HubSpot Integrations
HubSpot Integration with Worxmate
Introduction:
The integration of HubSpot with Worxmate provides a powerful solution for managing Objectives and Key Results (OKRs) while utilizing customer and marketing data from HubSpot. This integration enables businesses to align their customer engagement and marketing goals with their overall strategic objectives. This guide will walk you through the process of configuring the integration and setting up automated check-ins for your OKRs based on your HubSpot data.
By connecting HubSpot with Worxmate, you can:
Track OKRs related to marketing campaigns, lead generation, and customer engagement
Automatically update key results based on real-time HubSpot data
Align your marketing and customer success teams with company-wide objectives
Generate insightful reports that combine OKR progress with HubSpot metrics
HubSpot Integration user steps
Login to Worxmate account
Open the Integration tab from Settings and enable the HubSpot Integration.
Click on the Configure button to set up the integration.
Click on Add Connection and sign in with your HubSpot account.
Add a Key Result and select HubSpot as your Auto Check-In value.
Select the data as per your needs and click on Preview to get the check-in value.
Click Save to add the integration to the Key Result.
Click Save to add the integration to the Key Result.
Save the Key Result.
