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:
Instant updates on buyer activity
No need to leave the HubSpot deal record - sellers can see Pod views, engagement scores, and buyer signals in context alongside emails, call notes and tasks.
✅ Instantly spot hot prospects
✅ Personalise follow-ups based on buyer behaviour
✅ Accelerate deals and multi-thread smarter
Save time by eliminating tab switching
Sellers stay focused within HubSpot without bouncing between trumpet and CRM, saving minutes on every deal and reducing mental friction.
Real-time Buyer Insights without leaving the deal
Instantly see which stakeholders are engaging with your Pod and what pages they’re spending time on — from right inside the HubSpot timeline.
Smarter deal progression directly from HubSpot
When you spot high engagement or new stakeholders, you can immediately update your HubSpot deal stages, trigger workflows, or create follow-up tasks — without leaving the page.
More accurate deal forecasting for managers
Sales leaders reviewing HubSpot deals get an instant pulse check on Pod engagement, making pipeline reviews and forecast meetings more data-driven.
Better multi-stakeholder management inside HubSpot
New viewers and stakeholder org charts captured via the Pod appear where you manage your contacts — helping you multi-thread more effectively within the CRM.
In addition to this, you can also see a detailed breakdown of Pod engagement per viewer and take quick actions like jumping directly to the Insights screen or opening the Pod in the Overview tab on the deal.
Key personas are flagged automatically, especially when someone with a Head, Director, VP, or C-Suite title views your Pod. You can also view Mutual Action Plan progress, with the number of completed steps vs total number of steps.
Create pods from inside your HubSpot deals in seconds
No Pod Linked? No Problem: If a deal doesn’t have a pod attached, HubSpot will now display a custom card prompting the user to create one.
Seamless Template Selection: Clicking the new card brings you directly to the templates page, with the relevant deal information pre-selected. This eliminates the need to manually enter details, saving time and reducing potential errors.
Quick Pod Creation: Once you select a template and create the pod, you’re instantly set up. Returning to the deal view in HubSpot and refreshing the page will now display the updated card showing the newly created pod.
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.