We are excited to announce that Custify is now fully integrated with Hubspot. Our 2-way-integration allows users of Hubspot to synchronize their customers to Custify with just one click.
What Is Hubspot?
HubSpot is a developer and marketer of software products for inbound marketing and sales – and also a CRM that hosts customer data.
How Do I Activate This Integration?
To activate the Custify-Hubspot-Integrations, simply login to your Custify account, go to Settings -> integrations and select “Hubspot”:
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Our integration works in two ways, and you are free to select which parts you want to get synchronized:
Pulling data from Hubspot into Custify
- Import Contacts from HubSpot as People in Custify
- Import Companies from HubSpot as Companies in Custify
- Import Notes from HubSpot as Notes in Custify
- Import Phone Calls from HubSpot as Notes with “Phone call” tag in Custify
- Import Meetings from HubSpot as Notes with “In-person Meeting” tag in Custify
- Import Tickets from HubSpot as Tickets in Custify
Pushing data from Custify into Hubspot
- Export Notes from Custify as Notes in HubSpot
- Export Health scores from Custify as Company attributes in HubSpot
- Export Calculated metrics from Custify as Company attributes in HubSpot
Simply select which data you want to get synchronized and click on the “connect to Hubspot” button.
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You will be redirected to Hubspot to select which account you want to synchronize – simply follow the steps.
What Can You Achieve With This Integration?
- Keep your contacts and companies in sync
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Whenever you close a new deal and add a company and / or a contact, these will automatically flow into Custify – no developer efforts needed.
- Synchronize tickets from Hubspot to Custify
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Your CSMs will always know the status of tickets and therefore be able to judge accounts much more efficient
- Push customer health data and calculated metrics to Hubspot
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Make customer health data available for all your team and export health scores and metrics from Custify automatically into Hubspot
- Keep notes from CSM team and sales team in sync
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Keep meeting minutes, notes, call transcripts and other interactions in sync between sales and customer success teams
No Coding Required
Our Hubspot integration is a simple plug-and-play integration with no coding efforts on your end. Simply pick your desired settings, authorize, and the real time data exchange between Hubspot and Custify begins.