Using the Hubspot Integration
Hubspot is a great tool to manage your sales process/pipeline. We here at Pegasys have built an integration that allows your sales team to manage their leads and prospects that keeps your Pegasys data clean while still offering the power of a true sales process.
Getting started with the Hubspot integration is very simple and extremely automated.
Using the Hubspot integration
Once you have the integration installed though our marketplace. Pegasys will automatically enable the appropriate hooks and settings within your Hubspot account.
Pegasys will listen for any customer based events. The most important being the conversion of a customer.
Once one of your customers within the Hubspot platform is graduated to a 'Customer' it will automatically get created within Pegasys!
Your sales team can remain focused on bringing in new clients and not have to worry about duplicate entry
Getting started with the Hubspot integration is very simple and extremely automated.
Using the Hubspot integration
Once you have the integration installed though our marketplace. Pegasys will automatically enable the appropriate hooks and settings within your Hubspot account.
Pegasys will listen for any customer based events. The most important being the conversion of a customer.
Once one of your customers within the Hubspot platform is graduated to a 'Customer' it will automatically get created within Pegasys!
Your sales team can remain focused on bringing in new clients and not have to worry about duplicate entry
Updated on: 11/27/2021
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