Integrations
Connect Cloop to the tools
your team already uses.
Keep a clear role for each system. Start with the data your sales team needs, then agree what moves between Cloop and your existing tools.
A CLEAR ROLE FOR EACH TOOL⇄
HubSpot
Customer records
CRM ownership
Cloop
Conversations
Follow-up work
Illustrative workflow · sync scope is agreed during setup
Connections
Start with your current workflow.
What your team can do
Define the handover before connecting the tools.
A useful integration has a clear owner, a clear purpose and a clear rule for each piece of information.
01
Decide where records belong.
Agree which system owns customer records and who can change them.
02
Choose what to exchange.
Map the fields and events your use case needs. Avoid moving information without a purpose.
03
Test with a real scenario.
Check a sample contact, a customer conversation and the follow-up before extending the setup.
See how Cloop would work for your team.
Bring a real customer question or sales task. We’ll use it to make the conversation concrete.