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HubSpot Connector

avtor: iEnterprises

An easy to use full featured integration between Outlook Mail, Calendar and HubSpot CRM

Integrate your Outlook Mail, Calendar and HubSpot CRM in one easy step with virtually nothing to install. Now with full mobile support for the Outlook app on iOS and Android!

- Provides a 360° view of your customers directly in Outlook.

- Allows you to save emails directly to Contacts and Leads in HubSpot.

It even allows you to reply and compose messages using HubSpot email templates. The connector also works in any modern browser including Chrome, Edge and Safari, so you can have the same functionality whether using a desktop or mobile platform.

The add-on can be deployed to your entire company with a single click. Contact sales@ienterprises.com for details on enterprise licensing and deployment.

The Connector for Outlook and HubSpot brings HubSpot to your inbox and calendar. When an email is received the connector automatically shows the details of the sender by fetching the full Contact information directly from HubSpot, including related objects such as Account, Opportunities, Activities, etc. It allows you to attach an email message or calendar item you have received to HubSpot with a single click. You can create leads and contacts directly from your inbox and calendar. In addition, you can reply to or compose messages using your HubSpot Email Templates. There is even an optional background sync that can automatically synchronize all your email messages and calendar information with the appropriate contact or lead in HubSpot.

Email Integration Details

- Provides a 360-degree view of CRM information from your Outlook inbox

- File a message in HubSpot from Outlook

- Attach emails to a contact or lead in HubSpot

- Open, create and edit the relevant HubSpot contact, lead, opportunity or other (custom) object without leaving the Outlook interface

- View and dial numbers using phone details from HubSpot from your mobile

This add-on is developed by iEnterprises. iEnterprises is an award-winning CRM vendor that has been in business for more than 20 years. Contact us at support@ienterprises.com for support issues or sales@ienterprises.com for enterprise licensing and pricing information.

Compatibility/Requirements:

HubSpot

Outlook, Outlook iOS or Android app for mobile functionality

Zmogljivosti aplikacije

Ko je ta aplikacija v uporabi, lahko
  • Pošilja podatke prek interneta
  • Ta aplikacija ima dovoljenje za dostop do osebnih podatkov in za spreminjanje osebnih podatkov v aktivnem sporočilu, kot so telo, zadeva, pošiljatelj, prejemniki in podatki prilog. Te podatke lahko pošlje storitvi drugega izdelovalca. Drugih elementov v vašem nabiralniku ne more prebrati ali spremeniti.

Hiter pregled

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