If you're involved in sales, you're in the right place. Are you and your team exhausted from the manual busywork between calls? Keeping up with every lead that comes your way feels impossible, your marketing and sales teams need to communicate better, and your customer data is a mess. Does any of that sound familiar? If so, we have great news for you. This article will discuss some of our favorite sales integrations for HubSpot to help you get the most out of your CRM.
Integrations can help your business grow by combining different applications in one spot. Integrations eliminate the need to move back and forth between various programs and synch your data, creating a powerful CRM.
Salesforce CRM is a cloud-based CRM (customer relationship management) system that, integrated with HubSpot, helps you to better manage and connect with your customers. Imagine Salesforce as a link that seamlessly connects your marketing and sales data. Not only have you saved time from manually importing spreadsheets, but you'll also be able to stay up-to-date. Now your leads can't fall through the cracks so easily.
Another notable point is that Salesforce boasts they are the "most customizable CRM" out there. However, customizing in Salesforce may not be as intuitive as in HubSpot. Like a double-edged sword, Salesforce is more challenging to use than HubSpot because they offer a more comprehensive range of features. Don't let this deter you from trying Salesforce. The average user can still customize what they need through pre-built integrations - no IT team is required!
Enhance outbound prospecting by integrating HubSpot with Calendly! With a clean, user-friendly interface, your leads can easily schedule time with you at their peak point of interest. As soon as your leads find you, Calendly can connect you in real time - increasing your chances of closing more sales.
Calendly also makes it easy to gather the correct information on who you'll speak with by asking your lead questions before submitting their request forms. Lastly, Calendly can create and update any contact information from leads that have scheduled meetings with you. This information will give you a more precise understanding of where your customers are in their journey through your pipeline.
While Calendly can help with outbound efforts, integrating Teamwork into HubSpot can help with inbound efforts in your campaigns. Directly from a deal, you can create projects and add the appropriate tasks to complete them. With the organization Teamwork provides, you can better connect your sales and marketing teams to form a cohesive process.
Another feature we value about Teamwork is its ability to automate - reducing the need for manual workflows. Using the Teamwork Automations Engine, you can link your deals in HubSpot to Teamwork projects. With deals and projects synched, your team can attend to all tasks and leads without letting any fall through the cracks. Plus, you can limit the number of manual steps you'd typically need to take with Teamwork's project templates.
This tool is a must for conducting business. PandaDoc is incredibly useful for creating proposals, contracts, and quotes, all within HubSpot. With no coding needed, anyone on your team can quickly get the hang of it. With PandaDoc, you can instantly receive email alerts when your document has been signed or altered - so you keep track of everything.
PandaDoc can also pre-populate contact data from HubSpot into the relevant form fields, cutting out excess manual labor. With the ability to create professional contracts, proposals, and more from your HubSpot with accurate customer data, PandaDoc is an excellent choice for any company.
Refresh your tactics
A lack of technology can hold back a powerful sales team. Staying updated with customers, partners, or prospects can be difficult if your data is scattered across different applications. Adopting some, if not all, of these integrations into your HubSpot CRM will allow you to scale your business comfortably.
Want to take your sales to the next level? Investing in a CRM is a great start. Check out our guide on how to pick the right CRM for your business. Click below for your free download now!