Start the ball rolling with HubSpot and SleekFlow

Start the ball rolling with HubSpot and SleekFlow

You heard it here first! SleekFlow has just rolled out ANOTHER product update - the SleekFlow HubSpot data sync .

Hubspot is an undeniably powerful tool for inbound marketing. But whenever you want to access HubSpot resources, like contact lists, for other communication channels (i.e. WhatsApp ), you can either:?

  • Re-enter each customer’s info one by one into WhatsApp. (c’mon, ain’t nobody got time for that)
  • OR export contact lists from HubSpot into a spreadsheet and import the data back into WhatsApp Business API. (It’s time-consuming and inefficient. We’ve all been there.)?

That’s why SleekFlow HubSpot data sync is here. We have been building this feature to serve social commerce businesses that rely heavily on chats, so you and your team can focus on growing your business without these manual tasks getting in the way.?

So what exactly is our HubSpot data sync??

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This means you can now sync HubSpot contacts on SleekFlow to ensure all edits are updated simultaneously. With one simple step, you can have your customer data on HubSpot and SleekFlow in sync within a few minutes.?

Afterward, you can easily pull data from HubSpot, and implement your social commerce strategy with HubSpot WhatsApp integration, HubSpot Facebook integration, HubSpot Shopify integration, etc.

And how can you sync HubSpot contacts on SleekFlow??

The whole process of syncing SleekFlow and HubSpot contacts only takes 15 to 20 minutes.?

Firstly, select the ‘Add’ button that connects to HubSpot under ‘Channels’ on SleekFlow.?

After that, grant SleekFlow permission to access HubSpot resources and select the HubSpot account that you’d like to connect to.?

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The contact sync (just like the SleekFlow Salesforce Contact Sync ) allows you to automatically sync the contact properties of your existing contacts from HubSpot to SleekFlow. You can then freely configure the contact properties on SleekFlow and HubSpot.

Following that, you can map SleekFlow and HubSpot account users for syncing to ensure that the work distribution among the teammates is transparent and even across all channels.

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To focus on specific customer groups on SleekFlow, you can also set up filters to sync selected contacts to SleekFlow.

From there on, the order history, browsing history, email communications, and more can be retrieved from SleekFlow’s omnichannel inbox . Similarly, new contacts collected on SleekFlow can be saved on HubSpot.

Stay tuned because there’s plenty more

We’re really excited to tell you about this product update because contact syncing is just the beginning.

In 2023, SleekFlow will be introducing more HubSpot integration features. Here’s a little sneak peek:?

Backup SleekFlow’s chat history on HubSpot

Since most customer interactions now occur through instant messaging, HubSpot’s inability to access these messages may result in lost leads. With the chat backup functionality soon to be available on SleekFlow, you can then track customer communications from various messaging apps like an email thread on HubSpot.

Automate WhatsApp messages in HubSpot workflows

Looking to incorporate the sales-accelerating WhatsApp strategy into your existing marketing model? SleekFlow has it all planned out with a feature that allows your team to send out WhatsApp messages in the HubSpot workflow.?

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For example, once the customer’s lifecycle stage on HubSpot transitions from Opportunity to Customer, a WhatsApp greeting message can be sent automatically via SleekFlow.?

This means that merchants can broadcast WhatsApp messages on HubSpot to a large number of contacts effortlessly, set up a chatbot for automatic replies on SleekFlow, and monitor the results through the analytics dashboard.?

A HubSpot chatbot integration allows you to add relevant data from your CRM to build personalized conversations at scale.

Until next time

Thank you for joining us, and we hope you learned something new! Let us know in the comments below about your thoughts on potential topics or content to cover for our next Newsletter. Last but not least, don’t forget to subscribe to our Newsletter. See you here in two weeks!?

Rafidah Kasdi

Head, IT Planning and Innovation at Group Digital Bank Islam

2 年

Interesting!

罗伦 Ross

COO & Co-Owner at Oxygen | Creating Digital Leaders

2 年

Nice, can't wait :)

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