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

Stay in sync with what your buyer cares about. Trumpet pushes real-time engagement signals from Pods straight into your HubSpot deals or contacts, so your team never misses a moment of intent.

‍Get Pod signals for:‍

 ✔ Link clicked

 ✔ Video/voice note played

 ✔ Proposal downloaded

 ✔ Form submitted

 ✔ New signature

 ✔ Mutual Action Plan update

 ✔ Pod shared

 ✔ New view or comment

 ✔ File uploaded/downloaded

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, access & manage Pods - right inside your HubSpot Deal

Stay focused and in flow. With trumpet, you can manage your entire buyer journey without ever leaving HubSpot.

✔ Instantly view Pod engagement and activity

✔ Auto-create new Pods using Deal, Contact, or Company data

✔ Link Pods directly to the right HubSpot records

✔ Get full visibility into deal progress - in one place

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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Auto-enrich your HubSpot deals with new contacts

Trumpet automatically identifies new stakeholders who engage with your Pod and adds them to your HubSpot deal - no manual data entry needed.

✔ Great for multi-threading deals and uncovering hidden decision-makers

✔ Seamless sync with existing contacts and roles in HubSpot

Benefit: Never miss a key stakeholder again. By enriching deals with new contacts automatically, you improve deal velocity and ensure you're engaging all the right people at the right time.

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Sync HubSpot fields with trumpet variables

Easily map HubSpot properties to variables inside trumpet - personalising each Pod without lifting a finger.

✔ Pull in names, companies, job titles, renewal dates, and more

✔ Keep your Pods dynamic, relevant, and always up to date

Benefit: Eliminate manual data syncing and reduce human error. Automatically keeping your Pods updated ensures consistent messaging and a highly personalised experience for every buyer.

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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.

✔️ Auto-fill proposals with HubSpot contact and company data

✔️ Generate personalised quotes without leaving your Pod

✔️ Reduce errors by eliminating manual entry

✔️ Speed up turnaround time for sending proposals and closing deals

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