HubSpot integration allows you to build a seamless customer journey and keep member data in sync. Create a successful handoff from sales to community management by automating customer invitation into your coworking space app. Keep member information and activity in sync between andcards and HubSpot.
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.
Your time is valuable. Your members deserve the best.