How can you maximise the value of your data in HubSpot? Let's add in some calling data!
Download our full HubSpot Integration Guide for advanced users of HubSpot here.
Overview
Integrating Cradle with your HubSpot data gives you tools to improve sales performance, give your customers a better experience, and make sure your time is being spent on the right activities.
Once integrated with HubSpot, your team will be able to dial your company contacts directly from Cradle desktop.
Once finished, the call will automatically be logged into HubSpot, keeping your contact records up to date and giving you the ability to see when you've last been in touch with your customers.
Reporting on your team's activity and understanding whether you've kept in touch with your customers also gets easier, as you now have one consolidated view of when and how you last spoke to a customer or prospect.
You can filter your contacts by the last contacted date, and pull in those customers that you haven't contacted in more than a certain period of time.
How this helps our team
Head of Sales
- Measure the activity of your sales team so you can better understand their efficiency
- See which of your outreach channels are generating more business
- Have your team know who owns a customer when they call in, providing a more delightful experience (they can even see the lifecycle stage of prospects), and even route the call directly to the contact owner
- The Cradle+HubSpot integration makes it easier to call your customers. Start building relationships!
Customer Experience and Support
- See a full history of communication with a customer prior to reaching out to them
- Have your team know who owns a customer when they call in, providing a more delightful experience
- Answer the phone with context and confidence that you can answer the question or get the customer to the right person to help them quickly
- Actively reach out to customers that you haven't heard from by phone, email or otherwise
- The Cradle+HubSpot integration makes it easier to call your customers. Start building relationships!
Receptionist
- See who is calling by name and company
- See who normally speaks to this customer, and who is listed as their Owner in Hubspot
- Delight each caller you speak to during your day!
How to get set up
Before starting, make sure you’re signed into the Cradle admin portal, and that you’re an administrator.
From there, hit the Integrations button on the left-hand side and you'll be brought to our Integrations page.
All you need to do now is hit the Get Started button! You’ll then be asked to log into HubSpot and then to accept connecting Cradle and HubSpot.
Once you do this your integration is all set up.
Check out the rest of our articles here for more info on how to really unlock the power of the Cradle + HubSpot integration!