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Integrating Hubspot with PSA - All you need to know about the benefits

In this article, we will explore the benefits of integrating HubSpot with PSA and why it is a crucial step toward streamlining business operations.
November 24, 2023 | 5 minute reading time

In our rapidly evolving digital landscape, businesses are in a constant race to stay ahead. A staggering 67% of the buyer's journey is now completed digitally*, making it essential for businesses to provide a stellar online experience. In order to achieve this, businesses must have a comprehensive understanding of their customers and streamline their operations accordingly.

While HubSpot can help businesses with tasks such as lead generation, customer engagement, and marketing automation, Professional Services Automation (PSA) software complements these capabilities by providing tools for project management, resource allocation, and financial tracking. By integrating HubSpot CRM with a PSA platform, businesses can achieve better alignment between their sales and service teams, resulting in improved productivity and efficiency. 

In this article, we will explore the benefits of integrating HubSpot CRM with PSA and why it is a crucial step toward streamlining business operations. 

The HubSpot advantage: From website visitor to closed deal

HubSpot is a powerful marketing platform that tracks the customer journey from website visits to Marketing Qualified Lead (MQL), Sales Qualified Lead (SQL), to the final closed deal. It offers robust features for marketing automation, customer relationship management, and sales pipeline management.

However, HubSpot’s capabilities are not limited to marketing and sales. With the right integrations, it can also serve as a bridge to other essential business functions like project and financial management.

PSA: A game-changer in project management and profitability

Once a deal is closed on HubSpot, all contact and deal information can be automatically synced to your PSA software. This seamless integration eliminates manual data entry, reduces the risk of errors, and speeds up the process.

The PSA software manages the billable project, providing a range of features not available in HubSpot but crucial in managing customer lifecycle and profitability. These include:

  1. Project Management: Helps you plan, track, and manage your projects efficiently.
  2. Time Tracking & Billable Hours: Allows you to accurately track time spent on projects and calculate billable hours.
  3. Resource Planning & Forecasting: Enables you to plan and allocate resources effectively, ensuring optimal utilization.
  4. Expense & Cost Management: Helps you keep track of project-related expenses and manage costs.
  5. Project Invoicing: Streamlines the invoicing process by automatically generating invoices based on project data.

Why integrate HubSpot CRM with PSA?

Integrating HubSpot CRM with a PSA platform can bring numerous benefits to businesses, such as:

  • Streamlined processes: By combining two powerful tools, businesses can automate various tasks and eliminate manual efforts, leading to streamlined processes and improved efficiency.

  • 360-degree view of customer data: With all customer information synced between HubSpot CRM and PSA, businesses can have a holistic view of their customer's journey, allowing for better decision-making.

  • Improved communication and collaboration: Integration promotes better communication and collaboration between sales, marketing, and service teams. This alignment boosts productivity and facilitates a seamless customer experience.

  • Enhanced accuracy: With automated data transfer, the risk of human error is significantly reduced, leading to more accurate data and streamlined operations.

  • Better project management and profitability: Integrating PSA with HubSpot CRM helps businesses manage their projects efficiently, track billable hours accurately, forecast resource needs, and manage expenses and costs.

 

How to integrate HubSpot with PSA?

Integrating HubSpot with a Professional Services Automation (PSA) tool generally involves using the APIs provided by both software vendors or leveraging the integration services they offer. The process may vary depending on the specific PSA tool you're using. With Heeros PSA, the process is super simple:

  1. Register for a Heeros PSA account by choosing a suitable plan and completing the sign-up form.
  2. In your Heeros PSA account, navigate to Settings, then Integrations > All integrations. Find HubSpot and click 'Activate' to start the integration process.
  3. Click the blue 'Connect HubSpot' button to confirm activation.
  4. You'll be redirected to your HubSpot account. Select the HubSpot account you want to integrate with Heeros PSA.
  5. HubSpot will display what Heeros PSA will have access to once the integration is complete. Confirm this by clicking 'Connect app'.

From there, you'll be able to choose the specific features and data you want to sync between the two platforms. It's really that easy!

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FAQs on Hubspot and PSA integration

Can I invoice through Hubspot?

HubSpot itself does not have built-in invoicing capabilities. However, it can be integrated with various invoicing or accounting software to streamline the invoicing process. By integrating with an external invoicing tool, you can automatically transfer data between HubSpot and the invoicing software, making it easier to track payments and manage invoices directly from your HubSpot account.

Does Hubspot have eInvoicing?

No, HubSpot does not have a native eInvoicing feature. But don't worry! HubSpot can be integrated with other software that offers this functionality. Heeros PSA is an example of this, as by integrating PSA you get further access to Heeros financial management software and other third-party accounting software. This means you can use HubSpot to manage your customer relationships and leverage another tool for eInvoicing. This integration provides a seamless workflow where you can easily manage your customer interactions and invoicing in one place.

Can Hubspot be used for project management?

While HubSpot is primarily a marketing, sales, and service software, it can be integrated with PSA software for efficient project management. This means you can manage your projects, track time, allocate resources, and even handle invoicing all from one place. Remember, however, that HubSpot itself is not a project management tool. To manage projects efficiently, you'll need to integrate it with dedicated project management software.

What other functionalities can I get by integrating HubSpot with a PSA?

By integrating HubSpot with a PSA tool, you can get comprehensive project management capabilities, including time tracking, task management, resource allocation, and financial management. This integration provides a unified platform where you can manage your customer relationships, projects, and finances, making your business operations more efficient.

How secure is the data when integrating HubSpot with a PSA?

When integrating HubSpot with a PSA tool, data security is a top priority. Both HubSpot and most PSA providers use robust security measures, including encryption and access controls, to protect your data. However, it's always a good idea to consult with your software providers about their specific security measures to ensure your data remains safe.

Can I integrate HubSpot with any PSA software?

While HubSpot can be integrated with many PSA tools, the compatibility depends on the specific software. It's best to check with your PSA provider or HubSpot to determine if the integration is possible. If they offer APIs or integration services, chances are they can be integrated.

The Heeros Difference: A Full Suite Solution for Your Business

Heeros PSA is a comprehensive business solution designed for seamless integration of sales, projects, and finances. It centralizes project information, automates routine tasks, and offers a holistic view of operations for efficient resource allocation. The software simplifies time and task management, streamlines financial processes, and functions as a CRM. Heeros PSA centralizes customer data, making pipeline management easier. With user-friendly dashboards and versatile reporting, it supports high-quality decision-making. 

As a full-suite solution that grows with your company, Heeros embodies user-friendliness and simplicity, making it a standout choice in an increasingly digital business landscape.

*Source: Cognism

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We offer you a free 14-day trial period of Heeros PSA. Choose your plan, sign up and you're off to simplifying your work!

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