Buzz provides a seamless two-way native integration with HubSpot, allowing you to manage and update deals directly from either your Buzz Pipeline or HubSpot account. In this guide, we’ll walk you through setting up the integration and share tips for optimizing your experience.
How to Connect your HubSpot Account
Log in to your Buzz account.
Navigate to the Integrations tab.
Select the CRM Integrations filter.
Locate and choose the HubSpot integration.
Click Connect.
6. You’ll be redirected to the HubSpot login page. Select the HubSpot account you want to connect and click Choose Account.
7. Review the permissions and click Connect App.
Once complete, you will be redirected back to Buzz, and your HubSpot account will be connected.
How to Add Deals
Adding deals to HubSpot is quick and intuitive:
Find your prospect in the Inbox.
Select the prospect you would like to add to your CRM.
Click on the + New deal from the Profile Card under CRM deals.
4. Choose HubSpot as the platform, configure the deal stage, then enter the deal name, value, and currency.
5. Click Create.
Another Way to Add Your HubSpot Deals
To add your deals using an alternative method, navigate to the Pipeline tab on your dashboard. Once there, select HubSpot from the dropdown menu located at the top of the page.
Next, hover over the screen and click on + Add Deal:
Complete all the required fields, including the deal name, pipeline, stage, amount, owner, probability, and status.
Be sure to also add the relevant prospects and companies. Once all the information is filled out, click Create to finalize the deal.
Your deal will be instantly synced between Buzz and HubSpot. Changes to deal status, stage, value, or other details will update automatically in both platforms.
If for some reason you do not see them reflected on Buzz Pipeline, try refreshing your deals by going to the Pipeline tab and clicking the synchronization button in the top right corner.
A Few More Things
You can link multiple CRMs to a single Buzz account.
If you manage several pipelines in HubSpot, each will sync with Buzz. You can assign deals to specific pipelines manually.
With Buzz’s HubSpot integration, managing your deals has never been easier. Take full advantage of the two-way synchronization to ensure your pipeline is always up to date.
If you have any questions, please feel free to contact our Customer Support team.