HubSpot Integration Overview

HubSpot is a powerful software for Inbound Marketing and Sales. Spiffy now integrates with HubSpot.

When you integrate your Hubspot account with Spiffy, you will automatically start seeing customer orders, payments, and even subscriptions, right in your Hubspot contact records. You can cancel a customer's subscription, and even refund payments, right from the Hubspot contact record! 

You will even be able to quickly get to your customer's Spiffy contact and order records to manage their payments! 

You will also be able to start setting up purchase and billing automation in Spiffy that can trigger actions in hubspot, like adding tasks

Spiffy now allows you to trigger actions when the user purchases a product. You can also trigger actions when the user purchases an upsell product or an add on.

Here is the list of actions you can trigger in HubSpot when the user makes any type of purchase event (main offer, upsell, and/or bump add-on):

  • Update Contact Emails Subscription
  • Add/Remove Contact to Workflow
  • Add Task
  • Add/Remove Contact to List
  • Create Deal
  • Create Ticket

These are the actions that you can trigger on a successful purchase, upsell purchase, or offer bump add-on purchase.

For more information on how our integrations work, click here to watch an overview tutorial.

Want more information on Hubspot specifically? click here for more tutorials on Hubspot.

If you need more information or need help please contact us at support@spiffy.co .