HubSpot integration overview

This two-way integration allows you to create Pods in trumpet from Deals, Companies or Contacts in HubSpot and any activity within the Pod is sent back to HubSpot. Activity can include comments, views, document downloads, mutual action plan steps completed and much more.

You can also add your HubSpot Quotes, Forms and Calendar to your Pods.

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Integration features

Instant updates on buyer activity

Receive real-time updates on Pod engagement, and get all this buyer intent data sent directly to your HubSpot deal.

Benefit: By receiving real-time updates on Pod engagement, you can quickly identify high intent prospects, tailor your follow-ups based on specific interactions, and prioritise your efforts on the most engaged leads.

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Create new Pods in seconds

Auto-populate your Pod Templates with HubSpot deal contact and company information.

Benefit: Boost your productivity and efficiency by eliminating time-consuming manual data entry. This allows you to focus more on building relationships and closing deals, rather than getting bogged down in administrative tasks.

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Launch Pods from inside your HubSpot deals

Easily navigate between your HubSpot deal and its associated Pod, and access essential information on your Pod all from within in your HubSpot deal.

Benefit: Switch between HubSpot and trumpet without disrupting your workflows. Get a comprehensive view of each deal, which means better-informed decisions and improved customer interactions. 

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Build Proposals and Quotes faster

Pull your buyers' information from HubSpot to auto-populate the Trumpet Proposals & Quotes tool directly within your Pods, or simply drop in a HubSpot Quote directly into your Pod.

‍Benefit: Accelerate the often time-consuming process of creating proposals and quotes. This allows you to respond more quickly to client requests and potentially close deals faster.