Lead generation. Sales collateral. Product development. Contract approval. All of these are essential elements of a sales process. All of them are also handled by teams other than sales. There’s no denying that sales teams need support across all levels of your organization. Now, your sales tool can be set up to foster that collaboration.
Unito’s new HubSpot integration allows you to connect it with the biggest work management tools on the market. In just a few minutes, your sales team can be sending tasks to Trello, Jira, Zendesk, monday.com, and more, while receiving valuable information and assets from collaborators right in HubSpot.
Collaboration is vital to sales success
A 2019 study by the Miller Heiman Group asked members of over 900 sales organizations whether they agreed with the statement, “Sales, marketing and customer service are effectively aligned on customer wants and needs.” Only 35% of all respondents agreed. That means almost two-thirds of sales organizations don’t feel they’re aligned with other customer-facing departments.
By contrast, that same study pulled out world-class sales teams from the list and found that 95% of them said they were aligned with other teams and departments. That’s no coincidence, as collaboration breeds sales success. A remarkable 73% of sales teams say collaborating across departments is absolutely critical or very important to their overall sales process.
So why do so many sales organizations feel a lack of alignment? A lot of it has to do with a lack of communication that can be attributed to disparate tools. Sales teams live in HubSpot. Marketing teams might live in Trello or Asana. Customer service teams live in Zendesk. And when the time comes for these teams to collaborate, teams are being forced to ditch the tools they’re used to, that they work in every day. This hinders both their desire and their ability to effectively collaborate with one another.
The new Unito HubSpot integration eliminates that challenge. By integrating HubSpot with other work management tools, it creates opportunities for easy, efficient communication and collaboration between teams.
- Sales can assign tasks to the marketing team and monitor progress without ever hosting a meeting or switching tools.
- Customer success can push warm leads from Zendesk to HubSpot as tasks.
- Developers can keep sales looped into product developments that could help them close deals.
- Team leaders can oversee sales tasks underway and provide approvals or guidance from the tool of their choice.
How to set up the Unito HubSpot integration
1. Create a Unito account with HubSpot
Visit the Unito sign-up page and create a new account using HubSpot or your email address.
2. Grant HubSpot access
Authorize Unito to access your HubSpot account, so that it can share information with other work management tools.
3. Create a new workflow
From Unito’s workflow designer, add a brand new block of work representing your HubSpot instance. Then add another block from the tool you’d like to connect it to, and build a flow between them.
4. Launch it!
Customize that flow to your exact needs with rules and mapping, and then set the workflow in motion.
Unito’s HubSpot integration is an easy way to foster collaboration across teams. Give your sales team the resources they need to speed up the sales process and crush their goals.
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