Dip your toes, paddle or dive deep into HubSpot

July 28, 2021

Dip your toes, paddle or dive deep into HubSpot

There’s no hard and fast rule about where to start off with HubSpot. No long-term commitment to be made. Your website may be hosted on WordPress and you can still use HubSpot landing pages to generate leads. We get competition working together with no problems at all. As explained in an earlier post, we got HubSpot and Zoho working in sync. The requirement was to efficiently transfer deals. Took some work but it all turned out well in the end.

Each company has its own set of challenges to solve. They may have arrived at a solution after experimentation and the team is probably comfortable using the existing set of systems. They don’t want the status quo to be disturbed and we respect that. In fact, we find that a gradual move turns into a complete transition in a few months when teams understand and unleash the strengths of HubSpot.

Figure out your best fit

We can help with that. Let us say you have accumulated client data and would like to start a newsletter marketing program. Or get sales, marketing and service teams to work in tandem. Or even that you are spending lots of time, effort and money tracking different dashboards across social media spends without commensurate results. In most cases, what you want is a singular interface to track distributed marketing efforts and determine what works best to reach your customers.

Find out how deeply and widely HubSpot integrates with industry-leading apps and programs from the HubSpot marketplace. Or let us do a marketing and sales audit to find out what you are currently using and see if gaps need to be filled. Or else, we focus on the problems you face and recommend solutions.

There’s no single solution to marketing – just as there are no magic markers to define the exact route to finding customers. It’s a question of being able to understand them better and then cultivate a relationship that leads to conversions over time.

Leads come in all shapes, sizes and situations

Some businesses require hundreds of leads every day, depending on their product portfolio. Some may require only a few dozen per month. The journey from lead to conversion also varies widely – and that’s where the challenges begin.

Take a company like Bark.com which lists several professional occupations. They generate huge numbers of leads every day. But a company serving one of these professions needs to organize the leads they receive and follow up with them.

New call-to-action

HubSpot and Bark are perfectly integrated, so when the Bark and HubSpot accounts are connected, the leads flow into HubSpot’s CRM and then, they can be tracked, followed up with and the deal sizes calculated.

Or take Typeform and HubSpot integration. With Typeform, forms can be used to capture information and quizzes related to several businesses on any device. The actions from Typeform can be integrated seamlessly into HubSpot. Map any answer entered in the form - phone number, email, urls and the information will automatically be sent to HubSpot.

By tracking UTM parameters, find out where's the most engaged audiences are coming from. LinkedIn or Facebook? Your home or contact page? Find out with automatic tracking so you can focus your efforts on the appropriate channel.

Use integrations to automate and scale conversion

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HubSpot’s integration with Zoom can be used to automatically send dial-in and conference call details to your HubSpot prospects, promote webinars, and leverage conversational intelligence from the cloud recording and transcripts. If you use webinars frequently to educate and inform audiences, managing the workflow, prospects as well as conversions gets a lot easier.

Now that WhatsApp has got into ecommerce in a big way in India, the integration with HubSpot can help you do much more. With a WhatsApp business account, the interactions, customer connect and closing can be defined in workflows, as explained in this page

If speed of response is of the essence, Callingly is an integration that can be used to route leads to sales as soon as it is generated. If the sales team is large, workflows need to be mapped, or time slots, so that the lead is directed to the right resource.

If you’re a mid-sized to large company, there may be internal processes defined already. It helps to determine what percentage of leads generated are genuine to begin with. Then, the follow up process or keeping in touch needs to be determined for driving better conversions.

The problem is that manual processes have limits and depend on the efficiency of the teams involved. Routine follow-ups may not require personal intervention at all. The point is to define what works for your customers and then plan workflows accordingly.

At scale, an increase of even a couple of percentage points has huge revenue impact. That’s where HubSpot can be a real ally. Once repetitive actions are automated, teams are free to spend time on the ones that pay off. Resulting in a highly motivated team because the results are there to show.

Integrating different systems and understanding customer journeys in the business is the job. Then, we can retain existing systems that are good enough and recommend change to bring about improvements.

Talk to us about what needs to get done. From the experience we’ve gained in helping hundreds of companies to do more for their customers, we can implement them for you as well.

To start with, get in touch. Dip a toe or take a deep dive into HubSpot and together, let us see where it goes.

Talk to our Hubspot Experts


Venu Gopal Nair
Venu Gopal Nair

Advertising and Branding Specialist, CEO - Ideascape Communications, A professional journey through the tumultuous years of advertising and communication, starting in 1984. Started out in the age of print, saw the changes with the entry of satellite TV and the momentous transition to digital. Advertising and branding today is vastly different from its practices in the 20th century and the last two decades have seen dramatic changes with smartphone domination. As a Creative Director turned CEO, making the transition personally and professionally has been a tremendous experience.