Salesmachine newest integration with Hubspot enable you to send automatic updates so all teams can be on the same page regarding users.
What can you do with this integration ?
Push attributes from Salesmachine to Hubspot
Pull attributes from Hubspot to Salesmachine
Pull completed activities from Hubspot to Salesmachine (Scale plan only)
Push completed activities from Salesmachine to Hubspot (Scale plan only)
Push a task from Salesmachine to Hubspot
What can you achieve with this integration ?
Consolidate efforts
Customer Success is not one person task, it is a company effort. Communicate information will enable you to
Update teams : Update Husbpot users about Customer Success Manager subjective analysis will enable to create a common strategy.
Send to-do's to Sales and Support teams : Push tasks from Salesmachine to Husbpot so sales persons will know exactly when to contact the account.
Centralise data
Understand the client full picture : With calls / meeting / tasks synchronised between both softwares, each team will get a better understanding about what has been done with each personae to avoid repetition and address accurate follow up.
Avoid double entries : Attribute synchronisation will enable the Customer Success Manager to understand all information updated from Hubspot without having to switch from one product to another, avoid duplicate information and gain time to focus on critical tasks.
Get up-to-date information : Salesmachine updates Hubspot data every 2 hours. Through these information, automations can be triggered based on Husbpot and Salesmachine information.