B2B NewsPet industry newsThe 5 best HubSpot integrations for B2B marketers

The 5 best HubSpot integrations for B2B marketers

-

- Advertisment -spot_img


HubSpot integrations provide a crucial bridge between the HubSpot CRM suite and third-party applications. The right integration can add powerful new features to enhance your experience with the platform.

There are thousands of off-the-shelf HubSpot integrations to choose from. In all honesty, most are rather basic. But there are a few gems that are well worth exploring. 

Here are 5 robust and reliable HubSpot integrations that add real value to your B2B inbound marketing efforts.

The 5 best HubSpot Integrations are:

 

  1. PandaDoc
  2. Xero
  3. Aircall
  4. Salesforce
  5. Shopify

Complete your CRM with these 5 HubSpot integrations

1. PandaDoc

Of all the document management and eSignature solutions available on the HubSpot app marketplace, PandaDoc is the most flexible and user-friendly.

The integration automatically pulls CRM data from your HubSpot contacts, deals, and company records to populate new documents. It also generates secure, legally-binding eSignatures, which makes it perfect for sharing contracts, terms and conditions, and non-disclosure agreements.

What really sets PandaDocs apart is its use of HubSpot CRM cards. This lets you edit, review, and track the status of your documents with ease, giving you a complete view of the entire process.

2. Xero

Xero is an online accounting solution trusted by SMEs and enterprises worldwide.

Xero’s HubSpot integration is simple, reliable, and does everything you need to manage your finances efficiently. The software features two-way data syncing that automatically shares contact property data between HubSpot and Xero. This lets you quickly segment your customers, create lists, and more.

The Xero integration doesn’t allow you to create custom CRM cards or objects. But it does make important Xero data visible and accessible in HubSpot, which is vital for marketers.

New to HubSpot, or need extra support? Find out how we can help businesses like  yours master the HubSpot CRM Suite with customised B2B HubSpot onboarding and  setup.

3. Aircall

HubSpot integrates with many cloud telephony solutions that are a cut above the platform’s own built-in calling system. But in our experience, Aircall is by far the best.

The most installed telephony partner in the HubSpot marketplace, this integration seamlessly connects Aircall’s phone system with the HubSpot platform. It offers a range of powerful features that allow you to instantly log all inbound and outbound calls, as well as:

  • Missed calls
  • Voicemails
  • SMS

Aircall also lets you create Insights Cards to store customer information and use call and SMS activity to trigger workflows.

4. Salesforce

HubSpot’s Salesforce integration is one of the most impressive. Despite the complexity of the two platforms, it remains one of the most robust sync offerings on the HubSpot marketplace.

Unlike many sync products which focus on one object, Salesforce lets you sync multiple. This includes contacts, companies, and deals, as well as custom objects for Enterprise HubSpot users. The platform also boasts a level of built-in process automation that extends beyond syncing fields, which lets you:

  • Segment your databases
  • Share lead data with your sales team
  • Prioritise leads
  • Create personalised emails

There are nuances to the HubSpot Salesforce Connector to bear in mind before you start. But if you understand the platform’s capabilities and limitations, and configure it correctly, it can certainly enrich your CRM.

5. Shopify

HubSpot’s Shopify integration connects your Shopify store to the HubSpot CRM.

It gives you access to a wide range of reports on everything from average and lifetime order value to abandoned cart recovery. This lets you analyse crucial Shopify and HubSpot data from the same platform. The integration also uses automation to sync product, order, and contact data instantly.

If HubSpot’s Shopify integration has one limitation, it’s that it doesn’t support product variants. Fortunately, there’s a convenient workaround: Shopify Sync by Unific. This integration possesses most of the key features of HubSpot’s, but with product variants thrown in for good measure.

Honourable mentions

Alongside the five HubSpot integrations we’ve highlighted here, there are one or two others that deserve some recognition. These include:

  • Surveymonkey: create intuitive inbound surveys, view responses, segment contacts, and more.
  • Eventbrite: automatically sync event data, create contacts, and track leads directly in HubSpot.
  • Zoom Webinar: promote your webinars with HubSpot workflows and track attendance to learn and improve.

How to get started with HubSpot integrations

Now that you know which HubSpot integrations to invest in, you can start enhancing your CRM.

Some are so straightforward that they require little technical knowledge. The step-by-step instructions on the HubSpot app store will tell you everything you need to know. Others, however, may require specialist configuration and onboarding support to ensure a smooth integration and help you get the most out of your software.

New call-to-action





Source link

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Latest news

撒网预热进行时,小轮车推广进校园

伴随着奥运会资格系列赛·上海的临近,城市体育节撒网预热期的推广活动日益火热。4月以来,不同主题的运动项目进入商圈、学校,让更多人体验到这些城市运动项目的乐趣。4月30日上午,“极限宝贝bmx初体验骑进校园”系列活动亮相上 Source link

话说杨浦丨“赛艇女孩”,你在哪里?

上海海洋大学的历史可上溯至1912年成立的江苏省立水产学校。2006年,位于杨浦区军工路的上海海洋大学前身——上海水产大学,积极响应上海市教委号召,成功组织了“阳光体育大联赛”。宣传、动员过程中,学校 Source link

「贵州日报·教育」聚势赋能 提质扩容——贵州财经大..

2023年11月21日贵州日报16版(点击图片,阅读全文)全省高等教育高质量发展大会对当前和今后一个时期全省高等教育工作作出部署,描绘了新时代贵州高等教育发展的新蓝图,干货满满、令人鼓舞、催人奋进。风 Source link

台湾教育界人士批评民进党当局“去古文化”乱象

来源:新华社新华社台北11月6日电(记者刘斐石龙洪)台湾“历史教育新三自运动协会”6日在台北举行记者会,批评民进党当局为达成不可能实现的“去中国化”政治目的,进行不负责任的“去古文化”教育,牺牲学子们 Source link
- Advertisement -spot_imgspot_img

走出大山看世界!云南怒江崇仁完小师生团完成沪上游学..

8月13至16日,受中交疏浚邀约,来自云南怒江崇仁完小的19名师生代表来到上海,参加为期四天的“中交助梦?看世界”暑期访沪交流活动。崇仁完小坐落于海拔2000多米的横断山区。该校师生总共327人,学校 Source link

Bronchitis in Dogs: Signs, Causes, & Treatment (Vet Answer)

The information is current and up-to-date in accordance with the latest veterinarian research. Learn more » In dogs,...

Must read

Lady Gaga and Cardi B Meet at the Grammys

What was expected of her was the same thing...

Jennifer Aniston’s Ex Justin Theroux Wishes Her Happy Birthday on Instagram

What was expected of her was the same thing...
- Advertisement -spot_imgspot_img

You might also likeRELATED
Recommended to you