HOW TO - DELIVER INBOUND SERVICES (26 pages)

crm integration • closed loop reporting • closing customers

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HOW TO DELIVER INBOUND SERVICES

24

CLOSING CUSTOMERS

3. CLOSED LOOP REPORTING / CRM INTEGRATION

Closing the loop is the final piece to show your real value. Not
all of your clients will have a CRM, so you won’t always have the
luxury of being able to officially close leads as customers with a
CRM system.

CRM Integration:
• Integrate your client’s CRM with HubSpot

If your client does NOT have a CRM:
• Train client to manually close leads in

HubSpot

• Create a Workflow that will automatically

change Lifecycle Stage to customer for
closed leads

CRM Management:
• Ensure that any adjustments to HubSpot

forms & workflows are reflected in your
client’s CRM

Resources to Utilize:

Integrating Your CRM with HubSpot

HubSpot Academy Classes to Attend:

SalesForce Pre-Install (for SF customers

only)

If your client has SalesForce you should make sure to integrate the CRM as soon as they get
HubSpot setup. If they have a different CRM, discuss the integration options with your Channel
Account Manager, IMC, or Channel Account Coordinator.

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GETTING STARTED

ONGOING ACTIVITIES

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