5 Best HubSpot CRM Integrations in 2023

5 Best HubSpot CRM Integrations in 2023

Are you searching for the best HubSpot CRM integrations to boost the efficiency of your workflow?

HubSpot effortlessly integrates with a wide range of marketing, lead generation, and conversion optimization tools.

We have listed a selection of best HubSpot CRM integrations that will significantly optimize your conversions and transform your workflows.

A HubSpot CRM integration is a data connect between your HubSpot CRM instance and an external app or system. This enables a seamless and automated exchange of data between the two platforms, eliminating the need for any manual input on your part.

For example, you can create automation between your website forms and your HubSpot CRM so that each new submission on your form is automatically sent to your HubSpot CRM.

1. SalesForce

You can seamlessly integrate HubSpot and Salesforce using a hassle-free approach. Enjoy a bi-directional sync that effortlessly updates changes between the two systems. With this integration, you have the flexibility to select which new records sync from HubSpot to Salesforce and control the timing of the synchronization. Furthermore, important lead data such as email opens, form submissions, and website activity can be automatically sent from HubSpot to Salesforce. You can also transfer lead scores from HubSpot to Salesforce, leveraging valuable information from Salesforce contacts or accounts in HubSpot. Additionally, revenue data from closed-won opportunities can be conveniently sent directly into HubSpot, streamlining your workflow and enhancing efficiency.

Leverage the information from Salesforce contacts/accounts to personalize your marketing emails, segment your database, or send emails on behalf of a lead's sales representative. As your sales team successfully closes leads, Salesforce will automatically send the revenue data from closed-won opportunities to HubSpot, allowing you to connect each marketing campaign to actual revenue.

2. Pipedrive

Data synchronization between Pipedrive and HubSpot becomes effortless with the help of Data Sync by HubSpot. Manual data entry and cumbersome imports are a thing of the past. This powerful tool offers a two-way sync, ensuring that data is seamlessly shared between Pipedrive and HubSpot in real time. Setting up the integration is a breeze, thanks to pre-configured field mappings that come ready to use. Furthermore, Data Sync allows for historical syncing, meaning that your existing data will be synchronized immediately, while updates will continue to sync as they occur. Say goodbye to tedious data management tasks and enjoy a streamlined and automated data sync process between Pipedrive and HubSpot.

You have the flexibility to choose between a one-way or two-way sync, allowing you to seamlessly sync data from Pipedrive to HubSpot, from HubSpot to Pipedrive, or both ways! The integration provides default field mappings that make the setup process quick and efficient, ensuring your data remains organized and accurate. If you're looking for more customization, custom field mappings are available with Operations Hub Starter or above, giving you even greater control over your data synchronization process.

3. Zoho CRM

Streamline your workflow and eliminate manual data entry or cumbersome imports by seamlessly syncing deals, leads, contacts, and accounts between Zoho CRM and HubSpot. With Data Sync by HubSpot, you gain access to a range of valuable features. Experience real-time, two-way syncing that ensures data is shared accurately and efficiently between the two platforms. Setting up the sync is a breeze with pre-defined field mappings already in place, saving you time and effort. Moreover, the historical syncing functionality allows your existing data to sync immediately, while any subsequent updates are synchronized seamlessly as they occur. With Data Sync by HubSpot, you can enjoy a seamless integration that simplifies data management and enhances productivity.

4. Microsoft Dynamics 365

Experience a seamless integration between the HubSpot app and Microsoft Dynamics 365, designed to enhance your sales team's productivity. Getting started is a breeze, as no technical expertise is required. Once implemented, your team can rely on this fast and efficient app for their daily operations. Benefit from a two-way sync of contacts, leads, and accounts, ensuring that any changes made in one system are automatically updated in the other. You have the flexibility to choose which records are synced from HubSpot to Microsoft Dynamics 365, tailoring the integration to your specific needs. Furthermore, lead scores from HubSpot can be conveniently sent to Microsoft Dynamics 365, equipping your sales team with valuable data to prioritize their outreach efforts. With these features and more, your sales team will save time, build stronger relationships, and close deals more effectively. Rest assured, HubSpot's dedicated team of engineers and support staff are committed to maintaining and improving the app, ensuring a reliable and continuously evolving integration experience.

5. Freshdesk

Accessing and managing your HubSpot CRM contacts, companies, and deals is made easy with this integration. You can conveniently create new contacts from tickets in HubSpot, ensuring that all relevant information is captured even if they are not already in the system. Additionally, the integration allows you to create new deals from tickets, enabling you to track and manage sales opportunities seamlessly. When working with a specific contact, you can effortlessly view the associated deals and contact lists, gaining valuable insights into your interactions and engagements with them.

In Freshdesk, creating a HubSpot contact is a simple process. By providing the name, email, and mobile number of the Freshdesk requester, you can easily generate a corresponding contact in HubSpot. Similarly, creating HubSpot deals for a contact within Freshdesk is straightforward. Simply fill in the deal name, deal amount, and deal expiry date to initiate the creation of a deal in HubSpot. The integration ensures that contact data, along with associated deals and contact lists, is readily accessible within Freshdesk. This means that on the Freshdesk ticket details page, you can conveniently view all relevant HubSpot contact information, as well as the associated deals and contact lists, streamlining your workflow and enhancing your customer management capabilities.

Beyond the official integrations..

While this list and the marketplace covers many major platforms, sometimes you could be using an app or a system that doesn't offer an official integration for HubSpot. In such cases, it's a good idea to check if the app offers an API to access and update data. If this is the case, a custom integration can be built using the private Apps functionality available within HubSpot. 

Our team at The Web Plant is expert a building custom integrations and have built several custom integrations for various systems like LMS, Data bridges, Phone dialer softwares, fulfillment systems, sales automation systems and many others.

If you have a system that you want to connect with HubSpot, get in touch with us and we will set it up for you.

 

 

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