HubSpot

🤝 Sales Synchronization: Introducing the Mewayz HubSpot Add-On

Manage your sales and product data without ever leaving your platform. The Mewayz HubSpot Add-On provides seamless integration, connecting your core system with your HubSpot account to centralize the management of your products, services, and deals.

Once connected, this integration ensures your sales and customer data remains updated, organized, and in sync, driving greater efficiency in sales management and customer interactions.

🎯 Key Features for Sales Efficiency:

• Seamless Setup Configuration:

  • Easy Activation: Simply navigate to Settings, locate the HubSpot section, and enter your Access Token to activate the connection.

  • Control: Use the Enable/Disable toggle to control the integration's visibility and data synchronization.

• Manage HubSpot Products & Services Easily (Items Section):

  • Instant Sync: A dedicated HubSpot button in the Items section displays your entire HubSpot product list, including name, SKU, image, pricing, type, and status.

  • Unified Management: Use the Create button to add new items (with name, category, tax, quantity, warehouse) or edit/delete existing items. Use the sync button to ensure changes are reflected in both systems.

• Handle Deals Within CRM Effortlessly (CRM Deals Section):

  • Integrated View: Access all your HubSpot deals directly within the CRM Deals section, available in both List and Kanban views.

  • Detailed Tracking: View synced deal details such as name, price, stage, status, and created date.

  • Automated Linking: New deals added via the Add-On automatically link to HubSpot, updating their status from "Unmatched" to "Matched," ensuring data alignment across platforms.

🤝 Benefit from Centralized Control:

By consolidating product and deal management into one platform, the HubSpot Add-On eliminates the need for manual data transfer, allowing your team to focus on efficient sales tracking and deal closing.

Ready to unify your HubSpot data with your core business platform?

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