Accurate, complete & consistent data helps your sales & marketing teams perform more effectively.
As new data records are created (contacts, accounts, deals), they are connected to any pre-existing records in the other system – ensuring no duplicates are created – and as records update, they remain aligned across both systems.
HubSpot gathers key intelligence on your prospects, including where they came from (lead source), why they engaged with you (conversion events) & most recent website interaction.
Map these fields to Insightly so that your sales reps can see this key HubSpot intelligence quickly and easily, natively in the CRM they work in every day.
HubSpot smart lists are a powerful feature to dynamically target based on individual or account level data.
By syncing Insightly organization and contact data to HubSpot, you can automate the creation of these targeted lists in HubSpot and open up capabilities such as segment-specific or automated campaigns based on a customer lifecycle stage.
HubSpot has powerful full funnel analytics reporting to give you insight into what is driving growth in customers and revenue.
Bedrock Data connects opportunities in Insightly back to HubSpot to unlock this closed loop reporting as part of your HubSpot-Insightly integration.