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5 Ways HubSpot Integration Partners Make Manual Tasks Easy

5 Ways HubSpot Integration Partners Make Manual Tasks Easy When you purchase through links on our site, we may earn an affiliate commission.

A HubSpot integration partner has many ways to accelerate operational and data management tasks so that your team can focus their time on more important things.

From onboarding shortcuts to marketing automation and bi-directional data synchronizations, a HubSpot partner makes life easier.

There are only so many hours in the day. However, marketing and sales teams spend countless hours each year manually updating contact information, assigning follow-up tasks, writing personalized emails, and digging through a vast backlog of digital assets for the one thing they need. You can streamline the process and simplify all of those manual tasks with powerful HubSpot integrations and a certified HubSpot integration partner to guide you. Here are a few of the ways HubSpot partner agencies make manual tasks easy:

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5 Ways HubSpot Integration Partners Make Manual Tasks Easy
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1. Streamlined Onboarding

2. Automation, Automation, Automation

3. Extra Sets of Hands

4. No Reinventing the Wheel

5. Clean, Well-Integrated Data

1. Streamlined Onboarding

Manual integration of HubSpot with your web presence and marketing efforts can take some time. Even if you pay HubSpot’s large onboarding fee ($3,000 for Pro, $6,000 for Enterprise), you’ll essentially be using their guidance and resources to handle all of the onboarding tasks yourself.

And there’s a lot to do. You’ll be able to eliminate cumbersome manual tasks like these when HubSpot integration partners handle onboarding for you:

  • Install HubSpot tracking codes
  • Connect all subdomains (e.g. for landing pages or your blog)
  • Migrate your blog into HubSpot and update links
  • Switch website forms to HubSpot forms throughout your site and landing pages
  • Hook up essential HubSpot integrations
  • Configure and personalize your HubSpot CRM
  • Customize default deal stages to match your unique sales process
  • Upload brand colors, fonts, time zone, and more into your HubSpot site
  • Import contact lists and segment them
  • Create branded landing page and email templates
  • Connect your social media channels
  • Configure a HubSpot live chat 
  • And more...

HubSpot partner agencies are pros at these tasks and can get you up and running quickly. They’ll also be able to waive the one-time HubSpot onboarding fee, which essentially means you get to save both time and money while investing in a valuable expert partner to get the most out of HubSpot.

2. Automation, Automation, Automation

HubSpot integration partners do a lot more than hook up your portal. They can also help you set up robust automation triggers that eliminate menial tasks, empower your team, and accelerate your pipeline. Use HubSpot partner agencies to build out time-saving internal and external automated conveniences. For example, you could:

  • Automatic lead scoring based on custom criteria to highlight the hottest leads
  • Auto-assign sales reps to opportunities by location
  • Auto-schedule follow-up tasks in the HubSpot CRM
  • Set up revisit notifications that alert reps when contacts come back to your website.
  • Build segmented email workflows and drip campaigns that auto-enroll with custom triggers

This sort of automation pays for itself in no time flat and insulates your team from tasks that used to be manual, repetitive, and extremely time-consuming.

3. Extra Sets of Hands

The easiest kinds of manual tasks are the ones you don’t have to do at all. Delegate tasks to your HubSpot partner agency and spread the workload to keep your team lean, efficient, and available for high-value internal tasks that only they can handle. A HubSpot integration partner knows the system inside and out—they’re the perfect extra set of hands to augment your in-house team and take some work off their plate.

4. No Reinventing the Wheel

HubSpot can do about a million things. There’s always more to learn. And while the HubSpot website is rich with in-depth self-help resources and guides, there are only so many hours in the day to figure out how to set up landing page templates, integrate supplemental software, configure automation triggers, and all the rest. Rather than spending all that time to reinvent the wheel, work with HubSpot integration partners who have been there and done that a ton of times for clients like you. You can train up gradually while your partner gets you started with confidence and efficiency.

5. Clean, Well-Integrated Data

Few things make manual data entry and data management more frustrating than inconsistencies in formatting and duplicated data. This can be especially troublesome if you are migrating from another platform (such as Pardot) with different templating configurations or sets of contact properties. Clean data will have:

  • Clear naming conventions
  • A consistent nomenclature for all web forms
  • Up-to-date logos, branding, and adherence with current company policy
  • No mental static from a backlog of irrelevant items

Assets like CTAs, landing pages, thank you pages, and more can accumulate until it takes a lot of time and effort just to sift through outdated or duplicated items to find what you need. Streamline your data with HubSpot integration partners, who prioritize a clean CRM and can remove old assets, irrelevant data, poor-fit contacts, and integrations with stuff you no longer use so that you can always see the forest for the trees.

A HubSpot integration partner can also set you up with smart, bi-directional synchronizations with many other critical software (such as Salesforce), so that every time data or contact info is updated in one, it’s mirrored exactly in the other. This sort of consistency and convenience cuts out the busywork and keeps everything perfectly aligned.

Get a HubSpot Integration Partner

Even finding your HubSpot integration partner can be easy. Your best bet is to use the HubSpot Partner Directory, where you’ll find thousands of fully vetted and qualified HubSpot partner agencies and be able to match them to your unique integration needs. The directory is filterable by the criteria that matter to you most: location, services, partner tier, and more. You’ll enjoy many advantages when hiring agencies from the HubSpot directory versus a simple web search, but the most important may be the specialized expertise of certified partner agencies in the HubSpot ecosystem.  

There are more ways that HubSpot integration partners can help you eliminate or streamline manual tasks, too. Get in touch and we’d be happy to share more information or resources to help you get started with a smooth, simple HubSpot integration process!

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