In the world of technical advancement, seamless integration of essential tools is a crucial factor in optimizing workflows and increasing efficiency.
HubSpot and Pipedrive – two powerhouses, stand out as essential platforms for managing customer relationships and sales pipelines in many organizations. In this blog, we’ll give you a sneak peek at the steps of integrating HubSpot with Pipedrive via Zapier, building a new level of synergy for your business processes.
Table of Contents
- Introduction to HubSpot and Pipedrive with their key features
- Why Integrate Hubspot with Pipedrive?
- Steps to Integrate HubSpot with Pipedrive via Zapier
Understanding the Duo: HubSpot and Pipedrive
Before we move to the integration process, let’s first understand the strengths of each platform briefly:
HubSpot: A Complete CRM Solution
HubSpot is well-known for its powerful Customer Relationship Management (CRM) capabilities. It helps businesses to organize, monitor, and nurture leads, providing a centralized hub for managing customer interactions.
Here are the HubSpot features:
- Retargeting Ads: HubSpot users can retarget their audience who left the conversion process in between and show them Ads whenever they are online.
- List Segmentation: HubSpot allows users to easily divide their audience into various groups based on age, gender, demographics, or other data metrics. Therefore, it enables them to interact with each audience segment uniquely.
- Conversational Bots: HubSpot includes interactive chatbots that engage with customers, collect data, schedule meetings, and then send all data to the appropriate salesperson.
- Contact Administration and Contact Selection: HubSpot enables segment contacts and creates contact lists tailored to your needs. So, by using this function, you can quickly approach your lead. Also, you can attract them with various services, promotions, and attention-grabbing ideas.
- Automated Workflow: The automated workflow is a precious and practical instrument created for business expansion. This tool’s unique selling point is that it eliminates the manual effort required to recall deals as well as their timing and, therefore, saves a lot of time.
Moreover, thanks to the user-friendly design of video calling programs like Skype and Zoom, you can always go live with your dealers or customers.
Pipedrive: Simplifying Sales Pipelines
On the other hand, Pipedrive focuses on managing the sales pipeline. It’s developed to help sales teams visualize and track progress via deals efficiently, making it a perfect choice for organizations looking to improve their sales processes.
Key Features of Pipedrive
The key features are:
- Privacy & Security: Pipedrive makes sure that data is stored securely. It also protects business data and ensures transparency. Many interactions necessitate a secure environment, not only for privacy but also for performance accuracy. In fact, Pipedrive takes care of these details.
- Multiple Integrations: You can use Pipedrive with third-party apps to increase sales or generate invoices. In fact, it is a common requirement, especially for managers who use their mobile devices to access updates and make real-time changes. Evidently, Pipedrive allows you to collaborate with your existing set of preferred apps.
- Create your templates: With Pipedrive, you can customize your sales funnel by embedding contexts and images. The importance of custom templates is still vastly underestimated. A custom template can assist you in fine-tuning Metrics that you obviously need to compare.
- Advanced Automation: Besides these characteristics, one of the main benefits of all these features is that they can all be easily automated for efficient administration. Obviously, every firm wants to streamline boring and repetitive tasks.
Why Integrate Hubspot with Pipedrive?
Integrating HubSpot Pipedrive has numerous advantages. But, most importantly, the integration saves you time by removing the need for manual data entry.
Also, with the integration, you can use default field mappings, two-way sync mappings, and historical sync mappings.
Moreover, data is shared in real time between HubSpot Pipedrive and two-way sync mappings. Furthermore, default field mappings create mandatory fields, which automates your workflow. When the integration happens through Zapier, it automates your work without any code to save you time for what matters most.
Steps to Integrate HubSpot with Pipedrive via Zapier
Step 1: Go to your Zapier Account and click on Create Zap.
Step 2: For Trigger, Search for Pipedrive in the search bar and click on Pipedrive.
Step 3: Search for New Deal and click Continue for the event.
Step 4: To choose the account, click on Sign in.
Step 5: Click on Allow and Install.
Step 6: Click on Test trigger and again click on Test trigger.
Step 7: Choose a record and click on Continue.
Step 8: For action, search for HubSpot in the search bar and click over it.
Step 9: Search for Create Contact and click on Continue for the event.
Step 10: To choose the account, click on Sign in and then choose your account.
Step 11: Click on the Connect app.
Step 12: Click Continue, Continue, and then click on Skip test.
Step 13: Click on Publish Zap.
Step 14: Click on Publish and Turn on.
Step 15: Create Deals in your Pipedrive account.
In your HubSpot account, new contacts have been created.
To conclude, with Hubspot with Pipedrive integration, you have complete control over your data. Also, you can configure a one-way or two-way sync, which means you can sync data from Pipedrive to HubSpot, HubSpot to Pipedrive, or both! Moreover, default field mappings quicken the setup and keep your data organized and clean. The records created or updated in one ensure information is shared with the other.
So, do you require assistance with HubSpot integration with Pipedrive, Zapier integration, Pipedrive workflow automation, HubSpot CRM implementation, or anything related to the list of Zapier integrations, Contact Cloud Analogy – the globally recognized CRM consultant & integration company, to discover how certified CRM experts can help you with successful integration and improve your business’s bottom line like never before.