
HubSpot
HubSpot is a leading cloud-based CRM, sales, marketing, and customer service platform that provides tools for inbound marketing, campaign management, lead generation, and customer communication. It integrates features such as email marketing, social media automation, content management, and analytics, making it a powerful choice for organizations looking to scale their customer engagement efforts. By integrating HubSpot with Frends iPaaS, businesses can automate workflows, synchronize data with other platforms, and ensure a seamless connection between HubSpot and external systems for enhanced marketing, sales, and customer operations.
Business use cases
Automated lead synchronization with CRM and ERP systems
HubSpot generates valuable leads from forms, marketing campaigns, and website interactions. Frends can integrate HubSpot with CRM systems like Salesforce, Microsoft Dynamics 365, or Zoho CRM, and ERP platforms like SAP or NetSuite to streamline lead workflows. For example, when a new lead is captured in HubSpot, Frends workflows can automatically create or update a record in the CRM or ERP, ensuring consistent data across systems.
Integration with email marketing platforms
Many businesses use HubSpot for lead management and rely on additional email marketing platforms like Mailchimp or ActiveCampaign. Frends can connect HubSpot with these tools for unified marketing workflows. For example, when a new lead subscribes to a list in HubSpot, Frends can cross-sync their details with Mailchimp to include them in relevant nurture campaigns.
Real-time sales notifications
Sales professionals often need real-time updates on lead activity. Frends workflows can integrate HubSpot with communication platforms like Slack, Microsoft Teams, or Gmail. For instance, when a lead visits a critical page (e.g., pricing or contact), Frends can trigger an immediate notification in Slack or Teams, allowing sales representatives to engage with prospects promptly.
Automated email and follow-up sequences
Frends workflows can enhance HubSpot’s email automation capabilities by connecting it with third-party tools or other CRM systems. For example, if a lead fills out a proposal form on the company website, Frends can automatically trigger a follow-up email sequence from HubSpot with personalized content and relevant offers.
Dynamic segmentation for marketing campaigns
Frends can enable dynamic segmentation by integrating HubSpot with data enrichment tools like Clearbit or ZoomInfo. For example, when a lead is added in HubSpot, Frends workflows can enrich their data (e.g., company size, industry, or revenue) and add them to the appropriate HubSpot segment for targeted marketing campaigns.
Integration with social media platforms
Frends workflows can connect HubSpot with social media platforms like LinkedIn, Facebook, or Twitter to streamline social marketing efforts. For example, when a new lead is captured in HubSpot, Frends can automatically create custom audience lists for targeted ad campaigns across social channels.
Event registration workflows
HubSpot is commonly used for event registration. Frends workflows can integrate HubSpot with event management platforms like Eventbrite, GoToWebinar, or Zoom to synchronize attendee information. For example, when a user registers for an event in HubSpot, Frends can create a webinar attendee list in GoToWebinar and send the user a registration confirmation.
Customer support and ticketing
Frends can integrate HubSpot with support platforms like Zendesk, Freshdesk, or ServiceNow to automate customer service workflows. For instance, when a ticket is created in Zendesk, Frends workflows can update the corresponding record in HubSpot to provide the sales and marketing teams with full visibility into customer needs.
Multi-system pipeline management
For businesses managing multiple sales teams or systems, Frends can synchronize HubSpot pipelines with platforms like Salesforce or Pipedrive. For example, when a new deal is moved to a specific stage in HubSpot, Frends can reflect this update in Salesforce to ensure alignment between teams working on shared opportunities.
Automated reporting and analytics
HubSpot provides native analytics, but integrating it with platforms like Power BI, Tableau, or Google Data Studio via Frends can deliver deeper insights. For example, Frends workflows can extract campaign performance data from HubSpot and visualize it on a centralized dashboard for decision-makers.
Workflow for abandoned cart recovery
For e-commerce websites, Frends workflows can connect HubSpot with platforms like Shopify or WooCommerce to automate abandoned cart recovery campaigns. For instance, when a customer abandons their cart, Frends can trigger a HubSpot email sequence to re-engage the customer with personalized offers or discounts.
Integration with accounting and billing systems
Frends can connect HubSpot with accounting platforms like QuickBooks, Xero, or Stripe to synchronize billing and customer data. For example, when a deal is closed in HubSpot, Frends workflows can automatically create an invoice in QuickBooks, ensuring a smooth transition from sales to billing.
SLA tracking and notifications
Frends workflows can integrate HubSpot with time-tracking or SLA management tools like Harvest or Clockify. For example, when a service agreement is created in HubSpot, Frends can trigger reminders or notifications as deadlines approach, ensuring that customers' expectations are met.
GDPR compliance and data deletion
For GDPR compliance, Frends workflows can manage consent and automatically delete contact data in HubSpot when retention periods expire. For example, Frends can monitor contact records and trigger workflows to anonymize or delete leads or customers who have opted out of communication.
Integration with payment gateways
When HubSpot is used for sales pipelines, integrating it with payment platforms like PayPal, Stripe, or Square using Frends can automate the invoicing and payment process. For instance, once a deal is won in HubSpot, Frends workflows can generate a payment link or subscription in Stripe and notify the finance team.
Customer journey mapping
Customer journey insights become more powerful when integrating HubSpot with other data sources like Google Analytics or Mixpanel. Frends workflows can consolidate data from HubSpot and these platforms to map customer journeys across channels and touchpoints, providing a detailed view of engagement patterns.
Upsell and renewal workflows
Frends can integrate HubSpot with subscription platforms like Recurly or Chargify to trigger upsell or renewal campaigns. For example, when a subscription renewal date approaches, Frends workflows can notify the sales team and automatically enroll the customer into a HubSpot email sequence offering upgrades or loyalty benefits.
Volunteer and donor management for nonprofits
For nonprofits, Frends workflows can integrate HubSpot with donor management platforms like Blackbaud or Funraise. For instance, when a new donation is processed, Frends workflows can update HubSpot with donor details, add them to segmented email lists, and trigger thank-you emails or campaigns.
Integration with learning management systems (LMS)
Frends can connect HubSpot with LMS platforms like Moodle, Docebo, or Cornerstone to streamline course promotion and enrollment workflows. For example, Frends can synchronize HubSpot leads with the LMS, automatically registering participants for courses and sending them personalized onboarding instructions.
Personalized customer interactions
Frends can integrate HubSpot with AI platforms like Dialogflow or ChatGPT to deliver smarter customer interactions. For instance, when a customer interacts with a chatbot, Frends workflows can retrieve data from HubSpot to personalize responses based on the customer’s profile, improving engagement and fostering stronger relationships.
Actions
TrackDeal
SendEmail
ManagePipeline