HubSpot Integration
Brings your sales, marketing and estimating teams together by integrating your MIS with HubSpot marketing software.
WHAT THE INTEGRATION DOES
The integration synchronizes data between HubSpot and Tharstern so that sales, marketing, and estimating are all looking at the same data. MIS users can also enroll contacts in pre-defined marketing campaigns on HubSpot.
BENEFITS
Increase collaboration and transparency between your estimating and marketing teams to improve sales.
WHAT THE INTEGRATION DELIVERS
Contact and Company information is synchronized bi-directionally
Lifecycle changes (e.g. subscriber, lead, customer) are pushed from HubSpot to Tharstern
Estimates created in Tharstern are pushed through into HubSpot
Estimate statuses (how far down the pipeline they are) are synchronised bi-directionally
MIS users can enroll contacts on automated marketing workflows that have been pre-set-up by your marketing team
What you'll need
- The latest version of Tharstern Desktop (Premium Plan)
- Link to HubSpot from Tharstern
- A paid subscription to HubSpot marketing software
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