Skip to main content Skip to footer

Streamlining marketing client management with and the HubSpot CRM

Eliana Atia 5 min read
Get Started

HubSpot and help teams run projects and manage workflows in a smarter, more efficient way. If we can support teams in reducing clicks, manual data transfers, and duplicate customer-facing efforts, we’ve succeeded.

For marketing agencies, marketing teams, and sales teams, the tools they use need to capture customer data and share it between teams. Aligned teams know that marketing and sales platforms are as powerful as their collaborative features and the more collaboration, the better the customer experience. The Integration with HubSpot allows fast-paced teams to manage leads, contacts, and companies all from

By combining your Work OS with your CRM, you can create more personalized contact workflows, avoid duplicate efforts from customer-facing teams, align sales and marketing teams, and manage client tasks like onboarding — all from a visual dashboard, ensuring your team never misses a deadline.

Enhancing your Work OS with HubSpot

When your team leverages the rich insights from and HubSpot, there’s no limit to the potential to scale. For example, marketers can set up workflows that alert a sales team member when a prospect has visited the site a certain number of times, prompting them to call at just the right time. Or a campaign manager can set up automations that alert the account manager when the client submits a new project request.

Get started

Combining contact management and sales tools with marketing campaign project management solutions is better for your teams and your customers. Here’s how:

  • Create transparency between internal teams.
  • Identify areas for process optimization and automation.
  • Collaborate more easily between sales and marketing teams.
  • Reduce manual work.
  • Adjust to changing needs.
  • Boost team efficiency with automations data visualization

How marketing agencies, marketing teams, and sales departments benefit from the integration with HubSpot

When teams use the Integration with HubSpot, they unlock new data in each tool, which provides opportunities to improve workflows, predict and attribute revenue, and establish a better client management system. Using pre-made templates, agencies and marketing and sales teams can quickly plan content campaigns and manage client activities all in one place.

Benefits of the Integration with HubSpot include:

    • The ability to estimate future costs
    • Accurate ROI attribution for marketing campaigns
    • Campaign planning and tracking by channel, client, and more
    • Automated contact syncing
    • Visual content planning
    • Client request automation and alert system
    • Built-in team collaboration

Get started

5 ways to use + HubSpot for marketing is a work operating system for teams and organizations, which lends itself to better management of marketing campaigns, content publishing and strategy, and managing client projects. When combined with the power of HubSpot data, marketing and sales teams can access insights that will drive optimized workflows, better client engagement, and more revenue.

Here are a few of the ways that marketing and sales teams can find success with the Integration with HubSpot.

1.    Manage clients and client projects

Seamlessly manage client campaigns by bringing customer data directly into boards. Automatically sync contacts from HubSpot to keep deal, contact, and company information up-to-date.

Hubspot and automations

2. Track ROI for marketing campaigns

Using HubSpot CRM data, visualize ROI for client campaigns and gain confidence in estimating future revenue and expenses associated with marketing projects. Track individual campaigns, clients, projects, and more to analyze which marketing and sales strategies are the most effective. dashboard

Get started

3.    Align customer-facing teams

Streamline processes between teams and maintain alignment throughout campaigns or customer onboarding. Using the integration, you can make sure that everyone is aligned on the same goal and manage your data and processes in one place. When marketing, sales, and account management teams are aware of each other’s (and the client’s) actions, they can have better, more tailored conversations that are strategic and beneficial to the client.

Hubspot and integration

4.    Onboard new customers

Once the new customer is added to a certain HubSpot smartlist, the customer data is then added to the board that can kick off customer onboarding. You can add all customer-facing teams to and tag team members with action items. From there, it’s easy to plan, track, and optimize each new customer’s experience.

5.    Streamline pre or post-sale service delivery

Once the customer, deal, or lead is added to a list, the new item, row, or project is created in Using this integration, marketing teams can streamline the pre or post-sale services delivery, speeding up client project timelines and reducing project delays, eliminating manual data entry, and replacing cumbersome workflows.

5. Visualize content planning

Organize content marketing planning and create a visual editorial calendar using Assign stakeholders and bring clients, designers, writers, and editors together on the same project. Use content planning templates to scale production, then access rich data and analytics in the HubSpot Marketing Hub.

With the Integration with HubSpot, marketing teams and agencies won’t miss a client deadline or worry about an influx of new clients who need to be onboarded. When the whole team is on the same page (or board), they can collaborate more efficiently and identify areas for improvement.

Eliana is a marketer and storyteller who uses her diverse industry experience to create compelling content. A Texas native and current Telavivian, she’s finding her place somewhere between BBQ tacos and falafel pitas.
Get started