How can CRM HubSpot and COR integration bring success to your agency?

In this article, we’ll be focusing on and analyzing Hubspot as a CRM software and later we’ll discuss how merging it with COR can turn out to be the secret ingredient for the success of your business. 


What is CRM? 


CRM stands for customer relations management. As the name suggests, CRM software is a system for managing your relationships with customers. It enables customers to relate stronger with their customers, boost conversion, and improve revenues based on multiple interaction channels. Hubspot CRM is a critical part of the Hubspot ecosystem that seamlessly integrates sales, marketing, and service capabilities.


You can use CRM software to keep track of interactions, data, and notes about customers or potential. The data is stored in a central database and is accessible to multiple people within an organization. 


A CRM helps streamline sales, marketing efforts, customer service, accounting, and management for growing companies. Multiple people can access and edit information about a particular client´s journey. 


Hubspot CRM gives companies the means to process and analyze customer information, extract relations from disparate data items to reveal insights and depict opportunities, generate sales funnels, and implement loyalty campaigns.


Longtime Hubspot CRM users prize the software for the way it allows them to categorize customers according to their expectations and commit time to prospective buyers – capabilities that convert to more tangible values, especially in tandem with their sales and marketing systems. 


In more concrete terms, companies that recognize that the customer is at the heart of their business naturally see that the most potent window to customers is excellent CRM software. More than that, they also figure out quickly that sitting the CRM at the core of their customer-focused activities, their sales, marketing, and support systems, directly makes sense. And that’s what Hubspot effectively sees, and what essentially does, in its tightly integrated CRM, marketing, sales, and customer support platforms. 


So what does the Hubspot CRM do? A survey by TechNewsWorld of more than 500 organizations gives us a rough idea: it reveals that CRM does a lot more than contact management: it virtually pushes the entire organization to realize more goals than before its adoption. 


Why do companies use customer relationship management software? 


Companies use customer relationship management for many reasons, but the overall goal is to improve the customer experience and increase sales. 


In general, a CRM works best for considered purchases or service providers. Fine jewelers, landscapers, realtor firms, lawyers, or accountants can all benefit from CRM. B2B companies, especially, those with longer sales cycles like SaaS, also benefit from a system that simplifies business processes. 


A good way to determine if your business would benefit from a CRM is to consider the challenges a CRM aims to solve: 


  • Store all of your customer information in one consolidated system. Instead of communicating information to multiple divisions, you can use a CRM platform to create a single up-to-date point of truth that everyone can access. 
  • If customers regularly interact with multiple people from your company, it’s easy to keep track of previous interactions with a CRM. 
  • A CRM can help you track the productivity of your sales teams. It can also help you establish a workflow or process to follow. 


When is the right time to adopt a CRM? 


Now that you know what a CRM is, you might have decided that a CRM system is probably in your company’s future. The next logical question is when?




When you store your information in different places, it can lead to discrepancies between different databases. Something as simple as someone forgetting to update one spreadsheet can slow your team down as they try to consolidate everything. 


Separating key information can also make it difficult to visualize how different contacts or companies are connected. 


With traditional software, you don´t have the option to update information in real-time, integrate with your favorite apps, or track how your customers with your website. With a CRM, you can. 


A CRM also helps with HR issues like employees leaving. Without a CRM, you rely on salespeople to close their open deals and remember to update any unwritten communications. A CRM removes the guesswork from this process and saves everyone time by storing everything and allowing the next teammate to jump in without losing a step. 


In short, the answer for most companies is pretty simple. While you may be able to get by for a while without a CRM system, adopting one sooner is often better than waiting until you feel the pain of an ad hoc solution you’ve outgrown. 


While CRMs have been around since the 1980s, it wasn’t until the late 90s that they started to develop into the automated cloud-based systems we know today. 


Since their creation, CRMs have gone from little more than digital Rolodexes to fully mobile, cloud-based systems that integrate with hundreds of other apps and software.


Automation helps save time, reduces human error, and expedites the sales cycle for companies. 


CRM stores tons of information, not just emails, and phone numbers. You can track when a customer visits your website, which emails they open, and how they interact with your company. 


Thanks to the shift toward a cloud-based model, the remote work environment of today aren’t tethered to an internal system. You can securely access your CRM wherever you’re working and collaborate with coworkers half a world away. 


How CRM Hubspot fit into the growth of your business


CRMs make life easier but seeing their impact on your business is also important. CRMs have significantly affected companies’ growth in the past few years, and their popularity continues to rise. 


65% of sales organizations used a CRM in 2020, compared to 59% in 2018. The reasons they chose to use a CRM vary, but top responses included automating tasks like scheduling meetings, content delivery, and contract generation. 


Many companies have stated they use their CRM software to improve retention. 82% of the respondents in a 2022 survey said “ Active customer retention” is one of the most important objectives for their CRM team. 


The integration is paying off as well. 61% of overperforming leaders report using a CRM to automate at least part of their sales process compared to 46% of underperforming leaders. 


CRM systems like Hubspot CRM solve the many challenges presented by growth. CRMs effectively deal with contact management, company, and sales opportunity information. 


They also help consolidate interactions through different communication channels, including your website, email, phone calls, and social media. 


It’s more critical than ever for marketing and sales teams to function as a cohesive unit, and CRM systems are the perfect solution to help scaling organizations achieve that goal. 


CRM help leads to a better customer experience, communicating more effectively with your organization. 


Perhaps more importantly, modern CRM solutions support the complex workflows of fast-growing sales teams. CRM systems keep your team in sync, facilitate more effective use of time and eliminate many mindless tasks that take up time without adding value. 


Benefits of using Hubspot CRM 


Now that we know what HubSpot CRM is and the value it offers businesses. Let’s bring it closer to home by identifying some of the Hubspot benefits of adopting the system for your personal growth. 


  • Hubspot CRM is free 


The first thing you need to know is that the management system has a free version. One of Hubspot’s advantages is that the free version provides numerous functions that are a great way to get started and acquainted with the platform. Although several free software and tools online offer business owners different benefits at no cost, they offer very little in terms of value. Hubspot CRM, on the other hand, offers you a wide range of integrated features and functionality right out of the gate. 


  • Social Management Features 


A lot of businesses promote and sell their products via social media, and if yours is one of them, you need this system. Hubspot CRM can be connected to your official media handles like Twitter, Facebook, and LinkedIn. Through any of these mediums, you can extract customer data of use to you and even personalize your emails to customers and prospects. Hubspot CRM can track all interactions with your social outreach, so you will know exactly how many times your email was opened and clicked. 


  • Website Integration 


Although the free version does not offer this feature, you can enjoy it if you subscribe to the premium version. HubSpot premium has several add-on features, one of which is the Website integration feature. This feature will notify you when a lead visits your website. You can find out the pages or information they viewed on your site and make marketing decisions based on that. 


  • Communication Tracking


Another Hubspot benefit you stand to enjoy is communication tracking. It allows you to document information about prospective customers and creates a pipeline for you to send emails directly from your platform. There is even a feature that allows users to record phone calls with customers. This provides helpful insights for future decision-making. 


Integrating COR and Hubspot through Zapier


Integrating CRM with your all-in-one management tool is a crucial step to avoid reworks and not doing your job twice. 


It allows you to track performance and communication on different networks and offers you a clear view of all activities of team members in a single dashboard for easy analysis. 


Those who are already using the HubSpot marketing system can fully integrate it with any CRM of their choice. This makes it easy for marketing and sales teams to communicate in real-time while going about their respective duties. Once a lead visits your platform, you will have all the relevant information in one place rather than in two or more platforms. This saves you time and stress. HubSpot CRM can unify your marketing sales and services databases into one centralized location. As well as contact activity, company insights, and documents & templates are also organized and kept together. 


HubSpot helps your company organize and track customer communications with a reporting dashboard, live chat, conversational bots, and many more useful tools. Additionally, this CRM-powered marketing platform has everything needed to engage and attract new customers. Features such as marketing automation and behavioral targeting can attract more customers to your brand. After attracting attention, Hubspot offers campaign reporting and website traffic analytics to analyze which of your marketing efforts are the most effective for your business. 


In terms of integrating, HubSpot is regarded as one of the best because it offers an efficient integration value. It can integrate with popular marketing online tools commonly used by digital marketers. One other effective feature that comes to mind is Hubspot marketing for aligning your strategic efforts for web traffic and sales conversion increases. 


Recommended workflows: 


  • When the state of a deal in Hubspot CRM changes to Close won, create a new project in COR. 
  • When a project is actualized in COR, immediately change the deal stage in Hubspot. 
  • Whenever an enterprise makes changes in Hubspot, create a new client in COR. 


Benefits of the integration 


COR has the possibility of integrating multiple applications through Zapier to automate and streamline our daily work process. 


To access the benefits of this integration, it’s necessary to create an account in Zapier. Zapier gives the possibility of logging in using our Google, Facebook, and Microsoft accounts or creating a user within the same platform. 


The integration is bidirectional and is currently in the homologation stage by Zapier, so COR is listed in the application directory. To save the COR application as a favorite, we must connect from Zapier. 


Once inside Zapier and to set up the integration, we can click on the button “ Connect COR to 4000 + apps” to search from a list or directly type the name of the application with which we want to perform the integration from the search engine.


Learn how to integrate with Zapier to carry out massive registrations of clients, projects, or tasks without the need to manually transfer that information. COR already automates lots of processes in the Project management, time management, and resource management areas, to benefit efficiency and profitability. With Zapier all the small tasks that take your time from important things, will be dealt with. You will achieve speed and make your productivity skyrocket.


The benefits of using templates offered by COR to connect with Hubspot 


Hubspot CRM is very easy to use, and it has many features that are quite useful. With Hubspot CRM, you can design enticing online profiles for your brand and manage communication with your leads, prospects, and customers. HubSpot helps you track your performance and communication and offers a clear view of the activities of all team members in a single dashboard, optimized for easy analysis. 


When integrating with other apps, Hubspot is generally thought of as one of the best, because it offers extremely efficient integration. Hubspot is an amazing tool for sales and marketing teams, yet it doesn´t necessarily offer everything you need for example invoicing time tracking, or project management. 


All-in-one software COR is a natural partner for Hubspot. Through Zapier it usually integrates various features into one singular system, streamlining your business processes and simplifying your work. They provide you with intelligence, visibility, analytics, and heightened efficiency. 


The benefits of Hubspot and COR integration are nearly limitless. Seamless integration alone ensures you simplify all aspects of your business, from project management to invoicing and more. Open communication and visibility into your business improve, giving you a great boost to elevating your business to even greater heights. And the benefits don’t even end there:


  • Empower your Sales – Shorten the Sales cycle, Save time, and Make Money Faster


One of the greatest benefits of the Hubspot integration is how the sync shortens your sales cycle, saves you valuable time, and allows you to make money faster. Bidirectional sync ensures you are always up to date on all activities in your sales pipeline, and strong insights will make sure you close deals faster 


  • Streamline your process & Enhance communication 


Full integration of HubSpot and COR can enhance communication between teams, and provide incredible visibility into all stages of business. This important information is a strong step towards even greater success. Won deals will automatically transfer from Hubspot to your other software and vice versa. This bidirectional sync is an incredible way of cutting down any unnecessary manual labor and concentrating on what matters to your clients and their needs. 


  • Gain full visibility into your Business & Customer Life Cycle 


Trustworthy and precise data that you can always rely on will provide you with improved visibility into your business insights. Integrating Hubspot CRM and COR templates will ensure you have all the information you need at your next click. 


  • Nurture leads  


Strong integration between HubSpot CRM and COR can provide you with invaluable information. This will help you nurture leads and build stronger relationships with your customers. These insights can also help you build better strategies, and make sure you win more deals and increase your sales. 


  • Simplify your business 


Make sure your entire company is collaborating and succeeding from one single hub, using a strong and simple integration. The bi-directional sync ensures you will always be aware of updates in either system. Integrating elements of COR and Hubspot will strengthen and simplify every aspect of your business. 




Zapier follows the line of optimizing integration between apps for a faster workflow. It allows a faster visualization of data and a place where all the data can be seen and followed. While working with COR, you can create projects, clients, and tasks using Zaps. These require a trigger and an action to be operational. Once that is defined you can link information between apps you are currently working with COR and this will help you to automatize workflows and write down information once and not waste time introducing the same information in different apps. Integrating Hubspot CRM in this ecuation does the magic. In a nutshell, it will enhance what these two other apps do and increase efficiency from a customer point of view. It will increase revenues based on multiple interaction channels and integrate sales, marketing, and service capabilities. Depicting new opportunities, generating sales funnels, and implementing loyalty campaigns are some insights that will give your business a serious differential. 


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