HubSpot integration allows to easily sync data between andcards and HubSpot, enabling multiple use cases:
- Easy handoff from the sales team to the customer team by auto-creating companies and users using HubSpot data.
- Enriching HubSpot contact data from andcards.
andcards + HubSpot for Administrators
- When a deal is won or updated on HubSpot, invite related contacts on andcards. This saves time and simplifies customer onboarding, allowing you to build a smooth customer journey.
- When a contact is updated on HubSpot with "Customer" tag, invite the contact on andcards. Similar to the above, this automation allows to speed up onboarding, saving time and reducing manual work.
- When a new member is invited on andcards, create a contact on HubSpot. This automation helps to keep customer data in sync, so the sales team works with the most recent customer data.
- When a booking is created on andcards, create note on HubSpot person's timeline. This helps sales team to have a full context of customer interactions from within the CRM.