver sales presentations more consistently, engagingly, quickly, and at scale. More than 250,000 presentations have been delivered through the platform, with 41,000 hours 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 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 three months.
Understand Your Presentation’s Performance with Presentation Analytics, Synced to Hubspot
View real-time analytics on your presentations, and use robust engagement data to send more targeted and strategic follow-ups. 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 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 Integrations 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 their user activity doing the slidecast presentation in the Hubspot analytics for that contact.
You can also send the follow-ups directly through this screen within HubSpot. Click Actions and select to 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 it up, it will call the client.
To send a text message follow-up, 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 fantastic 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 total ROI, cross-network reporting, and more in HubSpot.
Get total 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 total 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?
Your content goes here. Edit or remove this text inline or in the module. 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) settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
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 of 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 five things to do first to help ensure a smooth process:
- Set up your email marketing integration
- Create your filters to find what you need quickly
- 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 payment processor called Hubspot Payments. In their integration marketplace, there are also dozens of additional options, like Stripe, Xero, Chargify, Fusebill, and Depositfix.
What are HubSpot Integrations?
HubSpot integrations link other software programs with HubSpot, a top customer relationship management (CRM) platform. Businesses can easily sync and exchange data between HubSpot and other tools like email marketing systems, social media management programs, customer support software, and more through these integrations. Businesses can improve their overall marketing, sales, and customer service efforts by integrating with other applications, streamlining workflows, automating procedures, and automating processes. Through its App Marketplace, HubSpot offers various integrations that let users personalize their CRM experiences and connect with the tools that best meet their needs.
What Tools does HubSpot Integrate with?
HubSpot, a top customer relationship management (CRM) platform, integrates with many other tools to expand its functionality and offer users streamlined workflows. Popular business tools like Salesforce, Microsoft Dynamics, Gmail, Outlook, Slack, Zapier, Shopify, WordPress, LinkedIn, Facebook, and Instagram are just a few of the essential integrations. By syncing data, automating procedures, and gaining access to information from various platforms within the HubSpot interface, these integrations allow users to streamline their sales, marketing, and customer service activities. Thanks to its extensive integration capabilities, HubSpot users can connect their preferred tools and build a unified ecosystem for managing customer interactions and business operations.
Can HubSpot Integrate with Active Directory?
Native integration between HubSpot and Active Directory does not exist. For managing and organizing users, computers, and other resources in a network environment, Microsoft offers the directory service known as Active Directory. HubSpot does not have a direct integration with Active Directory but offers various integrations and can integrate with other platforms and tools. To bridge the gap between HubSpot and Active Directory, it is possible to investigate third-party solutions or custom development, though this option is only viable if certain requirements call for it.
What are the Benefits of HubSpot Integration?
Businesses can gain from HubSpot integration in several ways:
It offers a centralized platform for handling customer relationship management (CRM), marketing, and sales activities. This streamlines workflows and boosts productivity.
- It makes it possible for seamless data synchronization between HubSpot and other business tools, such as email marketing software or customer support systems, guaranteeing accurate and current information across platforms.
Lead generation and nurturing are made more accessible by HubSpot integration, which boosts conversion rates by automating lead capture and follow-up procedures.
Additionally, it offers insightful analytics to evaluate marketing and sales performance, enabling data-driven decision-making. Integration with HubSpot improves productivity, client engagement, and company expansion overall.
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