Integrate Pipedrive to HubSpot
Pipedrive creates a visual sales pipeline that allows businesses to better manage each stage of their deals. Additionally, Pipedrive provides detailed analytics that show how many deals are won and lost, what stages they are lost at, and how individual agents are performing based on various metrics.
Integrate Pipedrive to HubSpot
Popular Use Cases
Xplenty can extract any data that you need from Pipedrive. Here are some of our most popular use cases:
Retrieve information - like deal ID, associated users, estimated timeline and expected revenue - about any deals that your company has engaged in. This will allow you to better gauge the profitability of individual deals or track deal trends throughout your sales history.
Add, track, or modify contacts that have begun their journey through your sales pipeline. You can see what deals are attached to a person, what organizations they belong to, and what activities are scheduled for that person. This information can help you decide the best course of action for moving that person along your sales pipeline and winning the deals you have with them.
Track products that your company is selling - by product name, price, or product code - or associate products with specific deals in your pipeline. This will give you a more detailed view of the revenue generated by specific products, allowing you to better prioritize them in your sales pipeline.
Fetch data about an activity that is scheduled in your pipeline. This could include things like the activity’s type, due date, and status, along with associated deals, contacts, and organizations. Then, use that data to track the progress and effectiveness of various activities that are being performed to help you win deals.
Get data about an organization that has deals in your pipeline, including the organization’s ID, associated persons, and related deals. This will allow you to track which organizations are delivering the most profitable deals and the best leads.
Popular Use Cases
Xplenty can extract any data that you need from HubSpot. Here are some of our most popular use cases:
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.
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.
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.
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.
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.
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.
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.
Why Our Customers Choose Xplenty
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.
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.
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.