trumpet Integration Overview
Centralise your buyer journeys and get deals done quicker with trumpet digital sales rooms - interactive, collaborative and auto-personalised spaces.
Imagine one space where you can centralise marketing content, video recordings, demo recordings, mutual action plans, proposals, forms/surveys, e-signature & more. Move your prospect along the buyer journey from outreach to post-demo, to proposal and then deal close. All with one digital link.
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.
The integration between trumpet and HubSpot allows you to:
Embed and share your HubSpot meeting calendars in Pods
Auto-populate Pods with CRM data, for instant personalisation
Send buyer activity and engagement data back to your HubSpot deals
Create swift proposals and quotes using HubSpot deal information
Have contacts, that have engaged with your Pod auto-added and auto-enriched in your HubSpot deal
Integration features:
Close deals faster with digital sales rooms
Mutual action plans, demo recordings, proposals, and more, all available in one link for your buyers.
Instant updates on buyer activity
Receive real-time updates on Pod engagement, and get all this buyer intent data sent directly to your HubSpot deal.
Get Pod signals in HubSpot updating you on:Pod views
New comments
Document downloads
Mutual action plan updates
Link clicks
Documents signed
Create new digital sales rooms (”Pods”), in seconds
Auto-populate your Pod Templates with HubSpot deal contact and company information.
Launch Pods from inside your HubSpot deals
Easily navigate between your HubSpot deal and its associated Pod, and access essential information on your Pod all from within in your HubSpot deal.
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.
How does it work?
To link your trumpet and HubSpot accounts, just go to the Integrations tab in the sidebar of your trumpet dashboard, click connect, and log into your HubSpot account. And voila! Your accounts are linked and good to go.