As part of your HubSpot Onboarding, your chosen HubSpot partner should be scoping out your technology stack and combining all of your software. Sometimes, this requires a custom integration. However, the majority of the time, you can find a pre-made integration from major software companies.
The HubSpot marketplace is filled with oven-ready HubSpot integrations that increase your insight into your contacts and customers.
Throughout Wave’s time as a HubSpot partner, we have performed lots of integrations for lots of partners. This has helped us work out the most impactful and popular HubSpot integrations that involve simple set up, no coding or third-party software like Zapier.
→ Check out Wave’s Ultimate Guide to Picking a HubSpot Partner
Here are Wave’s Top 5 HubSpot Integrations
HubSpot-Xero Integration
Xero is market-leading digital accounting software that makes running your books easy.
There are actually two HubSpot Xero Integrations. One is created by HubSpot. The other is created by Xero. Firstly, we will talk about the integration created by HubSpot.
HubSpot’s Xero Integration
This integration is for contacts only.
You can sync your Xero contacts into HubSpot without manually importing the data.
What does HubSpot’s Xero Integration cover?
- Sync your data between HubSpot and Xero in real time
- Control your data – only sync the data you choose
- Default field mappings – to keep your data clean, HubSpot automatically pairs fields together. For example, the Xero field “Primary Person First Name” syncs to the HubSpot field “First name”. You can see the list of default field syncs here.
- Custom field mappings – if you’ve created some custom properties, you can sync specific fields to your custom properties. (This is only available to businesses on Professional plans or on the Operations Starter plan)
- Sync Xero Items with HubSpot Products.
What Direction Does HubSpot’s Xero Integration Sync flow?
Data syncs two ways between HubSpot and Xero.
Xero’s HubSpot Integration
If you are looking to sync across your quotes or invoices, then you will need to use Xero’s HubSpot integration.
What does Xero’s HubSpot Integration cover?
- Sync contact data between Xero and HubSpot (this isn’t customisable like the HubSpot one)
- Work on invoices or quotes from within the HubSpot CRM and send them knowing they will appear in Xero for your accounting team to approve.
What Direction Does Xero’s HubSpot Integration Sync flow?
Data syncs one way from Xero to HubSpot.
Integrate HubSpot’s Xero Integration →
Integrate Xero’s HubSpot Integration →
HubSpot LinkedIn Integration
There are three ways you can sync your LinkedIn channels with HubSpot. This can be done from multiple points within your HubSpot portal.
You can integrate your social posts, LinkedIn ads and LinkedIn Sales Navigator into HubSpot.
Social posts and LinkedIn ads do not require you to integrate through the HubSpot marketplace or an app. You just connect your LinkedIn account and you can post away.
| Social Posts | LinkedIn Ads |
|
If you connect your LinkedIn account to HubSpot, you can post and schedule your company’s LinkedIn posts directly from HubSpot’s social media tool. You can also view them on a content calendar and get easy access to the right metrics. |
Connect your LinkedIn ad account and you can create LinkedIn ad campaigns through HubSpot. You can track spend, ROI and the number of contacts your ads have created. |
What does the HubSpot LinkedIn Sales Navigator Integration cover?
- Send InMails straight from your HubSpot contact records
- Find leads and add them into your HubSpot lists
- Pair all the information in LinkedIn with a company HubSpot account, giving you the most amount of information into your accounts at a contact or company level.
What Direction Does the HubSpot LinkedIn Integration Sync flow?
Data sync is one way from LinkedIn to HubSpot.
Integrate LinkedIn Sales Navigator →
HubSpot Salesforce Integration
Even though people face HubSpot and Salesforce off against each other, Wave believes HubSpot and Salesforce work best together. They are both great and both have slightly different functions. By partnering HubSpot and Salesforce, your sales team will perform better than ever.
What does the HubSpot Salesforce Integration cover?
- Share new contact details and important lead intelligence like email opens, form submissions and website activity between the platforms
- Send lead scores from HubSpot to Salesforce to help your sales team prioritise leads
- Fill any gaps in your HubSpot records by populating fields with Salesforce data – your marketing team can boost their personalisation efforts.
What Direction Does the HubSpot Salesforce Integration Sync flow?
Data syncs two ways between HubSpot and Salesforce.
The data sync includes the following objects: contacts, company, deals and tasks.
HubSpot Chargebee Integration
Chargebee is accounting and bookkeeping software that enables you to manage any subscriptions customers have with your company. It enables you to find upsell opportunities, experiment with different pricing models and gain better context into your customers.
What does the HubSpot Chargebee Integration cover?
- Give your teams contextual subscriber information about a contact. They can leverage this information in their marketing or sales efforts.
- More in-depth pipelines – newly created subscriptions can be paired against a deal record in the right deal stage
- Use Chargbee’s 50+ data points to improve the segmentation capabilities of your HubSpot lists.
What Direction Does the HubSpot Chargebee Integration Sync flow?
Data syncs one way from Chargebee to HubSpot.
HubSpot Jira Integration
Jira is a software development tool that allows agile teams to organise their workload.
The HubSpot Jira Integration pairs perfectly with the HubSpot Service Hub. When a contact raises a ticket, the integration syncs the ticket with Jira and creates a Jira Issue.
You can also align Jira Issues with your HubSpot tickets, and can even assign multiple issues to one ticket.
What does the HubSpot Jira Integration cover?
- Turn HubSpot tickets into Jira Issues, and sync Jira Issues to the right HubSpot Ticket automatically. Any updates in Jira are reflected in HubSpot, and any team comments in Jira appear on the HubSpot ticket record.
- Due to your HubSpot portals infrastructure, you can pair your tickets with a contact and company record. This means any Jira Issues on a ticket are visible on a contact and company level too. Making account management jobs a lot easier.
- Specific Jira reports – the HubSpot Jira integration automatically creates a list of Jira-related HubSpot properties. This means you can create lists, trigger workflows and personalise your communications with events that have happened in Jira.
What Direction Does the HubSpot Jira Integration Sync flow?
Data syncs two ways between HubSpot and Jira.
Wave Will Set Up Your HubSpot Integrations
If you’re looking for a HubSpot partner to work out the best integrations for your organisation or just need some help with integration identified software, get in touch with a Wave representative today and start your journey…
