Hubspot Integration with Clicki Referrals

Introduction

Integrating Clicki with HubSpot streamlines your referral and sales processes by automatically syncing and managing contacts and deals generated through referrals. This guide will walk you through setting up and customizing the Clicki integration within HubSpot to maximize the effectiveness of your referral campaigns.

Setting Up the Integration

1. Access Integration Settings: Navigate to the "Company Settings" in your HubSpot account and select "Integrations." Here, you can access the Clicki integration settings by clicking on the gear icon.

2. Create Contacts from Referrals: Configure the integration to automatically create a new contact in HubSpot whenever a new referral comes in. This ensures all referral data is captured seamlessly into your CRM system.

3. Assign Lead Pipeline Stages: You can set the specific pipeline stage for each new contact based on the nature of the referral. This helps in tracking the progress of each lead through the sales funnel.

4. Assign Contacts: HubSpot requires each contact to be assigned to a team member. You can set up a default assignee, such as a sales manager or a generic account like "Clicki," to handle these referrals.

Customizing the Integration

1. Edit Contact Details: You have the flexibility to edit contact assignments and other details directly within the HubSpot interface. This can be done at any time, providing flexibility to adapt to changes in your sales team or strategy.

2. Monitor Sales Pipeline: The integration allows you to monitor specific sales pipelines, such as the inside sales pipeline, and track the status of deals, especially focusing on the "closed-won" status to trigger further actions.

3. Customize Landing Pages: Clicki enables customization of the landing pages that appear when a referral link is clicked. These can include personalized offers, videos, and Google reviews to enhance conversion rates.

Data Mapping and Workflows

1. Data Mapping: When a referral fills out a form via a landing page, their details are automatically populated in HubSpot. This includes creating a new contact and potentially redirecting the user to an online store or another designated action.

2. Workflow Automation: Create custom workflows within HubSpot that trigger when a Clicki referral is detected. These workflows can automate the creation of deals and update the lead status accordingly.

3. Deal Creation: Configure the integration to automatically create a deal within HubSpot when a Clicki referral enters a specific stage in your sales pipeline. This helps in efficiently managing and converting leads.

Advanced Configuration

1. Referral Campaign Enrollment: Set up the integration to automatically enroll contacts into specific referral campaigns once they reach the "closed-won" stage in the sales pipeline. This can be adjusted to include a delay if needed, allowing for a more tailored customer experience.

2. Utilize Webhooks: Use webhooks for real-time updates, enabling immediate actions within both Clicki and HubSpot whenever a deal status changes. This facilitates a dynamic and responsive referral management system.

Conclusion

The Clicki-HubSpot integration offers a robust solution for managing referrals and enhancing your sales processes. By automating the creation of contacts, deals, and enrollment in campaigns, you can ensure a seamless flow from referral generation to deal closure. Customize the integration to fit your business needs and leverage the combined power of Clicki and HubSpot to drive your sales efforts.