HubSpot's CRM platform provides you with the tools needed to build and grow remarkable customer experiences that help spin your flywheel faster. It’s all powered by the same database, so everyone in your organization — Marketing, Sales, Service & Operations — is working off the same system of record. This allows for a smoother handoff between teams and results in a more delightful experience for your customers
At a glance:
| Form Submission | Lead Status Auto-Submission | Custom Fields | Lead File Attachments | 2 Way Sync | User Assignment | Lead Status Update Post Submit | Connector |
|---|---|---|---|---|---|---|---|
| ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
What does this integration do?
This integration is quite robust and has many options:
SalesRabbit to Hubspot:
- Create or update contacts in Hubspot
- Eliminate duplicate data entry
- Create meetings, add notes, and attach files to a Contact
- Option to automatically create a deal along with creating the Contact
- Can also assign the Contact / Deal to a Hubspot user (based on mapping out Hubspot Contact Owner ID's in SalesRabbit)
- Map out custom lead fields in SalesRabbit to update fields on the Contact and/or Deal in Hubspot
Hubspot to SalesRabbit:
- Create a lead in SalesRabbit when a Contact is created in Hubspot
- Update the status of a lead in SalesRabbit based on updating certain Deal Stage(s) or the Lead Status(s) of a Contact in Hubspot (statuses are customizable by user)
What data is transferred into Hubspot?
- First Name
- Last Name
- Phone
- Alternate Phone
- Street Address
- Apt/Suite
- City
- State
- Postal Code
- Notes
- Appointment Time / Date
- Custom Fields
- Lead File Attachments