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HubSpot CRM Platform Integration

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Since we migrated our own CRM to HubSpot in 2020, we’ve fallen in love with the platform and now enjoy using both Sales and Marketing Hubs to great effect for our own business.

 

HubSpot is much more than a CRM, it provides an amazing solution for tracking your sales pipelines, nurturing leads, delivering your email newsletters, social posts, amazing reporting and lots more.

HubSpot can benefit any size or type of organisation, however if you’re able to invest in HubSpot Marketing Hub, you’ll have access to unparalleled features and potential including full marketing automation.

  • Marketing Hub
  • Sales Hub
  • Service Hub
  • CMS Hub
  • Operations Hub.
Screenshot of deals in HubSpot
File manager in HubSpot

HubSpot for membership organisations

Best in class marketing automation platform

HubSpot suits the needs of nearly any type of business, and also works well for membership organisations with their unique and specialist requirements:

  • Create, configure, and manage advanced workflows to track and manage membership applications through preconfigured approval processes.
  • Allow multiple users to approve applications, and triggering alerts to users when an application moves through the approval process.
  • Manage relationships between contacts, accounts, and campaigns, including parent-child, and organisational relationships.
  • Ability to track if applicants have completed training and be able to relate training status to a campaign.

HubSpot & WordPress

There are several methods we use to integrate your WordPress site with your CRM, including for businesses, membership organisations, and charities – and sometimes we use all of the different methods:

  • Embedding HubSpot data capture forms using iFrames is the simplest integration technique.
  • HubSpot also provide a WordPress plugin we can use to do lots of the more straightforward tasks.
  • Or we can use the advanced and feature rich HubSpot API to do deliver bi-directional data synchronisation and data exchange.

Find out how HubSpot supports membership organisations

HubSpot expertise

HubSpot onboarding

Our unique HubSpot onboarding services set you up for success and our team are here to support you every step of the way. When choosing Granite 5 as your HubSpot onboarding partner, we will create a customised onboarding plan suited to your individual business needs to help you achieve your goals.

HubSpot migrations

Migrating your existing content and infrastructure to your new HubSpot system is a crucial part of implementing the HubSpot ecosystem in your business. Migrations is something we know well, and whether it’s a complete website migration to HubSpot or content migration, we are here to get you up and running with confidence.

Workflows and automation

Marketing automation is a powerful tool to harness as part of your inbound marketing strategy, and with the HubSpot workflow and sequences tools, there are limitless opportunities to enhance your marketing and drive business growth. We will support you in creating bespoke marketing automation workflows that save you time, money and supercharge your customer experience.

Reports and dashboards

Having clear and accurate marketing and sales performance data in one place to allow you to make confident strategic decisions, is the key for every marketer and business leader. With the powerful HubSpot reports and dashboards you can create just that. Our team of HubSpot experts will work with you to understand what data is important to your business, and create dashboards and custom reports to provide you with this information to help you make strategic business decisions.

Customisation

The power of HubSpot is in the ability to customise your ecosystem to support your business. Our team can work with you to personalise your HubSpot system from creating custom fields within your CRM, to creating customised email templates.

HubSpot training

The businesses and organisations where HubSpot has truly helped them to reach their goals, are ones that have embraced HubSpot at every level of the organisation. Our team of HubSpot specialists can run training sessions to ensure all of your team are fully equipped to get the most out of the system. All training is customised to your needs and outcomes.

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