HubSpot, a leading CRM platform, offers powerful automation features to help businesses optimize their marketing, sales, and customer service operations. However, there are instances where more complex, multi-step operations or integrations with other systems, such as Google Workspace, are required. This is where zenphi, a no-code process automation platform designed for Google Workspace, comes into play. Zenphi enables businesses to automate various functions across departments like IT, Finance, HR, Marketing, Operations, and more. In this article, we’ll explore four innovative ideas to enhance HubSpot automation using zenphi.
Idea 1: HubSpot Automation For Managing Contacts and Companies
One of the fundamental aspects of HubSpot is managing customer relationships. However, manually updating contact and company information can be time-consuming. With zenphi’s no-code automation, you can create and update contacts and companies seamlessly. Moreover, you can retrieve data from contacts at any stage of your workflow. The integration extends beyond Google Workspace, allowing you to connect with various applications like Forms, Docs, Sheets, as well as other systems like Slack, Salesforce, and Quickbooks.
Here’s a practical example: Suppose you receive Typeform submissions from potential leads. Zenphi can automate the process of creating contacts based on these submissions. You can further route these contacts through an approval loop, notify relevant stakeholders, and take additional actions as needed. This not only saves time but also ensures that data is accurate and up-to-date.
Learn more: No Code Workflow Automation for Typeform
Idea 2: Automate Deal Management
Deal management is a critical component of any sales process. HubSpot provides tools to help you manage deals, but with zenphi, you can take it a step further. The platform allows you to automate the end-to-end process of generating quotes using Google Docs, attach these documents to relevant contacts, and create or update deals within HubSpot.
By implementing HubSpot automation, you can ensure that your sales team has access to the latest information and documents they need to close deals efficiently. This not only speeds up the sales cycle but also enhances the overall customer experience.
Idea 3: Connect HubSpot to Google Sheets
Effective reporting is crucial for making informed business decisions. HubSpot provides powerful reporting features, but what if you need to export data to Google Sheets for further analysis or sharing with stakeholders? Zenphi’s no-code automation makes it easy to connect HubSpot to Google Sheets and streamline your reporting process.
You can set up automated workflows that export data from HubSpot on a specified schedule. This can include information about contacts, companies, deals, support tickets, and more. Once the data is in Google Sheets, you can apply filters, perform in-depth analysis, and share reports with the relevant team members.
Conversely, you can also use zenphi to automatically transfer data from Google Sheets to HubSpot. For instance, you could create or update HubSpot records such as contacts, companies, or tickets based on the information in your Google Sheets. This bidirectional integration ensures that your CRM system is always in sync with your data.
Learn more: 5 Ways to Automate Google Sheets with zenphi
Idea 4: HubSpot Automation For Syncing Your Tech Stack
Zenphi’s no-code automation extends beyond HubSpot and Google Workspace, allowing you to sync HubSpot records with other systems in your tech stack. For example, you can automatically create contacts in HubSpot based on Google Form submissions, ensuring that all your leads are captured efficiently. Additionally, you can set up automations to create tasks in your project management tools, such as Asana, Jira, ClickUp, or others, whenever a deal is created in HubSpot. This integration ensures that your teams are always on the same page and can collaborate seamlessly.
In conclusion, while HubSpot automation provides robust features, implementing zenphi’s no-code process automation offers endless possibilities to enhance your business operations. Whether you’re looking to automate contact and company management, deal processes, streamline reporting, or sync with your tech stack, zenphi can help you achieve greater efficiency and productivity.