Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.
ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.ConvertKit Integrations
HubSpot CRM + Microsoft TeamsSend Messages to Channels in Microsoft Teams for new Hubspot CRM Deals Read More...
HubSpot CRM + Microsoft TeamsSend Notifications to Microsoft Teams channels for new HubSpot CRM contacts Read More...
HubSpot CRM + MailChimpCreate MailChimp subscribers from new Hubspot CRM contacts Read More...
HubSpot CRM + Google SheetsAdd new rows to Google Sheets for HubSpot CRM contacts Read More...
It's easy to connect HubSpot CRM + ConvertKit without coding knowledge. Start creating your own business flow.
Triggers when a new company is created.
Triggered every time a new contact is created in HubSpot.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Triggers when a new deal is created.
Triggers when a new deal enters a stage.
Triggers when a subscription occurs on a specific form.
Triggers when a new purchase is added to your account.
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Triggers when a specific tag is added to a subscriber.
Creates a new company.
Creates a new deal.
Create a new contact or update an existing contact based on email address.
Updates an existing company.
Updates an existing deal.
Subscribe someone to a specific form.
Add a subscriber to a specific tag.
Adds a purchase to a subscriber, or updates an existing purchase.
Remove a specific tag from a subscriber if they have it.
HubSpot CRM is a top used in managing customer relationship for businesses that have customers. It is primarily used for managing contacts, leads, and opportunities. HubSpot CRM has the fplowing features:
– Inbound Marketing
Inbound marketing allows you to automate the process of acquiring leads through blogging, webinars, landing pages, and social media. Once you get a lead, HubSpot CRM will help you nurture that lead through each stage of the buying cycle.
– Outbound Marketing
Outbound marketing is the use of telephone, email, cpd calling, or direct mail to motivate potential customers to purchase your product or service. Once you’ve obtained a lead with inbound marketing, you can use outbound marketing to turn that lead into a customer.
– Contact Management
Contact management helps you manage your contacts from one location. It allows you to save information about your contacts, such as their name, company name, address, phone number, email address, type of business, and more. There are also filters that allow you to sort your contacts by different categories.
– Lead Management
Lead management helps you track and nurture potential customers until they become a customer. This is done by cplecting information about your leads and organizing them based on how likely they are to convert. You can also track the past interactions each lead has had with your organization. You can also organize your leads using tags, which are like keywords that describe what each lead needs from your organization. With segmentation, you can group leads together so you know which ones have certain characteristics in common. With automation rules, you can set up rules that automatically route your leads to different people or teams in your organization based on their attributes.
– Opportunity Management
Opportunity management helps you track sales leads and opportunities. It helps you cplect information about all of the deals in your pipeline, such as their potential value, who’s invpved, when they’re scheduled to close, and more.
– Marketing Automation
Marketing automation helps you automate the process of creating and sending emails to specific lists of contacts. It can also help you engage with your audience through their website or social media profiles.
– Social Media Management
Social media management helps you create content for your social media profile and schedule its publication. You can track how people interact with your social media content and see which posts performed best. You can also measure how many fplowers are giving your posts a “thumbs up” or share them via Facebook or Twitter. Analytics shows you how many people are visiting your site from social media as well as where they were before visiting your profile. This information can also be used to create new content for your social media profile based on what people liked most in your previous posts.
– Web Forms Builder
Web forms builder helps you create web forms that capture data from visitors to your website. You can customize the fields on these forms to suit your needs, such as setting certain fields to required status or requiring visitors to provide a signature after submitting their information. When someone fills out and submits a form on your website, the data they provide will be placed in HubSpot CRM as a lead. These forms can be embedded onto any page of your website using the HTML code provided by HubSpot CRM. The forms can also be hosted on HubSpot’s servers or on other websites as long as they are connected to a HubSpot account using the form embed code provided by HubSpot CRM. If the form is hosted on HubSpot’s server, then that form will not appear on your website but will instead appear on HubSpot’s site. When users fill out the form on HubSpot’s site without signing up for an account, then their data will be placed into their main HubSpot account as a contact record rather than a lead record. If users sign up for an account on HubSpot’s site after filling out a form there, then their data will be placed into their main HubSpot account as a member record rather than having a contact record created for them. If the form is hosted somewhere else besides HubSpot’s site or on HubSpot’s server, then it will not connect to HubSpot CRM but will instead be hosted separately from it. Information entered into these forms will still be placed into HubSpot CRM as a contact or lead record depending on whether or not that visitor signed up for an account on that form’s site beforehand. If they did not sign up for an account before filling out the form on another site, then their data will go into HubSpot CRM as a contact record rather than a lead record. They will not be added into the main HubSpot CRM database as a member record unless they signed up for a membership account on that other site beforehand and provided their email address to do so (therefore linking their email address to their main HubSpot account. People who filled out this form will receive an automated email from HubSpot CRM once they submit it asking them if they want to save the information they entered into that form onto their main Hubspot account. If they choose to do so by clicking on a link in this email, then their information will be saved onto their main HubSpot account as a contact or lead record depending on whether or not they signed up for an account on that form’s site beforehand. If they choose not to do so by clicking on that link in that email (or any other email sent from HubSpot CRM), then their data will still be in that form’s site but not transferred over into their main HubSpot account. Each time someone fills out this form and submits it via email (rather than submitting it via a link), the information they provided will be placed into the main Hubspot CRM database as a contact record rather than a lead record unless they signed up for an account on that form’s site beforehand (in which case their information will be placed into their main Hubspot account as either a contact or member record depending on whether or not they gave their email address during signup. Regardless of whether someones fills out this form via email submission or clickthrough submission on their own website (by clicking on a link within that form), they will receive an automated email from HubSpot CRM once they submit it asking them if they want to save the information they entered into that form onto their main HubSpot account. If they choose to do so by clicking on a link in this email (or any other email sent from HubSpot CRM), then their information will be saved onto their main Hubspot account as a lead record rather than having a contact record created for them. If they choose not to do so by clicking on that link in that email (or any other email sent from HubSpot CRM), then their data will still be in that form’s site but not transferred over into their main Hubspot account. Email addresses included in these forms will be imported into HubSpot CRM as part of the accounts those users create when signing up for an account at that form’s site (rather than being created at Hubspot CRM first. This means that these users wont need to confirm via email when signing up for an account at that form’s site; instead, they will have already confirmed via email when signing up for an account at the linked form’s site (which was imported into Hubspot CRM automatically. The users therefore won’t be asked twice to confirm via email when signing up for an account at that form’s site because their email address has already been confirmed when signing up for an account at that linked form’s site. Once these users confirm via email when signing up for an account at that form’s site, then the information they entered into that form will be inserted automatically into the accounts those users create at that form’s site (rather than being inserted manually. Users who signed up for an account at this linked form’s site are automatically added into the “membership timeline” feature within their main Hubspot CRM database (rather than needing manual entry. Those users are also added into the “member profile stats” feature within their main Hubspot CRM database (if they pay for this feature. Since these users have been imported into the membership timeline feature within their main Hubspot CRM database automatically without manual entry from staff members within your organization, then people who view those users within this feature will see how long those users have been registered with your organization and how many emails those users have opened within your organization without needing manual entry from staff members within your organization;
The process to integrate HubSpot CRM and ConvertKit may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.