HubSpot is one of the most popular Marketing Automation products in the world. Before a contact is a customer you're working within Accelo, they're a visitor on your website, a lead who filled in a registration/inquiry form or a subscriber you sent a marketing email to.
Accelo's Hubspot integration is used to connect your marketing efforts in HubSpot with the ongoing client work which you're performing in Accelo and syncing status updates and new work details into HubSpot.
This integration can be used in conjunction with the HubSpot Partner Portal integration, which helps to connect the clients which you're tracking in Accelo to the work which you're performing in your client's partner portal.
Using the HubSpot integration guide, you can:
- Understand the Syncing Model - What information syncs between HubSpot and Accelo?
- Setup Your Integration - Connect your account, map fields, and statuses and define your syncing rules.
- Sync Your Companies and Contacts - Synchronize new companies and contacts both manually and automatically.
- Monitor the Sync - Use the Sync Log to monitor what has synced and when.