HubSpot and monday.com help teams execute projects and manage workflows smarter and more efficiently. If we can support teams in reducing clicks, manual data transfers, and duplicating customer-facing efforts, we’ve succeeded.

For marketing agencies, marketing teams, and sales teams, the tools they use must capture and share customer data across teams. Custom teams know that sales and marketing platforms are only as strong as their collaborative parts, and the more collaborative they are, the better the customer experience.

HubSpot’s monday.com integration enables agile teams to manage leads, contacts, and businesses from monday.com. By combining a work OS with your CRM, you can create more personalized contact workflows, avoid duplicating the efforts of customer-facing teams, align sales and marketing teams, and manage client tasks like onboarding—all from a visual dashboard, ensuring your team never he doesn’t miss a break. date.

Enhance your work OS with HubSpot

When your team leverages the rich insights of monday.com and HubSpot, the potential for scaling is limitless. For example, salespeople can set up workflows that alert a sales team member when a prospect has visited the site multiple times, prompting them to call at the right time.

Or, a campaign manager can set up an automation that notifies an account manager when a client submits a new project request. dash When customers feel like the whole team knows what’s going on, they’ll be more confident that you’ll meet deadlines and notify them of status updates when they happen. Integrating contact and sales management tools with marketing campaign project management solutions is better for your teams and your customers.

Here is the procedure:

6 ways to use monday.com + HubSpot for marketing

monday.com is a work management system for teams and organizations to better manage marketing campaigns, publish content and strategy, and manage client projects. Combined with the power of HubSpot’s data, sales and marketing teams can access insights that drive optimized workflows, better client engagement, and increased revenue. Here are some of the ways sales and marketing teams can find success with monday.com integration with HubSpot.

1. Management of clients and client projects

Seamlessly manage customer campaigns by bringing customer data directly to monday.com boards. Automatically sync contacts from HubSpot to keep deals, contacts, and company information up-to-date. Hubspot and monday.com automation

2. Track the ROI of your marketing campaigns

Use HubSpot CRM data to visualize ROI for customer campaigns and gain confidence in estimating future revenue and costs related to marketing projects. Track individual campaigns, clients, projects, etc., and analyze which marketing and sales strategies are most effective. monday.com dashboard dash

3. Direct customer teams

Simplify cross-team processes and maintain compliance with campaigns or customer registration. With integration, you can ensure everyone is on the same page and manage your data and processes in one place. When marketing, sales, and account management teams are aware of each other’s (and customer’s) actions, they can have better, more tailored conversations that are strategic and beneficial to the customer. Integration of Hubspot and monday.com

4. Onboard new customers

Once a new customer is added to a HubSpot Smart List, the customer’s data is added to the monday.com board, which can initiate customer registration. On monday.com, you can add all customer-facing teams and tag team members with tasks.

 

5. Streamline the provision of pre-sale or after-sale services

When a customer, business, or prospect is added to a list, a new item, series, or project is created on monday.com. With this integration, marketing teams can streamline pre-sales or post-sales service delivery, accelerate client project timelines and reduce project delays, eliminate manual data entry and transform laborious workflows.

6. Visualize content planning

Organize your content marketing planning and create a visual editorial calendar with monday.com. Assign stakeholders and connect clients, designers, writers, and editors on the same project. Use content planning templates to measure production, then access rich data and analytics in the HubSpot Marketing Hub.

By integrating monday.com with HubSpot, marketing teams and agencies won’t miss a client deadline or worry about the influx of new clients to acquire. When the entire team is on the same page (or board), they can collaborate more effectively and identify areas for improvement.