Connect CRM to other tools

Connect your CRM to HubSpot Marketing, Gmail, Google Calendar, Slack and support tools. Sync contacts, log emails automatically and ensure everyone sees the same customer data.

Connect CRM to other tools

Introduction

Conclusion

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Playbook

CRM setup

Define pipeline stages that match your sales process. Set up deal properties and custom fields that give visibility. Build automation that removes manual work. Connect to marketing and support tools.

See playbook
CRM setup
Tools

Relevant tools

HubSpot
Tool

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Zapier
Tool

Zapier

No code automation that connects apps and moves data, great for quick wins and alerts that save time.

Make
Tool

Make

Visual automation platform that connects tools and moves data with control and scheduling.

Calendly
Tool

Calendly

Well known meeting scheduler with simple routing and reminders that reduce no shows and make booking easy for buyers.

Growth wiki

Growth concepts explained in simple language

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