January 12, 2023

9 Sales Integrations to Supercharge HubSpot CRM

HubSpot is a suite of powerful marketing, sales, and services tools that equip teams to engage new audiences, drive conversions, and enhance the buyer’s journey. For sales teams, the results are in: after a year of using HubSpot, companies report having 92% more closed-won deals on average.

Right out of the box, HubSpot CRM breaks down data silos and improves team workflows. As importantly, HubSpot stays true to its mission of centralization. As a result, the software is one of the most integration-friendly CRMs on the market. 

CRM integrations help you bring your tools, tactics, and prospects’ information together using HubSpot. You’ll be able to unite your marketing, support, and sales activities in a central location for the team to access, analyze, and refer to as needed. In fact, HubSpot integrations are key to maximizing the ROI of HubSpot CRM and reaching the full potential of the powerful software across the business. Here are some recommendations.

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HubSpot Sales Hub: A Seamless Upgrade

If your team is using the free HubSpot CRM, we recommend upgrading to HubSpot Sales Hub before considering third-party integrations. A powerful sales performance management software, Sales Hub is an ace up the sleeve of sales leaders looking to optimize their sales engine for revenue generation, operational efficiency, and scalable growth.

The performance data reported by HubSpot customers all over the globe speaks to the powerful impact of the tool. After upgrading to Sales Hub, revenue teams report at least a 24% increase in closed-won deals, with teams on the Enterprise tier experiencing gains of up to 347% in a calendar year. 

Sales Hub adds key functionality to enable reps to better engage with leads and close more deals, faster. Here’s a snapshot of the capabilities the tool can add to your team:

  • Outreach Automation: Streamline your outreach efforts with automated processes that make sure no lead is left behind.
  • Personalization and Tracking: Tailor your communications based on individual lead behaviors and track their interactions.
  • Conversion Intelligence: Gain insights into what's working and what's not, allowing for timely adjustments.
  • Centralized Dashboard: All your sales activities, neatly organized and accessible at a glance.
  • Advanced Analytics: Dive deep into sales metrics, customized reports, and forecasting to stay ahead of the curve.
  • Seamless CRM Sync: Make sure that your sales pipeline is always updated and in sync.

Salesforce Integration: Bridging Two Giants

If you’re a Salesforce user, you can automatically sync all of your contacts’ information from the database into HubSpot once connected to the Salesforce integration. This allows you to work with reps to get strong lead intelligence and revenue reporting. You can mesh your marketing and sales work, content, and information so you and your team can access any information from either system at any point in time. The Hubspot-Salesforce integration provides:

  • Unified Lead Intelligence: All your contacts' information from Salesforce is automatically synced with HubSpot, providing a holistic view of each lead.
  • Enhanced Collaboration: Marketing and sales teams can now seamlessly work together, accessing information from either system whenever required.

Vidyard: Elevating Communications

Vidyard is not just about video communications; it's about intelligent video communications. Benefits of the HubSpot-Vidyard integration include:

  • Lead Conversion: The integration allows you to embed CTAs and forms directly into your videos, turning viewers into potential leads. 
  • Engagement Tracking: In your HubSpot CRM, you can see what videos your prospects are watching and how many of them, so you can improve the content and give more context to your sales follow-up. 
  • Automation Triggers: Set up automations based on video views, ensuring timely and relevant follow-ups.

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Distributely: Advanced Lead Routing Simplified

HubSpot’s native lead routing capabilities are critical to sales team operations. But with growing quotas and customer expectations, high-growth teams need to maximize available resources and leverage integrations to support scalable lead routing.

Purpose-built by New Breed for HubSpot, Distributely offers custom, automated lead routing by seamlessly integrating with the CRM. It also offers scalable automation for HubSpot Tickets, helping support teams scale faster and delight customers. Distributely maximizes the value of the HubSpot CRM with a seamlessly integrated app that delivers the right lead to the right rep at the right time.

  • Simplified Workflows: With Distributely, sales leaders can quickly build and customize rules for programmatic actions and workflows in the app.
  • Customized Routing: Customize teams and assign leads based on various factors to enhance consistency and engagement throughout the buyer's journey.
  • Capacity & Availability Management: Set reps’ availability, timezone, or capacity within the app, with Distributely's capacity-based weighted system tilting leads to the right rep accordingly. The app also allows setting a maximum 'cap' of leads per rep or team.

Slack: Streamlined Communications

Slack has become the go-to platform for team communication, and its integration with HubSpot is a boon for sales teams. With its seamless connection to HubSpot, Slack brings a new level of efficiency and collaboration to sales workflows. Sales teams can now communicate, share information, and make important decisions all within one unified platform. Here's what it offers:

  • Instant Notifications: Receive real-time updates on lead activities, deal stages, and more directly in your Slack channels.
  • Task Management: Assign tasks, set reminders, and ensure timely follow-ups without leaving the Slack interface.
  • Collaborative Selling: Share lead information, discuss strategies, and make collaborative decisions in a unified platform.

Zoom: Seamless Video Conferencing

Incorporating Zoom into your HubSpot CRM can elevate your sales meetings. Benefits include:

  • One-click Meetings: Schedule and start Zoom meetings directly from HubSpot.
  • Recording Integration: Store and access meeting recordings in HubSpot for future reference.
  • Engagement Analytics: Analyze meeting durations, participant engagement, and more to refine your sales pitches.

Typeform: Engaging Surveys and Forms

Typeform is widely recognized for its innovative and engaging approach to forms and surveys. With its user-friendly interface and customizable templates, Typeform allows teams to create interactive and visually appealing forms that captivate respondents and encourage meaningful engagement with the sales team.

By integrating Typeform with HubSpot, businesses can seamlessly capture responses and data directly into their CRM, streamlining their lead capture process and improving data accuracy. When integrated with HubSpot, Typeform offers:

  • Lead Capture: Create engaging forms in Typeform and capture responses directly in HubSpot.
  • Segmentation: Use Typeform responses to segment leads in HubSpot for more personalized outreach.
  • Feedback Loop: Collect feedback post-sales and use insights to refine your sales process.

The Sales Leader's Guide to Selling in 2023: Download Your Free Copy

Notion: Unified Workspace Integration

Notion has emerged as a versatile workspace tool, combining notes, databases, and task management. The native Notion integration with HubSpot, currently only available for startup partners, offers:

  • Centralized Documentation: Sync your HubSpot CRM data with Notion to maintain a unified documentation space.
  • Task Tracking: Convert HubSpot tasks into Notion to-dos right from the platform, providing a seamless workflow across platforms.
  • Collaborative Deal Management: Create shared Notion pages for deals, allowing for collaborative input, documentation, and strategy planning.

Databox: Advanced Analytics & Benchmarking

Databox is not just a dashboard and reporting tool; it's a comprehensive analytics and benchmarking platform. When integrated with HubSpot, it offers many features:

  • Real-time Dashboards: Visualize your HubSpot data instantly with customizable Databox dashboards.
  • Performance Metrics: Keep a close eye on essential sales and marketing metrics, from lead conversion rates to deal closures, all consolidated in one place.
  • Automated Reporting: Set up automated daily, weekly, or monthly reports to be delivered directly to your inbox, making sure you're always in the loop.
  • Benchmarking Groups: Databox-HubSpot integration allows users to join benchmarking groups with similar organizations and industries. Teams can compare their performance metrics and see how they stack up against their peers, providing invaluable insights and competitive intelligence.

The Takeaway

HubSpot shines as a leader in the realm of CRMs, offering a steadfast commitment to centralization and integration. With HubSpot's powerful tools, sales teams are equipped to drive conversions and enhance the buyer's journey. From the Sales Hub to seamless integrations with platforms like Salesforce and Vidyard, HubSpot unlocks unparalleled pipeline performance. 

If you're looking for a custom integration in your HubSpot instance, New Breed is happy to share that our RevOps team is certified in HubSpot's Custom Integration Accreditation. With New Breed's accreditation, sales teams can optimize their sales engine for revenue generation, operational efficiency, and scalable growth, all within the powerful HubSpot ecosystem.

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Al Moore

Al is the Director of Marketing for New Breed. He has spent the last 15+ years as a B2B and SaaS marketer, and he is passionate about helping companies leverage the digital space to reach and engage their audiences effectively and efficiently.

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