HubSpot › Sales CRM App

HubSpot’s inboundInbound Inbound refers to interest (could be sales or marketing driven) that comes in – e.g. cold emails to you, submitted forms on your website, press inquiries, etc. marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. platform is now integrated with Pipeliner CRM.

Hubspot and Pipeliner CRM

The native integration between Hubspot and Pipeliner CRM offers users a powerful tool for managing dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. transfer between the two systems. With this integration, users can create customized synchronization routines to move data between Hubspot and Pipeliner CRM in a seamless and automated way.

The synchronization process is highly customizable, allowing users identify what data should be transfer, including whether data should be created, updated, or deleted. Users can determine the direction of the data transfer, meaning they can choose to transfer data from Hubspot to Pipeliner CRM or from Pipeliner CRM to Hubspot, or in both directions.

To help avoid the creation of duplicates and to establish relationships between different types of data, users can set up match criteria. For example, users may want to link contacts in Hubspot with accounts in Pipeliner CRM, so they would create a match criterion to link these two types of data. This ensures that data is accurately reflected across both systems.

One of the key benefits of this integration is that users can map all supported field types from both Hubspot and Pipeliner. This means that all relevant data, including names, addresses, phone numbers, and more, can be seamlessly transferred between the two systems without any loss of information.

Overall, the native integration between Hubspot and Pipeliner offers users a powerful tool to manage data transfer between the two systems. With its customizable synchronization process, match criteria, and support for all field types, users can ensure that data is accurately and seamlessly transferred, allowing them to focus on what really matters – growing their business.

The integration between Pipeliner CRM and Hubspot offers a unique feature where users can view all marketing interactions with a contact directly within Pipeliner CRM. This is possible through a Hubspot widget that is made available for all synchronized contacts in Pipeliner. Users can easily access and review all marketing interactions, including emails, social media interactions, and website visits, providing valuable insights into the customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business.’s engagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience. with the business. This feature further streamlines the workflow for sales and marketing teams, enabling them to work more efficiently and effectively.

About HubSpot

HubSpot lets you create and manage blogs, design online forms and landing pages, run email marketing campaigns, and measure your marketing performance by analyzing and scoring your captured leads.

Combine the best of marketing automation in Hubspot with your Pipeliner CRM and watch your sales team sell more and build lasting relationships using an informed approach.