HubSpot CRM Platform Integration
Since we migrated our own CRM to HubSpot in 2020, we’ve fallen in love with the platform and now enjoy using both Sales and Marketing Hubs to great effect for our own business.
HubSpot is much more than a CRM, it provides an amazing solution for tracking your sales pipelines, nurturing leads, delivering your email newsletters, social posts, amazing reporting and lots more.
HubSpot can benefit any size or type of organisation, however if you’re able to invest in HubSpot Marketing Hub, you’ll have access to unparalleled features and potential including full marketing automation.
- Marketing Hub
- Sales Hub
- Service Hub
- CMS Hub
- Operations Hub.
HubSpot for membership organisations
Best in class marketing automation platform
HubSpot suits the needs of nearly any type of business, and also works well for membership organisations with their unique and specialist requirements:
- Create, configure, and manage advanced workflows to track and manage membership applications through preconfigured approval processes.
- Allow multiple users to approve applications, and triggering alerts to users when an application moves through the approval process.
- Manage relationships between contacts, accounts, and campaigns, including parent-child, and organisational relationships.
- Ability to track if applicants have completed training and be able to relate training status to a campaign.
HubSpot & WordPress
There are several methods we use to integrate your WordPress site with your CRM, including for businesses, membership organisations, and charities – and sometimes we use all of the different methods:
- Embedding HubSpot data capture forms using iFrames is the simplest integration technique.
- HubSpot also provide a WordPress plugin we can use to do lots of the more straightforward tasks.
- Or we can use the advanced and feature rich HubSpot API to do deliver bi-directional data synchronisation and data exchange.
Find out how HubSpot supports membership organisations
We approached Granite 5 to help us create a brand and marketing strategy for our Japanese Food Imports business which was launching for the first time in the UK. We are delighted with the work undertaken so far, and would recommend Granite 5 to anyone looking for comprehensive digital marketing strategy, website design and web development services.