Hubspot Integration for Marketing and Operations Automation
By synchronizing your clients and contacts between HubSpot and Accelo, marketers get visibility into client operations, while leads can become clients seamlessly and the whole team helps keep client data fresh.
Automation from Lead to Client
With this integration, you can easily synchronize your company and contact records from HubSpot to Accelo, making it easy to take online leads from HubSpot and work with them in Accelo, instantly.
Automatically keep HubSpot data fresh
Updates your team make from working with clients in Accelo are updated back into HubSpot automatically, ensuring your marketing data is updated and enhanced by the whole client service team.
Full control of your data with rules
Powerful rules let you control what companies and contact automatically import from HubSpot (helping keep Accelo data clean) as well as limiting what contacts you push back into HubSpot (so marketing has just what they need, and no surprise bills).
Giving marketers visibility into operations
When key actions happen with a contact in Accelo - a new project created, a ticket resolved, or other object changing status - HubSpot will be updated in real time, giving marketers instant and effortless visibility into client service operations.
Manage Your Contacts from Lead to Revenue
Automation with Individuality
Both HubSpot and Accelo allow for extensive customization to ensure they fit the individual needs of your business. With this integration, you can map all these custom fields across both systems, in both directions. When you make changes in either system in the future, you can easily re-run the mapping wizard, which also makes the creation of custom fields in Accelo to match your HubSpot data effortless.
Control through smart rules
Not every contact in your HubSpot account should be in Accelo - there's a lot of folks who are too early in the funnel to belong in your client operations database. Similarly, not every contact in Accelo - especially given our powerful email and address book connections - should necessarily be pushed to HubSpot. Our powerful rules engine ensures that the automatic importing of HubSpot companies and contacts into Accelo, as well as the automatic pushing of new contacts to HubSpot, is under your control.
Enhancing the Timeline
While HubSpot provides great insights into the timeline of what happens with contacts online and via email, often marketers are in the dark with what is going on inside other parts of the business. With this integration, HubSpot's Timeline is updated in real time when a contact has a sale, project, ticket, retainer or other work created or when that work has its status updated.
