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How to become a Hubspot expert

Gustavo Goncalves
Gustavo Goncalves

Jan 6, 2025

Hubspot expert: developing marketing actions
9:23

Today, digital marketing is an essential part of any company's success. And when it comes to inbound tools, HubSpot integrations stand out as the ideal choice for marketing professionals in general.

However, in order to maximize your strategies, you need to know the platform very well. This also involves mastering both internal and external tools in order to create successful marketing campaigns, reach the right audience and obtain measurable results.

In this blog post, we'll explore the path to becoming a HubSpot expert, focusing on developing effective marketing actions that will make your company stand out in today's competitive digital environment


What you'll see in this post:

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The HubSpot universe

Before we delve into the marketing actions and integrations that the platform offers, let's discuss a little about HubSpot itself, its facets and the results that can be achieved when properly integrated.

HubSpot offers powerful CRM software that provides teams with a comprehensive set of marketing tools, including email automation, landing page creation, blog publishing and social media monitoring.

It allows companies to create personalized marketing campaigns, segment their target audience and track the performance of their strategies all in one place.

We can also mention its sales tools, which make it easier to manage leads, follow up contacts and automate repetitive tasks. Where salespeople can track lead engagement and personalize their digital marketing and sales approaches based on real-time data.

Finally, HubSpot offers a customer service system that helps companies provide more effective and personalized support.

It enables the creation of support tickets, live chat, response automation and the building of a knowledge base to better meet customers' individual needs, regardless of where they are in their journey or stage of their sales funnel.

To give you a deeper insight into everything that HubSpot CRM offers in terms of functions and tools, we have other posts that cover these aspects of the platform in more detail.

Integrations that make a difference

Knowing the main functions and advantages that HubSpot's CRM platform offers, it's important to note that in addition to total synergy with the tools developed by HubSpot itself, it's also possible to use external tools to maximize your efficiency.

This combination gives you a complete view of your leads and customers, allowing you to automate processes, personalize interactions and gain valuable insights.

 

Let's explore some of the main integrations you can make to your HubSpot CRM:

Emails and Email Marketing

One of the most important tools for communication within a company or for getting in touch with your leads and customers is email.

Among these integrations, we are going to highlight one for internal communication and another for e-mail marketing:

  • Gmail: enables email tracking, contact synchronization, meeting scheduling and notifications integrated with the CRM;
  • MailChimp: integration with this tool allows you to unify contact lists and segments of your leads and customers. This makes it easier to send personalized emails.

This integration also makes it possible to track all your recipients' interactions, from which you can extract insights to optimize your email marketing approaches.

Hubspot expert

E-commerce

Another important piece of equipment for any company operating in the digital market is an e-commerce platform.

And through integrations with HubSpot's CRM, you can track and manage sales, leads and marketing data in your virtual store, which will help you adapt and boost your online sales strategies.

When it comes to e-commerce platforms that can be integrated with HubSpot, we can mention:

  • Shopify: this integration allows you to centralize your sales and marketing data on a single platform.

It gives you a complete overview of your customers' behavior and ROI tracking.

  • Magento: with this integration, you can synchronize customer data, get a clear view of purchase history and abandoned cart information.

This can provide insights for optimizing your lead segmentation and marketing automation.

Social networks

Integrating your HubSpot CRM with social networks allows you to schedule publications, monitor the performance of your posts and focus on actions that increase engagement with your target audience.

You can integrate Facebook, LinkedIn and Twitter accounts with your HubSpot CRM. This gives you greater control over the scheduling of posts, a more consistent presence on all platforms and precise monitoring of your interactions and performance.

Data analysis

Using data analysis tools alongside your CRM is indispensable for companies that want to maximize the way they interact with their customers and leads.

In addition, a data analysis tool allows you to better understand the performance of your marketing strategies.

One tool we can highlight is Google Analytics, which, when integrated with HubSpot, offers detailed metrics on your lead acquisition, website traffic and conversions.

Therefore, integrating HubSpot's CRM with different tools and applications enables a much more customer-centric approach, in which you can understand, follow up and meet your customers' needs at every touchpoint.

This results in a more satisfying customer experience and a more efficient buying journey, which in turn drives the growth and success of your business.

What's more, your HubSpot CRM can also be integrated with other tools and applications, such as WhatsApp, Slack and even ERPs to optimize its performance.

In this context, be sure to evaluate which tools best fit your business needs and run tests to make sure they are having the desired effect.

If you have any doubts, don't hesitate to contact a HubSpot consultant to find the best solutions for your company.

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Getting the most out of your HubSpot CRM

Another important point for making the most of your HubSpot CRM, in addition to integrations with the right tools, is to implement a strategy that makes it possible to optimize your processes in general.

In this way, Revenue Operations (RevOps), which involves close collaboration between sales, marketing and customer service teams, stands out as an essential approach for a company that wants to centralize its operations and align its objectives in order to generate more cohesive results and revenue.

Make sure your CRM is integrated with the tools needed by the sales, marketing and customer service teams. This includes marketing automation systems, customer support software, analysis tools, etc.

Bring your teams together to define common goals and success metrics that cover the entire customer lifecycle and establish strict guidelines for collecting and entering data into the CRM. Ensure that all teams are recording information consistently.

It's worth noting that if you're already a HubSpot partner, don't forget to guide your teams through the training within the HubSpot Academy, to ensure that everyone knows how to use the tools correctly.

Create collaborative work processes that address the entire customer lifecycle, from lead generation, to closing the sale, to after-sales customer service. Also remember to clearly define who is responsible for each stage.

It's important to mention that your CRM will be the basis for making this approach really effective, so don't forget to set up customized reports in HubSpot to track performance in all areas of RevOps.

This can include metrics such as conversions, cost per acquisition, churn rate, among others.

With your teams properly aligned, use HubSpot's workflows to automate tasks and communications at every stage of the customer lifecycle.

Make sure everyone is aware that processes from this point on should always be centered on continuously improving your customers' experience.

Finally, be prepared to manage change as you implement the RevOps approach, which is driven by collaboration and a holistic view of the company's revenue.

And optimizing your HubSpot CRM with this approach can lead to greater efficiency, a better customer experience and, ultimately, an increase in revenue.

Make sure you adapt these guidelines to your company's specific needs.

Summary: Hubspot's CRM makes it possible to integrate with various internal and external tools to optimize your marketing, sales and service strategies. The platform is also essential for implementing a Revenue Operations approach, to align your teams, optimize your processes and increase your business's revenue.

Don't have HubSpot's CRM in your company yet, but want to know where to start implementing it? We have a guide with the 5 most important steps to make the transition to HubSpot's system a success for your company!

5 essential steps to implementing HubSpot

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