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Strengthen Your Customer Relationships, and Get More From HubSpot

Yodel has the latest CRM integration that you and your customers will love!

Olivia Maier

· 3 min read

Let’s talk about CRMs

Customer Relationship Management (CRM) solutions are relied on by businesses of all sizes and types all over the world. CRM solutions are great ways to better manage important information, and are certainly worth investing in. They can provide results that will improve your teams’ workflows, while delivering noticeable benefits to your customers.

If you’re new to the world of CRMs, we wanted to give you a quick overview of a CRM’s general capabilities. CRM systems are able to give you a centralized platform that can help you effectively manage contacts, sales processes, customer support functionalities, and more. The right CRM for your business will give you the ability to automate basic tasks that can streamline workflows and reduce costs. At the same time, a good CRM system will help you have important customer information on hand, helping you be better equipped to foster long-term and meaningful relationships with your customers.

Some of the most popular CRM tools include:

When you are adopting a CRM tool, it is always great to find a solution that works well within your general business tool ecosystem. Finding software that can be integrated with the tools you already love is a great way to see even more benefits.

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Integrations Can Help You Optimize Your CRM Benefits

That’s why Yodel is thrilled to announce our latest integration update: Yodel and HubSpot! If HubSpot is your CRM of choice, then your favorite CRM tool just got even better.

The Yodel and HubSpot integration can help streamline important processes such as automatically syncing contact information from HubSpot into your business phone system. You can also access a customer’s HubSpot profile URL easily within Yodel’s manage contact section.

Other information such as call activity can be conveniently logged within HubSpot, under calls or in a contact’s profile. Yodel call recording can also be leveraged further as the call recording can be accessed easily within HubSpot in a contact’s profile. This will help you better organize customer information, and give you an easy way to review previous calls with customers.

You can instantly unlock new capabilities within HubSpot that are made possible by Yodel. Customer phone numbers are converted into clickable links through our click-to-call functionality. This can help your team save time, and reduce errors when manually dialing phone numbers.

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Easily contact your HubSpot customers through calling, access call recording, and voice transcriptions all without having to leave HubSpot.

Yodel makes it easy to get started

Connecting Yodel and HubSpot can be easily done in 3 simple steps:

  1. Go to the manage integrations section of Yodel and click the “+” sign next to HubSpot.

  1. Log in to your HubSpot account using your HubSpot credentials.

  1. Then choose the HubSpot account that you want to connect Yodel to. Then click on “Choose Account”

That’s it! It’s simple to connect two of your business tools, to further support your business customer support goals.

If you want more information about the Yodel and HubSpot integration than be sure to check out this video: Yodel and HubSpot Video

In the end…

Connecting your business tools can help you get even more out of the systems you already have. When you connect Yodel with HubSpot, you’re instantly able to share important information across the two systems. This can only lead to increased benefits seen by your team, and your customers.

Let us know, what’s your favorite part of the Yodel and HubSpot integration?

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