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HubSpot

HubSpot is a leading CRM platform that provides software and support to help businesses grow better

Categories
Automotive, Healthcare & Dental, Retail & Hospitality, Home Services, Financial & Professional Services
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Integrations
Support

Developed by: Podium

Support Email: [email protected]

About HubSpot

With Podium and HubSpot, you can automatically request reviews from contacts after deals are closed. You can also sync contacts and conversations between Podium and HubSpot.

  • Save time managing your contacts by seamlessly syncing your contacts between Podium and HubSpot. No more copy and pasting between systems!
  • Make a good first impression by sending welcome messages to new contacts.
  • Improve your online rating and get feedback about your business by requesting reviews after deals are closed.
  • Centralize all your customer conversations by automatically syncing Podium messages into HubSpot.

HubSpot and Podium

Compatibility

All versions

Setup Process

  1. Click Connect.
  2. Select the Podium location you’d like to connect to HubSpot.
  3. Allow HubSpot to access the appropriate Podium data.
  4. Allow Podium to access the appropriate HubSpot data. (Log in to HubSpot if necessary.)
  5. Make sure you’ve selected the appropriate country.
  6. Click Finish.
  7. Select the automations to use with your HubSpot integration.
  8. Click Activate.

Use cases

  • Unlock more value

    Follow up with customers

  • Request a review

    Request a review after a deal is closed in HubSpot

  • Send a welcome message

    Send a welcome message to a new lead

  • Unlock more value

    Write a Contact activity note in HubSpot after a call happens in Podium

  • Unlock more value

    Write a Contact activity note in HubSpot after a voicemail is received in Podium