About
HubSpot
Integration
Effortless HubSpot Integration for Enhanced Sales Performance
Supercharge your sales by bridging the gap between your Hubspot CRM and your daily workflows. Here’s why it’s a game-changer:
- Actionable Contact and Call Management: Automatically sync HubSpot contact lists and call tasks into Bearworks, creating a streamlined workflow that ensures you never miss a follow-up.
- Stay Updated: With bi-directional sync, call notes, dispositions (including custom ones), and meeting summaries are pushed back to HubSpot, keeping your CRM updated with accurate call history and activity.
- On-Demand Sync for Immediate Updates: Manually trigger syncing to see call data reflected in HubSpot instantly, or rely on automatic hourly updates to keep your data current.
- Advanced Prospect Insights: Leverage HubSpot’s engagement scores directly in Bearworks to prioritize and rank leads based on their interaction history, helping you focus on the most promising opportunities.
- Customizable Workflows: Adapt your sales process with custom sequence steps based on dispositions, enabling tailored workflows that align with your team’s strategy.
- Comprehensive Call Tracking: Ensure all calls—whether made from desktop or mobile—are logged and tracked, giving managers full visibility into team activity and performance.
Bearworks doesn’t just integrate with HubSpot; it elevates your sales process. With powerful tools like demographic-based prospect filtering, dynamic list management, and features like call suppression, power dialing, and parallel dialing, your team can focus on building relationships and closing deals.
How to Set Up
HubSpot
Integration
The Bearworks HubSpot integration can be setup with just a couple clicks. In Bearworks, goto the "Settings" page, then click on the "Integrations" tab. Under the "HubSpot" section, click Integrate.
HubSpot
Support
At Bearworks, your satisfaction is our priority. If you're encountering any issues with our integrations, don't hesitate to reach out. We're here to help and will have you up and running in no time!