5 Must-Have HubSpot Integrations

In this post, we’ll cover the 5 must-have HubSpot integrations that will improve operations and increase your company’s ROI.

Why Use Integrations?

Doesn’t it feel like at every turn of growth, a new piece of software appears? Oftentimes, scaling your business creates the need for new software. 

With HubSpot integrations, you can enhance functionality within a platform you’re already well-versed in without having to create an entirely separate workflow to include a new tool.

How to Use Integrations

HubSpot has its own App Marketplace where you can browse integrations and see supported tools. All it takes is a simple API - you can find a deep-dive on how to integrate apps using APIs here. 

Alright, let’s get into it. Here are the 5 must-have HubSpot integrations that enhance functionality, improve your workflow, and increase ROI across the board.

Calendly

Calendly is one of the best scheduling tools out there: click a link, choose a time, enter your email, and boom! Your inbox gets a meeting invitation with a Zoom link. 

It’s become an invaluable tool for customer-facing teams, eliminating the “what time works for you?” back-and-forth of trying to set up a meeting.

How Does it Work? 

Adding the Calendly integration to HubSpot automates the process of tracking meetings for sales, support, and customer success. Hubspot and Calendly work together to verify email addresses, create new leads or contacts, update existing records, and enrich contacts.

What are the Benefits? 

This integration streamlines the crucial task of tracking the customer’s journey. 

Whether it’s your sales team converting leads to contacts, your customer success team understanding what happened in previous meetings, or your marketing team converting inbound leads on your website, there is a tangible benefit for everyone.

Getting Started 

To get started, sign in to your Calendly Pro account as an administrator. Find “integrations” and choose HubSpot. Keep in mind that you must have a Calendly Pro account to leverage the integration.

Insycle 

When you’re using a CRM like HubSpot, it can be quite difficult to keep all your customer data intact. 

Duplicate leads and incomplete/outdated information is sloppy, which can result in it taking more time than necessary to find the information you’re looking for. 

Insycle was created to alleviate the stress of disorganization - it’s a data management app that helps you clean up your CRM.

How Does it Work? 

The Insycle integration works by bulk-merging duplicate contacts, leads, and deals-- cleansing data, creating consistent formatting, and creating detailed reports of what’s going on with your HubSpot data.

What are the Benefits? 

Simply put, integrating Insycle and HubSpot is a time saver. It’s so easy for data management to fall to the wayside when you’re prioritizing sales - it’s an extra organizational responsibility that many of us just don’t have the bandwidth for. 

But with Insycle, you can automate HubSpot data management with just a few clicks.

Getting Started 

To integrate Insycle and Hubspot, you must have an Insycle subscription. 

Insycle prices its subscriptions by functionality and by the number of records you would like to analyze. When you create an automation workflow in HubSpot, you can choose Insycle when you create a new action.

Slack 

Slack is the market leader in business communication. Offering an intuitive and modern platform that makes it easy to connect with coworkers, it’s no wonder that Slack has experienced an incredible amount of growth in the last year. 

Integrating your Slack instance with HubSpot makes it possible to create tasks and tickets directly within your Slack channels.

How Does it Work?

 This integration is one of the few that works outside of HubSpot. 

But if Slack is the main form of communication within your organization, it’s highly likely that your team has it open on their desktops throughout working hours. If you are discussing the status of a lead, contact, or customer within Slack, you can easily create a task without leaving the platform. 

Additionally, Slack will notify you about any assigned HubSpot activities.

What are the Benefits? 

It’s easy to get lost in the sauce when your team has to constantly switch from one tool to the next. Integrating Slack and HubSpot centralizes communication without the hassle or time of starting a task from scratch. 

Getting Started 

To use this integration, you must be a HubSpot super admin, be an admin for your Slack workspace, and ensure that your HubSpot email matches your Slack email. 

You can connect Slack within the HubSpot App Marketplace, then set permissions within both Slack and HubSpot to allow the two to communicate. You can use this knowledge base article to get started.

PandaDoc 

In an organization where you constantly have to manage leads and customers, you’re inevitably sending and requesting signatures on a variety of documents every single day. 

PandaDoc makes it easy to manage quotes, contracts, proposals, eSignatures, and forms. With HubSpot’s PandaDoc integration, you can generate a correctly branded version of any document you need directly within HubSpot.

How Does it Work? 

Within HubSpot, PandaDoc operates with templates. You can upload an existing template, create one from scratch, or use a provided template. 

You will just have to add tokens and your pricing table to ensure auto-population. The PandaDoc module lives on the company, contact, and deal pages.

What are the Benefits? 

By integrating PandaDoc and HubSpot, you’re eliminating the need to manually enter information into a document. 

Everything you need to send is auto-populated. It’s easy for prospects to sign the document from anywhere, and it’s easy for you to track document progress in HubSpot.

Getting Started 

PandaDoc has already built the integration - it takes just 2 minutes to enable. PandaDoc is priced by functionality, but you can get started for free. 

Coefficient 

We all have a love-hate relationship with spreadsheets. You don’t know where you would be without them, but they can be a huge pain to move from one place to another. 

Enter Coefficient-- a software that facilitates spreadsheet syncs without ever having to leave Google Sheets. Integrating Coefficient and Hubspot provides a seamless way to move, analyze, and keep track of HubSpot data right from Google Sheets.

How Does it Work? 

Coefficient acts as an add-on to your browser - you can launch it on the side while working in Google Sheets. 

It allows you to easily pull any data you need to and from Hubspot, sort data within HubSpot to ensure it correctly syncs to Google Sheets, and update your spreadsheets automatically.

What are the Benefits? 

There is so much value in having your spreadsheets update automatically. Spreadsheets are the easiest way to gather and analyze data, and with Coefficient, you no longer have to generate reports on your own, saving time and resources.

Getting Started 

To get started, simply install the Coefficient add-on and launch it from your Google Sheets menu. You can then choose HubSpot as your data source.

Enhance the Power of HubSpot 

HubSpot is extremely powerful on its own. But with added integrations, you can enhance functionality and streamline your workflows to get the highest possible ROI on your software investments.