HubSpot and help teams execute projects and manage workflows smarter and more efficiently. If we can support teams in reducing clicks, manual data transfers, and duplicating customer-facing efforts, we’ve succeeded when it comes to client management.

For marketing agencies, marketing teams, and sales teams, the tools they use must capture and share customer data across teams. Custom teams know that sales and marketing platforms are only as strong as their collaborative parts. The more collaborative they are, the better the customer experience and client management.

HubSpot’s integration enables agile teams to manage leads, contacts, and businesses. By combining a work OS with your CRM, you can create more personalized contact workflows. You also avoid duplicating the efforts of customer-facing teams, align sales and marketing teams, and manage client tasks like onboarding.

Enhance your work OS with HubSpot

When your team leverages the rich insights of and HubSpot, the potential for scaling is limitless. For example, salespeople can set up workflows that alert a sales team member when a prospect has visited the site. This prompts them to call at the right time.

Or, a campaign manager can set up an automation that notifies an account manager when a client submits a new request. When customers feel like the whole team knows what’s going on, they’ll be more confident in your client management abilities. Integrating contact and sales management tools with marketing campaign project management solutions is better for your teams and your customers.

6 ways to use + HubSpot for marketing and client management is a work management system for teams and organizations to better manage marketing campaigns. Combined with the power of HubSpot’s data, sales and marketing teams can access insights. Here are some of the ways sales and marketing teams can find success with integration with HubSpot.

1. Management of clients and client projects

Seamlessly manage customer campaigns by bringing customer data directly to boards. Automatically sync contacts from HubSpot to keep deals, contacts, and company information up-to-date.

2. Track the ROI of your marketing campaigns

Use HubSpot CRM data to visualize ROI for customer campaigns and gain confidence in estimating future revenue and costs related to marketing projects. Track individual campaigns and analyze which marketing and sales strategies are most effective.

3. Direct customer teams

Simplify cross-team processes and maintain compliance with campaigns or customer registration. With integration, you can ensure everyone is on the same page when it comes to client management. When marketing, sales, and account management teams are aware of each other’s actions, they can have better, more tailored conversations that are strategic and beneficial to the customer.

4. Onboard new customers

Once a new customer is added to a HubSpot Smart List, the customer’s data is added to the board. This can initiate customer registration. On, you can add all customer-facing teams and tag team members with tasks.

5. Streamline the provision of pre-sale or after-sale services

When a customer, business, or prospect is added to a list, a new item, series, or project is created on With this integration, marketing teams can streamline pre-sales or post-sales service delivery. This can accelerate client project timelines and reduce project delays. It can also eliminate manual data entry and transform laborious workflows.

6. Visualize content planning

Organize your content marketing planning and create a visual editorial calendar with Assign stakeholders and connect clients, designers, writers, and editors on the same project. Use content planning templates to measure production, then access rich data and analytics in the HubSpot Marketing Hub.

By integrating with HubSpot, marketing teams and agencies won’t miss a client deadline. When the entire team is on the same page (or board), they can collaborate more effectively and identify areas for improvement.