HubSpot

This section describes the integration and automation scenarios that SlapFive provides with HubSpot.

These are the most common integration scenarios and automated workflows that SlapFive clients are using:

1. Synchronize updates to HubSpot Contact and Company records with corresponding Members and Companies in SlapFive.

2. A customer selects their advocacy preferences and interests in a HubSpot Form, create or update the SlapFive Member profile.

3. An employee nominate a customer to your advocacy proram using a HubSpot Form, create or update the SlapFive Member and add them to the Nomination Tracking Campaign.

4. A HubSpot Contact is added to a List, create/update the corresponding Member in SlapFive.

5. A HubSpot User submits a Reference Request, create that Reference Request in SlapFive.

6. A HubSpot Deal is flagged as Won, send a Prompt to the Sales Rep and others involved in the Deal to capture their voice and generate a Sales Win-Wire.

7. Enable a Sales Rep working a HubSpot Deal to see and use customer content to advance that deal.