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How To Integrate Your CRM
In today's fast-paced business environment, having a robust Customer Relationship Management (CRM) system integrated into your workflow is crucial for maintaining and nurturing customer relationships. Our platform acknowledges this need and offers seamless integrations with leading CRM software. These direct integrations are designed to streamline your processes, enabling you to synchronize data effortlessly, automate your sales pipeline, and deliver personalized customer experiences at scale.
Businesses utilizing CRMs outside of our direct integration list do not need to worry. Our flexible solution connects our system with almost any CRM software via Zapier. This powerful tool acts as a bridge, allowing for the automation of workflows between our platform and your chosen CRM, even if we do not support direct integration.
With Zapier, you can customize triggers and actions between our system and your CRM, ensuring that your customer data is always up to date and that your team can work efficiently without manual data entry. Whether you're looking to enhance lead tracking, automate contact updates, or trigger specific actions based on customer interactions, our integration capabilities, direct or through Zapier, ensure you're well-equipped to optimize your CRM strategy.
The following CRMs integrate with SubcontractorHub via Zapier:
Salesforce
Salesforce can be used to automate repetitive tasks, store lead information and update lead information. When SubcontractorHub users add a new customer, the lead will automatically update in Salesforce. Salesforce will automatically create a file when a lead is converted into a project.
Salesforce can be located in SubcontractorHub’s Integrations tab, under the “CRM” tab.
To integrate Salesforce with SubcontractorHub, follow this URL: https://zapier.com/apps/subcontractorhub/integrations/salesforce
Hubspot
Hubspot can be used to automatically update customer information and automate sales workflows. When SubcontractorHub users add a new customer, the lead will automatically update in Salesforce.
Hubspot can be located in SubcontractorHub’s Integrations tab, under the “CRM” tab.
To integrate Hubspot with SubcontractorHub, follow this URL: https://zapier.com/apps/subcontractorhub/integrations/hubspot
MS Dynamics 365 CRM
This CRM is used to store lead information and automate repetitive tasks. When a new customer is added to SubcontractorHub, an account will automatically be created in MS Dynamics 365 CRM. When the customer is converted into a project, their lead information syncs with MS Dynamics 365 CRM.
MS Dynamics 365 CRM can be located in SubcontractorHub’s Integrations tab, under the “CRM” tab.
To integrate MS Dynamics 365 CRM with SubcontractorHub, follow this URL: https://zapier.com/apps/subcontractorhub/integrations/microsoft-dynamics-crm
Copper
Copper is used to store lead information and automate repetitive tasks. When a new customer is added to SubcontractorHub, a new opportunity will automatically be added to Copper. Once the customer’s proposal is converted into a project or a new project is added directly, the lead information will be automatically updated or created in Copper.
Copper can be located in SubcontractorHub’s Integrations tab, under the “CRM” tab.
To integrate Copper with SubcontractorHub, follow this URL: https://zapier.com/apps/subcontractorhub/integrations/copper
Keap
Keap is used to automate repetitive tasks and store customer information. When a new customer is added to SubcontractorHub, keap automatically creates a task. When a new project is created in SubcontractorHub, Keap automatically adds a product to an invoice.
Keap can be located in SubcontractorHub’s Integrations tab, under the “CRM” tab.
To integrate Keap with SubcontractorHub, follow this URL: https://zapier.com/apps/subcontractorhub/integrations/keap
