Introduction
The integration between Salesbuildr and Hubspot combines Salesbuildrs powerful quoting and proposal capabilities with advanced marketing automation and CRM capabilities.
This article explores how MSPs can leverage this integration to streamline their sales process, increase revenue, and enhance customer engagement, while highlighting the unique strengths of each platform.
Read Integrating with Hubspot to learn how to connect Salesbuildr to your Hubspot Instance.
Streamlining Your Sales Funnel
The Salesbuildr-Hubspot integration creates a seamless sales funnel by:
Automatically syncing leads and opportunities between platforms
Tracking lead interactions across marketing touchpoints in Hubspot
Utilizing Hubspot's lead scoring to prioritize promising opportunities
Enabling targeted follow-up sequences based on proposal status
Providing a holistic view of the customer journey from initial contact to closed deal
Actionable Examples:
Set up a HubSpot workflow that automatically creates an opportunity based on the Lifecycle Stage. This will result in the opportunity getting pushed to Salesbuildr in order to start a proposal process.
Use Hubspot's email tracking to see when a prospect opens a Salesbuildr quote, then trigger a follow-up call.
Create a dashboard in Hubspot that shows the status of all opportunities that are approved, triggered by the your customer approving the quote in Salesbuildr , allowing for easy pipeline management.
Let Salesbuildr automatically update your Hubspot Pipeline and Opportunity based on the status of the proposal (Draft, Sent, Approved, Expired or Declined)
Unique Salesbuildr Benefit: Using the Whitespace module, you gain access to real-time Autotask or ConnectWise contract information, enabling you to spot up-and cross-sell opportunities for high-margin services to increase your revenue and profitability.
Enhancing Opportunity and Proposal Creation
The integration improves your daily quoting process by:
Create rich and interactive proposals in Salesbuildr based on opportunities in Hubspot
Auto-populating contact and company data from Hubspot into Salesbuildr quotes
Syncing opportunity updates between platforms for accurate pipeline reporting
Allowing Hubspot workflow triggers based on quote milestones
Offering visibility into past marketing interactions when creating proposals to tailor and customise your proposals based on historical context and interest
Enabling use of Hubspot's meeting scheduling tools alongside Salesbuildr quotes
Actionable Examples
Use Hubspot's company insights (page visits, lead magnet downloads, form fills, lead score) to tailor your Salesbuildr quotes to specific industry needs.
Set up a Hubspot workflow that sends a congratulatory email when a Salesbuildr quote is approved and the opportunity stage hits a predefined status.
Leverage Hubspot's meeting scheduler to book a follow-up call directly from a Salesbuildr quote by adding the link to the scheduler to your virtual business card in Salesbuildr.
Leverage Salesbuildr advanced import workflows to speed up and automate creating very complex proposals that combine hardware, software, services and labour, including vendor quotes, special bids or quotes for servers or storage with a bill or materials.
Unique Salesbuildr Benefit: Easy-to-use template library and interactive quoting editor with e-sign capabilities, allowing for rapid creation of professional, customized proposals.
Initiating Pre-Proposal Conversations
Leverage Hubspot's marketing tools to engage prospects before quoting:
Send targeted bulk emails to specific customer segments
Create automated workflows that trigger quote creation in Salesbuildr
Use chatbots and conversational marketing tools to qualify leads
Engage prospects across social media channels
Actionable Examples:
Create a Hubspot email campaign that introduces your services, then use engagement data to trigger opportunity creation in Hubspot that then pushes into Salesbuildr for interested prospects or existing customers.
Set up a Hubspot chatbot that qualifies leads and schedules demos, automatically creating opportunities in Hubspot that then pushes to Salesbuildr.
Use Hubspot's social media tools to run a campaign, then create Salesbuildr quotes for engaged followers.
Unique Salesbuildr Benefit: Direct links with distributors, allowing for real-time pricing and availability in your quotes, ensuring accuracy in your pre-proposal conversations.
Enriching Contact and Company Data
The integration enhances your customer data:
Before Integration:
Basic contact info (name, email, phone)
Limited company details
Manual data entry
After Integration:
Comprehensive contact profiles with social data and engagement history
Automated data enrichment
Real-time sync of contact interactions across touchpoints
Access to Hubspot's contact scoring using shortcuts to Hubspot in Salesbuildr
Actionable Examples:
Use Hubspot's company data to identify upsell opportunities, then create targeted quotes in Salesbuildr.
Leverage Hubspot's contact engagement history to personalize your Salesbuildr proposals.
Use Hubspot's contact scoring to prioritize which Salesbuildr quotes to follow up on first.
Unique Salesbuildr Benefit: Comprehensive portfolio management capabilities, allowing you to easily manage and quote your entire product and service catalog.
Complementary Hubspot Features
Hubspot offers additional capabilities that complement Salesbuildr:
Website Tracking: Monitor prospect behaviour on your website
Email Tracking: Get notified when prospects open emails or click links
Marketing Forms: Capture lead information and trigger follow-ups
Content Management: Create and optimize website content
Social Media Management: Manage posts across multiple platforms
SEO Tools: Improve your website's search engine rankings
A/B Testing: Optimize emails, landing pages, and calls-to-action
Actionable Examples:
Use Hubspot's website tracking to see which services a prospect is interested in, then create a tailored quote in Salesbuildr.
Leverage Hubspot's SEO tools to optimize your service pages, driving more traffic that can be converted into Salesbuildr opportunities.
Use Hubspot's A/B testing on email subject lines to improve open rates for your Salesbuildr quote follow-ups.
Unique Salesbuildr Benefit: Deep integration with PSA tools like Autotask and ConnectWise Manage, allowing for seamless quote-to-cash processes that Hubspot can't provide alone. This enables you to get all the benefits that Hubspot has to offer and automating your proposal workflow into Autotask and ConnectWise to ensure seamless creation of opportunities and products to facilitate the post-sale workflow.
Conclusion
By integrating Salesbuildr with Hubspot, MSPs can create a powerful, end-to-end sales and marketing solution. This combination allows for more efficient lead nurturing, data-driven decision making, and ultimately, increased sales and customer satisfaction. Salesbuildr's strengths in quoting, proposal creation, and PSA integration perfectly complement Hubspot's marketing automation and CRM capabilities, creating a comprehensive toolkit for MSP growth.