With so many HubSpot integrations on offer, it can be difficult to select the right one for your business needs – particularly when it comes to sales.
In just the last few years, the world and tools of marketing and sales automation have changed a lot.
One of those biggest changes is with customer relationship management systems, otherwise known as CRMs.
Sales CRMs have been viewed as a bit of an inconvenience. While a CRM is a great way to store notes and data, they have often been viewed by sales reps as a load of boring admin.
Reps would sometimes rush to fill in notes, going through the motions rather than using the CRMs features for their true purpose.
Thankfully, with the development of new features, along with integrations now available, this simply is not the case for CRMs anymore.
Some of the top HubSpot integrations can actually offer a more helpful, and integrated way of selling overall.
As one of the market leaders, HubSpot is a way of making sales easier, and more efficient while helping to link up different parts of the business together.
Marketing, IT, customer service and success, finance – each one can now benefit from cohesive working thanks to clever automation and integrations.
And the result?
More sales!
We’ve rounded up some of our favorite HubSpot integrations that are sure to take your sales and marketing game to the next level in 2023:
Table of Contents
Best HubSpot integration for Project Management
Jira
Jira is an all-in-one project management tool that helps you track, prioritize, and manage projects. With the HubSpot and Jira integration, you can automatically sync contacts between the two platforms. This is particularly ideal for managing long-term sales projects or helping customers with their long-term KPIs.
Zapier
Zapier is a great way to connect all of your existing tools with HubSpot without writing any code. The integration allows you to quickly set up automated workflows between multiple platforms so that all data stays connected and up-to-date across your organization. No matter what department you are in, this integration will save you time and energy.
Calendly
Scheduling meetings can be time-consuming and frustrating, but Calendly makes it easy! With the HubSpot integration, you can schedule meetings directly from the platform and eliminate back-and-forth emails. This is perfect for managing both internal meetings but also offering a place for prospects to select times that are convenient for them. This ease of use and transparency to your calendar removes unnecessary perceived barriers to closing that new client.
Best HubSpot integration for Remote Communication
Zoom
Whether it’s a one-on-one meeting or a virtual team event, Zoom is the perfect tool for video conferencing with potential customers. The HubSpot integration ensures seamless collaboration between teams regardless of location or device. Widely used, and well-known, scheduling appointments with prospects or salespeople can be super easy with plenty of functionality.
Google Meet
Alternatively, Google Meet is another great option for video conferencing and group meetings that feed directly into HubSpot. The integration allows you to easily set up meetings, share files, and collaborate on projects in real time. Connected directly with the G Suite as well, when leveraged alongside other HubSpot integrations and centralized content, it makes sales an absolute dream.
tl;dv
Video conferencing is amazing but sometimes it’s simply impossible to get everybody onto that conference call at the same time.
So imagine being able to take the most important clips, with the most useful details from potential new customers, and share them with the whole team – at a time that suits them.
Game changer, right?
By using tl;dv you can record on Zoom and record Google Meet calls, plus transcribe or annotate the call in over twnety languages. With your recording, you can also edit out clips of key moments, or add ‘timestamps’ in retrospect, so that anyone can easily revisit the most important parts. Best of all, these timestamped recordings and clips are pushed directly into HubSpot.
The reason many cite tl;dv as the best sales call recording software is precisely because of how easy it is to pull real client or customer emotion straight into Hubspot, providing amazing context for your whole team.
No more forgetting little details, or missing huge buying signals. This tool allows for exellent transparency and documentation of any or all sales calls.
Every team member involved in the sales process has full access to details in calls, which means they will be perfectly prepared when it comes to following up. tl;dv is used as a follow-up tool for this very purpose.
Ever needed to send a follow-up to a client, only to get ghosted? tl;dv will alert you as soon as your meeting has been viewed by a lead or prospect. This means you know when they are considering your service or product, which is typicallly the perfect time to close!
Record, transcribe, highlight key moments, or search your tl;dv library for past conversations! You can even clip out the best bits to show your boss, or use in remote onboarding.
In fact, you can even create clips where your product or service’s main value to a prospect is perfectly illustrated – and share this with them as a reminder later. Chances are they’ll be impressed by your documentation, and attention to their needs!
Oh, and Hubspot is far from the only seamless integration offered by tl;dv. Push your important call moments to Slack, Notion, or any other CRM used by your team!
Slack
Slack is an amazing platform for team communication and collaboration. With Slack’s HubSpot integration, you can quickly share updates and customer info across multiple channels without ever leaving either platform.
It’s perfect for creating customer channels or pinging a colleague “in the know” who isn’t on a sales call.
And, with tl;dv mentioned above, you can even tag a colleague to join in on your call when needed.
Best HubSpot integration for Customer Service & Support
Plivo
Plivo makes it easy to send automated text messages, so you never have to worry about forgetting a customer. The integration with HubSpot allows you to quickly sync data between both platforms and stay on top of your communication efforts. Plus, you can easily create a series of messages to nurture leads or follow up with customers.
Intercom
Intercom is a powerful tool for customer support and conversion optimization. The integration with HubSpot allows you to quickly respond to customer inquiries, automate messages, and track user activity all in one place. It’s also perfect for keeping track of ongoing customer queries or answering all those repetitive frequently asked questions with pre-formatted answers ready to go.
ZenDesk
A top HubSpot integration for managing queries and tickets, ZenDesk is perfect for keeping track of customer support and satisfaction. You can set up triggers to respond to customer inquiries in real-time, create automated workflows to streamline communication and track your customer satisfaction levels all in one place. Plus, it all feeds directly into the customer’s record on the HubSpot CRM. All the information, every query, every issue, all in one place.
ChurnZero
Got a subscription customer but want to make sure you keep them? ChurnZero, which offers a very handy HubSpot integration can harness the data to make sure you never lose clients to churn again. With health scores based on aggregated data, from multiple sources, you can detect risks early on and take a proactive approach to prevent churn. This means more time spent nurturing relationships and retaining customers, rather than spending all your energy finding, selling, and onboarding new ones.
Best HubSpot integration for Sales & Business Development
LinkedIn Sales Navigator
LinkedIn Sales Navigator is an essential tool for any sales team. The integration makes it easy to keep track of your contacts’ activities and stay on top of leads.
With LinkedIn Sales Navigator, you have almost the whole world’s business community at your fingertips, all ready to be contacted.
Segment leads and people of interest by industry, management level, company size, location, and more, to find your ideal prospects. You can then export Leads from Sales Navigator to add them to your database.
The HubSpot integration then pulls that information right into your HubSpot account, so you can quickly send follow-up emails, schedule meetings, and track progress.
DocSend
DocSend helps you securely share documents and track activity such as opens, views, and downloads. This ensures that your sales team always knows what their prospects are looking at.
If you’ve ever spent an age prepping documentation, proposals, and collateral for a prospect only to hear crickets, DocSend’s HubSpot integration makes sure that every email is followed up with a real-time notification when the recipient opens or views it.
Salesforce
While arguably a CRM within a CRM, Salesforce is a popular CRM that works hand-in-hand with HubSpot. The integration lets you easily sync data between the two platforms, so your sales and marketing teams can work together in real-time. This means your sales reps will be able to see the emails, meetings, and other activities that have been logged in HubSpot, instantly.
Sales and marketing are often working in silos, and the integration of these two powerful CRMs means that everybody has the transparency and vision to work together towards a common goal.
DocuSign
DocuSign is a great way to automate document signing, so you can close deals faster. The integration with HubSpot allows for the seamless sharing of documents between sales reps and customers. Create your envelopes, add your contracts, set signing prioritization, CC in stakeholders, and more. HubSpot then stores the final document, ensuring that no contract ever goes astray or is left unsigned.
Geomapper
If you still operate in some way as a field rep, then knowing which customers are where – geographically – can make going out on the road a whole lot easier.
With Geomapper, you can view customers’ locations on a map and use that info to optimize your sales efforts, while also saving time, money, and gas!
Integration with HubSpot means that everything is cataloged and tracked, preventing valuable sales time from being wasted on admin.
Qwilr
Qwilr provides an easy-to-use platform for creating stunning, custom web-based proposals. The integration with HubSpot makes it simple to keep track of which clients have viewed the proposal and helps you stay on top of follow-up tasks.
No more taking ages to send out a proposal. It’s quick fast, automatically migrated, allowing sales teams to get proposals to decision-makers in record time.
Sales Commission by Quota Path
There is nothing worse in sales than having absolutely no idea what commission you’ve got coming through in your next pay check. And while we could rely on the old strategy, payslip roulette, there are now integrations to help with total transparency. The Sales Commission by Quota Path integration is one such one.
Knowing how much you’re going to get paid (and when!) allows for any issues to be dealt with and offer much more transparency in the workplace.
Best HubSpot integration for Website Data & Analytics
Kissmetrics
Kissmetrics is an advanced analytics tool that tracks user engagement in real-time across multiple channels.
It has powerful segmentation capabilities that can help you better understand your customers’ journey.
For salespeople, it can track and monitor their performance, making sure that the right offers are being sent to the right people at the right time. The integration with HubSpot streamlines data tracking and makes it easy for sales reps to measure their success.
Google Search Console
For real transparency, and an unusual font of ideas, Google Search Console is a great tool for tracking your website’s performance in search engine results. While this may seem more “marketing” than sales, it can offer great insight to how people find your company, and what they are looking for if you know how to set up google search console.
The HubSpot integration allows you to view all of the data directly from the platform, so you can quickly make decisions about keyword optimization and other SEO efforts. It also provides incredibly detailed insight into which keywords are bringing people to the site, this allows you to monitor trends and long tail queries (or straight up “What did they type into Google?”), so you can adjust your selling strategy accordingly.
HotJar
HotJar is a great analytics tool for understanding how users are interacting with your website. With the HubSpot integration, you can view heatmaps, recordings, and other data directly from your platform, helping you make better decisions about optimization to generate new leads.
It’s also a great measuring tool to see exactly how people use the site.
The heatmaps give salespeople great insight into what is hot and trending, as well as website developers into making sure that the user experience is offering the best chance for maximum sales, conversions, and queries.
WooCommerce
WooCommerce is a great HubSpot integration to help you easily set up and manage your online store. It’s user-friendly and can be integrated with other eCommerce tools, so you can track sales and manage inventory without leaving the platform.
With WooCommerce, you also have access to a variety of additional plugins that can help you to customize and optimize your store, giving you the best chance for success.
Offering an insight into eCommerce on a granular, financial level, also allows you to feed reps with information on products to push towards potential customers, and what items and services are offering the best returns.
Best HubSpot integration for Marketing & Lead Generation
ConstantContact
An email marketing powerhouse, ConstantContact makes it easy to send out targeted campaigns that get results. This integration allows you to sync your customer data with HubSpot for a streamlined experience and ensures that all of your efforts are tracked correctly.
Marketing can help bolster sales efforts, ensuring that prospects are being nurtured, while the HubSpot integration ensures that there are no crossed wires or missed opportunities in the process.
Heap Analytics
Heap Analytics makes it easy to analyze user behavior and optimize through email touchpoints. It comes with a wide range of tools such as A/B testing, funnels, and cohort analysis.
For salespeople it gives amazing data and insight into how potential customers are engaging and responding to emails, giving reps the edge in understanding their audience.
The integration with HubSpot makes it easy to track and measure user behavior, giving an amazing insight into how to optimize sales and marketing efforts.
Leadfeeder
With Leadfeeder, you can get insights into who’s visiting your website and how they found it. This integration helps you identify leads that may have gone overlooked, so you can start building meaningful relationships right away.
It’s also incredibly useful for sales reps, as it allows them to quickly identify leads who are ready to buy, meaning they can focus their efforts on the most valuable prospects.
JotForm
JotForm provides an easy way to create forms for collecting customer data and feedback. The integration with HubSpot makes it simple to send this information directly into the platform, so you can use it for more effective segmentation and targeting. Sales can also harness it to better understand customer needs and preferences, so they can craft tailored offers that are sure to get results.
YouScan
YouScan helps you monitor social media conversations and track customer sentiment, allowing you to get a better understanding of what your customers think about your products.
This is also great for measuring how clients, customers, as well as prospects, rate your salespeople. Anything positive (as well as negative!) gets picked up and is a great barometer for measuring sales approaches and perceptions of your company. If your teams are being too pushy, you’ll soon know about it and can adjust the approaches and strategy to offer a better sales experience for potential customers.
Best HubSpot integration for Finance
Xero
Quickly send invoices and bills out to new clients using Xero, which also then directly pulls through to the HubSpot CRM via integration. This is great for ensuring that all invoices and transactions are tracked in one place. No more lost invoices or chasing payments manually!
Stripe
For accepting online payments, Stripe integration is essential. The integration allows you to quickly set up payment processing and track incoming payments directly from your HubSpot dashboard. Simple, fast, and another barrier to sale removed!
Best HubSpot integration for Learning & Development
HubLMS
For those looking to create an easy way to share sales training, or a great way to help onboard new clients then the HubLMS integration is ideal. This integration allows you to create courses and track progress directly from HubSpot, meaning that sales teams can easily access the training they need when they need it.
Use HubSpot to close more deals and make life easier
HubSpot’s suite of integrations makes it easy to automate many tasks while staying connected with customers.
By using HubSpot and the various integrations, you can streamline operations, increase efficiency and accuracy, and nurture relationships.
From marketing automation to customer segmentation and analytics, these integrations allow you to get the most out of your sales process.
A better, easier sales process makes sales… well, hopefully, easier! Which means more revenue, more commissions, more clients, and better morale for everybody.
Sales are the lifeblood of any and every business, and we hope that these integrations can help you and sales your sales colleagues get the most out of all your skills and resources.
If coffee is for closers, then HubSpot gets the whole bag of coffee beans!
