INTEGRATIONS

HubSpot Integrations with Cloudify

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icon accounting

With accounting systems

When your Hubspot account gets integrated with the accounting app you get to streamline your invoices and administrative works through automation.


How does it work?

You can create and send invoices automatically, along with transferring of the orders, managing customers, inventory, and products through the integration functionalities.

Orders

Capture order updates from the CRM app and create sales quote based on the customer information attached to the orders.

Customers

All customer data are stored at one place in the HubSpot CRM, from where we can use customer data for marketing and sales promotion process.

Inventory

When inventory is integrated with the CRM and accounting app, it remains updated and we can prevent stock outs.

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icon marketing

With marketing systems

Integrate HubSpot with the in-bound and outbound marketing to create several workflows from advanced emails and increase conversion rates and sales.


How does it work?

Send offers to your customers by exporting contacts from the HubSpot CRM, generate leads and add the details in the marketing app list.

Records

Records created in both the apps can be synced automatically and shared between the apps.

Contacts

Sync your contacts from CRM to the marketing app by using HubSpot filters to define which contacts to sync.

Subscribers

Sync all the customers from the marketing app into the HubSpot as new contacts.

Visits

Records all the website visits and calculate the behaviour based lead scores in the HubSpot CRM.

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icon inventory mgt

With inventory and production management systems

Integrate your CRM with inventory and production management app to automate your stock updates, manage orders and get complete hold of your inventories.


How does it work?

You can import deals as sales orders with inventory and HubSpot CRM integrations so that you can keep your customer and product data in sync.

Orders

The sales orders can be transferred from the HubSpot sales hub deals as sales orders in the inventory management system.

Products

You can import product data from the inventories into your CRM to keep the sales and manufacturing data in sync.

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Payment systems

With Payment systems

Integrate HubSpot with payment apps that will enable payments on one platform. The integration lets you get more sales from customers using the payment app links integrated in the invoices.


How does it work?

When a deal is closed on CRM app, an invoice is automatically sent to the customer along with the payment link. Once the payment is done, the deal is moved to the next stage.

Customer

When a customer makes a payment, a contact is created or updated in the CRM app.

Subscriptions

You can cancel the subscription in the CRM app and update the customer and subscription details in real time.

FEATURES

Benefits of integrating HubSpot with Cloudify

Customer data tracking

Customer data tracking

All your customer data along with the payment information can be tracked with the integration in place.

Automatic customer data update

Automatic customer data update

Update all your customer data automatically for all the new and existing ones in your HubSpot CRM.

Link sales and marketing

Link sales and marketing

The platform links every sales and marketing process either on social media platforms, website or emails.

Automated emails

Automated emails

You can create and automatically send customised emails to reach targeted customers.

Nurture leads

Nurture leads

Nurture new leads and build effective customer relationships and strategies that boosts the volume and revenue of sales.

USE CASES

Cloudify use cases across fields

No limit to customisation with HubSpot integration

HubSpot integration with Cloudify helps you generate high quality leads, maintain long term customer relationships, and assist prospects at every touchpoint.

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