How to Integrate HubSpot With BPM Software
Learn how to integrate HubSpot with your BPM software to use triggers on one program to automate tasks on the other.
HubSpot is customer relationship management (CRM) software focused on inbound marketing, sales, and customer service. It is software-as-a-service (SaaS) that seeks to streamline the process of acquiring leads, negotiating sales, and catering to customers’ needs.
In this article, we’ll discuss HubSpot and BPM software, how they help businesses grow, and why integrating them is important. We’ll also explore some of the opportunities presented by this integration, and how you can make HubSpot and your BPM software work together.
HubSpot and BPM Software
Business process management (BPM) software empowers businesses to gain a holistic understanding of their processes and how to improve them in a cost-effective way. These processes can be anything from hiring and onboarding new employees to requesting assets from a design team. And BPM software focuses on making these processes more transparent and organized, sometimes even allowing parts to be automated.
But because HubSpot specializes in customer-oriented areas, it is quite common for companies to employ different software solutions for each department. Sales and marketing teams may use HubSpot while other business units, such as HR, Finance, or Legal, may use BPM software to manage their processes.
This arrangement can make it challenging to integrate processes that require the collaboration of multiple business units. Fortunately, it is possible to integrate HubSpot with BPM software, allowing teams to work together more effectively.
Why integrating HubSpot and BPM software is important
HubSpot is geared toward teams working in sales, marketing, and customer service. It may be effective for users in other areas, but because it is designed with those workflows in mind, Finance, HR, Legal and IT teams may find the platform lacking in resources they need.
Thus, integrating HubSpot with BPM software can allow teams to use their preferred software and, at the same time, collaborate with other departments. Doing so gives leaders more visibility into the business processes that they manage.
Moreover, having a complete digital picture of business processes makes it easier to identify bottlenecks and growth opportunities. In some cases, this integration may even allow for some degree of automation in repetitive tasks, which frees up workers to focus on more meaningful parts of the business.
Use cases include:
- When a new contact is added to a list in HubSpot (such as when a deal is closed), the BPM software can create a task for a sales representative to reach out to them (customer onboarding, for example).
- Creating a new contact in HubSpot (or updating information on existing contacts) can automatically update that same information on your BPM software’s database.
- If any of your clients require technical support or customization, it is possible to automatically create a task for the IT team on their BPM platform with that client’s request.
Benefits of integrating HubSpot with BPM software include:
- Increased efficiency: Connecting both solutions allows you to automate processes in a more comprehensive way.
- Improved visibility: Each team has access to data used by the other teams and can take action with that data in mind.
- Better communication: When both systems connect and communicate with each other, it’s harder for information to fall through the cracks.
How to integrate HubSpot with your BPM software
In many cases, integrating HubSpot with BPM software can be done quickly, without the IT department. Many solutions offer a suite of integration options that can be used via no-code or low-code interfaces.
Other times, it may be necessary to contact an IT professional in order to ensure both applications communicate according to your expectations. In fact, both HubSpot and popular BPM software providers usually have a customer success team that can help their users set up these integrations as quickly and efficiently as possible.
HubSpot Integration best practices
Although creating an integration between HubSpot and BPM software is easy, it’s important observe a few best practices before setting it up to ensure your team makes the most of the integration:
1 – Outline precisely what you would like to integrate
During the integration process, you may need to explain your business process or sales funnel to a third party. It is crucial that you and your team understand each process and the integration you wish to achieve.
2 – Make sure team leaders are onboard
Integrating HubSpot with BPM software can boost efficiency, but any process change (even a positive one!) requires an adjustment from coworkers. It is important to check in with all the leaders involved to make sure that they are aware of, and supportive of, the transition.
3 – Reach out to your providers
Most software as a service (SaaS) companies have teams dedicated to helping customers use their programs to the fullest extent. Reaching out to your customer success managers may be the easiest way to get started with integrating both solutions. And checking in with those professionals may be a good idea even if the integration is something that your team can do on its own.
How to integrate HubSpot with Pipefy
Pipefy is a modern, intuitive BPM solution that provides everything a business needs to implement effective, cost-efficient business process management. It empowers business users to automate routine processes using a no-code approach. And with its robust data analytics capabilities, Pipefy helps your organization improve the processes that drive all types of business units — from HR and finance to sales, marketing, and beyond.
If your team already uses Pipefy to manage your processes and HubSpot for CRM focused on inbound marketing, sales, and customer service, it’s possible to synchronize information between both databases and use triggers on one program to automate tasks on the other.
You can integrate Pipefy with HubSpot by reaching out to Pipefy’s Customer Success Managers. They work to create solutions to help streamline and automate many parts of your business processes, ensuring that you work with total clarity, responsiveness, and efficiency.
Try Pipefy for free
If your team uses HubSpot, an integration with Pipefy can unlock the full potential of your business by automating repetitive tasks, keeping leaders fully informed, and providing improved visibility into all your processes. Try Pipefy for free now, or request a demo to see how it can improve your workflow.