Unite HubSpot CRM With Your MSP Quoting Workflow
Salesbuildr connects natively to HubSpot CRM, syncing contacts, companies, deals, and activities in both directions, so marketing and sales share one view of every customer, and every qualified deal in HubSpot can become an opportunity and quote in Salesbuildr automatically.
Powerful Integration Features
Connect your marketing and sales processes with advanced automation and automatic data sync capabilities.
Bi-directional Data Sync
Automatically sync customer data, deals, and activities between Salesbuildr and HubSpot CRM.
Contact Management
Automatically create and update contacts in HubSpot when new prospects are added to Salesbuildr.
Deal Pipeline Sync
Track quote progress and automatically update deal stages in HubSpot based on quote status.
Lead Scoring Integration
Enhance HubSpot lead scoring with Salesbuildr engagement data and quote activity.
Advanced Reporting
Combine HubSpot marketing data with Salesbuildr sales metrics for comprehensive reporting.
Automatic Updates
Instant synchronization ensures both platforms always have the latest customer information.
Business Benefits
Experience immediate improvements in efficiency and data accuracy with our HubSpot integration.
Complete Marketing Funnel
Use HubSpot to run your complete marketing funnel from lead generation to deal qualification.
Automatic Deal Creation
When a deal is qualified in HubSpot, automatically create an opportunity and quote in Salesbuildr.
PSA Enrichment
Salesbuildr enriches HubSpot deals and pushes company, contact, opportunity, and quote details to your PSA.
Native PSA System Integrations
Complete the workflow by pushing enriched data from HubSpot and Salesbuildr directly to your PSA platform. Deep, bi-directional integrations ensure your data stays in sync automatically.
Quick Setup Process
Our guided setup connects HubSpot during onboarding. Most MSPs are fully live and quoting in Salesbuildr within 2–4 weeks of kickoff.
Connect Accounts
Authorize Salesbuildr to access your HubSpot CRM with secure OAuth authentication.
Configure Mapping
Map fields between platforms and set up automation rules for reliable data flow.
Start Syncing
Begin automatic synchronization and enjoy unified sales and marketing operations.
Ready to Unite Your Sales & Marketing?
Join hundreds of MSPs who have streamlined their operations with Salesbuildr’s HubSpot integration. See it in action today.
Book a demo