Integrate HubSpot to Close.io

Hubspot’s services are centered around sales and marketing tools that help a company refocus their marketing efforts into inbound marketing. With Hubspot, a company can create content that attracts leads that are already interested in that company’s products and services. Then, users can take advantage of Hubspot’s marketing tools to collect contact information and customize visitors’ experiences so that they are more likely to make the conversion from interested leads into happy customers.

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Popular Use Cases

Xplenty can extract any data that you need from HubSpot. Here are some of our most popular use cases:

Campaigns

See information on your various email campaigns and judge their large-scale success based on the status of the emails in that campaign i.e.how many emails were sent, delivered, opened, etc.

Contacts

Retrieve basic contact information like name, e-mail, unique ID, etc. This allows you to track those contacts in a number of other fields, which will help you score leads and gauge how effectively your customer interactions are translating into sales.

Contact list

Group your contacts together automatically based on a set of criteria - such as their lifecycle stage - or add them to a list manually. Then, use those lists to design targeted customer interactions, such as email campaigns.

Subscriptions

Track the status of various email subscriptions through a range of data, including who is subscribing, when emails are being sent and how the recipient is responding to the emails i.e.remaining subscribed, unsubscribing, reporting the email as spam, etc.

Email Events

Observe the activity on an individual email event. You can track the recipients and campaigns that those events are linked to and then see how the recipients interacted with the event i.e. if they opened the email, printed it, marked it as spam, forwarded it, etc.

Companies

Create a company entity in Hubspot by providing details, such as name, ID, and relevant description. You can access that company record to maintain and retrieve related data (such as associated contacts) which can then be tracked, analyzed, and/or integrated with other data sources.

Deals

Track the progress of a deal in your pipeline, allowing you to see which contacts and companies are associated with the deal, what pipeline the deal belongs to, and its current stage in the pipeline.

Popular Use Cases

Xplenty can extract any data that you need from Close.io. Here are some of our most popular use cases:

Contacts

Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.

Activities

Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.

Opportunities

Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.

Organizations

Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.

Custom Fields

Create custom fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.

Why Our Customers Choose Xplenty

Ownership

We take ownership of your data pipelines. That means that our platform will ensure that your data continues to flow and that your pipelines won’t break - and, if they do break, it’s our problem, not yours. So rest easy knowing that Xplenty has got you covered.

Control

Xplenty offers you full flexibility when it comes to how much control you have over the process of data integration. That means that you choose exactly what data will be delivered, how it’s going to be delivered, and when.

Ease of Use

You don’t have to be tech-savvy to use Xplenty. There’s no code, no engineering and no need to worry about messing up your data delivery.

Reach

Data integration used to be the domain of IT, data developers and BI. Xplenty changes all of this, allowing every team within a company - marketing, sales, product, finance, HR, etc. - to use the platform to power their analytics and gain important business insights.