February 3, 2023
Best HubSpot Integrations for Your Sales Team
HubSpot is a powerful, multi-purpose platform for revenue teams. More than just a Customer Relationship Management (CRM) tool, it caters to the entire customer journey, from first touch to customer experience improvements. For sales teams specifically, the best HubSpot integrations can help speed up the sales cycle and close deals faster.
In addition to a ton of native features, HubSpot’s integration capabilities help to better align Sales and RevOps teams in their customer acquisition tactics. For example, HubSpot’s Calendly integration allows reps to send out personal links for booking a meeting, while also logging the activity within their HubSpot instance and other connected software.
6 of the Best Hubspot Integrations to Improve Sales Efficiency
Currently, HubSpot boasts over 1,000 integrations in its marketplace. This means that no matter how niche your business processes are, you’ll be able to find one that works for you.
Here are some of the best HubSpot integrations that RevOps teams can use to get ahead:
Not to toot our own horn, but *toot toot.* Contractbook’s HubSpot integration enables top-tier cross-functional communication and one of a kind insight into the contracts associated with each customer account. This means that you’ll be able to track contract data and map it to existing account data, so there’s no need to run back and forth between Legal and Sales to get a deal over the line. As a result, all your teams will be on the same page about obligations and customer expectations.
In fact, there are myriad ways to leverage your HubSpot and Contractbook integration to improve your sales team’s process and revenue efficiency.
A staple among most sales teams, Salesforce is one of the most popular CRMs on the market. Revenue teams use Salesforce to keep track of account activity, customer lifecycle, and deal status. While Salesforce and Hubspot have some overlap in functionality, Salesforce tends to go deep while HubSpot goes wide. As a result, integrating these two tools gives sales organizations broad-ranging insight into not only the success of your outreach, but how smoothly prospects move through the customer lifecycle.
Zapier is the integration for integrations. As the average size of a SaaS company’s tech stack increases year over year, Zapier is a must-have for teams that use several software systems that don’t necessarily talk to each other. This is especially handy for sales and revenue teams that find themselves performing manual triggers to move a customer through the journey. Zapier can automate workflows based on specified behavioral triggers — e.g., Zapier can automatically add webinar registrants to HubSpot nurture tracks, empowering your team to spend more time selling.
Gong software records sales calls and provides Sales and RevOps leaders with insight into conversations your team is having with customers. With Gong, you can tag calls by criteria that are specific to your business needs — like account size, SDR/AE, call length, etc — and track content topics within each conversation (e.g. objections, pricing discussions, follow-ups). A Gong and HubSpot integration means that you not only have in-app context for accounts, but also a connection to the recording of how the call went within that same instance.
Gmail is one of the most popular email services among consumers and businesses alike. And despite a more widespread acceptance of communication systems like Slack and Teams, email is still the preferred mode of communication — for better or for worse. It’s possible (and detrimentally likely) for important documents and correspondence to get lost in the shuffle of your inbox. With a HubSpot integration, your sales organization can keep excellent track of emails sent, opened, and clicked, so you can keep better track of a prospect’s engagement as they move through the sales funnel.
Since the beginning of the pandemic, Zoom has become one of the most popular video communication tools across businesses. It is one of the top tools that remote or hybrid businesses use to communicate with the internal workforce and external clients. Sales teams everywhere depend on Zoom’s video software to easily connect with prospects and clients, and the HubSpot integration makes this easier by automatically sending video conference details to prospects who book a meeting. Even more, the integration allows teams to build seamless workflows around webinar attendees and contact creation in the CRM.
How to Leverage Your HubSpot and Contractbook Integration
The good news for RevOps and Sales leaders is that a HubSpot and Contractbook integration can help you keep track of some of the more obscure parts of the customer journey. It entirely obliterated the silo that each function operates in, and makes contracts a seamless part of the customer journey. And while historically, only Legal had access to contract data, modern businesses depend much more on cross-functional collaboration, so having access to contracts and contract data is a crucial part of a successful sales process and business practice.
Using this integration, you can centralize all your contact data, regulate contract templates, and create unique contract workflows. Here are some other ways that revenue teams can leverage their HubSpot/Contractbook integration for a smoother sales process:
Automate Contract Draft Creation When Deal Stage Changes
One of the first stages in the contract process, contract creation sets the tone for the rest of the process. Drafting contracts from scratch for each deal and then routing it to your account point of contact (POC) introduces friction into the process, and can delay crucial deals by weeks, months, or even entire quarters.
Automating contract creation and using templates with pre-approved legal language can help speed up the contract lifecycle process. This can be particularly powerful for high-growth businesses and scaling sales teams. Even more, you can amp up your process efficiency by automating contract creation based on HubSpot activity.
For example, instead of manually creating a contract (yes, even a templated one) as customers approach the end of the funnel, you can use HubSpot’s Contractbook integration to automatically draft a contract in your CLM using data from your CRM. This automated process removes delays that are built into a manual process, and allows your sales teams to keep the ball rolling on crucial deals.
You can trigger the automated event in the Automations section of HubSpot based on deal stage changes. Tweak the settings of the workflow automator to ensure that the contract is generated when the right deal stage is triggered, not just any. You can also add more conditions to your workflow using logic, if needed.
Assign a New Owner to a New Draft
While many of your business contracts are similar to one another and include like terms, each contract is unique. This is because deals, accounts, and contract obligations are unique across your customer base. As a result, while the process for executing contracts might have the same general steps involved, each workflow will be unique to the contract.
Quiet as it’s kept, there’s such a thing as streamlining your contract workflows too much. Overgeneralizing your contract workflows can create major problems down the line, as you are liable to have to go back and make time-consuming, manual changes. This is why it’s important to know what contracts are common to your business ecosystem and create workflows that cater to various contract needs. For example, contracts below a certain dollar value might not need as many approvers as higher value deals, and your reps might even be able to generate and execute a few on their own, depending on the stakes.
Luckily, the HubSpot/Contractbook integration allows you to create a workflow that accounts for these changes. When setting up the automation within HubSpot, the creator of the draft automation is automatically the owner, but you can change that, too, especially with the powerful customer workflows that this integration enables.
Automatically Update the Deal When the Customer Signs the Contract
Another timesuck in the contract process is updating all your systems when the deal is complete so that they accurately reflect the status of the deal. Moving between platforms and systems not only causes delays, it also increases the likelihood of human error, which then deteriorates the quality of your business and contract data.
Further, since sales reps spend less than 40% of their time selling, automating these updates can help literally put more time back in their days. For most revenue teams, their process includes pestering Legal about deal status, and then manually updating HubSpot (or the CRM of choice) to reflect the changes. But, it goes without saying that this process is unwieldy and can cause frustration across the business.
Instead, you can use the Contractbook and HubSpot integration to not only provide direct notification when a deal is done and automatically update the HubSpot deal when the contract has been signed. Within HubSpot, you can determine the trigger event, and specify when the deal stage should be updated — for example after each signature or after the final one. You can also use it to automate post-signature actions.
When finalizing your tech stack — whether business-wide or just within each department — it’s important to consider how your tools talk to one another. If they can’t, then you’ll end up with data silos and make poorly-informed decisions about future revenue generation processes.
HubSpot has amazing integrations with hundreds of SaaS tools that allows RevOps and Sales leaders to improve the sales process — not the least of which is their Contractbook integration. The HubSpot/Contractbook integration obliterates these silos and gives your revenue generating teams insight into contact and contract data. It also streamlines workflows in a way that makes sense to your business, and automates many repetitive and manual tasks.
Learn how to set up your HubSpot/Contractbook integration so your team can start selling better! Ready to see it in action? Request a demo of Contractbook today!
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