The HubSpot CRM integration
This HubSpot CRM integration provides powerful tools for automating customer relationship management across contacts, companies, deals, and support tickets. It streamlines your operations, helping you maintain accurate records and improve customer interactions. You can efficiently synchronize and manage your CRM data, from retrieving specific contact details to comprehensive deal pipeline analytics.
Effectively handle your customer information with actions designed for precision:
- Retrieve contact details: Get contact information by email, including custom properties.
- Manage contact interactions: Access notes, email conversations, and associate contacts with lists or other objects.
- Create and update contacts: Add new contacts or modify existing records in your CRM.
- Search and list contacts: Find contacts using various search criteria and add them to HubSpot lists.
Streamlined deal and company oversight
Gain clear insight into your sales pipeline and company records:
- Manage deals: Create, update, retrieve, and search deals with detailed properties and UTC date handling.
- Monitor pipelines: Access all deal pipelines and their stages for better sales strategy.
- Control company data: Create, update, retrieve, and search company information, including custom properties.
- Search by owner: Find companies associated with specific owners by name.
Automated support ticket handling
Improve your customer service response times:
- Access tickets: Retrieve recent support tickets and their full conversation threads.
- Update tickets: Add comments to existing tickets, ensuring clear communication.
Enhanced data control and reporting
This integration provides a foundation for detailed analysis:
- Property management: Retrieve all available contact, company, and deal properties, including custom fields.
- List management: Get details for all lists and their members, with full contact information or just IDs.
- Data synchronization: Handle large datasets with comprehensive pagination, filtering, and optional rate limiting, all with precise UTC date handling.
