Hubspot CRM Integration for Small Businesses

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What is CRM Integration?

Customer relationship management (CRM) software is designed to help businesses build relationships with their prospects and clients. CRM tools will help you organize, track, and manage all of the data relating to your customers.

This includes their names, contact details, conversations, activities, and buying behaviors. With all of this data, you can improve your marketing, sales, and customer service.

For instance, you can use the CRM to learn about a particular customer, their pain points, and where they are in the buyer's journey. This way, your salespeople and customer service reps can offer the best materials and advice to help them with their purchase.

Now, there are different types of CRMs you can use to organize your customer data.

And that's where CRM integration for your business comes into play.

This is when you integrate CRM tools with your website so that they operate seamlessly together. So rather than manually inserting customer details into your CRM system, you can automate it.

Let's say you’re building an email list. With a CRM integrated with your site, prospects who fill out your forms will automatically be inserted into your CRM.

You can even go as far as to grade prospects based on the materials they download. This will tell you where they are in the buyer's journey and how to best approach them with future marketing or sales collateral.

Some businesses go as far as to assign new records to salespeople to conduct followup calls. That salesperson will be able to see when their lead last visited your site, what products/services they viewed, and other key details that can help them to close a deal.

What Are the Types of CRM Integrations?

Your CRM is only as great as the data it holds. So the more integrations you have with your CRM, the more valuable information you can gather and use to improve customer acquisition and retention rates.

So what are some of the CRM integrations to use in your organization? Let's take a look.

Email Integration

Communication with your prospects and customers should be consistent with your brand. For instance, having company emails for all of your employees (i.e., pam@yourbrandname.com). With a CRM integrated with your email service providers, your teams can send branded emails directly from the CRM.

You can do this for Gmail, Mailchimp, Outlook, or whatever email tools you use. You can set it up so that each email is sent using a professional email address.

Plus, you can develop segmented email campaigns and have CRM data sent to your inbox. Here are several other ways you can use email integration to your benefit:

• Create triggers for automated emails sent to customers based on the stage of the buyer's journey they're in
• See the history of all emails that sync with your CRM
• Improve target marketing campaigns using synced segmented mailing lists you create based on a customer's status

Email integration helps your branding enhance your marketing efforts.