CRM (Hubspot) Integration

Does your Customer and sales Data talk to Marketing?

From creating and collecting lead submissions via website forms to automatic email drip campaigns, social media management and campaign analytics, we can help get you set up with a sales and marketing CRM that makes sense. We are a HubSpot partner and can get the tool working toward your marketing goals.

Does The Word CRM Make Your Head Hurt?

We get it. We’ve been there too. Small businesses know they need to be harnessing the power of a CRM to manage their contacts and communications but the with all the options and robust tools out there it can seem overwhelming. Our agency has wants to help you get started. As a HubSpot partner we can help connect your WordPress website to HubSpot and choose the option and plan that works best for you.

What is HubSpot?

HubSpot is a cloud and subscription based CRM (Customer Relationship Management) software. In the simplest sense it helps manage contacts and the communication your company has with those contacts. Sales teams use the software to manage communicating with leads in their pipeline. But HubSpot has perfected integrating a marketing component including:

  • Creating and integrating lead forms into your website.
  • Creating marketing emails and automation around sending out emails.
  • Social media management and analytics
  • Calendar meeting and integration tool

Our HubSpot / CRM Services

Integration and Set Up

As a HubSpot partner we can help set up the CRM for you to ensure we add any contact lists, assign them appropriate properties, sort them into categories and carry over any data from an old CRM. From there we can get to work connecting your website, social media accounts, digital advertising and other tools so that your data talks with your new marketing tool.

 

Website Lead Forms and Integration

You can’t do sales and marketing without potential leads. Our agency can help ensure your website is capturing new contacts and entering them into your CRM. We can set parameters for the leads based on the unique forms they fill out and ensure your team as well as the lead receives proper notifications of a submitted form.

Beautiful and Automated Marketing Emails

Think beyond the monthly newsletter and start sending targeted marketing emails that make sense to your contacts. We can set up templates and manage your email distribution as well as create automated workflows that send drip and nurture campaign emails based on defined triggers. Do you want to set up an email that is automatically sent to a webinar attendee or sends content to a lead when they fill out a form? This is where HubSpot shines.

1:1 Automated Sales Sequences

There is a big sales component to HubSpot and one of the things our agency can do is help set up automated tasks and strategic messaging to engage potential leads. Sequences are an automated series of 1:1 sales events and can include sending out emails and/or following up with phone calls. Let us show you how to take full advantage with HubSpot and communicate better to your pipeline.

Social Media Management

HubSpot allows for better management of social media channels allowing us to streamline the process across multiple platforms. Additionally, HubSpot allows for better analytics of social campaigns.

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