Insight > HubSpot
Accelerate marketing activity and fuel your digital transformation.
If your brokerage uses INSIGHT, we can now utilise customer data within your Hubspot CRM and Marketing Hub to automate marketing operations and processes.
Marketing campaigns and strategies would have limited success without marketing operations processes happening behind the scenes. From running lead generation campaigns to communicating with customers to generating data reports, these processes—and the tools they require—allow your marketing channels to succeed.
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Create workflows and marketing automation with a little 'insight' from INSIGHT
Our INSIGHT HubSpot integration pulls specific data from your customer records (in INSIGHT) and creates or updates a customer contact record in your HubSpot portal. This opens up the opportunity to engage with your existing customers in ways not previously possible. Here are a few ideas on how we can introduce workflows and marketing automation.