This is a rewrite of a post from 2019. Some of the content has changed but the aim is the same: to help marketers focus on what actually works, rather than chasing every hot new platform or plugin.

Here’s what I recommend focusing on in 2025 and beyond.

1. Look for growth tactics and “hacks”, but don’t compromise on user experience

Sure, growth hacks can deliver quick results. But short-term wins can cost you long-term trust. Nobody likes intrusive popups, manipulative CTAs, or “surprise” newsletter signups.

At Outfunnel, we’ve tested plenty of list-building tactics — and killed off the ones that annoyed our audience.

We added a scroll-triggered email collector to posts on our website some time ago. Only after implementation did we learn that it’s a “dumb” lead form. If you added your email and came back the next day, we still asked you for your email address. (Yikes!)

Smart marketing isn’t just about growth — it’s about respect.

2. Use tools that buy you back time

Time is your most precious marketing resource. If a tool saves you even an hour a week, that adds up fast.

For example, we use Outfunnel to sync CRM and email lists automatically (it’d be weird if we didn’t). That means no more importing-exporting CSV files to keep our lead and customer lists up-to-date.

A good rule of thumb: if a tool costs less than your hourly rate and saves you even just one hour per month, it’s probably worth it.

Pro tip: Look for automation opportunities hiding in plain sight — syncing contacts, cleaning lists, reporting workflows, etc.

Here’s another example: I was unpleasantly surprised when the social media tool Buffer announced that they’d discontinue their weekly statistics email. For me it had been a great way to learn which tweets had gotten good engagement, and which ones had flopped. Now I’d have to log in to the tool and navigate to the analytics view of two different Twitter accounts. Soon after that announcement, we cancelled our account.

3. Don’t just pick tools based on features — understand their DNA

All email tools might look the same on a features page. But the product’s DNA tells a different story.

Let’s look at CRMs, for example. Pipedrive was built for pipeline management, Copper for tight integration with the Google Workspace, HubSpot for taking the company multi-product. (Related: we’ve done a Pipedrive vs HubSpot comparison). So don’t just compare templates or pricing — dig into the company’s mission, blog content, and customer stories.

But in a typical vendor comparison matrix, all tools appear to do very similar things.

When comparing tools, ask: are they solving problems similar to yours? Do they care about the same stuff? That’s what matters.

4. When doing outbound, invest in targeting and copy.

Outbound just works, so it should probably be in everyone’s “toolbox”.

Alas, because generating cold emails is easier than ever, all of our inboxes are overloading with outreach messages.

It’s so easy to set up a dozen burner domains for cold email, and there are hundreds of AI-powered tools that don’t care about your results or how much annoyance the avalanche of emails causes.

Luckily, some modern tools like Amplemarker, Sera, and others have rapidly improving targeting options based on relevant signals such as mentioning your competitor in a negative light in a review, or participating in relevant Slack groups (in addition to basics like social media activity). I predict that companies that over-invest in targeting will win big.

Also, don’t go with the first version that your AI tool outputs, and really invest in writing.

Every email you send should earn its place in someone’s inbox. Write like a human. Be clear. Edit mercilessly. Pay a real human copywriter. Test, then test again. (And don’t forget to spell check)

5. Double down on AI — but don’t outsource your voice

Yes, AI can help you move faster. No, it shouldn’t replace your brain.

Use AI to help you:

• Create and repurpose content of all kinds
• Summarize call transcripts or CRM notes
• Build segments based on behavior

But don’t rely on it for originality, insight, or emotional connection. Your voice, your values, and your customer understanding are still your strongest assets.

PS. AI wrote this section, I wrote (almost) everything else. Notice the difference?

6. Invest in attribution tooling and processes

Most teams set up Google Analytics or CRM tracking and call it a day. But attribution data from tools alone can miss a lot — especially the human stuff. Like the Slack group where someone dropped your name, and that’s surprisingly popular. Or that podcast appearance from last year that quietly keeps sending traffic.

Here’s the move:

• Set up the basics — UTM tagging, CRM integration, and lead source tracking (Outfunnel can help to measure lead sources).
• Then ask every new lead how they found you — a simple form field works wonders.

Why both? Because we’ve seen that self-reported data often uncovers high-impact, low-visibility channels, while software-based tracking gives you consistency and scale. Combine them, and you get attribution that’s actually useful — not just a bunch of vanity metrics. See how we at Outfunnel track lead sources and how AI tools are on the rise.

And with AI getting better at connecting the dots across messy, multi-touch journeys, there’s even more value in feeding it high-quality input from both humans and systems.

So if you’re skipping either part, now’s the time to fix it. Track what you can. Ask what you can’t. And stop flying blind.

7. Deploy “inverse strategies” to get the most out of your email list

It’s well-known that your email list is an asset. Grow it, enjoy the benefits of it and don’t do anything stupid like use it all up in a weekend.

Conventional wisdom is to grow an email list. Smart marketers also invest in deleting people from their email lists. Namely, trimming people that haven’t engaged with emails for a long time.

This increases email deliverability and accuracy of your email reporting, as well as reduces your email budget.

Smart sales teams already target prospects that open and click emails. An inverse strategy to add on top is to go after negative email engagement signals like unsubscribes and bounces.

• Unsubscribing from a marketing email can mean : that (a) someone has opted for a competitive offering, or (b) found your email marketing uninteresting, or (c) found your latest email so convincing that they don’t need any new information. Whatever the reason, it’s a great reason to contact that prospect and find out.

• Email bounces usually mean that someone has changed their email address, and perhaps changed jobs. This means that you may want to (a) find out where they left to and initiate a new sales opportunity, or (b) find out who’s the replacement and make sure the work done so far wouldn’t go to waste.

📬 Next step: Build workflows that trigger actions based on unsubscribes and bounces.

8. The best long-term marketing bet is to invest in brand

Last but not least. Paid ads are getting more expensive and achieving worse results. Organic social media reach has been falling on multiple platforms. Search engines solve an increasing number of queries and competition is high.

Whatever you’re selling and whoever you’re selling to, the best long-term marketing bet is to invest in your brand. If your marketing plan is too acquisition and lead generation focused, your competitors will overtake you in a year or two.

Your marketing plan should include things like brand advertising, thought leadership and extreme top-of-funnel content, PR, events, community building, social media stunts, and the like. (See how we approach branding).

Yes, the short-term ROI on them is lower than for buying more Facebook ads right now, but you probably can’t afford to not think long term. A Facebook ad might get you a bunch of clicks today, but truly great marketing builds you a lasting reputation that compounds over time.

Marketing recommendations conclusion: when in doubt, go back to the basics

There’s always something new to pay attention to in marketing, and hopefully you got an idea for a tactic or a tool from this post.

I also hope I was able to illustrate why, in addition to following the new, it’s beneficial to deeply re-examine the basics.

It pays to treat customer data with respect, to keep user experience front-and-center, and to continuously invest in your brand.

The post 8 Timeless Marketing Strategies From a MarTech Insider appeared first on Outfunnel - Sync Sales & Marketing Data.

We regularly crunch the numbers from our self-reported lead source data. It’s a simple form field—“How did you hear about us?”—but over time, it paints a surprisingly insightful picture of B2B buyer behavior.

We’ve just wrapped our comparison of H1 2024 vs H1 2025. There’s a lot that’s stable… and one thing that really isn’t.

Let’s dive in.

Here’s a version of the table highlighting the most significant changes:

Outfunnel’s Self‑Reported Lead Sources: H1 2024 vs 2025

ChatGPT is now a real lead source

In 2024, almost no one reported finding us via ChatGPT or other AI tools—just 0.75%.

Fast forward to 2025? That number has jumped to 7.29%!

That’s a nearly tenfold increase in 12 months. And it’s by far the most dramatic shift in our lead source mix. More and more, we’re seeing comments like:

“I asked ChatGPT for the best CRM + marketing automation combo, and Outfunnel came up.”

“I was looking for tools to connect HubSpot and Mailchimp, and AI recommended you.”

It’s clear that ChatGPT (and other AI assistants) are becoming a new kind of discovery engine—sitting somewhere between Google search and a savvy consultant.

What the rise of AI means for B2B marketers

This isn’t just a curiosity—it’s a wake-up call. Here’s why:

AI is the new middleman.

Think of ChatGPT as your smartest, best-informed sales rep—but one that works for everyone. If your tool doesn’t show up in its answers, you may be invisible to a growing portion of your audience.

SEO isn’t enough anymore.

In the past, we focused on ranking in search. Now, we need to think about “ranking” in AI. That means:

• Structuring your content clearly
• Answering specific questions AI might be asked
• Being mentioned in trusted sources (AI learns from those)

AI-ready content is (slightly) different.

We’ve seen that AI tools often reference comparison articles, integration directories, and clear “best for X” recommendations. So, rather than writing generic blog posts, think: “Would this help ChatGPT recommend us?”

The good news: these content strategies also boost your SEO, so it’s not an either/or.

Bonus: I’ve found this email course on using AI tools in content from Steven MacDonald super useful.

Surprisingly modest drop in (Google) search

Given how big ChatGPT’s rise was, we expected a sharper decline in Google-driven leads. Instead:

• Google Search dropped from 19.57% to 17.25%
• Review sites dipped slightly from 1.72% to 1.54%

In other words, traditional channels are holding up better than we expected.

This aligns with what we wrote in our B2B marketing attribution insights post: attribution isn’t black and white. People might:

• Head about you in a podcast
• Ask ChatGPT for confirmation
• Then Google you to double-check before signing up

So while ChatGPT might be the “first touch,” Google is still very much in the mix.

Other channels are mostly steady

Not every shift was dramatic—and that’s OK. Some channels are just consistently useful:

• App marketplaces still account for ~34% of leads (34.73% ➜ 34.29%)
• Social media and word-of-mouth stayed flat
• Advertising dropped slightly (1.57% ➜ 0.62%), but that’s been trending down for a while (and we’ve tightened up or ad strategies)

These channels matter, but there’s no breaking news here.

Attribution tip: ask your leads and use attribution tools

“How did you hear about us?” still works wonders.

And for a clearer picture, layer in:

• UTM tracking (hint: Outfunnel can help).
• Session-based analytics

That way, you can connect what people say with what actually happened. See my earlier post on combining self-reported lead sources with tracking.

Final thoughts: B2B discovery is evolving fast

The key takeaway from this year’s data?

ChatGPT and other AI tools are now real players in the B2B buying journey.

They’re not replacing search or word-of-mouth—but they’re absolutely reshaping how people discover tools like Outfunnel.

If you’re a marketer, the best move right now is to optimize for both humans and machines. That means:

• Writing helpful, clear, and specific content
• Creating comparison pages and use case explainers
• Getting mentioned in places that AI models learn from

The future of discovery is hybrid. And now’s the time to get ahead of it.

PS. Do you already have a plan for connecting Pipedrive with ChatGPT, or HubSpot with ChatGPT? We can help.

The post The Rise of AI in B2B Discovery: What Our Latest Lead Source Data Reveals appeared first on Outfunnel - Sync Sales & Marketing Data.

Your choice of marketing automation tool can say a lot about your company’s workflows, sales cycles, and even your customers. When we looked at Outfunnel usage data across different CRM platforms, a clear pattern emerged: certain marketing tools tend to pair up with specific CRMs—and not always for the reasons you might expect.

In this post, we’ll share which marketing automation platforms are most commonly used with each CRM—and what that might say about the teams and workflows behind them.

Mailchimp: still the dominant force (yes, still)

Despite the rise of countless competitors (seriously, we’ve lost count), Mailchimp remains the most popular marketing automation tool across every CRM platform Outfunnel supports. It may not be trendy, but it gets the job done—and it’s still the go-to choice for many.

Now, here’s the kicker: all the major CRMs that Outfunnel connects with—like HubSpot, Pipedrive, and Copper—offer free native integrations with Mailchimp. But people still choose Outfunnel to connect them. Why?

Because those native syncs are usually limited to basic syncing. That’s fine for simple funnels, but once you need to:

• Sync contact data both ways (contacts from CRM → Mailchimp and back again),
• Connect email engagement (opens, clicks, unsubscribes) to the CRM for sales follow-up, or
• Run automated lead nurturing that actually talks to your sales process…

…you need something stronger. That’s where Outfunnel steps in. (Quick plug: see our Mailchimp integrations.)

Klaviyo: a rising star (and an e-commerce twist)

Coming in hot as the second most popular tool across CRMs is Klaviyo—which is impressive, considering Outfunnel’s integration with Klaviyo has only been live for about 1.5 years. That’s less time than our integrations with Brevo or ActiveCampaign, yet usage is growing fast.

What’s especially interesting is how Klaviyo is being used.

We’re seeing companies run parallel sales strategies: traditional B2B sales (with reps managing pipelines in a CRM) and B2B e-commerce sales through an online store (usually Shopify). Think:

• A company selling industrial equipment through a sales team
• But also offering online orders for spare parts or add-ons via Shopify

Klaviyo, known for its deep Shopify integration, makes it easy to connect the dots—and now Outfunnel does too. We recently added support for syncing e-commerce events like “Viewed Product” into CRMs. That means a sales rep could get a heads-up when a lead views a specific product online but doesn’t complete an order—and follow up with a tailored pitch. Pretty neat, right?

HubSpot + Klaviyo = the B2B e-commerce power couple?

Diving deeper, Klaviyo seems particularly popular with HubSpot users. That might seem odd at first—after all, HubSpot already offers pretty elaborate marketing automation. But we think we know what’s going on.

There’s a growing group of companies doing both:

• B2B sales (via reps, pipelines, and all the CRM stuff)
• B2B e-commerce (taking orders directly from businesses online)

For these companies, HubSpot CRM + Klaviyo is a powerful combo: a CRM that’s great for managing relationships and sales, paired with a marketing platform that’s deeply integrated with their online store.

ActiveCampaign vs. Brevo: close contenders

ActiveCampaign and Brevo (formerly known as Sendinblue) show similar usage levels overall across Outfunnel’s user base. But dig a little deeper and you’ll notice an interesting twist Brevo is relatively more popular among Copper users.

We’re not entirely sure why, but it may be due to Brevo’s affordability and flexibility, which aligns well with the kinds of teams that use Copper—often focused on sales without the need for many marketing bells and whistles.

Some disclaimers

• This data is based on Outfunnel users, not the global market. So while we’re not claiming these stats are universal, we do see enough volume for them to be a useful snapshot of how real-world sales and marketing teams are connecting their tools.
• MailerLite looks to have very few users in our dataset, but it’s one of our newer integrations. We’re certain it will rank higher in our next analysis. See our MailerLite integrations.

TL;DR: what we learned from the data

• Mailchimp still reigns supreme, even when free native syncs are available, because Outfunnel unlocks more advanced use cases.
• Klaviyo is rising fast, especially for companies running B2B + e-commerce in tandem.
• HubSpot + Klaviyo is becoming a popular combo for hybrid sales models.
• Brevo is punching above its weight with Copper users.
• Your marketing tool choices can tell you a lot—not just about your stack, but about your business model.

The post The Most Popular Marketing Automation Tools by CRM (or What Your Choice of Marketing Tool Says About You) appeared first on Outfunnel - Sync Sales & Marketing Data.

As sales, marketing, and ops teams become more interconnected, CRM integrations are evolving from simple data transfers to complex workflows that drive business processes. So, what’s next?

Let’s dive into the future of CRM integrations—and how forward-thinking teams are getting ahead of the curve.

Oh, and there are no generic CRM integrations, but separate ecosystems for HubSpot integrations, Salesforce integrations, Pipedrive integrations, Monday.com integrations, etc. Each ecosystem has different needs and distinct integration options but some general principles apply.

The CRM is no longer just a sales tool—it’s the heartbeat of your business

Your CRM isn’t just a place to store contact info anymore. It’s where your sales team works, your marketing campaigns start, and your customer success strategy lives. That’s why integrations can’t just be surface-level anymore—they need to reflect the complexity of real-world workflows.

Whether it’s syncing lead engagement data to help sales prioritize outreach, or piping deal and product data into email campaigns, businesses now expect their CRM stack to just work. And when it doesn’t, it leads to silos, frustration, and lost opportunities.

Why traditional integrations are falling short

Basic, one-way contact syncs are fine—until they’re not. As soon as your business scales, your workflows evolve, or your data becomes more segmented, things start to break:

• You have to update lists in your email tool manually.
• Sales can’t see who’s engaging with marketing collateral.
• You need to build custom workarounds just to get accurate reports.

In other words, traditional “vanilla syncs” are no longer enough. Today’s teams need integrations that handle non-standard fields and object types, and real-time data updates—without relying on engineering support.

5 Trends Shaping the Future of CRM Integrations

Here’s what we’re seeing on the horizon for modern CRM integrations:

1. Contextual data > basic contact data

The future isn’t just syncing names and emails—it’s syncing rich context. Think: deal stages, product interest, web engagement, or onboarding progress. Sales and marketing teams need deeper insights to personalize communication and drive results.

2. Integration-as-infrastructure, not just a feature

As workflows get more interconnected, integrations aren’t just a side feature—they’re foundational infrastructure. Businesses are realizing that clean, reliable data flow is as important as the tools themselves.

3. No-code/low-code is the new normal

Ops and RevOps teams want control, without waiting on developers. The best integration platforms offer powerful customization without complexity. No-code is not a trend, it’s a must-have for revenue teams.

4. Complex reporting needs are driving deeper integrations

As businesses grow, reporting needs become more sophisticated. Sales and marketing teams want to track not just contact activity, but campaign performance, pipeline velocity, onboarding progress, and more—all in one place. But when your data lives in disconnected systems, building meaningful reports becomes a manual, time-consuming task.

That’s why more companies are looking for CRM integrations that don’t just move data—but structure it in a way that supports better analytics. Whether you’re building dashboards in a BI tool, feeding data into a RevOps report, or simply working with spreadsheets like Google Sheets, you need flexible, real-time access to clean CRM data.

👉 Outfunnel’s new CRM to Google Sheets integrations (for example, our HubSpot-Google Sheets integration) is a step in this direction—helping go-to-market teams get CRM data exactly where they need it to build reports that drive action.

5. Smart syncing leads to smarter decisions

Integrations that feed into lead scoring models, trigger automations, or enrich CRM records are paving the way for AI-driven ops. The future isn’t just about syncing—it’s about enabling better decisions.

Complex syncs are becoming the norm, not the exception

If your business runs on nuanced customer journeys, multiple products or services, or segmented audiences—you’re already seeing the limits of basic integrations.

Let’s say:

• You’re a SaaS company onboarding new users via automated emails.
• Or an agency managing campaigns for clients across regions.
• Or an ecommerce brand syncing product-level data for personalized marketing.

In all these cases, syncing just contacts isn’t enough—you need complex syncing with full context. That’s exactly where the future is heading, and it’s where platforms like Outfunnel shine.

Outfunnel: Built for the next generation of CRM integrations

Outfunnel connects your CRM with the tools your sales and marketing teams already use—from email platforms like Mailchimp and Klaviyo (see our Klaviyo intregrations), to now Google Sheets for custom reporting workflows.

We make complex syncing simple, so your data flows seamlessly and your teams can focus on growth—not importing and exporting data.

Final thoughts: Clean data isn’t the goal. Better business outcomes are.

The real value of integrations isn’t just syncing data—it’s enabling your team to make smarter decisions, faster. As the future unfolds, companies that invest in robust, flexible CRM integrations will be the ones that stay agile and competitive.

The post The Future of CRM Integrations: What’s Next for Go-to-Market Teams? appeared first on Outfunnel - Sync Sales & Marketing Data.

If you’re a Pipedrive user, you have three ways to handle these tasks:

1️⃣ Use Pipedrive’s built-in features
2️⃣ Use integrations built by Pipedrive
3️⃣ Use third-party tools for Pipedrive integrations like Outfunnel

Each option has strengths and weaknesses. In this guide, we’ll compare them to help you find the best fit for your business.

1. Marketing Automation in Pipedrive

Marketing automation helps sales and marketing teams stay aligned, nurture leads, and reduce manual work. But does Pipedrive offer the right tools for the job?

Option 1: Campaigns by Pipedrive

Campaigns by Pipedrive is a decent choice if you have simple email automation needs and want to keep your sales and marketing data in one place.

✅ Why Choose It?

• Tight integration with Pipedrive – Create new emails, automate campaigns based on Pipedrive filters, and track engagement directly in the CRM.
• Easy-to-use email builder – Drag and drop templates make it simple to build professional emails.

❌ Limitations:

• Limited features – No A/B testing, basic segmentation, and no automated list cleaning.
• Manual contact management – Converting a contact into a subscriber requires manual updates.
• Additional cost – Campaigns is a paid add-on.

🏆 Best for: Small businesses with basic email automation needs.

Option 2: Pipedrive’s Built-in Integrations

Pipedrive offers native integrations with Mailchimp and ActiveCampaign, but these have limitations.

✅ Why Choose It?

• Sync contacts to Mailchimp or ActiveCampaign to keep your mailing list updated.
• Simple automation to send emails based on Pipedrive filters.

❌ Limitations:

• One-way sync – Email engagement data (opens, clicks) stays in Mailchimp/ActiveCampaign and doesn’t return to Pipedrive.
• Duplicate contact issues – If an email address changes, it creates a new contact instead of updating the existing one.
• Not all field types are supported.

🏆 Best for: Keeping a mailing list up to date with minimal effort.

Option 3: Third-Party Integrations + Outfunnel

For more advanced marketing automation, third-party tools like Outfunnel offer a bi-directional sync with marketing tools like Mailchimp, ActiveCampaign, Brevo, and Klaviyo.

✅ Why Choose It?

• Syncs email engagement data back to Pipedrive – Sales teams see who opened and clicked emails.
• Bi-directional contact sync – Ensures all contacts and custom fields stay updated.
• Avoids duplicates – Prevents duplicate contacts by linking based on email addresses.
• Fast syncing – Data updates happen almost instantly.

❌ Limitations:

• Extra cost – Requires a separate subscription.

🏆 Best for: Businesses that need advanced email automation and full sales-marketing alignment.

Not sure which tools to pick? Read this post about the best Pipedrive CRM integrations.

2. Scheduling Meetings with Leads

A smooth scheduling process makes it easier for leads to book time with your team and move through the pipeline faster.

Option 1: Pipedrive’s Built-in Scheduler

Pipedrive offers a Scheduler tool as a paid add-on, allowing users to create and share booking links.

✅ Why Choose It?

• Works inside Pipedrive – No extra tools needed.
• Simple scheduling – Book meetings without back-and-forth emails.

❌ Limitations:

• Basic functionality – No round-robin scheduling or advanced workflows.
• No deep integrations – Doesn’t connect with marketing automation.

🏆 Best for: Sales reps who need a basic, built-in scheduling tool.

Option 2: Calendly + Outfunnel

Calendly is a powerful scheduling tool, but by default, it doesn’t sync meeting activity with Pipedrive. Outfunnel solves this, see our Pipedrive-Calendly integration.

✅ Why Choose It?

• Sync new contacts from Calendly to Pipedrive – No manual data entry.
• Map custom fields – Ensure all relevant data is available in Pipedrive.
• Automatically log meeting activity – Sales teams get full context on booked meetings.
• Track website visits before and after booking – Understand where leads come from.

❌ Limitations:

• Extra cost – Requires Outfunnel and Calendly subscriptions.

🏆 Best for: Teams using Calendly who need seamless CRM syncing.

3. Capturing Leads in Pipedrive via Web Forms

Web forms are essential for converting website visitors into leads.

Option 1: Pipedrive’s Built-in Web Forms

Pipedrive’s LeadBooster add-on includes a simple web form solution.

✅ Why Choose It?

• Easy to set up – No coding required.
• Leads go directly to Pipedrive – No manual data entry.

❌ Limitations:

• Limited customization – Can’t fully match website branding.
• No UTM tracking – Can’t capture source data for lead attribution.
• Requires extra cost – Part of the LeadBooster add-on ($39/month).

🏆 Best for: Small businesses that need basic, no-frills lead capture.

Option 2: Third-Party Web Forms (WordPress, Wix) + syncing tools

For more customization and tracking, businesses often use WordPress or Wix forms, and sync these to Pipedrive with Outfunnel or Zapier. Read more about various options for connecting web forms to Pipedrive.

✅ Why Choose It?

• More customization – Adjust design and fields to match your brand.
• Supports lead source tracking – Capture UTMs and original lead source.
• Integrates with Pipedrive – Automatically syncs new leads to Pipedrive (with .

❌ Limitations:

• Requires integration setup – Needs Outfunnel or another syncing tool.

🏆 Best for: Businesses that need flexible, branded forms with full CRM syncing.

Which Option Should You Choose?

💡 For small teams with basic needs → Pipedrive’s native tools may work.
🚀 For businesses needing advanced automation → Use third-party integrations like Outfunnel.

🔗 Want to align your sales and marketing effortlessly? Check out Outfunnel’s Pipedrive integrations to see how they can help your business grow! 🚀

The post Pipedrive Integrations vs. Native Features: The Best Choice for Sales and Marketing Use Cases appeared first on Outfunnel - Sync Sales & Marketing Data.

Choosing between Pipedrive and HubSpot isn’t easy—especially if you’re an SMB or startup trying to scale.

Both are solid CRMs, but they serve different kinds of teams with different goals.

I’ll talk about my experience with using both and also share which of the two works best for certain types of companies and use cases.

There are other CRMs out there, of course. In some cases, your best bet is Salesforce, Copper, or something else altogether, but in this post, I’ll focus on comparing the two popular choices for SMBs and startups.

Key takeaways:

• Choose Pipedrive if you’re focused on sales pipeline management and want an easy-to-use, affordable CRM.
• Choose HubSpot if you need tight marketing & sales alignment and can budget for higher-tier plans.
• Use Outfunnel (that’s us!) to add advanced marketing automation (affordably) to either

Pipedrive vs HubSpot at a glance

Pipedrive: A sales-first CRM that’s built for reps

Pipedrive pros

• As a sales pro, I love and regularly use the pipeline view. It provides a clear understanding of what sales are in my pipeline and which deals I should be working on. 

• Pipedrive was created by sales pipeline management professionals and remains one at its core. This means it’s going to excel if you’re selling something in a complex sales process where you need to go through multiple steps to close a deal. 

• Pipedrive is built with the salesperson in mind. It’s quite user-friendly and filling fields or adding notes is relatively easy compared to the alternatives. 

• Filters are easy to use and provide quick ways to analyze specific aspects of the customer base or pipeline.

• Workflow Automation is surprisingly powerful for a CRM at this price point. It’s one of the best I’ve used for automating repetitive sales tasks.

Pipedrive cons

• While the built-in reporting is pretty good and your first set of reports will be easy to set up and share, customizing these reports can be a hassle. That’s why we’re not using these as much. 

• I like Pipedrive’s filters but I’m starting to rely on them less because they recently added some limitations to them. For example, you can’t have more than ten filter conditions as per the current platform settings. 

• Pipedrive does offer marketing tools like web forms and campaign tools but they’re rather basic. For example, with web forms, it’s impossible to tell which source a new lead came from—no source or UTM data is captured.

To make up for the missing marketing features, you can use an integration tool like Outfunnel to integrate Pipedrive with marketing tools like Mailchimp, Klaviyo, or WordPress.

What Pipedrive users are saying:

Pipedrive gives a holistic view of our sales pipeline, making it possible for us to recognize bottlenecks, put in priority deals, and allocate resources efficiently.

Source: Capterra

HubSpot: Marketing-first, CRM second—but powerful

HubSpot pros

• HubSpot was built as a marketing tool with CRM capabilities added later on. Both modules rely on the same database though, so it’s a good pick for all use cases where sales and marketing need to work together.
• HubSpot’s core CRM database is a bit more robust than what Pipedrive offers. Most companies won’t always need this but it’s worth noting that it allows for lots of customization. 
• HubSpot is a bigger company and it simply has more built-in features and native integrations. Things like landing page builders, live chat, ad tracking, and even CMS features are included—especially useful for marketing-led teams.

HubSpot cons

• HubSpot has all the great features that SMBs need but pricing isn’t exactly suited for them. The features you’ll actually need—like automation, scoring, and branded forms—only unlock on the Professional plan, which starts at around $890/month.
• The sales pipeline feature is usable, but nowhere as user-friendly as Pipedrive. Pipedrive really is “best-of-breed” for this. 
• Having all of these features also makes it hard to make sense of it all. The platform is complex, but while they do everything, they’re not excelling at anything.

💡Outfunnel can help by syncing HubSpot with tools like Klaviyo, Mailchimp, Brevo, and more—so you’ll get a solid CRM with best-of-breed marketing automation without needing to upgrade to the Professional plan.

What HubSpot users are saying:

“One of the standout features that has truly impressed us is its remarkable ability to seamlessly integrate our sales and marketing functions, creating an unparalleled level of synergy that has significantly enhanced our operations.”

Source: Capterra

Best use cases for Pipedrive vs. HubSpot

While both HubSpot and Pipedrive provide a strong CRM module, the extra functionalities can be different at times. Here’s what use cases I recommend for each.

When to use Pipedrive

My favorite use cases for Pipedrive’s CRM include:

• Managing long, complex sales cycles where deal values are high.
• Centralizing all communication with leads and customers. Everything from call notes, to email engagement to web visits is recorded in our CRM. 

• Automating repetitive tasks and workflows in the sales process. For example, auto-scheduling follow-up tasks for leads (free trial users in our case) that fit our ICP and have the potential to become valuable customers.
• Lighter analysis and reporting, using Pipedrive’s filters and built-in reporting. 
• Automating email marketing based on where a lead is in their buying cycle (using Outfunnel as a companion app – more on that later)

Let me be clear: Pipedrive has loads of use cases beyond just sales. PR teams, for instance, can use their CRM to reach out to journalists and publications, while your partnerships team will find it easy to manage contracts, agreements, deliverables, invoices, and payments from within the same platform.

Marketing-wise, though, Pipedrive is limited to its email marketing software. Even when sales are more important than marketing, you still need strong marketing workflows in Pipedrive. Outfunnel can help you integrate Pipedrive with tools like Calendly, Mailchimp, or ActiveCampaign.

When to use HubSpot

Som use cases HubSpot is great for include:

• Creating automated workflows that trigger emails based on specific actions or timelines. For instance, when a lead fills out a form on your website, it can trigger an automated email sequence.
• Coordinating a comprehensive marketing and sales campaign to launch a new product.
• Implementing a lead scoring system to prioritize high-potential leads.
• Automatically logging sales calls, tracking outcomes, and scheduling follow-ups
• Visualizing and managing sales opportunities through a pipeline.

Going beyond sales, most HubSpot users will need some more advanced marketing automation features at some point. But you’ll have to pay approximately $900 per month for the Professional CRM plan. And depending on your needs, you may need to add per-user fees on top.

Choosing the right CRM for your needs

Choose Pipedrive if …

I’d recommend Pipedrive for companies where sales efforts bring home the bacon. So if managing the sales pipeline is the key revenue driver, you’re selling expensive products or services, or have many stakeholders and touch points throughout the sales process, consider relying on Pipedrive’s sales tools.

Choose HubSpot if…

HubSpot is for companies where sales still matter, but tight integration with marketing is also important. For example, when it’s important to know the source of each lead or you need to guarantee smooth lead handover from sales to marketing.

It’s also a good option for companies that have “grown up” or where there’s simply an increased need for a tool that does many things well. That said, at one point, you’ll likely find out that you want a “best-of-breed” tool for a certain use case like marketing automation.

Since HubSpot has a free plan, I’d also suggest trying this tool if you’re just getting started and you’re not yet sure what your go-to-market strategy will be like. Trying out HubSpot’s extensive suite of features (albeit not advanced) will give you just enough time and insights to see what works best for you.

How about marketing integrations and workflows of Pipedrive vs HubSpot? 

We at Outfunnel are big fans of sales and marketing working together. It’s the only way to win big, really. So it pays to look at how easy it is to integrate sales and marketing workflows. 

The three most popular marketing workflows are automating email marketing (based on live data changes in the CRM), syncing new leads from website to the CRM, and prioritizing leads. Here are my 2 cents on how Pipedrive and HubSpot perform there.

Marketing integrations for Pipedrive

Pipedrive and marketing automation

• Pipedrive comes with a native Campaigns feature, but it’s lightweight. It’s also a paid add-on. 
• You can connect Pipedrive to Mailchimp through a native integration, but this is light as it only syncs contacts one-way, and is limited to person fields only. 
• With Outfunnel you can connect Pipedrive with popular marketing automation tools like Mailchimp, ActiveCampaign, Brevo, HubSpot, and Klaviyo two-ways so that contacts are synced from Pipedrive to the marketing tool and email engagements are synced back.

Pipedrive and lead forms

• Pipedrive’s offers native web forms as part of the LeadBooster add-on which costs $32.50 per month per company. They’re great for basic use cases but I’ve heard gripes about their customizability. Marketers often point out that new leads are a “black box” as these forms use technology that omits all lead source information and UTM tags. 
• Pipedrive Marketplace offers native integrations to many web forms like Google Forms and Typeform. 
• Finally, Outfunnel lets you create seamless connections between various form tools and Pipedrive. There’s comprehensive field mapping and you can customize the workflow in Pipedrive after form submissions. Plus, our customers really like that our integration can auto-capture lead sources and record this in Pipedrive.

Pipedrive and lead prioritization

• Pipedrive doesn’t currently offer a lead scoring feature, so you’d need to buy an add-on (for example, Ortto, Salespilot, or Outfunnel) if you’d like to prioritize leads.

Marketing integrations for HubSpot

HubSpot and marketing automation

• HubSpot obviously has great native marketing automation capabilities but it can get pricey. For instance, for a team of five, you could pay an extra $890/month on the Professional plan that still has its limits and missing add-ons.
• You can connect HubSpot to 3^rd party tools like Mailchimp or ActiveCampaign with native integrations that are pretty good but usually limited as they only sync contacts one way.
• With Outfunnel you can connect HubSpot with popular marketing automation tools like Mailchimp, ActiveCampaign, Brevo, and Klaviyo two ways so that contacts are synced from HubSpot to the marketing tool and email engagements are synced back. The HubSpot-Klaviyo connector, for example, automatically records Klaviyo sends, opens, clicks, as well as website visits and sends them back into HubSpot.

HubSpot and lead forms

• HubSpot has its own native web forms as part of the Marketing Hub. While the tool offers extensive customization capabilities, the costs can add up. For example, if you want to remove the HubSpot branding on your lead forms and benefit from unlimited form automation, you’ll need the Professional plan at $890/month.
• HubSpot also offers basic native integrations with many if not most form tools. Their WP plugin enables syncing new leads into HubSpot and many forms offer native integrations via the HubSpot Apps Marketplace. According to feedback I’ve seen on the user community, these solve most basic use cases but sometimes fall flat when the setup is more complex. 
• Outfunnel may be able to offer deeper integration with your favorite form tool if the native integration doesn’t fulfill all your requirements.

HubSpot and lead prioritization

• HubSpot has a built-in contact and deal scoring feature that is offered on Professional plan and up. If $890/month for that capability is beyond your budget you may want to check out our lead scoring functionality for HubSpot.

Pipedrive vs HubSpot: My verdict

I might be a bit biased as Pipedrive is our chosen CRM. It suits SMBs well and offers manageable costs. We’ve also used our own integration capabilities to deeply connect Pipedrive with our marketing tools and internal processes, making an all-in-one solution like HubSpot unnecessary for us.

However, if your marketing team already uses HubSpot and your budget allows, opting for their all-in-one solution with the Sales Hub addition could be beneficial. Investing in the HubSpot package, if feasible, can also yield significant value for larger organizations — or if you want to try out diverse marketing campaigns and techniques.

Ultimately, try both. Connect marketing tools to either with Outfunnel. And pick the stack that works best for your team—not just today, but 6–12 months from now.

Frequently Asked Questions

Is Pipedrive better than HubSpot for sales teams?
Yes—Pipedrive’s pipeline is more intuitive and built specifically for salespeople.

Does HubSpot have a free CRM?
Yes, but many core features are gated behind the Professional plan.

Can I use Pipedrive for marketing too?
Only in a limited way. That’s where tools like Outfunnel come in.

How much does HubSpot actually cost?
If you want automation, lead scoring, and branded forms, expect to pay $890+/month.

The post Pipedrive vs. HubSpot: Which CRM should you choose in 2025? appeared first on Outfunnel - Sync Sales & Marketing Data.

When managing sales and marketing data, things can go wrong in surprising ways (and often also predictable ways). 

We’re in constant contact with sales and marketing leaders and specialists and have observed the frustrating, funny, and downright chaotic challenges in data management. And let’s be honest, even the best teams occasionally find themselves with tangled-up data that’s not helping anyone. Here’s a look at the seven most common sales and marketing data management mistakes we see, why they matter, and how to get your data organized and working for you.

1. Forgetting to automate lead management: the “surely someone will follow up all good leads” trap

Imagine a bunch of fresh new leads pouring in from your latest campaign. Great news, right? But instead of flowing smoothly into your CRM, they’re stuck waiting for someone (probably already swamped) to enter them by hand. Without automation, following up on these leads promptly is unlikely to happen. By the time sales get to it, leads have either forgotten they signed up or even moved on to a competitor.

Entering leads manually also increases the risk of typos and erroneous copy-pasting. 

The fix? Make sure every lead goes straight into your CRM without anyone having to lift a finger. Automation tools can help capture leads directly from forms, social media, or emails, and assign follow-up tasks automatically. This way, sales reps aren’t stuck chasing “fresh” leads that are about as fresh as that forgotten avocado in the back of the fridge. (yeah, that’s an avocado there). 

Also, make sure to master the workflow automation features of your CRM. We’re pretty heavy Pipedrive users and love their workflow automation. If workflow automation is not available in the lower plans the time and misses saved may be worth the extra fees alone.

2. Missing lead source data: so, uh… we’re not really sure what’s working in marketing?

If you’re reading this blog then this may be preaching to the converted but knowing where your leads come from is kind of important. 

Without tracking lead sources, you’re playing marketing roulette. (And career progression roulette). Are your leads from that pricey ad campaign, from trade shows, or from all that content on the blog? Nobody knows! This leads to all sorts of messy budget missteps, like doubling down on channels that aren’t working or underfunding the ones that are.

Automated lead source tracking helps make this information clear and reliable. With the right setup, every lead that hits your CRM is tagged with a source. Imagine the power of knowing, “Hey, our podcast ad is actually working!” versus just assuming it’s a hit based on hunches. You can now say goodbye to marketing guesswork.

Auto-capturing lead sources is something Outfunnel can do for you but there are even better tools for that like Attribution app (simpler) or Funnel (more advanced). 

3. Having separate CRM and marketing databases: the “can’t we all just get along?” problem

If your CRM and marketing systems aren’t talking to each other, it’s like having a glass wall between your sales and marketing teams. You can kind of see them and get some information across with body language but there’s no working together as one team. 

Leads might be getting nurtured by marketing while sales are blissfully unaware—or worse, reaching out with a message that’s totally out of sync. The outcome? Confused customers, duplicated effort, and sometimes the dreaded accidental “double email.”

Integrating your CRM with your marketing tool(s) is a prerequisite to the happy place where everyone knows what’s happening with each lead. Once connected, all leads get the right message at the right time, marketing knows exactly when sales steps in. It’s smoother, easier, and honestly—just better for everyone (including your customers).

There are many ways to sync sales and marketing data but beware, not all of them are equally good. See my next point. 

4. Poor data integration: when “connected” doesn’t actually mean “synced up”

Even when you have your CRM and marketing systems connected, things can still go wrong. And it’s usually the case of picking the wrong tool for the job, or misconfiguration. 

We at Outfunnel often get compared to native integrations offered by various CRMs and marketing automation platforms. Some of these integrations are world-class but, usually, they’re too basic. For example, data only syncs one way, some data types can’t be synced, or there’s no visibility into what gets synced, and when. 

Similarly, while we love and use generic data integration tools like Zapier and Make for simpler connections like syncing new leads from a web form to your CRM, they’re not meant for syncing whole large databases – and we’ve seen people with some pretty gray hair who’ve tried. 

And then there are situations where the right tool is there but there are configuration errors. For example, you may want to sync all qualified leads from your marketing tool to your CRM and have mapped a field that’s required in the destination but missing in the source. This way, ready-to-buy leads can forever be stuck in the proverbial syncing waiting area. 

Some tools, like Outfunnel, highlight any syncing issues to help get data integration right on the first try. With the right tool and setup, you’ll avoid weird data gaps and keep all your contact info right where it should be: ready and waiting for your team.

5. Leaving sales in the dark on lead engagement: “cold calling” reimagined as “gold guessing”

Nothing slows down a sales call quite like the realization that the rep knows almost nothing about the lead’s engagement history. Without any context, sales reps end up guessing which message might stick and may even pitch products or features that the lead has already seen—or worse, didn’t care about. Imagine calling a lead who’s clicked every email about Product A only to pitch them on Product B. Yikes.

To prevent this, make sure sales can see what marketing has been up to, whether that’s email opens, link clicks, or even website visits. Having this kind of engagement data front and center allows sales reps to personalize their outreach in a meaningful way, so they’re not accidentally turning a warm lead into an ice cube.

Risking to sound like a used car salesman, Outfunnel can sync email engagement and even web pages visited right into your CRM. 

6. Poor database hygiene: “Do we really have this many Johns?”

It’s easy to think of database cleanup as “we’ll get to that later.” But a CRM full of duplicate contacts, outdated info, and half-finished records isn’t helping anyone. Duplicate records lead to double outreach (which annoys customers), outdated info confuses sales reps, and missing data wastes everyone’s time. We’ve seen cases where the same lead got emailed twice by two reps on the same day—not a great look.

Regular database hygiene is key to keeping your CRM organized. Schedule a quarterly “data hygiene day” where everyone tackles duplicates, updates contact info, and removes old or invalid leads. Most CRM tools have deduplication features or add-ons like Dedupely to help streamline this process, making it easier to keep your data in tip-top shape.

7. Limited real-time data visibility: “Why didn’t anyone see this before?”

If your team relies on monthly reports to know how lead generation is tracking, you’re essentially flying blind most of the time. By the time you see the data, any emerging trends are long gone. Real-time visibility, on the other hand, lets you spot trends as they happen—so if a new channel is driving leads, you can amp it up, or if lead flow suddenly drops, you can address it immediately.

We at Outfunnel get a couple of dozen leads per day so it’s not uncommon for me to browse the source and landing page data for all new signups to make sure we stay on top of what’s working – and what has stopped working. 

Setting up real-time dashboards makes it easy to track metrics like lead volume by source. This means you can react to trends in real-time rather than scrambling to figure out why things went sideways a month ago.

It’s a good day to start fixing your sales and marketing data management mistakes

From lost leads to messy databases, these common sales and marketing data management mistakes are fixable with the right setup and a bit of effort. Automating lead capture, tracking lead sources, integrating CRM and marketing systems, and keeping data clean are simple, actionable changes that can make a world of difference. At Outfunnel, we’ve seen these basic revenue operations fixes work wonders for our customers, creating smoother, more coordinated workflows and ultimately driving more sales.

So, take a look at your revenue ops setup and see if any of these challenges sound familiar. Fixing even a few can go a long way toward turning your sales and marketing data from a source of headaches into a powerful asset. And hey, the next time you find yourself calling a lead, you might just know exactly what to say.

The post Top 7 Sales and Marketing Data Management Mistakes—and How to Fix Them appeared first on Outfunnel - Sync Sales & Marketing Data.

And now, for the longer story.

Lesson 1: the time when we were too “creative”

So Outfunnel is a tool that connects sales and marketing data. How do we talk about a product like that without boring people to tears? Syncing data isn’t exactly sexy. So, we thought, what if we lean into that? What if we flip the script and embrace the “boring” nature of what we do, but in a funny way?

Enter our next messaging experiment: Outfunnel—The Most Boring Marketing Tool on the Planet.

We’d emphasize the product’s “boring” necessity, positioning it as the tool that quietly does the job while others try to wow you. We tested this direction with Wynter and got some interesting feedback:

The core proposition—connecting various data sources so that we have one source of all truth—is compelling.

The humor. More brands should take risks like this. Regardless of the product, this would be a brand I’d gladly follow on social media, just because they seem fun.

On the flip side, we also heard:

What are the benefits over other tools? Any cool, unique things people have done with it?

We also tested a more traditional “The best way to connect tools deeply and easily” concept, and this got more traditional feedback. The panelists had some questions about functionality and price but no one got excited about the offer.

So we went with the more creative and risky option.

We launched this new message, calling ourselves “boring” while playing up the product’s utility. And… the numbers didn’t change. Our conversion rates remained the same.

But, for the first time, we started getting real feedback about our messaging. Some people loved our creative risk; others were confused. The pattern? The people who loved it were fellow marketers, business acquaintances, or consultants. The people who got confused were our trial users—the ones we were actually trying to convert.

So, while the bold messaging got us noticed, it also left too many people scratching their heads. What exactly did Outfunnel do? Was it really just a funny company, or could it solve their actual problem?

The Return to Clarity

In the end, we had to admit that while standing out is great, clarity is even more important in B2B messaging. Our potential customers needed to immediately understand what our product does and how it helps them. So, with a heavy heart, we scrapped the creative messaging and returned to a more straightforward approach: Outfunnel makes it easy to deeply connect sales and marketing tools.

Yes, it’s “boring,” but it works. The message directly ties into what the product does, and it speaks to the core pain points our customers have.

Lesson 2: When Trying to Promise Too Much Didn’t Work

Back in 2022, Outfunnel was struggling with a lot of things, and one of our biggest challenges was messaging. Our product had evolved beyond simple data syncing between sales and marketing tools, but our messaging hadn’t kept up. We were still talking like a one-trick pony when in reality, we were doing a few different tricks—some solid, others a bit basic.

For example, we had lead scoring and web visitor tracking. We also had profile pages in the app listing all the engagements for a contact. Super useful, but definitely not a Customer Data Platform (CDP). Still, we wanted to communicate all of our new capabilities without sounding too modest.

So, we hired a consultant for a messaging and positioning exercise. They asked us some great questions about our features and benefits, and what came out of that session had me practically salivating. We were sitting on some killer features that I was convinced should excite anyone who heard about them.

But how do you sum all that up in a single sentence? How do you tie together features like syncing, lead scoring, workflows, and web tracking without overpromising or confusing people?

One thing that Outfunnel enables is “workflows”. Can we lead with this?

We ended up with a new message centered around a few key points:

• Our main benefit was helping businesses know which leads to focus on.
• The “cunning” thing about Outfunnel was its ability to orchestrate workflows across different apps. (For example, if someone clicks an email in tool A, it updates a lead score in tool B, and triggers a follow-up task in tool C.)
• We’d position our in-app profiles as “360° customer profiles” and highlight our syncing features as “workflows.”

Next, we designed a new webpage and tested it with Wynter. The feedback was pretty good. We thought we had nailed it.

Then, we waited. And waited some more.

Cue crickets.

It turned out that our customers—small and medium-sized businesses—came to us with a very specific need: to sync data or track what leads were doing on their website. They weren’t moved by our vague promise to “prioritize leads” and “set up workflows.” And those who did need lead prioritization and workflow automation weren’t particularly impressed with how we delivered it.

We’d drifted too far from the core of what the product did. After more customer conversations, surveys, and discussions, we realized our messaging had to get back to basics. It had to clearly align with what people were already coming to us for.

The Key Takeaway

The temptation to be creative or bold in your B2B messaging is strong—and it’s true that standing out is important. But at the end of the day, the message that wins is the one that’s clear and simple.

Your customers need to know exactly how your product helps them. If they don’t, it doesn’t matter how clever or flashy your message is. Keep it simple, stick to what you do best, and leave the risky creative stuff for your social media campaigns.

The post Why Clear, Simple B2B Messaging Beats Flashy Promises and “Creativity” appeared first on Outfunnel - Sync Sales & Marketing Data.

So, you’re looking to automate your sales and marketing efforts on Pipedrive? You’re in the right place. This handy guide explores everything you need to know about Pipedrive marketing: automation, tools, integrations, workflows, and more.

At Outfunnel, we’re obsessed with connecting sales and marketing data—whether you prefer an all-in-one suite, a best-of-breed stack, or a mix of both.

Below, you’ll find our favorite Pipedrive-friendly tools, with an emphasis on third-party marketing automation that integrates cleanly.

You’ll see our hands-on take, plus highlights from user reviews on G2 and Reddit. By the end, you’ll be able to shortlist the best options for your use case.

1. Can you use Pipedrive for email marketing?
2. Email marketing integrations for Pipedrive
3. Marketing web form integrations for Pipedrive
4. Marketing and ROI reporting integrations for Pipedrive
5. Website visitor tracking integrations for Pipedrive
6. Which Pipedrive marketing integrations should you choose?

Can Pipedrive be used for email marketing?

Pipedrive started out as a sales CRM with a core functionality built around pipeline management. 

In recent years, the product has acknowledged the sales-marketing handshake, adding Campaigns by Pipedrive and other add-ons that cover parts of the buyer journey.

Short answer: Yes, you can run marketing from Pipedrive—especially simple newsletters and basic automations. Longer answer: for more advanced use cases, dedicated marketing tools + tight integrations usually deliver far better results.

Before we dive into tools, a quick definition of the three core marketing automations most teams want to nail:

1. Email marketing — newsletters, drip sequences, and event-triggered journeys
2. On-site lead generation — forms, chat, and visitor identification
3. Marketing reporting — analytics that attribute revenue to channels and campaigns

Get these three right and the rest is much easier.

Email marketing integrations for Pipedrive

When your email platform and CRM are tightly connected, good things happen:

• Dynamic segments update themselves—less manual work and importing-exporting CSV files.
• Sales context (opens, clicks, pages visited) appears where reps live
• Shared KPIs & workflows keep marketing and sales aligned

Different tools have different “DNA,” so pick based on the emails you send and the data your sales team needs.

A. Marketing email platforms (broadcast + triggered sequences)

One-off emails keep leads warm and drive product education.
Triggered sequences nurture based on behavior (e.g., trial signup, onboarding, upgrade cross-sell).

Here are the top platforms that handle both well and play nicely with Pipedrive.

1. Campaigns by Pipedrive is a built-in and no-frills email automation tool 

Why we like it:

Campaigns by Pipedrive is a decent choice if you have simple email automation needs and want to gather your sales and marketing data under one roof.  

• Tight integration with Pipedrive. Create new emails, automate your email campaigns to segments defined with Pipedrive filters, record email engagement as Notes.
• Easy-to-use email builder. Easily drag and drop images, buttons, icons, and more.

Where it may fall short:

• Missing some popular features (e.g., limited templates, no A/B testing, limited bounce handling).
• Contact management friction. Converting contacts to subscribers can be semi-manual.
• Extra cost. Sold as an add-on.

Pricing: Available as an add-on. Pricing starts at $13.33/company per month when billed annually.

2. Mailchimp is a popular and effective tool for sending marketing email, coupled with a strong template editor and many Pipedrive integration options

MailChimp evolved from a basic email marketing tool to an all-in-one marketing automation platform for businesses of all sizes.

Why we like it:

• Generous free plan.
• Many beautiful, professionally designed templates
• Relatively intuitive despite the sheer amount of features.

Where it may fall short:

• Support is solid for basics; complex issues can drag.
• Huge price jump from Standard to Premium plans. MailChimp can get really expensive, especially when there are other similar tools at comparatively lower prices.

Pricing:

A free 1-month trial is available for Essentials and Standard plan

*Based on 500 contacts

• Free: $0 (1,000 monthly sends, limited templates)
• Essentials: starts $11.07/mo
• Standard: starts $18.45/mo
• Premium: starts $309.88/mo

MailChimp also offers plans for websites and transactional emails. Here’s its full pricing page for more info.

Mailchimp has a basic integration with Pipedrive, but there’s a problem

Pipedrive’s own native Mailchimp integration is only one-way.

This means that while you can export contacts from Pipedrive to Mailchimp, you can’t simultaneously push information like opens and clicks from Mailchimp back to Pipedrive. Furthermore, it’s impossible to sync organization or deal fields and prevent duplicate contacts in MailChimp if the email addresses change on Pipedrive.

Outfunnel solves these issues.

We offer a Pipedrive-Mailchimp integration that keeps your contacts in 2-way sync and automatically records Mailchimp engagement data back to Pipedrive

Our Pipedrive-Mailchimp integration helps you “complete the loop” and updates your Pipedrive seamlessly with relevant information (like email opens, clicks, website visits) in Notes, Activities, or Custom Field updates.

Sync contacts (or subsets you define with Pipedrive filters) two-way between Pipedrive and Mailchimp. 

3. Brevo is an all-in-one marketing automation platform for SMBs

Brevo (formerly Sendinblue) is a fully featured marketing automation suite. It’s fantastic for small businesses with modest budgets, thanks to its flexible pricing.

Why we like it:

• Relatively affordable pricing incl. a free plan.
• Functionality similar to MailChimp.
• Comprehensive tools under one roof. You can create emails (including transactional emails), sign-up forms, landing pages, SMS texts, etc. all entirely on one platform.

Where it may fall short:

• Recent reviews show support now runs sporadically.
• Medium learning curve. Things like adding new contacts from a CSV file and automating a drip campaign may require some time to get used to.

Pricing:

For marketing platform:

• Free: $0 (300 emails/day)
• Starter: from $9/mo
• Business: from $18/mo
• Enterprise: custom

Brevo also offers plans for its conversations platform, sales platform, and messaging API. Here’s its full pricing page for more info.

Outfunnel’s Pipedrive-Brevo integration syncs contacts and email activity between these two platforms

Our Pipedrive-Brevo integration keeps the two tools in sync seamlessly, as if you had an all-in-one platform. 

Sync contacts you define with Pipedrive filters to Brevo 24/7. Whenever new leads are added into the CRM, relevant email lists are updated automatically (full disclosure: it’s not real-time, but the sync is frequent enough for typical B2B use cases).

This way, your salespeople have full context of leads and sell smarter. 

4. Klaviyo is excellent if you want powerful ecommerce capabilities 

Many eCommerce owners with advanced marketing automation needs use Klaviyo to scale their business. Based on its pricing and functionality, this feature-rich platform best suits brands with a large email list.

Why we like it:

• Seamless integration with Shopify. It’s extremely easy to set up Klaviyo, and the tracking is useful, to boot.
• Best-in-class automation (e.g., automate cross- or upsell emails based on specific conditions like number of placed orders, channel preference, and cart value)
• Powerful segmentation that allows for deep personalization. Klaviyo lets you experiment with multiple attributes and parameters to create new segments (e.g., customers who often use discounts, specific location, or any other kinds of data you integrate)

Where it may fall short:

• Customer support has dipped recently based on many user reviews on G2 and Reddit 
• Pricing ramps fast as lists grow

Pricing:

*Based on 500 contacts

• Free: $0 (up to 250 contacts, ~500 sends)
• Email: from $20/mo
• Email & SMS: from $35/mo

Outfunnel’s offers a deep 2-wat Pipedrive-Klaviyo integration

Our Pipedrive-Klaviyo integration also syncs contacts bi-directionally between the apps. It also syncs sends, opens, clicks, bounces, and unsubscribes automatically over to Pipedrive.

5. Drip provides elaborate event-based email sequences (DTC-friendly)

This platform is great for elaborate event-based email sequences—it comes in handy if you have a large list of leads and enough content+tracking to be able to provide complex email journeys.

Drip is suitable for DTC brands, thanks to its eCommerce-focused workflows.

Why we like it:

• Elaborate behavioral workflows (welcome, win-back, retargeting).
• Polished editor and unlimited sends on paid plans.
• Strong eCommerce integrations (e.g., Shopify dynamic discounts).

Where it may fall short:

• Only one-way integration (from Drip to Pipedrive). You can use Zapier as a duct tape between the services or create a custom integration based on the APIs of both products.

Pricing:

Based on list size and send volume. Starts from $39/month for 2,500 subscribers, unlimited email sends. A free 14-day trial is available. 

B. “Cold” email sequence tools – Pipedrive-integrated prospecting tools (that harvest emails in bulk from the wild)

Sending endless cold emails to uninterested people is a bad idea. 

With nearly 45.6% of all emails worldwide identified as spam, contributing to it is just not a good look on your brand.

But that’s only if you send badly written cold emails.

Great cold emails are tailored to recipients and compel them to email back. While this will largely depend on user research, the following tools nonetheless help you reach the right inboxes and increase your chances of getting a response.  

1. lemlist – multi-channel cold outreach platform

lemlist is an all-in-one cold outreach solution. 

Known for its database of 450 million leads, sleek integration with LinkedIn, and “shockingly good” support, it arms you with a complete set of tools to boost your conversion rate in your multi-channel outreach campaign.

Why we like it:

• Fantastic customer support. MANY users applaud lemlist for its amazingly fast response time.
• Intuitive UX.
• Multi-channel: combine cold emails, LinkedIn, and cold calls.  
• Advanced email warm-up tool (called lemwarm).

Where it may fall short:

• Occasional Pipedrive sync quirks (e.g., org fields, duplicates).
• Email finder accuracy and niche coverage can vary.
• Sending identities are capped per plan.

Pricing:

A 14-day free trial is available

• Email Starter: $32/user/mo (1 sending email)
• Email Pro: $55/user/mo (3 sending emails)
• Multichannel Expert: $79/user/mo (5)
• Outreach Scale: $129/user/mo (15)

2. Klenty a more “call-oriented” outreach tool 

A sales engagement platform, Klenty helps sales teams “execute hyper-personalized, multi-channel outreach at scale.”

Why we like it:

• Advanced personalization that goes beyond placeholders. (use images and videos to show your product in action.)
• Multi-channel sequences with a mixture of calls, emails, LinkedIn tasks, and texts.
• Handy Gmail plugin that lets you engage with contacts from within Pipedrive,

Where it may fall short:

• Odd quirks here and there. For example, there’s a lack of contextual information in the dashboard (i.e., here, a user talks about how he was stumped by certain proprietary terms). There’s also a slight 15-minute delay to log prospects’ emails.
• Occasional glitches. A peek at recent user reviews shows spotty call quality, disconnected emails, calls that don’t appear in the Activities tab in Pipedrive, etc.

Pricing:

A free 14-day trial is available

• Startup: $50/user/mo
• Growth: $70/user/mo
• Pro: $100/user/mo
• Enterprise: custom

Klenty also offers pricing plans for conversation intelligence, prospecting data, and dialer. See here for more information.

TL;DR: Your ideal email marketing tool should minimize manual monitoring and repetitive tasks and push useful information seamlessly to Pipedrive itself.

If you don’t have time to read through all the specifics above, here’s what we recommend:

1. If you only send newsletters, perhaps with some sequences, use Campaigns by Pipedrive, Mailchimp, or Brevo
2. If you primarily send B2B drip campaigns, you can’t go wrong with Klaviyo or Drip. Klaviyo is worth considering as well if you require advanced segmentation and automation. 
3. If you send only cold emails, use lemlist or Klenty
4. Want clean data in Pipedrive? Use Outfunnel for two-way contact sync and automatic engagement logging.

Web form integrations for Pipedrive

Your lead capture form is one of the first few things users see on a web page. To boost response rate, you’ll want it to be simple, user-friendly, and friction-free. Here are some of our favorites that play well with Pipedrive.

1. Pipedrive Web Forms: Basic & Hassle-Free, But No Lead Source Tracking

If you’d need a simple web form without any integration hassle, you can’t go wrong with Pipedrive’s own web forms. They’re one of the most basic forms in this list, so you can quickly set one up right away.

Unfortunately, the forms omit source/medium/UTM data, so you have no way of knowing where your leads come from.

Why we like it:

• Zero-friction setup and native field mapping.
• Sends leads straight to your pipeline.

Where it may fall short:

• Requires additional charge. You need to purchase the LeadBooster add-on to unlock Web Forms.
• Very basic customization options (e.g., you can only change the color of the submit button, but not the shape of it)  
• Lacks lead source data. There’s no attribution to inbound leads, so you have no insight into where they come from. (Considering it’s a sales CRM, this is an unusual flaw.)

Pricing: Included in the LeadBooster add-on. Pricing starts at $32.50/company per month when billed annually. A 14-day free trial is available. 

In a nutshell, Pipedrive’s web forms fall short if you want to understand how leads first found your business. Consider using the alternatives below for lead source information and advanced customization.

2. Wix’s built-in forms experience unpredictable glitches    

Is your website hosted on Wix? 

If so, it’s easiest to use Wix Forms to capture leads.

While Wix Forms doesn’t have a native integration with Pipedrive, you can use Outfunnel’s Wix Forms-Pipedrive integration. Sync contacts from Wix Forms over to Pipedrive, recording the submissions on the contact profiles seamlessly.

Why we like it:

• Strong template variety and an easy builder.

Where it may fall short:

• Reviews cite sporadic glitches and slower support.
• Pricing scales with number of forms.

3. WordPress offers multiple web forms — take your pick from Contact Form 7, Elementor Forms, Gravity Forms, or WPForms

The most popular CMS in the world, WordPress offers a variety of tools for web forms. The most popular ones include Contact Form 7 (which we use for some of our forms at Outfunnel), Elementor Forms, Gravity Forms, and WPForms.

Why we like it:

• Works really well on WordPress sites (e.g., Elementor lets you customize your forms down to the granular level)
• Affordable. These forms are priced annually—you can access essential support, unlimited forms and submissions, extensive form fields, etc.   

Where it may fall short:

• Backend speed can run slow, depending on the form builder’s functionality. For example, Gravity Forms, known for its advanced features, tends to slow site speed considerably.

Pricing: Starts from $49.50/year, except for Contact Form 7 (it’s free!). Check the individual sites for more pricing info.

Outfunnel offers integrations with these WordPress forms 

While the setup for each form is slightly different, it’s nothing too complicated, especially if you’re already familiar with using WordPress.

The more complicated part is syncing these forms with Pipedrive. A quick search will reveal several different plugins that offer such connections, but our (not completely unbiased) recommendation is to connect them via Outfunnel’s App connector. 

Here’s why:

• Sync contacts from form fills to Pipedrive as contacts within seconds
• Easily map any and all custom fields you’d like to be mapped to the respective properties in the CRM (note: some alternatives can only map 3-4 default fields)
• Capture lead source (source, medium, UTM, and landing page data).

• One set-up for any number of web forms in your domain (note: many others require a separate configuration per web form!)
• Entire set-up takes 15 minutes

Read more about each Pipedrive-Wordpress form connection and how they work:

4. Paperform is elegant and affordable ($24/mo), but has no native integration with Pipedrive

Paperform is known for its simplicity and design. Users love how easy it is to navigate around the editor. Even creating logic jumps—which usually stump beginners—is fuss-free.

While some of our simpler contact forms (e.g. our B2B email crash course) live on Contact Form 7, we use Paperform for more complex web forms.

Why we like it:

• Works well both on web and mobile
• Lightweight WYSIWYG editor with comprehensive features like dynamic pricing and scoring 
• Intuitive user interface. It’s incredibly easy to create forms within minutes! 

Where it may fall short:

• No native integration. You’d need to send new leads to Pipedrive via Make, Zapier, or a comparable 3rd party syncing tool (note: templates are ready made)

Pricing:

The Essentials plan at $24/month is enough for us, power features are available on higher plans.

Related reading: Pipedrive Forms: A Guide to Web Forms For Pipedrive

Marketing and ROI reporting integrations for Pipedrive

Before you strategize the next move in your marketing efforts, you need to figure out where your leads come from. 

Knowing which lead sources generate these qualified leads will help you improve content, buyer’s journey, and eventually, ROI.

This section kicks off with our very own tool.

1. Outfunnel’s built-in lead source report cuts to the chase

Outfunnel is the easiest way to connect your sales and marketing tools. 

Analyze how your multiple traffic sources impact your sales pipeline. Are paid ads better than SEO? Should you continue investing in LinkedIn? Which is the best-performing channel? Our built-in lead source report’s got all the answers. 

>> Start your 14-day free trial now <<

Why we like it (what users say):

• Clear-cut lead source information. Outfunnel auto-detects the source and medium of a lead, right down to the UTM parameters.
• Deep integration with Pipedrive. Outfunnel boasts easy-to-use filtering that stores the lead source information as a person field in Pipedrive. 

Where it may fall short:

• Channel report is in beta, so analytics are still on the basic side. In future, you’ll be able to view in-depth data directly in Outfunnel (e.g., names and values of deals won).
• No real-time updates. Outfunnel’s channel report only updates at midnight UTC time.

Pricing:

A free 14-day trial is available

• Basic: Starts at $29/month when billed annually for 100 contacts, data sync (contacts, forms, and engagement), and more
• Professional: Starts at $99/month when billed annually for everything in Basic, 1,000 contacts, lead scoring, web tracking, and more

Website visitor tracking integrations for Pipedrive

One perk of running a physical retail store is that you get to watch customer behavior in action. Where do they linger? What do they overlook? How do they navigate the store?

You gain deeper insights, anticipate their needs, and improve every aspect of the customer experience.

Can you do the same with your website? 

Yes, you can, and that’s where visitor tracking comes in.

1. Web Visitors by Pipedrive is a straightforward lead generation add-on

Pipedrive’s Web Visitors is powered by Leadfeeder. It does an apt job at finding new leads and ranking them based on their web activity automatically. 

Why we like it:

• Easy UI with sorting by quality or last visit
• Smooth Pipedrive matching to existing contacts and deals

Where it may fall short:

• Inability to unhide leads. Once a visitor is hidden, that’s it. There’s no way to un-hide them—even if you have hidden them by accident.  
• Requires additional charge. You need to purchase Web Visitors as an add-on on top of an already existing Pipedrive account. Plus, if you want to add these site visitors as leads on Pipedrive, you need to purchase Prospector credits (as part of the LeadBooster add-on) separately. 

Pricing: Available as an add-on. Starts from $41/company per month when billed annually. A free 14-day trial is available.

2. Outfunnel’s web visitor tracking software is simple to use and gives your sales team better context

Our own web visitor tracking software gives your sales team better context. Get a complete view of your web visitors, all the way from the pages visited and forms filled to where they spent the most time on.

Why we like it (what users say):

• Really easy set-up. Add a tracking code, identify your first site visitor, track the web visits of these identified leads on Outfunnel (and your favorite CRM), and set up follow-up workflows accordingly.
• Straightforward integration that automatically records site visits as Activities or Tasks on Pipedrive
• Multiple sites or sub-domains tracking
• Automatically tracks traffic source for all new contacts and visits, which helps you gauge the effectiveness of your marketing efforts quickly

Where it may fall short:

• Lack of advanced tracking. For example, Outfunnel can’t track web visitors that came from a specific Google Ads campaign. Fortunately, a Pipedrive-Google Ads integration is in the works!

Which Pipedrive marketing integrations have you decided on?

We’ve covered the essential marketing tools that integrate well with Pipedrive—email, forms, reporting, and tracking. The right stack depends on your volume, complexity, and team workflows.

If you want less manual work and clean CRM data, give Outfunnel a try to connect it all: two-way contact sync, engagement logging, lead source attribution, and web tracking—purpose-built for Pipedrive.

>> Start your 14-day free trial now <<

Not ready to try yet? We get it. We’re geeks about sales-marketing integrations—our product exists to connect these tools smoothly. Explore more Pipedrive integrations by Outfunnel and build your perfect stack.

The post Pipedrive Marketing: Automation, Tools, Integrations – A Complete Overview appeared first on Outfunnel - Sync Sales & Marketing Data.

HubSpot offers a full platform of marketing, sales, customer service, and CRM software, so it may seem counterintuitive to be looking for HubSpot integrations with external tools.

But the truth is that these days, all great software platforms acknowledge the power of letting customers pick and choose their own tools, especially when it comes to software that involves different departments and teams.
Perhaps you only use HubSpot CRM and don’t want to spend the big bucks on HubSpot’s marketing suite or sales sequences. Or maybe you’d like to integrate your already existing emailing and calling software with HubSpot. That’s where HubSpot integrations come into play.

The HubSpot App Ecosystem has grown fast. It now includes over 1,500 integrations and counting in 2025. HubSpot’s ecosystem also features popular AI tools, AI assistants, personalization platforms, and revenue intelligence tools – I’ll mention a few throughout this article.

Integrations allow you to connect HubSpot CRM with other business tools, automate data syncing, and eliminate repetitive manual tasks. This is a long read, but if you work in marketing or sales, you know that collaboration and automation are central to sales–marketing alignment. Here, I’ve made a list of the best picks in the HubSpot App Marketplace, including native and third-party integrations.

List of best HubSpot integrations in 2025

1. Unbounce – Automate your lead capture with web form integrations
2. Mailchimp – Sync your marketing campaigns and contact data
3. ActiveCampaign – Keep marketing and sales aligned across platforms
4. Brevo – Affordable email automation with CRM visibility
5. Klaviyo – Sync ecommerce campaigns and CRM data
6. Gmail and Outlook – Sync your inbox with HubSpot CRM
7. LinkedIn Sales Navigator – Power up outreach within HubSpot
8. Social Media Integrations – Sync your chats and messages
9. Google & Outlook Calendar – Simplify scheduling and meetings
10. Aircall – Manage calling workflows directly from HubSpot
11. Qwilr – Create beautiful proposals and quotes within HubSpot
12. WooCommerce by MakeWebBetter – Automate ecommerce data sync

These tools help streamline your entire sales funnel – from capturing leads to closing deals – inside HubSpot. Many of us are tired of hearing about CRM productivity, but there are underlying issues that make it notoriously difficult to achieve. With the intense pace of modern work, it’s hard to escape automation – in fact, if you’re not automating workflows now, you may already be falling behind. That’s why I’m here to help you navigate HubSpot integrations.

The 12 best HubSpot integrations

I spent hours exploring the HubSpot App Marketplace so you can save yourself some time. This list includes my top picks of the best HubSpot integrations for sales and marketing teams, focusing on why you need them and what you can achieve with each. I’ve also included CRM automation examples.

 You can quickly navigate between the apps by clicking on their names in the list!

1. Unbounce

Let’s start with the basics. You have to collect your new leads, and web forms will do this for you. Just make sure you can feed them to HubSpot CRM and populate your database with a minimal margin of error.

Unbounce is designed to do exactly that. It’s a powerful conversion optimization tool, suitable for anyone from B2B to eCommerce. Lead capturing and conversion rate optimization (CRO) are their bread and butter. The native Unbounce–HubSpot CRM integration helps make sure your HubSpot database gets automatically populated with lead info, like email addresses, collected in the custom forms.

Pros:

• Automated lead capture with forms, synced to your HubSpot CRM
• Create beautiful landing pages, from a template or from scratch
• Powerful features that help you test and optimize landing pages

Cons:

• Some features may need a little bit of coding
• Unbounce’s forms are simple, so may not be suitable if you need heavy customization

How this integration will save you time

You can connect Unbounce with HubSpot to automatically send every new lead from your landing pages straight into your CRM. The data sync happens instantly, so there’s no need to manually export or import contacts. Every form submission becomes a HubSpot contact with full source tracking, allowing automated follow-ups to trigger immediately. This integration also helps you identify which landing pages are converting best, so you can focus your optimization efforts where they matter most. 

By removing manual data handling, you save valuable time and ensure that all your leads end up where they belong – in your CRM.

2. Mailchimp

Mailchimp is one of the most popular email marketing platforms, and integrating it with HubSpot helps keep marketing and CRM data in sync. The integration lets you track campaign engagement directly in HubSpot, giving sales visibility into who’s opening, clicking, and engaging with marketing emails.

While HubSpot offers a comprehensive marketing suite, many find it too expensive and seek alternative options for automated email marketing. The biggest downside of doing so is that your marketing and sales data will be on separate platforms.

Pros:

• Syncs contact lists automatically between HubSpot and Mailchimp
• Records campaign engagement in HubSpot timelines
• Simplifies lead nurturing and follow-up
• Supports multiple integration options (Zapier, HubSpot Data Sync, Outfunnel)

Cons:

• Native Data Sync doesn’t log engagement data
• Some setup steps may require third-party tools like Outfunnel or Zapier

How this integration will save you time

Connecting Mailchimp with HubSpot keeps your marketing and CRM data perfectly aligned. When new subscribers join or existing ones unsubscribe, your lists stay automatically updated in both tools. You don’t have to manage CSV exports or spend hours reconciling contacts. 

All campaign engagement data – opens, clicks, and unsubscribes – appears directly on HubSpot contact records. This makes it easy to see who’s most engaged and when to follow up. With everything synced, you can run campaigns, analyze results, and act on insights faster without constant switching between platforms.

Why choose Outfunnel’s HubSpo–Mailchimp integration

Outfunnel’s 2-way HubSpot–Mailchimp integration fills the gaps where HubSpot’s native options fall short –– syncing both existing and new contacts (including contact updates) from HubSpot to Mailchimp, and recording Mailchimp email engagement directly in HubSpot. It keeps contact data fully aligned between the two tools by syncing all default and custom fields, and automatically logging engagement activity on HubSpot contact profiles.

3. ActiveCampaign

ActiveCampaign combines marketing automation with CRM functionality, and integrating it with HubSpot bridges your marketing and sales workflows. The integration ensures all contacts, custom fields, and campaign activity are updated across both systems, removing the need for manual syncing.

Pros:

• Keeps contact and engagement data synchronized automatically
• Lets you track ActiveCampaign email activity in HubSpot
• Simple setup using Outfunnel or HubSpot’s Operations Hub
• Reduces manual data handling between platforms

Cons:

• Advanced features require Operations Hub Starter or higher
• Recording detailed engagement data may need a third-party integration

How this integration will save you time

Integrating ActiveCampaign with HubSpot keeps marketing and sales activities perfectly in sync. As leads interact with your automated emails or web forms, that engagement data appears instantly in HubSpot. There’s no need to manually track performance or cross-check lists. Your team can focus on strategy and follow-ups instead of admin work. 

With real-time updates, everyone sees the same customer journey – from first touch to closed deal. It’s a simple way to unify two powerful tools and reduce hours spent maintaining duplicate databases.

4. Brevo

Brevo (formerly Sendinblue) is a reliable and cost-effective email marketing tool. Its HubSpot integration allows you to send campaigns while keeping all marketing engagement data connected to your CRM.

Pros:

• One-way sync from HubSpot to Brevo on the free plan
• Tracks email opens and clicks in HubSpot
• Simple to use and affordable for larger contact lists
• Option to upgrade to two-way sync via Outfunnel

Cons:

• Limited two-way sync on native integration
• Some functionality requires external connectors

How this integration will save you time

By connecting Brevo with HubSpot, you can manage campaigns and CRM data without jumping between systems. New contacts sync automatically, and engagement metrics – like opens and clicks – update in real time. This makes it easy to see which emails are driving interest directly from HubSpot’s contact timeline. You can also trigger automated workflows, such as assigning a sales task when someone clicks a pricing link. The integration removes manual imports and repetitive setup, freeing you to focus on campaign performance and nurturing the right leads faster.

Why choose Outfunnel’s HubSpot–Brevo integration

Outfunnel’s 2-way HubSpot–Brevo integration brings simplicity without added cost. For example, you don’t need to set up multiple steps to add new contacts and engagements or update fields, like you would with Zapier. You can sync custom fields and record email engagements (e.g. opens, clicks, unsubscribes). All you need is a simple 10-minute, no-code setup that keeps your sales and marketing data perfectly aligned across both tools.

5. Klaviyo

Klaviyo is built for ecommerce businesses and specializes in personalized email flows like abandoned cart reminders and post-purchase messages. Integrating Klaviyo with HubSpot lets you align customer purchase behavior with CRM data.

Pros:

• Syncs ecommerce data and customer activity to HubSpot
• Enables better segmentation and personalization
• Shows marketing engagement on CRM contact records
• Integrates easily with Shopify and WooCommerce

Cons:

• Limited native HubSpot support
• Advanced syncing requires a third-party tool like Outfunnel

How this integration will save you time

Pairing Klaviyo with HubSpot lets you bring ecommerce data directly into your CRM. Purchase activity, cart abandonments, and email engagement automatically sync, so you don’t have to update lists manually. This gives you instant visibility into what each customer is doing – whether they just bought or stopped short of checkout. 

You can automate follow-ups or create targeted segments in HubSpot based on Klaviyo data. Klaviyo streamlines your marketing and sales workflow, helping you focus on conversions instead of spreadsheets.

Outfunnel’s 2-way HubSpot-Klaviyo integration can sync contacts, email engagement, and ecommerce events.

6. Gmail & Outlook

Integrating HubSpot with your email inbox lets you automatically log emails and access CRM tools directly from Gmail or Outlook. It simplifies sales communication and ensures that all interactions are recorded.

Pros:

• Automatically logs emails to HubSpot contacts
• Allows sending tracked emails from your inbox
• Provides access to templates, sequences, and meeting links
• Keeps communication history visible for the whole team

Cons:

• Email tracking features available only in paid HubSpot tiers
• Contact syncing must be managed separately

How this integration will save you time

When you connect Gmail or Outlook with HubSpot, every important email automatically logs to the right contact record. You don’t have to copy messages or track communication manually. The integration also gives you access to HubSpot tools – like templates, meeting links, and sequences – directly inside your inbox. 

You can schedule calls, send follow-ups, and monitor open rates without switching tabs. This setup keeps your communication organized and ensures that all client interactions are captured in one place.

💡 Keep an eye for Outfunnel’s HubSpot and Outlook integration, launching in Q4 2025!

7. LinkedIn Sales Navigator

LinkedIn Sales Navigator integration brings LinkedIn’s outreach power directly into HubSpot. It helps sales teams identify prospects, send messages, and manage relationships without switching platforms.

Pros:

• View LinkedIn profiles, shared connections, and insights in HubSpot
• Send InMail messages directly from HubSpot contact records
• Build lead and account lists without leaving the CRM
• Enhances social selling and lead qualification

Cons:

• Requires LinkedIn Sales Navigator Team or Enterprise plan
• Integration is limited without a paid Sales Navigator subscription

How this integration will save you time

Integrating LinkedIn Sales Navigator with HubSpot helps you manage outreach better than ever. You can view LinkedIn profiles, shared connections, and recent activity directly inside HubSpot without switching tools. Leads can be added with one click, and you can send InMail messages right from their contact records. 

The integration keeps LinkedIn data and CRM insights connected, so you spend less time copying details and more time building relationships.

8. Social Media Integrations

Social media integrations connect your social messaging platforms – like Facebook, Instagram, or LinkedIn – with HubSpot. They make it easy to keep track of messages and respond quickly from one place.

Pros:

• Syncs social messages and conversations to HubSpot contacts
• Support integrations through Respond.io, LinkedHub, Trengo, and more
• Allows faster, centralized response management
• Improves customer engagement tracking

Cons:

• No single official HubSpot-native solution
• Some third-party apps require setup and paid plans

How this integration will save you time

If the social network apps for HubSpot don’t cover the platform you use, tools like Respond.io or Twilio can help you connect your messaging channels to HubSpot. Every interaction – whether it’s a LinkedIn message, Instagram DM, or WhatsApp chat – is automatically synced to the contact’s record. This saves you from searching through multiple inboxes or manually logging conversations. You can respond faster, assign follow-ups, and track communication across channels directly in HubSpot.

P.S. You can use the LinkedHub Chrome extension to sync LinkedIn conversations to HubSpot.

9. Google & Outlook Calendar

HubSpot’s calendar integrations simplify meeting scheduling by syncing your Google or Outlook calendar directly with the CRM. It lets leads book meetings instantly and keeps your schedule up to date.

Pros:

• Two-way sync with HubSpot meetings tool
• Automatically logs meetings in CRM timelines
• Eliminates back-and-forth scheduling emails
• Works seamlessly with Gmail and Outlook accounts

Cons:

• Basic rescheduling functionality
• Occasional sync delays reported by users

How this integration will save you time

Connecting your Google or Outlook calendar with HubSpot keeps your meeting schedule fully automated. When someone books time through your HubSpot meeting link, the event appears instantly on your calendar and inside the CRM. You don’t have to send invites manually or worry about double-booking. If a meeting changes, updates sync everywhere automatically.

10. Aircall

Aircall is a cloud-based phone system for sales and support teams that integrates directly with HubSpot. It centralizes calling activity and automatically logs every conversation.

Pros:

• Place and receive calls directly in HubSpot
• Logs call details, notes, and recordings automatically
• Displays caller information before answering
• Works well for teams managing large call volumes

Cons:

• Plans are expensive for small teams
• Requires at least three users for full functionality

How this integration will save you time

With Aircall connected to HubSpot, you can make and receive calls directly within the CRM. Every call is automatically logged along with notes, recordings, and call outcomes. When a contact calls in, their details and deal history appear instantly, so you’re always prepared. Aircall–HubSpot integration centralizes all your call data, making it easy to track performance, follow up promptly, and save hours of manual admin each week.

11. Qwilr

Qwilr helps you create stunning digital proposals and quotes that integrate seamlessly with HubSpot. It combines design, automation, and sales tracking to speed up the deal-closing process.

Pros:

• Auto-fills proposal data from HubSpot deals
• Tracks views, interactions, and acceptance in HubSpot
• Easy to create visually impressive proposals
• Streamlines approval and follow-up workflows

Cons:

• Pricing can be high for small businesses
• Limited offline editing options

How this integration will save you time

The Qwilr integration lets you create and send proposals directly from HubSpot deals without copying data. Client names, pricing, and company details auto-fill from the CRM, so you can generate polished proposals in minutes. You’ll also see real-time notifications when someone views or accepts a document, allowing faster follow-ups. 

This integration eliminates the need to manage separate files or check multiple systems. Everything stays in HubSpot, keeping your proposal workflow consistent.

12. WooCommerce by MakeWebBetter

WooCommerce by MakeWebBetter connects your ecommerce store to HubSpot for effortless data syncing and marketing automation. It keeps sales, customer, and cart data aligned between both platforms.

Pros:

• Automatically syncs WooCommerce data with HubSpot CRM
• Tracks abandoned carts and customer segments
• Enables targeted campaigns based on purchase history
• Official HubSpot-certified partner integration

Cons:

• Syncing can take time with large data volumes
• Some advanced features may require a premium plan

How this integration will save you time

Integrating WooCommerce with HubSpot automatically syncs customer and order data, removing the need for manual exports. Each new purchase, cart abandonment, or product view updates your CRM in real time. You can use this data to trigger email workflows, segment customers, or track repeat buyers directly in HubSpot. It keeps your ecommerce and marketing efforts fully connected.

Frequently asked questions

Conclusion

I’m really glad so many tools prioritize building integrations these days, so your developers don’t have to spend time creating custom ones.

In this post, I’ve looked at 12 of the most useful HubSpot integrations that help you increase sales productivity, improve marketing efficiency, and remove repetitive busywork.

Now, over to you! Did I miss any great HubSpot integrations that bring marketing and sales together? If you’re using other tools like Wistia, PandaDoc, or Zendesk, you can always request an integration from Outfunnel.

Explore more HubSpot integrations 2025 on Outfunnel’s integrations page, and sign up for early access:

• HubSpot–ChatGPT integration
  
• HubSpot–Monday integration
  
• HubSpot–Looker integration

The post 12 Best HubSpot CRM Integrations to Power Up Your Sales & Marketing [2025 Updated] appeared first on Outfunnel - Sync Sales & Marketing Data.