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HubSpot CRM
by UiPath
0
Integration Service Connector
0
Summary
Summary
Overview
Overview
HubSpot CRM, a leading customer relationship management platform, offers a range of powerful features that facilitate strong customer relationships, increased conversations, and improved revenues across multiple interaction channels.
To automate processes in HubSpot CRM, establishing a connection with your CRM instance is necessary. Detailed instructions for authentication can be found on the HubSpot CRM authentication page. Once connected, you can automate various aspects of the sales process, including lead management, deal tracking, insights, and reporting.
With the connection enabled, you can leverage the HubSpot CRM activities in UiPath Studio to build automations for the entire sales process. This includes managing leads, tracking deals, gaining insights, and generating reports. The activities allow for create, read, update, and delete operations on your HubSpot CRM objects.
The UiPath connector is compatible with HubSpot REST API v1, v2, and v3. Detailed documentation on the integration can be found on the HubSpot documentation platform.
Features
Features
HubSpot CRM is a popular customer relationship management (CRM) platform that is known for its features designed to empower businesses to effectively manage their customer relationships. These features include:
- contact and lead management
- email tracking and automation
- task and activity tracking
- deal and pipeline management
- reporting and analytics, and more
Technical
Updated
Sep 5, 2023Tags
mail
crm
Task
customer
channel
HubSpot CRM
Application
HubSpotCRM
Support
Link: https://www.uipath.com/company/contact-us/contact-technical-supportUiPath Standard Support, see your Service Agreement.
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