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.
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.
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:
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.
Some of the the things you’ll be able to do with a Dynamics and HubSpot integration include:
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.
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:
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.
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:
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.
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.
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.
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:
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.
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:
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.
The Databox and HubSpot integration allows marketers to:
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.
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:
Facebook Messenger, or simply Messenger, is Facebook’s mobile messaging app that enables not just instant messaging but also voice and video communication.
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.
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.
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:
DocuSign is a popular electronic signature tool that allows you to sign your documents online.
Some of the most popular ways to connect DocuSign and HubSpot are:
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.
Two of the newest QuickBook and HubSpot integration features include:
NetSuite is a software that includes not just business accounting but also enterprise resource planning (ERP), CRM and e-commerce solutions.
Two of the newest NetSuite and HubSpot integration features include:
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.