IntegrateHQ & HubSpot

IntegrateHQ Improves HubSpot.

HubSpot is packed with features. IntegrateHQ can supply the data required to maximize the value of those features. 

CRM Record Enrichment

Consider a situation where your sales team works out of HubSpot, and your quote generation team prepares and issues customer quotes using the best of breed industry-specific application. Here are a few ways IntegrateHQ can ensure your sales team stays updated with customer interactions.

1. IntegrateHQ can create custom HubSpot Company, Contact, Deal, and Ticket properties and populate those properties with data from a quote system.
2. IntegrateHQ can create CRM timeline events (also known as HubSpot Engagement records) and link them to Company, Contact, Deal and Ticket records.
3. You can create your own HubSpot "CRM Extension" to display a custom "CRM Card" with Contacts in the HubSpot UI. IntegrateHQ can collect and store quote data displayed on the CRM Card, making it available for viewing and analysis.

Dynamic CMS Content

HubSpot's HubDB is a powerful way to add dynamic content to your CMS pages. IntegrateHQ can populate your HubDB tables to ensure your customers are browsing your latest content.

Create More Powerful Workflows

HubSpot workflows are great for automating simple data flows that follow the If This Then That (IFTTT) paradigm. Sometimes you need a little more power; for example, with IntegrateHQ you can:

• Perform computations across a set of records and use the results to update selected records based on logic you define
• Carry summarized/categorized information from Deal Line Items up to parent Deal properties
• Perform advanced date math (e.g., add number property value [Payment Grace Days] to date property [Payment Due Date] to determine if a payment is late)
• ... and so much more!

Securely Share HubSpot Data

Just as bringing external data into HubSpot can improve the 360-degree view of your HubSpot-enabled workforce, pushing data from HubSpot and back to your other key business applications can improve the productivity of users of those applications. Deal closed won? Let's send it to the billing system.