HubSpot is a comprehensive customer relationship management (CRM) and marketing automation platform that helps businesses attract, engage, and delight customers. It centralizes contact management, deal tracking, marketing campaigns, sales processes, and customer service operations, making it the backbone of revenue operations for thousands of organizations.
Realm's native HubSpot connector seamlessly integrates your contacts, deals, companies, marketing content, and sales documentation into a unified, searchable knowledge platform. By connecting your HubSpot portal, Realm provides your sales, support, and customer success teams with instant access to customer insights, deal history, marketing materials, and sales processes that enhance every customer interaction.
Our integration respects all native HubSpot permissions, ensuring that users only see the contacts, deals, and content they are authorized to view. With regular syncs and comprehensive metadata support, Realm keeps your customer and sales knowledge up-to-date, empowering your revenue teams to provide personalized, informed responses and drive better customer outcomes.
Features
Realm's HubSpot integration delivers advanced AI capabilities that transform how your revenue teams leverage customer relationship and sales operation insights.
| Feature |
What it does? |
| Contact & Company Indexing |
Automatically sync and index HubSpot contacts, companies, and their associated properties, making customer information fully searchable within Realm. |
| Native Permission Sync |
Realm strictly mirrors your existing HubSpot permissions. Users can only access the contacts, deals, and content they have permission to view. |
| Deal & Pipeline Sync |
Index deal records, pipeline stages, and sales activities to provide visibility into revenue opportunities and sales processes. |
| Marketing Content Integration |
Sync marketing emails, landing pages, and campaign content to make sales enablement materials accessible across teams. |
| Metadata Filtering |
Filter and search content based on deal stage, contact properties, company size, industry, and other metadata to quickly find relevant customer information. |
| Regular Syncs |
Your HubSpot data is synced regularly to keep customer information fresh. Realm uses incremental syncs to efficiently capture new contacts, deals, and updates. |
Benefits
By connecting HubSpot to Realm, your organization gains powerful advantages that transform customer relationship data into revenue-driving insights.
| Benefit |
Why it matters? |
| Accelerate Customer Research |
Empower teams to quickly find customer history, preferences, and interaction patterns to personalize every conversation and improve customer experience. |
| Enhance Sales Conversations |
Provide sales teams with instant access to deal context, customer pain points, and previous interactions to have more informed and effective sales discussions. |
| Improve Customer Success |
Enable customer success managers to access customer journey data, support history, and engagement patterns to provide proactive and personalized service. |
| Streamline Proposal Development |
Quickly find customer requirements, deal specifications, and previous proposals to create more accurate and compelling responses to RFPs and sales opportunities. |
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