HubSpot Integration
Immediately engage customers once a deal closes and keep all teams informed throughout onboarding.
Engage Customers Without Delay
When a new deal closes, GUIDEcx’s HubSpot integration automatically spins up a new onboarding project. Project details are pulled in from key data fields in HubSpot, and team members are automatically invited, eliminating manual data entry that can lead to delay or error.
Customer expectations are high at the point of sale. Ensure you’re delivering value sooner with the GUIDEcx + HubSpot integration.
Build Trust During Onboarding
You never get a second chance to make a first impression. With customer acquisition costs rising, make the most of your investment by nailing the first customer touchpoint post-sale: onboarding.
Give customers visibility quickly to ensure confidence, and engage them during every step of the onboarding journey to reduce deal clawbacks.
Keep Teams Aligned
As a project progresses, GUIDEcx data is automatically pushed into HubSpot for transparency and coordination between pre-sales and post-sales teams. Keep teams working in the systems they’re most comfortable in, with visibility into all relevant account data.
HubSpot Integration Benefits
Help your Sales and Onboarding Teams Work Better Together
Interested in Partnering with GUIDEcx?
We are always looking to partner with our capable and innovative technologies. Contact us today to learn more about having your software integrated with GUIDEcx.
We GUIDE The World’s Leading Brands:
Over 300,000 projects completed on GUIDEcx.
Talk With a Guide Today
Discover how GUIDEcx can help you improve efficiency by reducing your customer onboarding timeline and increasing the capacity of your project managers. Our unparalleled professional resources and unwavering commitment to excellence support our industry-leading customer onboarding solution.
Benefits of the GUIDEcx & HubSpot Integration
Automatically begin the onboarding process when you get a new client
When a deal is marked “Closed Won” in HubSpot, you can automatically start a GUIDEcx project with all the right people.
Use this integration with Zapier to get the best results!
Good Onboarding Drives Long-Term Retention
An old adage states that 80% of your revenue comes from 20% of your customers, and with customer acquisition costs on the rise, you can’t afford not to provide a best-in-class onboarding experience.
We Know How to Guide You Through a Successful Customer Onboarding Experience
Interested in Partnering with GUIDEcx?
We are always looking to partner with our capable and innovative technologies. Contact us today to learn more about having your software integrated with GUIDEcx.
Powerful, Purposeful, Seamless Integrations
GUIDEcx offers robust integrations with over 1,000 applications, allowing you to increase automation and simplify project management. Seamlessly connect your existing tools and systems to GUIDEcx, enabling efficient data exchange and reducing customer manual efforts.
Talk With a Guide Today
Discover how GUIDEcx can help you improve efficiency by reducing your customer onboarding timeline and increasing the capacity of your project managers. Our unparalleled professional resources and unwavering commitment to excellence support our industry-leading customer onboarding solution.
