Contact your CSM or email support@cinode.com for more information regarding the integration.
Manager and admin permission level is required in Cinode to set up this integration.
Why the HubSpot integration?
The HubSpot to Cinode Integration seamlessly connects your CRM and sales automation tools with your resource management and skills-tracking platform. Streamline your workflow by ensuring that data flows effortlessly between HubSpot and Cinode, enhancing your business operations with improved visibility and efficiency.
What Hubspot <> Cinode integration does
1. Deal and Project Alignment:
- Transfer deals from HubSpot to Cinode, linking sales activities with resource planning and project management.
- Track the progress of deals and projects in both systems, ensuring alignment and improved forecasting.
2. Custom Integrations Available:
- Map custom fields from HubSpot to Cinode to ensure all relevant data is captured and utilized.
- Tailor the integration to meet your specific business needs and data structures.
3. Reporting and Analytics:
- Leverage integrated data for enhanced reporting and analytics capabilities.
- Gain insights into sales performance, resource utilization, and project outcomes.
Use Cases
Sales and Resource Planning: Align your sales pipeline with resource availability to improve project planning and execution.
Client Management: Maintain a single source of truth for client information, ensuring accurate and up-to-date records.
Performance Tracking: Monitor the performance of sales activities and projects to identify areas for improvement and optimize processes.
How to get started with Hubspot <> Cinode integration
1. Contact Cinode to get an account to the integration platform - support@cinode.com
2. You will receive an email, then click on the link to the integration platform.
3. Log in to HubSpot.
4. Once logged in to the integration platform,
- Go to "Instances" and select "HubSpot - Standard."
5. Click "Reconfigure".
6. Click "Next".
7. Click "Connect".
8. Select your account and click "Choose account."
9. Scroll down and click "Connect app."
10. Authorization completed.
11. Connect Cinode (make sure you're logged into Cinode).
12. Click "Accept and install."
Manager and admin is required to set up this integration
13. Authorization completed.
14. Click "Next."
15. Click "Add Value."
16. Choose which pipeline step in HubSpot should trigger to Cinode (use an existing or create a new pipeline)
17. Click "Add value" to add another step, then click "Finish."
18. Your integration is enabled.🚀