Bettermode’s integration with HubSpot enhances CRM capabilities by streamlining various processes such as contact management, activity logging, search functionalities, and support ticket management. This integration provides a seamless bridge between Bettermode's site engagement tools and HubSpot's comprehensive CRM solutions, ensuring that all customer interactions are synchronized and accessible across both platforms. Below, we detail the key features of this integration.
1. Contact Syncing
Purpose: Effortlessly sync and manage your member data by seamlessly integrating it with HubSpot.
Functionality:
Automatically sync contact information between Bettermode and HubSpot.
Updates made in Bettermode are reflected in HubSpot, and vice versa.
Sync includes details such as name, email, contact status, and custom fields.
Benefits:
Gain deeper insights into member engagement, track member interactions, and unlock powerful marketing and communication capabilities.
Provides a unified view of contact data across marketing, sales, and customer service teams.
Enhances personalization and targeting in marketing campaigns.
2. Sending Activities to HubSpot
Purpose: Record and track all customer interactions and activities from Bettermode in HubSpot.
Functionality:
Send activities from Bettermode to HubSpot automatically.
Activities include user actions like posts, comments, and reactions.
Configure which types of activities are sent to HubSpot based on business needs.
Benefits:
Provides a comprehensive timeline of customer engagement within HubSpot.
Enables sales and marketing teams to better understand customer behaviors and preferences.
3. Federated Search
Purpose: Enhance information accessibility by seamlessly integrating search capabilities across Bettermode and HubSpot knowledge base content.
Functionality:
Display valuable knowledge base articles directly within your site's search results, providing users with quick access to relevant information and empowering them to find answers effortlessly.
Benefits:
Saves time by aggregating search results from multiple sources in one interface.
Improves customer support and response times by providing easy access to all relevant information.
Helps in identifying trends and common issues reported by users.
4. Ticket Creation
Purpose: Streamline support processes by facilitating direct ticket creation via a Post shortcut in Bettermode into HubSpot’s ticketing system.
Functionality:
Using the post shortcut, admins can create a ticket with the post information that will be sent to HubSpot to handle support inquiries.
Benefits:
Ensures rapid response to customer issues, enhancing satisfaction.
Reduces the support team’s workload with a shortcut for ticket generation.
Integrates site feedback directly into customer support workflows.
To use these key features, install the HubSpot integration in the Apps section of the Administration. See this article on how to install the HubSpot app. Once the app is successfully installed, enable the desired features.
Bettermode's HubSpot integration is a powerful tool that not only enhances data management and customer insights but also improves operational efficiencies through automation. By connecting site interactions directly with HubSpot's CRM, organizations can foster better customer relationships, streamline support operations, and leverage site engagement to drive business growth.