Integration
HubSpot
Your HubSpot, cleaned, checked and worked every day.
What it does with HubSpot
It connects to your HubSpot and reads your contacts, deals and stages. It merges the duplicates, fills the blanks, and keeps the stages honest. It finds the deals that went quiet and follows up itself, in your words, once you've approved the first message. It writes back what happened so the record is always current.
Find every deal in HubSpot that's gone quiet and follow up with the message I approved.
Text me the three things in HubSpot that matter most today.
When a call comes in on our line, make sure the contact exists in HubSpot and log what happened.
Show me cost per sold job by lead source, from HubSpot and our ad accounts.
What it reads, what it writes
- Refreshes
- Every day, and the moment something changes where the system tells us.
- Cleans
- Duplicates, blanks and conflicts in what it reads, logged with before and after.
- Who wins
- HubSpot stays your system of record for what it holds. It never overwrites a record you changed by hand without telling you.
Questions
- Will it message a lead without me?
- Not until you've approved the first message of that kind. After that it runs the same message, and it stops the moment someone replies or asks for a person.
- Does it replace HubSpot's own automation?
- No. It works alongside it. Tell it what HubSpot already does and it won't do it twice.