A tremendous need exists to streamline business processes – according to Siftery, top companies use an average of 37 different tools or platforms to run their day-to-day operations. And over 80% of business operations leaders say data integration is critical to ongoing operations.
This is where CRM integrations come into the picture. They’re an important tool for sales organizations that are looking to leverage automation and other technological capabilities to improve collaboration, accelerate time to revenue, increase sales productivity, and eliminate time-consuming, error-prone manual processes.
The value of HubSpot CRM integrations
HubSpot is one of the most popular CRM solutions for sales and marketing teams, and like other leading CRMs, it’s able to connect with hundreds of different third-party software applications – thus expanding its usability and versatility as a central business tool.
More and more sales teams are choosing software that easily integrates with their HubSpot CRM so they can improve productivity, streamline operations and communications, ensure data hygiene within their CRM, and reduce administrative overhead. This also enables them to gain the most value out of their existing CRM investment.
With more than 400 HubSpot integrations available on their App Marketplace, we’ve compiled a list of 11 popular sales tools so you can easily identify some tried-and-true solutions that will help you achieve a more frictionless sales experience. So without further ado, here they are in alphabetical order…
1. Chili Piper
Chili Piper is a Meeting Lifecycle Automation platform that helps revenue teams connect with buyers faster and convert more revenue. It works with HubSpot Forms by collecting and moving booking data in real time and syncing meeting data with the contact’s information, while automatically updating your HubSpot CRM.
Some key benefits of this integration include:
- Increasing conversion of inbound leads
- Eliminating lead-routing spreadsheets
- Eliminating manual data entry
If you’re looking to configure lead routing and improve scheduling functionality to convert inbound leads into qualified meetings, this is a worthwhile integration for your organization.
DealHub offers a unified platform for price quotes, contracts and subscription management. Among other things, sales teams can use DealHub’s CPQ integration with HubSpot to generate price quotes and proposals. Having this quote tool in HubSpot makes it easy for sales reps to sell according to a predetermined sales strategy (using an intuitive sales playbook), send sales proposals in record time, and carry out a smooth and quick sales process.
DealHub’s configure-price-quote functionality also enables anyone – from sales reps to account managers to customer success managers – to easily generate renewal, upsell and cross-sell opportunities from within HubSpot CRM. This ensures a more frictionless sales process, and ensures data is kept accurate and up-to-date in a single location, easily accessible across the organization.
Some key benefits of integrating DealHub CPQ with HubSpot CRM:
- Accelerate selling with an intuitive guided-selling playbook
- Easily configure complex price quotes
- Generate accurate and professional proposals in seconds
- Ensure compliance and remove bottlenecks with automated approval workflows
- No-code configuration environment for easy CPQ maintenance
If you’re searching for the most complete and connected revenue workflow that sets your sales team up for success, DealHub is the highest-rated CPQ on the market – and it now integrates with HubSpot CRM.
DocuSign’s platform helps you manage electronic agreements and provides a suite of applications for automating and connecting the entirety of your agreement processes. It replaces printing, faxing, scanning and overnighting paper documents to transact business, by allowing companies to send, sign and manage agreements anytime, anywhere, from any device. This enables organizations to make every agreement fully digital to keep business moving forward. By integrating DocuSign with HubSpot CRM, you can create, customize, send and track DocuSign envelopes (a container for documents that need to be sent and signed.)
Iterating DocuSign with HubSpot CRM enables you to:
- Send DocuSign envelopes directly from HubSpot
- Track envelope status without leaving HubSpot
- Trigger contract automation via DocuSign
- Apply HubSpot Custom Fields in DocuSign
If you experience friction or delays in your agreement processes, this integration may be a valuable and even critical solution for not only your sales department, but your entire organization.
Drift’s platform helps companies grow revenue and increase customer lifetime value by combining conversational marketing with conversational sales. Their solution automates sales communications by adding live chat windows to websites, enabling customers to converse with businesses at any time, on their own terms. Integrating Drift and HubSpot CRM enables your company to transfer data directly from your Drift conversations to HubSpot.
By integrating Drift and HubSpot CPQ, you’ll be able to:
- Deliver personalized online customer experiences
- Automatically create and nurture leads in HubSpot
- Make sure email responses get the right follow-up
This is a great solution for companies looking to initiate conversations and campaigns in real time with website visitors.
Gong’s platform captures buyer/seller interactions, understands what was said, and delivers insights to sales teams. By integrating Gong and HubSpot CRM, you gain visibility into how your sales reps are interacting with your customers, and what’s going on in their accounts. In turn, this can enable you to replicate the behavior of your top performers.
Integrating Gong with HubSpot CRM provides you with benefits such as:
- Gaining visibility into conversations with customers
- HubSpot dialer call analytics
- Shared data between platforms
If you’re looking to gain visibility into your customer conversations, and gather data about what works best and what practices that can be improved, this can be a valuable integration for your organization.
6. LinkedIn Sales Navigator
LinkedIn Sales Navigator helps businesses target and engage with the right buyer persona, and track key leads and company changes. By integrating it with HubSpot CPQ, you can view LinkedIn insights right in your HubSpot contact and company records, and send InMails (personal messages over LinkedI) directly from HubSpot.
Some benefits of this integration include the ability to:
- View LinkedIn data within HubSpot
- Send InMails directly from contact and company records
- Manage LinkedIn Sales Navigator tasks on mobile
If your organization is focused on optimizing targeting and engagement of leads on LinkedIn, this is a great integration option.
Outreach is an email engagement and intelligence platform that enables teams to connect with prospects and customers in meaningful ways by providing detailed analytics about email outreach campaigns. As a result, you can determine the right approach to target your email outreach and boost communication with outbound sales prospects. By integrating it with HubSpot CRM, you can sync data between the two platforms to gain insights surrounding prospects and accounts.
Integrating Outreach and HubSpot CRM allows you to:
- Sync Outreach and HubSpot data
- Configure default field mappings
- Sync only the data you want
This integration can be a powerful solution for organizations looking to improve the way they communicate and engage with customers, and track and optimize those activities.
Postal.io is a sales and marketing platform that enables customer engagement by helping companies personalize, automate and scale the delivery of direct mail, events, branded company swag, and corporate gifts. Integration with HubSpot CRM makes it easier for companies to drive brand loyalty, increase conversions, boost overall employee happiness, and improve customer health.
Key features of this integration include:
- Workflows to automate the sending of gifts and direct mail
- Creating, designing and sending postcards, note cards and brochures
- Personalizing swag items
If you’re looking to introduce personalization and automation to your gifting and event campaigns, this may be a great solution for you.
Salesforce is a wide-ranging platform that enables companies of all sizes to manage contacts and customer relationships, track and pursue sales opportunities, facilitate and manage deals, and much more. By integrating it with HubSpot CPQ, you can achieve consistency between your marketing and sales teams and processes.
Integration features include:
- Share valuable lead intelligence with your sales team
- Prioritize leads by sending lead scores from HubSpot to Salesforce
- Close the information gap between marketing and sales
If you’re already using Salesforce in your organization, integrating it with your HubSpot CRM is practically a no-brainer.
Salesloft is a sales engagement platform that provides sales teams with a single resource to execute many of their digital selling tasks, communicate with buyers, understand next steps, and get the coaching and insights they need to win deals. By integrating Salesloft with HubSpot CRM, you’ll be able to sync your contacts and accounts quickly and easily.
Some key features of this integration include:
- Two-way data sync between the platforms
- Default and custom field mapping
- Sync only the data you want
If you’re looking for a sales engagement system that helps you manage your digital selling process and that easily syncs with your HubSpot CRM, this may be a great choice for you.
Stripe builds economic infrastructure to make it easy for businesses to start collecting credit cards online immediately – no merchant account or gateway necessary. By syncing Stripe with HubSpot CRM, you can create a smoother quoting and payment process.
Some key integration features include:
- Create trackable quotes that can be sent to prospects
- Quick and easy payment right from price quotes
- Automatic addition of new contacts and subscriptions to your CRM
If your organization encounters credit-card payment hurdles, integrating Stripe with HubSpot CRM may indeed be the solution you’re looking for.
Now more than ever, sales teams depend on innovative tools and platforms that enable them to initiate, track, manage and close deals. This means that smooth integrations between those tools, and ensuring consistency of data across them, is paramount.
By using sales tools that are able to integrate with your HubSpot CRM, you can automate key parts of the sales process, reduce errors and inaccuracies that result from manual data entry, and facilitate greater collaboration, communication and strategy across your organization.