HubSpot

Brings your sales, marketing and estimating teams together by integrating your MIS with HubSpot marketing software.

What the integration does, in a nutshell

The integration synchronizes data between HubSpot and Tharstern so that your sales, marketing and estimating teams are all looking at the same data. MIS users can also enroll contacts in pre-defined marketing campaigns on HubSpot.

What the integration delivers

1

Contact and Company information is synchronized bi-directionally

2

Lifecycle changes (e.g. subscriber, lead, customer) are pushed from HubSpot to Tharstern

3

Estimates created in Tharstern are pushed through into HubSpot

4

Estimate statuses (how far down the pipeline they are) are synchronized bi-directionally

5

MIS users can enroll contacts on automated marketing workflows that have been pre-set-up by your marketing team

Why would you want this integration?

To increase collaboration between your estimating and marketing teams and to improve sales.

What you'll need

1

The latest version of Tharstern

2

The Tharstern CRM module

3

The ‘Link to HubSpot’ from Tharstern

4

And a paid subscription to HubSpot marketing software

Watch our HubSpot integration video

video

Want to know more?

Request a callback from one of our experts.

Tharstern Inc

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GA 30144

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Support: 844-320-4290

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