Salespanel integrates with Hubspot to send leads captured by Salespanel directly into your CRM. You can create a workflow to automatically add deals on your Hubspot pipeline. This will help you create a seamless sales and marketing alignment process.

What is Hubspot CRM?

Hubspot is a simple CRM solution to manage and track deals. Hubspot offers a free CRM that has provided an entry point for many small businesses in the market. Hubspot is used by over 60000 businesses across 100+ countries making it one of the leading customer relationship management platforms.

How does Hubspot CRM integrate with Salespanel?

Hubspot CRM can be easily integrated with Salespanel using Zapier. Zapier is an integration platform that is supported by over 1500 web applications. Both Salespanel and Hubspot support Zapier. You can integrate Salespanel and Hubspot with Zapier for free.

What can I do after integrating Salespanel with Hubspot CRM?

Export all leads or only qualified to CRM and automatically create deals.
Export lead data and lead score to CRM. Your sales team will be able to directly get all information and work independently.
Fill sales pipeline with new hidden opportunities by exporting identified companies who match your ideal customer profile.
Import contacts from your CRM, enrich them and export them back to CRM. (Available on higher plans only).

Setting up the integration

Open Workflow Automation settings from the Plugins & Integrations section on your Salespanel dashboard and follow through the Zapier setup process. If you don’t already have a Zapier account, you will need to create one. Creating your Zapier account is a really easy process that can be completed in less than a minute. Once set up, you will need to decide what you want to be transferred from Salespanel. You can create triggers to export all captured contacts, all identified visiting companies or only qualified leads and customers. For a detailed guide on how to set up the Zapier integration, please refer to this article.

Hubspot and Salespanel

Once you select what Salespanel should send to your Hubspot CRM account, you will need to select the trigger Action. These are the actions provided by Hubspot CRM.

Create a Deal: This Action will create a new deal on your CRM. You can use this action to automatically create new deals for all inbound leads or create deals for sales-ready leads. For example, you can set up a workflow to create deals for leads when they cross the minimum lead score requirement.

Create Company: Use this trigger to create a company on your Hubspot CRM. An ideal case would be to set a workflow where a contact is created on your Hubspot account when Salespanel identifies companies visiting your website. You can also export only those companies who match your ideal customer profile. Have your sales team follow up with these prospects and close deals you never knew existed.

Update Deal/Update Company: You can use this trigger to update an existing deal or a company profile with new information. For example, you can use this to update lead score on existing deals. Please contact us for details on this trigger.

Create or Update Contact: Similar to deal creation, this trigger action will create a contact for a lead on your Hubspot CRM and add useful lead information.

With our Hubspot CRM integration, you can send all sales-ready leads to your sales team for them to close. Your sales team can work independently and always have all the latest leads in their pipeline. Create a smooth sales cycle and sell in a more efficient way with Salespanel.
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