Marketing, Engineered

12 HubSpot Integrations We Love to Recommend to Engineering Companies

Written by Kara Moon | 9/18/24 3:00 PM

HubSpot's CRM and marketing platform is a powerhouse for engineering companies, but sometimes you need that extra something to truly optimize your martech stack.

 

 

Recognizing this, HubSpot has made a big push to grow and evolve its app marketplace, opening the door for even more tools to integrate seamlessly with its core tools.

With thousands of apps to choose from, it can be overwhelming to know which are the best options for your company. That's why we've curated a list of the top HubSpot integrations we regularly recommend to our clients. These offer enhanced functionality, improved efficiency, and deeper data insights to help you maximize your HubSpot investment.

 

Integrating Your Existing CRM with HubSpot

 

While HubSpot's CRM is powerful on its own, there are instances where it makes more sense to integrate an existing CRM. Luckily, with the following CRM integrations, HubSpot has made it easy to do just that. 

 

Salesforce

 

The Salesforce HubSpot integration is a powerful tool that bridges the gap between your marketing and sales teams. It allows for a bi-directional flow of data, keeping both platforms in sync and providing a unified view of your customer journey.

 
Key Benefits:
  • Seamless Data Synchronization:
    • Contacts, accounts, deals, and activities are automatically synced between the two platforms, eliminating manual data entry and ensuring everyone has access to the latest information.
    • You can choose which data points to sync and when, allowing for customization based on your specific needs.
  • Enhanced Lead Management:
    • Marketing qualified leads (MQLs) from HubSpot can be automatically pushed to Salesforce as leads, ensuring a smooth handoff between marketing and sales teams.
    • Lead scoring data from HubSpot helps sales prioritize leads based on their engagement and potential value.
    • Track website activity, email opens, and form submissions within Salesforce, giving sales reps valuable insights into lead behavior.
  • Improved Sales Productivity:
    • Automatically schedule meetings directly within Salesforce using HubSpot's scheduling tools.
    • Track email communication history with leads and contacts within Salesforce, providing a comprehensive customer record.
    • Send closed-won deal data back to HubSpot, allowing you to track revenue generated from marketing campaigns.

Why We Love It:

Of all the available CRM integrations, the HubSpot Salesforce integration is our favorite because of its simplicity. Its intuitive setup process simplifies the integration process, allowing users to quickly connect the two platforms. Once linked, HubSpot automatically retrieves relevant Salesforce fields, streamlining data mapping and minimizing manual effort. This streamlined approach ensures a smooth transition and empowers teams to leverage the combined power of both CRMs without the complexities of custom integrations. 

 

Example field mappings in a connected HubSpot Salesforce Integration

 

Data Sync

 

HubSpot's data sync integration isn't a single app, but rather a built-in functionality that allows you to connect various external tools and services with your HubSpot CRM and marketing features. It essentially acts as the glue that binds your existing tech stack to HubSpot, enabling a seamless flow of information.

 
Key Benefits:
  • Reduced Manual Work: Eliminates the need to manually enter data into multiple systems, saving time and reducing errors.
  • Improved Data Accuracy: Ensures consistency across all platforms by having one central source of truth for your customer information.
  • Streamlined Workflows: Automates tasks triggered by data changes, allowing teams to focus on more strategic work.
  • Enhanced Insights: Consolidated data across platforms provides a more holistic view of your customer journey and marketing performance.
 
Why We Love It:

While Data Sync integrates different types of apps to HubSpot, we particularly love the ease of integrating data from existing CRMs, including Microsoft Dynamics. This integration streamlines data transfer, ensuring a consistent and up-to-date view of customer information across both platforms.

 

6 HubSpot Integrations for Industrial Marketers

 

NeverBounce

 

The NeverBounce integration within HubSpot streamlines your email marketing efforts by verifying and cleaning your email lists before sending campaigns. 

 
Key Benefits:
  • Improved Data Hygiene: Based on the verification results, the integration categorizes email addresses as valid, invalid, disposable, catch-all, or unknown.This allows you to segment your lists and remove undeliverable addresses, keeping your data clean and improving your sender reputation.
  • Increased Email Deliverability: By removing invalid and undeliverable addresses, your emails are more likely to reach inboxes, resulting in better campaign performance and open rates.
  • Improved Sender Reputation: High bounce rates can negatively impact your sender reputation, making it more likely future emails land in spam folders. NeverBounce helps maintain a good sender reputation by ensuring you only send to valid addresses.
  • Better Data Insights: Segmentation based on verification status allows for more targeted campaigns and provides valuable insights into the health of your email list.
 
Why We Love It:

The NeverBounce integration is our most widely used and recommended – so much so, it’s become an integral part of our HubSpot Onboarding process for clients just getting started in the system. Email marketing is an important piece of an effective marketing strategy, and maintaining a clean database is imperative for strong email performance. With two types of integrations, NeverBounce is a great option for engineering companies looking to manually clean lists or automate a daily sync.

 

SurveyMonkey

 

The HubSpot SurveyMonkey integration bridges the gap between your customer surveys and your HubSpot CRM and marketing tools. It allows you to seamlessly collect valuable customer feedback, leverage that data to personalize marketing efforts, qualify leads, and gain deeper customer insights – all within the HubSpot platform.

 
Key Benefits:
  • Sync Survey Data: Connect existing SurveyMonkey surveys or create new ones directly within HubSpot.
  • Contact Matching: Automatically match survey responses to existing contacts in your HubSpot CRM based on email address or other identifiers.
  • Custom Field Mapping: Map specific survey questions to corresponding custom fields within HubSpot, ensuring relevant data is captured and stored effectively.
  • NPS Integration: Easily calculate Net Promoter Score (NPS) from customer satisfaction surveys and analyze trends within HubSpot.
  • Personalized Marketing: Segment your audience and create targeted marketing campaigns that resonate with specific customer segments.
  • Enhanced Customer Experience: Use customer feedback to improve your products, services, and overall customer experience.

Why We Love It:

With just a few clicks, your survey results are automatically linked to the corresponding contact and company records within HubSpot. This integration not only streamlines data collection but also empowers you to segment your audience based on survey responses. By aligning customer feedback with your CRM data, you can create more personalized campaigns and deliver tailored experiences that drive customer satisfaction and loyalty. 

 

Google Search Console

 

The Google Search Console integration in HubSpot acts as a bridge between your website's SEO performance in Google and your HubSpot marketing tools. 

 
Key Benefits:
  • Improved SEO Visibility: Get a clear picture of your website's SEO health and identify areas for improvement directly within HubSpot.
  • Data-Driven Content Strategy: Use search data to understand what content resonates with your audience and inform your content creation strategy.
  • Track Keyword Performance: Monitor how your website ranks for specific keywords and identify opportunities to improve your ranking for relevant searches.
  • Identify Technical SEO Issues: The integration can sometimes surface potential technical SEO issues on your website, allowing you to address them and improve search visibility.
  • Streamlined Workflow: Consolidate your SEO efforts within HubSpot, eliminating the need to switch between platforms for data analysis.
 
Why We Love It:

This integration pulls valuable SEO metrics directly from Google Search Console into your HubSpot platform. No need to jump between platforms – you can view key search data right within HubSpot's SEO dashboard.

 

Canva

 

The Canva integration within HubSpot streamlines your visual content creation process and bridges the gap between design and marketing. 

 
Key Benefits:
  • Increased Design Efficiency: Empowers anyone, regardless of design expertise, to create professional-looking visuals within HubSpot, saving time and resources.
  • Improved Brand Consistency: Ensures all your marketing materials adhere to your brand guidelines, leading to a more cohesive brand experience for your audience.
  • Streamlined Workflow: Eliminates the need to download and upload designs between platforms, saving time and effort.
  • Centralized Asset Management: Keep all your visual content, including Canva designs, organized within HubSpot's file manager for easy access and reuse.
  • Faster Content Creation: Pre-designed templates in Canva act as a starting point, allowing you to create high-quality visuals quickly.
 
Why We Love It:

By seamlessly connecting these two platforms, you can create and edit Canva designs directly within HubSpot, ensuring a consistent brand identity and streamlining your content creation process.

 

Google Ads + LinkedIn Ads

 

HubSpot offers native integrations for both Google Ads and LinkedIn Ads, allowing you to connect your advertising accounts directly within your HubSpot platform.

 
Key Benefits:
  • Leverage CRM Data: Use your HubSpot CRM data to create highly targeted audiences based on demographics, interests, behavior, and other relevant factors.
  • Retargeting: Reach out to website visitors who didn't convert with targeted ads, giving them a second chance to engage.
  • Personalized Workflows: Create automated workflows based on ad interactions, providing personalized content and offers to nurture leads at different stages of the buyer's journey.
  • Centralized Management: Manage your ads, CRM, and marketing automation from a single platform, saving time and effort.
  • Data Synchronization: Ensure that your ad data is synchronized with your CRM, providing a comprehensive view of your marketing performance.
 
Why We Love It:

One of the most significant advantages of integrating your ad accounts with HubSpot is the ability to gain a deeper understanding of how your campaigns are driving new contacts. By connecting these platforms, you can easily track which ads are generating quality leads and identify the most effective channels for your target audience.

While creating ads may still be more efficient within their respective platforms, integrating with HubSpot provides a wealth of insights into your ad performance. You can analyze key metrics, such as click-through rates, conversion rates, and cost per acquisition, to measure the effectiveness of your campaigns and make data-driven decisions. This integration empowers you to optimize your ad spend, refine your targeting strategies, and ultimately achieve a higher return on investment.

 

GoToWebinar

 

The GoToWebinar integration within HubSpot bridges the gap between your webinar marketing efforts and your CRM and marketing automation tools. 

 
Key Benefits:
  • Improved Lead Generation: Streamlined registration process and beautiful landing pages within HubSpot lead to higher webinar registration rates.
  • Enhanced Lead Nurturing: Leverage marketing automation to nurture leads captured through webinars and convert them into paying customers.
  • Centralized Data: Manage all webinar data, including registrations and engagement metrics, within HubSpot for better analysis and reporting.
  • Streamlined Workflow: Manage your webinars from one central location, saving time and effort.
  • Data-Driven Decisions: Gain valuable insights to improve your webinar strategy and achieve better results.
 
Why We Love It:

We're huge fans of the GoToWebinar integration for our TREW Marketing webinars. One of our favorite features is the ability to create landing pages that automatically register contacts for the relevant webinar without redirecting them to the GoToWebinar page. This streamlined process enhances the user experience by eliminating unnecessary steps and keeping potential attendees engaged. Additionally, the integration allows us to track webinar registrations and attendance directly within HubSpot, providing valuable insights into our audience's behavior and helping us optimize our marketing efforts.

 

4 HubSpot Integrations for Sales & Business Development

 

Slack

 

The HubSpot Slack integration allows teams to access and share crucial customer information, manage tasks, and stay updated on marketing campaigns – all directly within their Slack workspace. 

 
Key Benefits:
  • Enhanced Collaboration: Team members can share contacts, deals, tasks, and tickets directly within Slack channels. This eliminates the need to switch between platforms and fosters real-time collaboration.

  • @mention integration: Users can mention specific HubSpot records (@company, @deal, etc.) within Slack messages, notifying relevant team members and providing context for discussions.

  • Create HubSpot tasks from Slack: Turn conversations and discussions in Slack into actionable tasks within HubSpot. This helps keep track of progress and ensures tasks don't get lost in communication channels.

  • Convert Slack messages to HubSpot notes: Important customer interactions or decisions documented in Slack can be easily converted into notes and attached to relevant HubSpot records (contacts, deals, etc.) This creates a centralized record of customer communication.
 
Why We Love It:

Overall, the HubSpot Slack integration empowers businesses to leverage the power of Slack for communication and collaboration while keeping their HubSpot CRM and marketing data readily accessible. This fosters a more connected and efficient work environment, ultimately leading to improved customer experiences and better business outcomes.

 

Google / Outlook Calendar

 

The HubSpot integration with both Google Calendar and Outlook Calendar acts as a two-way sync, creating a unified view of your schedule and streamlining meeting management within your HubSpot CRM platform.

 
Key Benefits:
  • Reduced Manual Work: Eliminate double data entry by automatically syncing your HubSpot tasks and meetings with your preferred calendar.
  • Improved Scheduling Efficiency: Schedule meetings directly within HubSpot and leverage automated scheduling features to save time.
  • Enhanced Time Management: Gain a comprehensive view of your schedule and prioritize tasks more effectively.
  • Streamlined Appointment Setting: Offer a convenient way for prospects and clients to book meetings with you through dedicated scheduling pages (optional).
  • Unified Customer Experience: Provide a consistent experience throughout the scheduling process, directly within HubSpot.
 
Why We Love It:

We can't say enough about the calendar integration! It's been a game-changer for streamlining our sales process. Whether you're using the free or paid sales tools, this feature eliminates the hassle of back-and-forth emails with prospects when scheduling meetings. By connecting your calendar to HubSpot, the platform can automatically determine your availability, allowing prospects to easily select suitable times to meet. This not only saves time but also provides a more professional and efficient experience for both parties.

 

Zoom for Teams

 

The Zoom for Teams integration with HubSpot enhances your video conferencing experience by bridging the gap between your Zoom meetings and your HubSpot CRM and marketing tools.

 
Key Benefits:
  • Increased Efficiency: Schedule meetings, manage details, and access recordings – all within HubSpot – streamlining your workflow.
  • Improved Lead Qualification: Gain valuable insights into leads during meetings and qualify them more effectively based on their engagement.
  • Personalized Interactions: Access relevant contact data within meetings, allowing for more personalized conversations with attendees.
  • Enhanced Data Management: Automatic data sync ensures accurate participant information and reduces manual work.
  • Streamlined Follow-Up: Capture important notes during meetings and link them to corresponding contact records in HubSpot for efficient follow-up.
 
Why We Love It:

By adding Zoom directly to our meeting links through the calendar integration, we've eliminated the need for additional steps or external tools. This makes it incredibly easy for our team to schedule and join virtual meetings. With just a few clicks, we can create a meeting, add participants, and send out the Zoom meeting link, all within HubSpot.

 

Proposify

 

The Proposify integration with HubSpot streamlines your proposal process by connecting your proposal creation and management tools directly within your HubSpot CRM and marketing platform.

 

Key Benefits:
  • Enhanced Collaboration: Facilitate teamwork and streamline proposal workflows within HubSpot.
  • Deeper Sales Insights: Track proposal performance, such as opens, downloads, and e-signatures, as well as identify opportunities for improvement in your closing process.
  • Pipeline Automation: Automatically update your sales pipeline based on proposal status, eliminating manual data entry and ensuring accurate tracking.
 
Why We Love It:

When a proposal is created in Proposify, a corresponding deal is automatically generated in our HubSpot sales pipeline. As the proposal progresses, its status is automatically updated within HubSpot based on specific trigger behaviors. For example, when a proposal is shared with a prospective client, it may move to the "Proposal Sent" stage. If the proposal is signed, the deal status is automatically updated to "Closed Won." This eliminates the need for manual data entry and ensures that our sales pipeline remains accurate and up-to-date.

 

Ready to take your HubSpot to the next level? Schedule a HubSpot audit today to discover how these integrations can help you achieve your marketing goals. We'll assess your current HubSpot setup and provide personalized recommendations to optimize your marketing automation strategy.

 

 

 

TREW is a marketing agency dedicated to reaching engineering and technical audiences through a range of marketing initiatives. Contact us today to learn more about the services we offer.