RevOps Announces New HubSpot Integration Features

Today, we are excited to announce version 2 of our HubSpot Integration with RevOps, designed to enhance the capabilities and engagement with HubSpot SalesHub. As many companies face increasing challenges and opportunities, HubSpot has emerged as the ultimate solution for growing businesses.

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Recognizing the immense value of our HubSpot users and its value proposition to new businesses, we saw an opportunity to enhance the capabilities of our HubSpot integration further. We're thrilled to launch version 2 of RevOps HubSpot Integration - the only native CPQ integration tailored for HubSpot. 

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What's new in version 2?

• Approval Topics now automatically synchronize with HubSpot Engagement Notes. Learn more.
• Signed documents now automatically synchronize with HubSpot Engagement Notes. Learn more
  
• Customize post-close operations based on the agreement type and the deal owner. This can be useful for Deal routing or triggering internal notifications. Learn more
• Select SKU service start date as a Custom Mapping field to help run additional reports in their CRM. Learn more
• Select SKU price mappings as a Custom Mapping fields to help run additional reports in their CRM. Learn More
• Use custom mapping to synchronize pilot information to your CRM. Learn More
• Connect date data from the HubSpot or Salesforce CRM on the RevOps deal. Learn More

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In addition to our launch of HubSpot 2.0, we've also been recognized as a leader for Sales tools in the HubSpot ecosystem. Thanks to great customers and advisors, we're delighted to share the spotlight with other great platforms.

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HubSpot Customers Love RevOps 💘

We’re excited to be named by HubSpot as an Essential App for Sales!

Learn More

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If you're new to RevOps and haven't quite deliberated whether you should include a CPQ in your business, we've put together some thoughts for you below:

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Do you need a CPQ with HubSpot?

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If you're still managing your product catalog in spreadsheets or find your pricing model overly complex and hard to manage, our integration offers a simpler way. Our solution provides full visibility, structured approvals, and ensures precision every time. If you're drowning in email approvals or if deals are stuck in limbo, our platform can streamline your deal collaborations and speed up the approval process. Our tools help make quotes crystal clear and organize contracts for easy access. Manual quote creation is a thing of the past; with our integration, you can automate and integrate directly with HubSpot. Our seamless syncing ensures you never miss a detail and illuminates the invoicing path.

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Your Sales Process Self-Check

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Before you move on, take a moment to reflect on your current sales process with this quick checklist. If you find yourself nodding in agreement to any of these questions, it might be time to explore a solution with us:

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1. Catalog Management: Are you still managing your product catalog in outdated spreadsheets or documents?
2. Pricing Complexity: Do you find your pricing model overly complex and hard to manage?
3. Quote Clarity: Do your customers often express confusion about the quotes you provide?
4. Unauthorized Discounts: Have you noticed sales reps offering discounts without proper authorization?
5. Quote Errors: Are there frequent mistakes or miscalculations in the quotes provided to clients?
6. Approval Delays: Do deals often get stuck in the approval phase, causing delays?
7. Contract Accessibility: Is it a challenge to locate and access signed contracts when needed?
8. Manual Processes: Are your reps still manually creating quotes outside of your CRM?
9. Data Syncing: Do you often find discrepancies or missing data between contracts and your CRM?
10. Finance Clarity: Is your finance team sometimes unsure about invoicing details post-contract signing?

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If you've answered 'yes' to any of the above, it's time to consider a more streamlined, integrated approach. Let's discuss how our RevOps HubSpot Integration can transform your sales process and address these challenges head-on. Reach out to us today!

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Unlock the Full Potential of HubSpot CRM with RevOps

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• 🚀 Dive into advanced pricing models and soar above the competition.
• 🎨 Craft the perfect sales pitch with customizable templates.
• 📜 From NDAs to Proposals - cover all Sales Agreements effortlessly.
• ✅ Say goodbye to lengthy approvals with our automated system.

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Experience the Magic of RevOps & HubSpot Integration

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• 🔄 Instantly sync signed documents and line items - no more waiting.
• 💰 Watch your HubSpot Deal Amount update in real-time during negotiations.
• 📊 Get a clear picture with synced revenue metrics.
• 🖥️ Stay in HubSpot CRM and let the magic happen in the background.
• 📅 Sync all essential properties, from start dates to billing frequencies.

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Automate and Elevate with RevOps/HubSpot Workflows

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Celebrate instant 'closed won' transitions post-contract signing and kickstart onboarding with automated notifications and tasks, ensuring a smooth transition for your clients.

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• 🎉 Celebrate instant 'closed won' transitions post-contract signing.
• 🚀 Kickstart onboarding with automated notifications and tasks.

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HubSpot Customers Love RevOps 💘 

We’re excited to be named by HubSpot as an Essential App for Sales!

Learn More

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Unlock the full potential of HubSpot CRM with RevOps. Address your sales process challenges head-on and transform the way you do business. Contact us today to learn more!

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This integration is a testament to our commitment to providing unparalleled value to HubSpot CRM users. We aim to simplify and enhance the quote-to-cash process, ensuring efficiency, accuracy, and scalability. Join us in this journey and experience the transformation firsthand!

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