Introduction
In the fast-paced world of sales, efficiency and accuracy can make a significant difference in closing deals and maintaining strong customer relationships. TeamWins' HubSpot integration offers a seamless way to manage referrals and reward your team, reducing manual workload and boosting morale.
Why HubSpot Integration Matters
Integrating HubSpot with TeamWins brings several benefits that streamline your sales process and enhance team productivity:
- Automatic Data Entry: Referral details automatically feed into your HubSpot CRM, eliminating manual data entry.
- Trackable Deals: Each referral becomes a trackable deal with complete attribution, ensuring no opportunities are missed.
- Automatic Rewards: Referrers are instantly rewarded when deals are marked as "Closed Won," removing the need for manual follow-ups.
Key Benefits for Sales Teams
Zero Data Entry
With TeamWins, referral information flows directly into HubSpot, reducing the time spent on manual data entry. This integration ensures that every referral is tracked and attributed correctly, maintaining the integrity of your sales pipeline.
Close-Loop Tracking
See which referrals convert into revenue with close-loop tracking. This feature allows you to measure the effectiveness of your referral program and make data-driven decisions.
Steps to Set Up the Integration
Step 1: Check Your Plan
Ensure your TeamWins workspace is on the Pro or Enterprise plan, as the HubSpot integration is exclusive to these tiers. If you're on the Free plan, consider upgrading via Settings → Billing.
Step 2: Connect HubSpot
1. Navigate to Admin Dashboard → Integrations. 2. Locate the HubSpot card and click "Connect HubSpot." 3. Authorize TeamWins to access your HubSpot portal with the necessary permissions. 4. Once authorized, your connection status will update to "Connected."
Step 3: Configure Sync Settings
After connecting, configure your sync settings:
- Auto-sync referrals: Enabled by default, allowing automatic creation of HubSpot records.
- Create deals automatically: Turned on to ensure each referral becomes a trackable deal.
- Advanced settings: Customize owner and pipeline IDs if needed, though most teams can rely on smart defaults.
Technical Insights
Intelligent Company Matching
The integration intelligently matches companies using domain searches first, significantly reducing duplicates and ensuring clean data.
Secure Authentication
Enjoy peace of mind with secure OAuth authentication and automatic token refresh, maintaining a secure and reliable connection between TeamWins and HubSpot.
Conclusion
By integrating HubSpot with TeamWins, you streamline referral management, improve tracking accuracy, and automate reward processing. This not only enhances your sales team's efficiency but also boosts morale by ensuring team members are recognized and rewarded promptly for their contributions. Upgrade your plan today and experience the benefits of seamless integration.
For more detailed setup instructions and troubleshooting tips, visit our Help Center.
