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Generating leads is only half the battle won. If you want to drive sales, you need a seamless way to manage those leads.
That’s why we’ve integrated HubSpot X Saleshandy.
With this integration, you can seamlessly transfer data between the two platforms.
The benefits of HubSpot x Saleshandy are clear:
- Easy lead handoffs
- Complete visibility into the lead flow
- Better alignment between marketing and sales teams
In this blog, we’ll discuss how this integration exactly works and what you can do to make the most of it.
HubSpot x Saleshandy: How Does This Integration Work?
With the HubSpot integration with, Saleshandy, you can now manage leads and prospects efficiently.
Now, when you create leads in Saleshandy, they automatically sync to your HubSpot CRM. So, it eliminates the need for you to manually export and import data between the two platforms.
Let’s see other benefits of this integration in detail:
Sync Only Selected Data with Field Mapping
If you want only certain data to sync between the two platforms, you can customize it.
The Saleshandy and HubSpot integration allows you to customize which fields sync between the platforms.
You can map relevant Saleshandy data like prospect name, company, and email to the corresponding HubSpot contact properties.
You can also map custom field values to tailor the integration to your needs.
This flexibility ensures that only meaningful data flows into your HubSpot CRM, keeping it clean and organized.
To check the complete list of fields that you can map, click here.
Create triggers between Saleshandy and HubSpot
The integration enables two-way syncing between Saleshandy and HubSpot.
When you update a contact in Saleshandy, the changes will reflect in HubSpot automatically. Likewise, when you make any updates to your contacts in HubSpot, they will sync automatically in Saleshandy in real time.
This bi-directional data flow ensures consistency across both platforms. You’ll always have the most up-to-date prospect details right where you need them.
By combining the strengths of Hubspot and Saleshandy, the integration makes it possible for you to streamline your sales process, save time, and improveyour sales efficiency.
HubSpot x Saleshandy: How Does It Help With Cold Emailing?
HubSpot is an extremely popular CRM among cold email marketers.
It helps you track leads, monitor their progress through your sales funnel, and plan targeted cold email campaigns to turn prospects into qualified leads.
For the best cold emailing workflow, it is important not to switch between your CRM and Saleshandy.
This Hubspot Integration overcomes productivity and workflow problems and helps you with the following benefits:
- Manage your contacts in one place: You can sync Saleshandy contacts in HubSpot for accurate, up-to-date customer data in one place. Reduce duplicate entries.
- Prospect Activities: This integration makes it possible for you to Automatically log Saleshandy prospect engagement in HubSpot. There is no manual effort needed to update your pipelines.
- Manage your potential deals effectively: Leverage Saleshandy automation while managing deals seamlessly in HubSpot. Streamlined workflows to engage, organize, and close deals faster.
With Saleshandy and HubSpot integrated, you can focus on building relationships and closing sales with robust CRM behind the scenes.
How to Create a Workflow For Deal Management
Creating a workflow is quite easy with Saleshandy X Hubspot native integration. Here’s a step-by-step guide for you:
Step 1: Go to “Integrations” in Saleshandy and Click on “Connect Now” to connect your CRM to Saleshandy.
Step 2: Log in to your Hubspot CRM.
Step 3: Once you’re logged in, go inside, “Configuration and mapping in Saleshandy, and sync the Saleshandy columns with Hubspot Column for better lead management.
Step 4: Once you have configured the fields, go to trigger and activity and set which activity you want for a particular trigger in Saleshandy, and save.
Checkout the video for the guidance
You are all set!
Integrate HubSpot with Saleshandy Now!
So try the integration and sync all your activities for effective workflow management!
Check it out and start integrating your leads.
Happy Sending!
