By Alejandra Melara

In the midst of our November SmartTake Webinar, “What’s New with HubSpot Integrations,” I thought it would be interesting to share a list of the most popular HubSpot integrations that advanced HubSpot users take advantage of on a daily basis, and how these integrations simplify their lives as a marketer and/or sales leader. 

Having the right systems in your tech stack will determine how you operate, market, and sell your business. Many companies make the mistake of just focusing on having the right systems in place, but they forget how to integrate them correctly. 

Integrating your tech stack platforms correctly will leverage team alignment and allow you to have a 360-degree view of how your business is performing at all levels of your flywheel.

If you’re a HubSpot power user, here are some of the most popular HubSpot integrations when it comes to  customer relationship management (CRM), video, call tracking, meetings, content management systems (CMS), analytics, and payments. 

Customer Relationship Management (CRM) 


Salesforce


Functionality and Usability

Just like HubSpot, Salesforce is a CRM platform with applications for marketing, sales, and service teams. Salesforce offers a variety of dashboards, including contact management, pipeline management, sales automation, and forecasting. Its reporting is highly customizable, although this customization may take time, specialized skills, and training.

HubSpot and Salesforce Integration

When connecting Salesforce and HubSpot, you’ll be able to automatically send info from one platform to the other. Some of the most popular ways to connect Salesforce and HubSpot include:

  • Pull and integrate leads from HubSpot submission forms
  • Create or update HubSpot new contacts from new leads on Salesforce
  • Create Salesforce leads from new contacts added to a list on HubSpot
  • Create Salesforce opportunities from new HubSpot contacts in lists
  • Find accounts and update custom objects in Salesforce from new contacts added to a list in HubSpot

Microsoft Dynamics


Functionality and Usability

Microsoft Dynamics offers several CRM-focused apps: marketing, sales, customer service, field service, finance, operations, commerce, and human resources. Like Salesforce, Dynamics offers highly customizable reporting tools that can take time and training to implement. Given that Dynamics offers a wide range of products, it does require a higher learning curve and quite a bit of maintenance.

HubSpot and Dynamics Integration

Some of the the things you’ll be able to do with a Dynamics and HubSpot integration include:

  • Easily update HubSpot with sales opportunities from Dynamics
  • View simple updating of engagement activities from HubSpot into Dynamics
  • Quickly generate vital webpage, email, and campaign information to be displayed in Dynamics
  • Create contacts in Dynamics from HubSpot based on any desired contact property
  • Allow for either HubSpot or Dynamics to be the system of record, or sync data bi-directionally

Video


Vidyard


Functionality and Usability

Vidyard is an online video platform to help businesses increase lead generation through a personalized approach. It makes video creation as easy as sending an email. The platform has several functionalities, including free screen recording, video creation and hosting, video personalization, video analytics, and video integration.

HubSpot and Vidyard Integration

The HubSpot and Vidyard partnership has evolved throughout the years, and its integration keeps getting better over time, making sure users have a seamless experience. This integration is extremely helpful in Sales Hub, since there are enhanced features rolling out to leverage video in sales sequences.

Some of the the things you’ll be able to do with the Vidyard and HubSpot integration include:

  • Track which videos your contacts are watching and how long they’re watching them
  • Build lists and automate nurture workflows based on video engagement data
  • Understand who your viewers are, then share that data bi-directionally to create new leads in HubSpot or optimize form experiences
  • Natively use video inside your HubSpot sequences and templates

Calling and Call Tracking


CallRail


Functionality and Usability

CallRail is a SaaS platform that allows you to track offline and online lead sources. Its products include call tracking, lead tracking, form tracking, and call transcriptions. Marketers are able to track the impact of every touchpoint and see visual reports of this data.

HubSpot and CallRail Integration

The HubSpot and CallRail integration allows marketers to track which marketing efforts and campaigns are driving inbound calls. Some of the the things you’ll be able to do with a HubSpot and CallRail integration include:

  • Measure the ROI of marketing campaigns with granular reporting for phone calls and text messages
  • Monitor call tracking and caller activity data within your HubSpot account
  • Evaluate phone call leads to understand which efforts are actually driving sales
  • Control lead management with automatic lead and activity creation from phone calls

Meetings


Zoom


Functionality and Usability

Zoom has likely become one of the most commonly used video conferencing platforms this year. The platform allows joining and streamlining of meetings, instant screen sharing, and cross-platform instant messaging. 

HubSpot and Zoom Integration

The Zoom integration will allow you to automatically register webinar attendees, create customizable reminders and their corresponding registration emails. Here’s how you can create a Webinar with HubSpot and Zoom.

Some of the the things you’ll be able to do with a HubSpot and Zoom Integration include:
  • Integrate Zoom with HubSpot meetings
  • Promote Zoom webinars through HubSpot workflows
  • Track webinar attendees and access recording in HubSpot’s CRM

GoToWebinar  

Functionality and Usability

GoToWebinar is an online conference platform and software. It’s our go-to platform when it comes to hosting our webinars. With GoToWebinar, you can easily plan and execute your live events all in one place.

HubSpot and GoToWebinar Integration

With the HubSpot and GoToWebinar integration, you’ll maximize your time and resources while creating, promoting, and delivering webinars. Here’s how you can create a Webinar with HubSpot and GoToWebinar.

Some of the most popular ways to connect GoToWebinar and HubSpot include:

  • Send form submissions from HubSpot to GoToWebinar
  • Register new HubSpot contacts in a list for GoToWebinar webinars
  • Create GoToWebinar registrants from new HubSpot contacts
  • Create GoToWebinar registrants for new form submissions in HubSpot
  • Create or update HubSpot contacts for new registrants in GoToWebinar

Content Management System (CMS) 


WordPress


Functionality and Usability

If you aren’t building on the HubSpot content management system (CMS), WordPress is one of the most common CMS available to create your own website. It’s open-sourced, highly documented, and has an expansive ecosystem. WordPress has thousands of plugins, many of them functioning as full applications, already pre-built and ready to be used without the need to pay a developer. 

HubSpot and WordPress Integration

With the WordPress and HubSpot Integration you’ll be able to capture, distribute and engage with web visitors through forms, live chats. CRM, email marketing, and analytics that have been natively built in WordPress. Some of the most popular ways to connect WordPress and HubSpot include:

  • Create or update HubSpot contacts from new WordPress users
  • Update HubSpot subscribers with new WordPress users

Analytics


Databox


Functionality and Usability

Databox is a reporting and analytics platform that gives you a complete view of your metrics and key performance indicators (KPIs). Its functionalities are mainly distributed between building dashboards and tracking performance.

HubSpot and Databox Integration

The Databox and HubSpot integration allows marketers to:

  • Track sales team activity on a daily basis
  • Forecast
  • Monitor and compare multiple sales teams’ performance against one another
  • Track multiple pipelines and sales deals by deal stages

Payment


Stripe


Functionality and Usability

Stripe is a platform that allows businesses to process online payments and bill customers in a timely and automatic way, streamlining processes, saving time, and avoiding errors. 

HubSpot and Stripe Integration

With the HubSpot and Stripe integration, you’ll be able to accurately collect and track payments directly from your database, allowing you to manage your billing under one roof. Some of the most popular ways to connect Stripe and HubSpot include:

  • Create or update HubSpot contacts from new customers on Stripe
  • Create or update HubSpot contacts with new Stripe charges
  • Add new Stripe customers to HubSpot

Messaging


Facebook Messenger


Functionality and Usability

Facebook Messenger, or simply Messenger, is Facebook’s mobile messaging app that enables not just instant messaging but also voice and video communication. 


HubSpot and Facebook Integration

Integrating HubSpot with Messenger will automatically set up a default instant reply chatflow into your account. The main use marketers find for this integration is creating chatflows to engage with their audience in a place where they want to chat. This integration comes in handy when you’re building your conversational marketing strategy


Contracts


PandaDoc


Functionality and Usability

PandaDoc is a software that allows you to generate, negotiate, and e-sign proposals, quotes, contracts, and e-signatures. You can even collect payments upon signature only two days after.

HubSpot and PandaDoc Integration

With the HubSpot and PandaDoc integration, you’ll mainly be able to update HubSpot deals when the new PandaDoc documents are completed. The PandaDoc and HubSpot integration allows marketers to do the following:

  • Complete sales docs 
  • Merge crucial data into your documents
  • Get contracts signed easily 
  • Track document progress
  • Automatically fill quotes

DocuSign


Functionality and Usability

DocuSign is a popular electronic signature tool that allows you to sign your documents online. 

HubSpot and DocuSign Integration

Some of the most popular ways to connect DocuSign and HubSpot are:

  • Update deals in HubSpot CRM when new envelopes are signed in DocuSign
  • Create or update HubSpot contacts for new sent or completed envelopes in DocuSign

Accounting & Finance


QuickBooks

Functionality and Usability

QuickBooks is an online accounting tool that allows you to track expenses, manage cash flow, create invoices, and even build reports that you can access from either your mobile phone or your computer. 

HubSpot and QuickBooks Integration

Two of the newest QuickBook and HubSpot integration features include:

  • Create and share invoices: You can create invoices directly from the deal record in HubSpot, view invoice information and status, and see payment events on your timeline. You can also associate historical invoices from QuickBooks with HubSpot deals.
  • Beta users can enable contact sync, to sync customers from QuickBooks Online to HubSpot contacts. After enabling contact sync, users can control how customer modifications are reflected in HubSpot.

NetSuite


Functionality and Usability

NetSuite is a software that includes not just business accounting but also enterprise resource planning (ERP), CRM and e-commerce solutions.  


HubSpot and NetSuite Integration

Two of the newest NetSuite and HubSpot integration features include:

  • In public beta, users can now integrate with the HubSpot-built app for NetSuite. With this integration, users can enable contact sync and add existing invoices to HubSpot contact, company, and deal records.
  • From there, users will see a new settings page with the option to enable contact sync. Users can turn on contact sync from under the "Contact sync rules" tab under "Contacts.” They can also create, update, and/or delete rules for contact sync. Once contact sync is enabled, only net newly created customers will come into HubSpot.

These are just some of the many HubSpot integrations that we use on a daily basis for us and our clients. You don’t have to use them all, just make sure you have your business goals clear and aligned with your revenue goals before deciding on what technology to spend your money on. 

Integration projects aren’t easy, but don’t worry. We offer full HubSpot migration and integration services to help you increase efficiencies and reduce redundancies, all while making the process as simple and as painless as possible.

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Alejandra Melara

About the author

Alejandra Melara is a Marketing Manager based out of El Salvador, Central America. Ale is our very first LATAM employee. She's worked remotely for the past 5 years and she's had different roles in sales and marketing. In her free time, she works on creating educational videos around digital marketing for her "InboundNomad" social accounts where she promotes traveling the world while being a full-time marketer. Read more articles by Alejandra Melara.

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