How to Improve HubSpot with Integrations for SaaS Companies

Top HubSpot Integrations for Technology and SaaS Companies

As you look to get the most from your HubSpot license, consider integrating these tools for added insights and functionality.

HubSpot CRM Salesforce Integration

While HubSpot and Salesforce are both CRMs, each has its pros and cons. Salesforce offers many dashboards that SaaS companies find helpful in managing their pipeline and automating the sales process. It also offers valuable forecasting tools.

The integration can feed data between both systems to keep data in sync. Using the connection, you can ensure contacts are up to date in both systems and allow your sales team to manage leads within Salesforce while marketing puts the leads through lead nurturing series in HubSpot.

CallRail Integration

Track calls through CallRail while getting a holistic view of all interactions you’ve had with the prospect or customer through other communication methods in HubSpot.

By integrating these tools, you’ll have more insights into the ROI for various marketing campaigns, including phone calls and text messages. View lead activity for all communication types, including incoming and outgoing phone calls.

Zoom Meetings

Connecting HubSpot and Zoom Meetings makes hosting webinars simple. And you can automate the lead list that a customer goes on within HubSpot based on whether the contact attends the webinar.

Give appropriate users access to the Zoom recording following a meeting and automate follow-up based on what you know about the customer.

This can be helpful for SaaS companies that provide live demos as part of the sales process to automate follow-up based on information sales covers or particular follow-up questions the customer might have.

Stripe

Knowing a customer’s subscription status for your SaaS products can help you market or upsell to them using marketing automation. Stripe is a popular payment processing system that makes collecting and tracking payments simple.

When connected, HubSpot and Stripe make a powerful team. You can update or add contacts via either system, knowing it will sync to the other and offer additional filtering criteria to get your marketing automation messaging just right for every customer.

QuickBooks

Managing campaigns all in one place means having tools to invoice and remind customers of outstanding payments. Connecting QuickBooks and HubSpot allows you to do that. You can create and share invoices from QuickBooks via HubSpot and sort customers based on payment status or past invoices.

HubSpot Zapier Workflow Automation

One of the most powerful HubSpot marketing integrations for tech companies is Zapier. That’s because Zapier is like a bridge between HubSpot and as many as 1,500 other apps.

Using the integration, you can automate updates within other applications, such as Google Sheets. You’ll need to have a Zapier account with other apps connected before integrating it with HubSpot. But once you do, you can click “Make a Zap” in the upper right corner of your HubSpot account to trigger actions in a variety of apps.

Zendesk

Give users a platform for submitting tickets for your software or technology. Sync tickets with what you know about customers in HubSpot and other technology to offer the best service possible.

Then automate follow-up once the ticket closes to ensure the customer is pleased with the outcome and provide links to FAQs to help them get the most from your technology..

Benefits of HubSpot Integrations for Technology and SaaS Companies

When HubSpot is part of a marketing technology stack for SaaS businesses, organizations experience many impactful benefits. Here’s a look at what happens when you integrate HubSpot and your other software tools.

1. Streamline Marketing Workflows
If you find that your marketing team spends more time moving data and preparing for campaigns than designing and building out the strategy for those campaigns, something isn’t quite right. Streamlining marketing workflows with HubSpot by connecting systems and sharing data among them makes your customer interactions that much more powerful.

2. Automate Marketing Processes
When you have to move data between systems manually, it makes automation more challenging and cumbersome. The more data that is all in one place, the easier it is to provide timely, relevant information to customers when they need it.

3. Improve Marketing and Sales Collaboration
To send targeted messages, marketing needs to know where a customer is in the sales funnel. And to speak to a customer’s needs, sales needs to know where the lead came from and what they’ve browsed before a sales interaction. Sales and marketing collaboration can transform close rates. Data connections can help make that process possible.

4. Enhance Your Customer Experience
Connecting software systems provides the best customer experience. That way, customers can schedule meetings, submit tickets, call your support line or interact with your technology company in the way that works best for them. It creates a seamless experience across all mediums to help customers find the information or solution they need with ease.

How to Get Started with HubSpot Integrations

Getting started with HubSpot integrations is simple as many only require that you add the connection within HubSpot and then log into that system using your credentials for that system.

You’ll want to approach integrations with a plan for how to use the data effectively. That’s one reason to consider working with a HubSpot Gold partner like Diaz & Cooper. Gold partners are HubSpot’s top-performing agency partners and are held to the highest standards. Working with a HubSpot partner, you can follow these steps to build a strategic integration plan.

• Identify Business Goals and Objectives
  Review why you’re connecting your systems and what your business goals and objectives are for doing so. This will help you know whether the integration is successfully helping you reach your goals. Starting any process with goals and objectives provides a clear path forward.
• Assess Your Technology Stack
  What tools and technology are you using to run your business? Do you have an opportunity to consolidate those tools to save money on expenses while still achieving your goals? Or would moving systems offer a better customer experience or better data for your sales and marketing teams? Take stock of what you have and what you might need to add to get a full view of your customers and serve them better.
• Choose the Right Integrations
  Just because you can integrate one system with another doesn’t always mean you should. Data integrity is essential. So before you connect a tool to HubSpot, ensure that the data source is high-quality and relevant to your sales and marketing efforts.
• Configure and Test Integrations
  Once you’ve built the integration between tools, be sure to test it out. Watch for data issues or conflicting data. And ensure that information is syncing how you’d expect, especially in the case of two-way connections.
• Measure Performance and Optimize
  You might start with only connecting aspects of a system or its data. And as time goes on, you find that additional fields or interactions would benefit you or your customers. Monitor how things are going and update the connection accordingly.

Delivering ROI for High-performing SaaS and Technology Companies

HubSpot integrations offer the opportunity to get more out of your various software systems, including HubSpot. With more data, you can send more targeted and relevant messages to your audience at the right moment to close more sales. Contact Diaz & Cooper, a HubSpot Gold Partner, for a free consultation to learn more about how to leverage these integrations for your business.