Company Profile

HubSpot is an inbound marketing, sales, and customer service platform that helps companies attract visitors, convert leads, close deals, and support customers. HubSpot also offers a free Customer Relationship Management (CRM) system. These services are packaged into individual products – Marketing Hub, Sales Hub, Support Hub – all available as add-ons with the HubSpot CRM.

HubSpot Features Include:

  • Managing your pipeline with total visibility
  • Logging every activity automatically
  • Visibility to everything about a contact in one place
  • Chatting with prospects and customers in real time

How to Connect HubSpot and Kilterly

  1. Go to the Integrations section in Kilterly.
  2. Click the Connect Provider button.
  3. Select HubSpot from the list of available integrations.
  4. Fill in the form to complete the connection.
  5. For this, you will need your Web Address from your HubSpot account.

Integration Results

  • Once connected, your Kilterly account will begin populating with your HubSpot data.
  • This data will appear alongside all your other customer interactions.
  • Divide your accounts based on data from your HubSpot account.
  • Define lifecycle stages and make sure customers stay on track.
  • Build Customer Success playbooks, alerts, health scores, and more – all using the data gathered.