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
Updated on: 11/27/2021
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