sales strategy

Killer HubSpot integrations: 8 advanced case studies

lemlist team
LAST UPDATED
October 24, 2023
READING TIME
7 min.

In this article, I'll share the best HubSpot CRM growth tactics that will help you with own every stage of your pipeline.

You will learn how to connect all your outbound sales flows to HubSpot CRM, sync LinkedIn and FB Messenger conversions, as well as put some incredibly boring actions on autopilot.

Some of these tactics helped our clients boost the close rate by 37%.

It's no secret a lot of people prefer to use HubSpot. A super popular tool, confirmed by the sales pros and experts in our lemlist family community.

What is the best CRM

Since the majority of people are in sales and use free version of HubSpot, this article will be about growth hacks for salespeople who use Free Hubspot CRM.

#1 - Move to HubSpot from other CRMs easily

It's a real pain for people to move from one CRM to another. Sometimes it takes weeks, even months to get the job done. 😰

And the problem is not only with moving current data.

You have tons of integrations and leads that are coming and updating every day. If you don't update them in HubSpot CRM, you might end up in serious trouble.

This is a problem.

Now let me show you how to avoid it completely.

How to use this growth hack?

First of all, go to Zapier! It's a tool that connects 3d party software solutions and you don't have to possess any coding skills.

For example, if we want to move from Pipedrive to HubSpot CRM and always want to have updated deals in our HubSpot CRM, chose this:

Hubspot <> Pipedrive integration

Connect your Pipedrive account and come to the 2d step - add HubSpot action.

Hubspot CRM Zapier

Customize the data you want to connect:

Best Hubspot integrations

When it's done - just run it!

Like this guide? Share it with your friends!

#2 - Sync up your LinkedIn conversations

If you're in B2B, you're definitely talking to your clients and partners on LinkedIn. Great channel, right?

But it's a real pain to sync your LinkedIn messages with your CRM.

There is no "auto-bcc" feature on LinkedIn that can easily send your conversations to a CRM of your choice.

Except for one! LinkedHub.

How to use this growth hack?

You should download the tool called LinkedHub.

Once downloaded, it will ask you to connect your HubSpot account.

You can find your API key in Settings -> Integrations -> API. Copy it and put to LinkedHub settings.

Hubspot CRM API key

When it’s done, go to LinkedIn. Find a person you want to add to HubSpot or update the conversation by clicking the Sync button.

Connect Hubspot with LinkedIn

‌‌When it’s done, you will see this person in HubSpot with all details.

Hubspot CRM LinkedIn integration

#3 - Generate prospects with outbound lead gen

Wondering how to make amazing cold emails and add warm leads to HubSpot CRM?

And just to buy me some credibility as a cold emailer first...

  • 56% reply rate
  • 39 new sales meetings for a week

How to use this growth hack?

This is the best outbound hack, by far! At the same time, it's easy to implement it.

First, create an email campaign in lemlist.

Add your leads and prepare the message.

You can send your own email templates, but let me give an example of a template for growth and marketing agencies.

The idea of this email is to meet the person in real life.

I recorded a quick video and combined it with lemlist's dynamic landing page feature. This strategy is called personalized video thumbnail and it's superb.

Personalized video in cold email example

This unique feature of lemlist got me a 56% reply rate. Here's what you need to do to set it up.

Create a video and upload it to Youtube. If you want to show this video to leads in your campaign only and not have it on your channel, select “unlisted".

Copy the link of the video and add it in lemlist by clicking “Insert video button”.‌‌

Embed video in cold email

Customize your landing page with the prospect's logo, colors, and text personalization.

For example, if you write “Welcome {{firstName}}”, lemlist will automatically put the recipient’s first name.‌‌

lemlist personalization

Add your calendar below the text and video. For instance, put your Calendly in settings on the right side.

How to book more sales meetings with cold email

You can show a custom pop-up message (in chat) once the person finishes watching your video.

Cold email sequences Hubspot CRM

To do this, create an account at lemtalk and copy the “Your Application Id (appId)”.

So at the end of the video, your leads will see a pop-up like this:

Video personalization in cold outreach

‌‌The end result is a personalized email with this dynamic landing page, where lemlist automatically personalizes each part of it.

Here's how the final email looks like.

The first name and company logo are automatically updated, which is another awesome feature of lemlist.

For inspiration: Choose one of our inspirational cold email templates

Cold emails with personalized videos

Now it's time to stop sending emails to people once they book a meeting.

And here we'll need Zapier! The Zap will look like this:‌

Hubspot Calendly Integration

Go to Zapier and choose a trigger called "Invitee created in Calendly".

Hubspot CRM Calendly integration

By doing this, Zapier will work for those who picked a slot on your Calendly link.

‌‌If you didn't use Calendly and Zapier together, you'll need to put an API key from Calendly to Zapier.

It's easy as 1,2,3. Just log in to Calendly and go to "Integrations":

Calendly API

Stop a campaign for this specific person (so he/she won't receive follow-ups since they booked a time):

To do that, we pick lemlist and "Stop emailing a Buddy-to-be in a campaign"

lemlist Calendly Hubspot CRM integration

Define the fields "email" and "campaign" to exclude people.

It's super easy to do:

  1. Choose the email that came from Calendly
  2. Select the name of your lemlist campaigs
Calendly and lemlist integration

If you haven't connected Zapier and lemlist before, Zapier will ask you to connect your lemlist account.

In order to find your "login and password for Zapier", go to lemlist --> settings --> integrations --> scroll down to "Zapier".‌‌

lemlist API key

Time to create new deals in HubSpot with those who booked a call.

Pick "HubSpot" as an app and the new action "Create Person"

lemlist integration with Hubspot CRM

Create a deal in HubSpot with the person you created in the previous step.

Create deal in Hubspot with Zapier

The end result is this amazing workflow.

Zapier

So everyone who books a call with you will be added to HubSpot automatically. And don't worry, they won't get any wrong emails.

#4 - Send leads from Messenger to HubSpot

FB messenger may be a non-priority channel for you. But people still come and ask questions via your company page. And you have to pay attention to these leads.

I'll show you how to keep all Messenger conversations in your HubSpot CRM and never let them slip trough cracks.

How to use this growth hack?

Go to HubSpot App marketplace and find FB Messenger.

Сlick on "Connect App" and and create a new channel.

FB integration with Hubspot CRM

Choose "FB Messenger".

FB messenger integration with Hubspot CRM

‌Connect your FB account with HubSpot.

Connect FB with Hubspot CRM

Add the FB page you want to connect with HubSpot.

Connect FB page to Hubspot CRM

When it's done, you'll get new conversations in HubSpot with people who talk to you via FB.

FB messenger Hubspot CRM

#5 - Track proposals you send to prospects

Let's face it, you always send some materials like white-papers, presentations and so on. The more you work in B2B, the more you use these tactics.

But do your leads really read them? And if yes, what exactly do they read?

This is the info that definitely can help you find the right strategy.

How to use this growth hack?

I usually talk to leads via email, so I'll show you this growth hack with Gmail Chrome Extension. But you can use growth hack with LinkedIn conversations, WhatsApp and so on.

So, first of all, install the HubSpot Chrome Extension for Gmail.

Connect your Gmail with HubSpot account:

Track documents Hubspot CRM

Accept permissions and give access to HubSpot.

When done, you'll have new buttons inside your Gmail.

Track PDFs with Hubspot CRM

‌‌It will let you sync your conversations with HubSpot CRM, track who opened your emails, and use pre-default templates to boost your productivity.

But the most awesome part is... you can track who has read your proposals and documents.

Just click on the "Documents" button and upload your first PDF document:

Send tracking documents with Hubspot

Once you upload and add it to your email, it'll look like a link.

Send tracking PDF with Hubspot

When your leads check this PDF, you'll get instant notifications. But the most impressive thing here is that you'll know how much time did they spend on each page of your proposal.

Track documents in Hubspot CRM
Like this guide? Share it with your friends!

#6 - Automatically make notes after meetings

I'll show you how to create and transfer important notes after sales calls to HubSpot automatically.

How to use this growth hack?

One simple step: Create an account at FireFiles.ai and connect HubSpot CRM.‌‌

Automatically make notes in Hubspot CRM

Every time you have a call or demo, FireFlies will connect to it, analyze the context, and make simple notes directly in HubSpot CRM.

Automatically make notes in Hubspot CRM

#7 - Get instant Slack alerts about won and lost deals

Slack notifications can be used to remind you about new and lost clients.

Especially if you're working at 200 miles per hour and don't want to miss out on opportunities.

How to use this growth hack?

Find "Arena for Slack" app on HubSpot's marketplace

Slack integration with Hubspot CRM

Connect Arena with your HubSpot.

Slack integration with Hubspot CRM

When it's done, just put "/arena subscribe", in order to run Arena Slack bot:

Slack integration with Hubspot CRM

Then choose the channel you want to get notifications in and what stage of the deal you want to track.

Slack integration with Hubspot CRM

As a result of it, you'll get new alerts every time deals are marked as "Won" or "Lost":

Slack integration with Hubspot CRM

#8 - Prepare invoices automatically

What salespeople love the most? 😍

When invoices they send are paid.

But what the hate the most? 😡

Creating invoices.

Paycove can help.

My results: I don't create invoices anymore :)

How to use this growth hack?

Install Paycove from Hubspot Marketplace.

Automatic invoices in hubspot CRM

Connect HubSpot with Paycove.

Automatic invoices in hubspot CRM

Match Stages from HubSpot with the stages on Paycove.

Automatic invoices in hubspot CRM

For example, when you move the lead to "Decision Maker. Bought-In" stage, Paycove will automatically create an invoice based on data you put to "Deal value".

Quotes and invoices in Paycove are always synced with data in HubSpot.

Here is the example of the invoice. There's some info missing, but that's because it's a test deal.

No need to create a new invoice. It's already created for you!

Aaaaand...

Every time leads pay --> HubSpot automatically marks them as "Won".

Automatic invoices in hubspot CRM

lemlist team
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