Hubspot Integration

Seamless two-way pipeline management using Hubspot.

Hubspot Integration

Buzz's pipe drive integration is a native 2-way connection that allows you to add and manage your deals using either your Buzz Pipeline or Hubspot.

Connect your Hubspot to Buzz:

1. Login to your Buzz account.
2. Click on the "Integrations" tab.
3. Click on the "CRM Integrations" Filter.
4. Click Add CRM Integration
5. Locate the Hubspot Integration.
6. Click "Connect Hubspot"
7. Enter your Hubspot credentials, and click "Connect".

When Hubspot is activated, a menu called "Pipeline" will be added to the navigation bar on the left-hand side.

Add your deals

Adding deals to your Hubspot is easy.

1. Locate your prospect in the Inbox
2. Select the prospect you would like to add to your CRM
3. Click on the "Create new Deal" from the Profile Card in the "CRM Deals". 
4. Select the Deal Stage, and add the deal name, value, and currency.
5. Click "Create"

When a deal is created, the deal will be added directly to your Buzz Pipeline and Hubspot Account. Future changes made in either Buzz or Hubspot will change the deal stage, value, currency, name, or "won/lost" status.