Turn customer data into stronger relationships.
What You Can Do
Sync contacts and customer information
Keep customer records, company details, and interaction history updated across your workspace.
Track leads and sales activities
Monitor new leads, deal stages, pipeline changes, and sales performance without switching between platforms.
Connect marketing campaigns
Bring campaign data, email performance, and customer engagement insights closer to your team’s everyday workflows.
Automate customer journeys
Trigger actions based on customer behavior, lead status changes, form submissions, and other key events.
Create a unified customer view
Give marketing, sales, and support teams access to the same customer insights to improve collaboration and decision-making.
Ideal For
Sales teams
Marketing teams
Customer success teams
Revenue operations teams
Growing SaaS businesses
Setup
Connect your HubSpot account.
Select the contacts, pipelines, and marketing data you want to sync.
Configure automation rules and team permissions.
Start managing customer relationships from a connected workspace.
Security & Access
Control data synchronization, user permissions, and integration settings while maintaining secure access to your customer information.
