Keep HubSpot as your CRM.
Add Cloop to help your team sell.
Give your sales team useful context from customer conversations. Keep your customer records in HubSpot and agree how Cloop supports the work around them.
HubSpot
Customer records
CRM ownership
Cloop
Conversations
Follow-up work
Illustrative workflow · sync scope is agreed during setup
Your CRM and your conversations, working together.
Start with the existing contact and company connection. Agree any additional data flows as part of the integration scope.
Connect contact and company records.
Cloop’s HubSpot integration supports syncing contacts and companies from Cloop to HubSpot.
Keep the system of record clear.
Use HubSpot as the agreed source of truth for your CRM records and contact ownership.
Scope the next workflows.
Discuss sequence enrolment, conversation visibility and activity data against your HubSpot subscription and the capabilities available for your setup.
A practical integration starts small.
Map one customer journey.
Choose a real path from first interest to sales follow-up.
Agree fields and responsibilities.
Decide what Cloop sends, which system owns each field and how your team handles updates.
Validate the handover.
Use a test contact and company to confirm the expected behaviour before going live.
Your questions, answered.
Do we need to replace HubSpot?
No. This setup is designed around keeping HubSpot as your CRM.
Is every HubSpot workflow included?
Integration scope depends on the agreed implementation and your HubSpot subscription. Confirm specific workflow actions and data visibility during setup.
See Cloop alongside your HubSpot setup.
Bring one example of a customer record and a follow-up you want to improve.