But are Pipedrive’s native forms enough for your business, or should you consider alternatives like WordPress forms, Wix, Typeform, or HubSpot Forms? In this guide, we’ll compare Pipedrive Forms with other popular web form tools, so you can choose the best solution for lead generation and CRM integration.

Broadly, there are six main web form options that can be used with Pipedrive:

• Pipedrive Forms
• WordPress forms
• Wix Forms
• WebFlow Forms
• Typeform
• Paperform

1. Pipedrive Forms

Pipedrive Forms are included in Pipedrive’s LeadBooster add-on and provide a fast way to capture leads directly into your CRM. They’re ideal for sales teams that want a plug-and-play solution without coding or third-party tools.

Key features of Pipedrive Forms:

• Drag-and-drop editor for quick setup
• Standard fields (name, email, phone) plus custom fields for single/multiple choice and long text
• File upload support
• Automatic lead routing into your Leads Inbox or pipeline
• Pre-built templates for common use cases (contact forms, demo requests, newsletter signups)

Pros of using Pipedrive Forms:

• Native to Pipedrive → no extra integrations required
• Data flows instantly into CRM
• Simple, beginner-friendly setup
• Works out of the box with minimal design/dev resources

Limitations:

• Limited design customization (forms may not perfectly match your website branding)
• Cannot natively capture UTM parameters or advanced tracking data
• Requires the LeadBooster add-on ($39/month)

Best for: Teams that want a quick and reliable way to add web forms to their site and send data straight to Pipedrive—without managing multiple integrations.

What are UTM parameters and why do they matter?

UTM parameters are tags added to URLs that show where your traffic comes from—like search, social, or email. They help you measure which campaigns drive the most leads.

Do Pipedrive Forms support UTM tracking?

No, Pipedrive Forms don’t support UTM tracking, but third-party form tools connected via Outfunnel can capture this data automatically and sync it to your CRM.

2. WordPress forms 

There’s a strong chance your website runs on the WordPress content management system (CMS), which powers over 62% of CMS-based websites and more than 455 million sites worldwide. Thanks to its dominance, there are countless WordPress form plugins available—many with free basic plans—that make it easy to capture leads and connect them with your CRM.

With so many options, the challenge is clear: which WordPress form plugin works best with Pipedrive?

Here are some popular contenders:

• Elementor Forms
• Contact Form 7
• Gravity Forms
• WPForms
• JotForm
• Ninja Forms

We won’t delve into comparing these here. For a comprehensive overview, you can explore WPMayor’s insights or WPBeginner’s analysis of the most popular WordPress form plugins to make an informed decision.

Each plugin requires some setup to integrate WordPress forms with Pipedrive. Typically, this involves connecting your Pipedrive account to the plugin and adjusting the integration settings to match your workflow.

If you want full control, you can also use the Pipedrive API to manually connect your WordPress forms to Pipedrive. This gives maximum flexibility but requires coding skills and extra effort to style the forms so they convert well on your site.

💡 Easier alternative: Outfunnel offers pre-built integrations with leading WordPress form plugins. This ensures all leads captured through your website flow seamlessly into your Pipedrive pipeline, with no manual data entry or risk of errors.

Price: Free plans available, usually with optional paid plans offering additional functionality

Best for: WordPress sites, ideally with additional design/development resources available

3. Wix Forms

If your website is built on Wix, you can use Wix Forms to capture leads and connect them with Pipedrive CRM. With over 4.5 million websites powered by Wix, their native form builder is a popular choice for small businesses and entrepreneurs looking for a simple lead generation tool.

Wix provides a variety of ready-made templates, making it easy to create forms without coding. On the free plan, you can build up to three forms with five fields each—perfect for basic contact or sign-up forms. Advanced features, such as file uploads or signature fields, require a Business Premium plan.

However, customization is somewhat limited, and scaling beyond the free plan often means extra costs. As with WordPress, it’s important to consider how your Wix forms integrate with Pipedrive before committing.

💡 Best integration option: Outfunnel offers a Wix–Pipedrive integration that takes less than 15 minutes to set up. It automatically creates People, Organizations, Deals, or Leads in Pipedrive from each form submission, ensuring data flows smoothly into your sales pipeline. Compared to alternatives like make.com (Integromat), Outfunnel’s setup is much faster and easier to manage.

Price: Free tier with up to three forms; paid plans start at $12/month.
Best for: Businesses running on Wix that want a simple, automated way to connect Wix Forms with Pipedrive CRM.

4. Webflow Forms

If your website is built on Webflow, you can use its native form builder to capture leads and sync them with Pipedrive. Webflow is especially popular among SaaS companies, startups, and design-driven businesses, thanks to its flexibility and custom styling options.

Key features of Webflow Forms:

• Easy drag-and-drop form creation inside the Webflow Designer
• Fully customizable with CSS, ensuring forms match your site’s branding
• Supports multiple field types, including text, dropdowns, checkboxes, and file uploads
• Ability to add conditional logic via custom code or third-party tools

However, Webflow doesn’t offer direct Pipedrive integration out of the box. That means you’ll need a connector tool like Zapier or Make to sync submissions with your CRM.

Pros of Webflow Forms with Pipedrive:

• Forms can be styled to perfectly match your website design
• Flexible for marketing campaigns, landing pages, or product signups
• Reliable integrations available for automatic lead capture into Pipedrive

Limitations:

• Native Webflow forms don’t sync directly with Pipedrive without an integration tool
• Advanced functionality (logic, multi-step forms, analytics) requires custom code or third-party add-ons

Price: Included in all Webflow site plans. CMS plans start at $23/month.
Best for: Design-focused businesses that want full control over branding.

5. Typeform

Typeform is one of the most popular form builders for businesses that want visually engaging, conversational-style forms. Instead of overwhelming users with long forms, Typeform’s “one question at a time” experience increases completion rates and makes data collection feel more interactive.

Key features of Typeform:

• Clean, user-friendly design with customizable templates
• Conditional logic to show or hide questions based on responses
• Advanced analytics to track completion rates and drop-offs
• Unlimited forms on the free plan (with up to 10 responses per month)

One of the biggest advantages for Pipedrive users is that Typeform offers a native Pipedrive integration. Even on the free plan, you can connect your forms directly to Pipedrive so every response creates or updates a contact in your CRM.

Pros of using Typeform with Pipedrive:

• Highly engaging forms that feel more like conversations
• Great for surveys, lead capture, and onboarding flows
• Direct native integration with Pipedrive (no coding required)

Limitations:

• Free plan is limited to 10 responses per month
• Branding removal and higher response limits require a paid plan
• More expensive compared to basic form tools

Price: Free plan available; paid plans start at $29/month.
Best for: Businesses that want beautiful, high-converting forms connected directly to Pipedrive CRM.

6. Paperform

Paperform is a flexible form builder designed to create forms, surveys, and landing pages that look like branded web pages. We love it here at Outfunnel. Its strength lies in combining ease of use with advanced customization, making it a good alternative to Typeform for businesses that want more control.

Key features of Paperform:

• Super easy to use
• One of the few form builders that lets you open forms on button click, both on web and mobile
• Conditional logic to personalize the form experience
• Highly customizable templates with CSS and HTML support
• Built-in calculations for order forms, quizzes, and payments

Unlike Typeform, Paperform doesn’t offer a native Pipedrive integration. To connect Paperform submissions with Pipedrive CRM, you’ll need a connector like Zapier or Make (Integromat).

Pros of using Paperform with Pipedrive:

• Forms that can look and feel like landing pages
• Advanced logic and calculation features for complex use cases
• Greater design flexibility compared to many form builders

Limitations:

• No direct/native Pipedrive integration (requires a third-party connector)
• No permanent free plan, only a 14-day free trial
• Slightly steeper learning curve if customizing with code

Price: Paid plans start at $24/month (with annual billing).
Best for: Businesses that need survey-like forms or branded landing page forms integrated with Pipedrive.

Final Thoughts

Choosing the right Pipedrive forms solution depends on your website platform, design needs, and lead capture goals. Pipedrive’s native forms (via the LeadBooster add-on) are the fastest way to start collecting leads directly into your CRM, but they lack advanced customization and UTM tracking.

If your site runs on WordPress, Wix, or Webflow, their built-in form builders combined with an integration tool like Outfunnel make it easy to sync submissions with Pipedrive. For businesses focused on design and engagement, Typeform and Paperform provide beautiful, survey-like forms with conditional logic and analytics—though only Typeform offers a direct Pipedrive integration.

No matter which option you choose, the key is ensuring your forms integrate seamlessly with Pipedrive to automate lead capture, reduce manual data entry, and give your sales team the insights they need to close more deals.

If you plan to use Wix Forms, Gravity Forms, Elementor Forms, or Contact Form 7, Outfunnel offers seamless integration with Pipedrive.

Kickstart your journey with a free 14-day trial today!

The post Pipedrive Forms: The Complete Guide to Web Forms & Integrations 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.

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.

A (mis)aligned team impacts every aspect of your business, even your revenue. In fact, companies struggling with sales and marketing alignment are twice as likely to miss revenue goals.

But, most companies need help to keep marketing and sales on the same page.

We’ve repeatedly surveyed sales and marketing teams if their marketing and sales teams were aligned. Only 41% rated their marketing and sales alignment as “very good” or “excellent”. Most teams agree there is room for improvement in getting their sales and marketing teams to see eye to eye.

In this guide, we share:

• Why it’s important to align marketing and sales
• The most common challenges you’ll face
• How to align marketing and sales (step-by-step)

What is marketing and sales alignment?

Sales and marketing alignment is the process of collaboration between sales and marketing teams to achieve shared goals.

Misaligned teams work in a silo, worrying only about their isolated goals and metrics. Aligned teams keep each other up to date, support each other, and collaborate on shared projects.

Simply put, they work together to achieve business goals such as growing the customer base, increasing revenue, or improving retention.

Why is marketing-sales alignment important?

If marketing has no clue what sales does, and sales think marketing isn’t helping their goals, you can expect missed targets and finger-pointing.

But both teams can be more efficient when sales and marketing align, providing prospects with a seamless customer journey. This can positively impact lead generation, conversion rates and revenue. 

Companies with seamless sales and marketing collaboration see more revenue growth than businesses with ineffective sales and marketing cooperation. Revenue growth is 70% more common among companies where sales and marketing cooperate effectively.

Among teams who strongly agree that their sales and marketing teams cooperate effectively, 73% saw revenues increase year over year. Looking at respondents who think their teams don’t cooperate effectively, only 43% saw revenues increase.

New research backs this up:

• Aligned teams grow revenue up to 20% annually, while misaligned teams can see a 4% revenue decline (Source)
• Sales marketing alignment leads to 36% higher customer retention and 38% better win rates (Source)

The dysfunctional relationship between sales and marketing is hurting business’ top lines. It’s clear that companies still have a lot to do to improve their internal relationships, both for alignment and revenue-driving purposes. Taking the time to build, foster and maintain relationships between sales and marketing teams is now more important than ever as buyers are engaging sales later in the buying process.

Dennis Fois, CEO, Copper

What are the biggest obstacles for marketing and sales teams?

Before we go into fixing marketing-sales misalignment, we should understand what’s causing it.

According to our research, 42% of teams state that the biggest challenge to aligning sales and marketing is poor communication.

34% of teams say it’s a lack of accurate data on prospects and customers. 30% of teams brought up a lack of accountability and 29% mentioned customer data being scattered across different tools and systems.

Poor communication is the main component behind failed alignment. Over 40% of teams reported poor communication as the biggest obstacle to the joint success of marketing and sales. As teams grow, communication becomes an even bigger issue.

Another common speedbump, especially for larger teams, is the lack of accountability, which often stems from poor communication. When teams don’t clearly communicate their responsibilities, objectives, and key results, maintaining accountability becomes impossible. With both teams operating in a silo, each team can easily assume they’re the only ones doing the hard work.

Smaller businesses face a different challenge: the lack of accurate data on prospects and customers. Without full access to customer data, both marketing and sales teams are left in the dark, which can severely impact the bottom line in the long run.

65% of sales and marketing practitioners say their teams are not well aligned, even though 82% of executives believe they are.
— Forrester

How to align marketing and sales

So, what are the well-aligned teams doing differently?

Here are 5 actionable steps you can take to create harmony between marketing and sales in your business.

1. Agree on the ICP (Ideal Customer Profile)

Before you start working on strategy, make sure marketing and sales are on the same page about who the ideal customer is.

Any disconnect here can lead to wasted resources and missed opportunities. That’s why sales and marketing should collaborate to create a detailed description of the perfect customer, including their needs, behaviors, and pain points.

Either build a new document for this purpose or review your existing one with input from both teams. Doing this ensures everyone is targeting the same customer profiles.

Regularly update your ICP to reflect any changes in the market or customer base. Make sure both teams are involved in updates to stay on the same page as the customer profile evolves.

Pro tip: Make your ICP documents easily accessible in shared folders and use them to qualify leads during campaign planning and prospecting.

2. Define objectives, key results, and plans together

If marketing and sales don’t see eye to eye, it’s time to question whether incentives are misaligned. Marketing and sales goals need to be synchronized, and both teams should know each other’s goals. 

If the number of leads is your only measure of success for marketing, the team might pay more attention to quantity regardless of quality. Sales will be frustrated when they see a bunch of low-quality leads. In the long run, it’ll hurt the business, and harm revenue and growth.

Thibaut Davoult, Livestorm’s VP of Growth Ops, notes the importance of helping each team understand the big picture instead of focusing on isolated metrics.

What matters is the bottom line, not increasing one metric at the detriment of the rest.

Thibaut Davoult, VP, Growth Ops, Livestorm

At Outfunnel, we track marketing and sales KPIs together. Why? Because traffic, signups, and conversions, as well as the numbers of new leads, new customers, and churned customers, all impact the bottom line.

An efficient way to align teams is to set OKRs (Objectives and Key Results) together. This is a collaborative goal-setting methodology that involves defining objectives and the key results that measure success. As explained by John Doerr in his book Measure What Matters, objectives describe what you want to achieve, while key results measure your success toward your objectives.

After setting overall OKRs together, sales and marketing can each have their individual key results that contribute to this shared objective.

Pro tip: Tools like Weekdone or OKRs make cross-team OKR tracking transparent and collaborative.

3. Fix cross-team communication

If you’re making an effort to align teams, improving communication is a no-brainer. But it’s easier said than done.

The first step is to define clear channels for communication. What information should each team share and what’s the best place to share it? What material should marketing develop to assist sales? What information can sales share to help marketing attract more qualified leads?

5 ways to improve communication between sales and marketing:

• Regular Meetings: Schedule regular meetings between sales and marketing teams. You can use these meetings to share insights and progress, discuss challenges, and plan collaborative tasks. For example, Userlike holds weekly calls for sales and marketing leads as well as bi-weekly “synergy meetings”, attended by people from marketing, sales and support.
• Real-time communication: Use your company’s communication platform to collaborate and keep everyone in the loop. Have a dedicated channel for both sales and marketing to share day-to-day updates and insights from customers.
• Monthly reports: Share monthly reports where both teams show what they’ve worked on past month, discuss results and provide insights. At Outfunnel, the monthly sales report includes useful info for the marketing team, such as why trial users are not buying our subscription.
• Sales calls recordings: Listening to recorded sales calls can help marketing keep up with sales, gain new customer insights and come up with content ideas.
• Feedback loops: Create feedback loops to identify what’s working, what’s not, and how processes can be improved. Hold monthly feedback sessions to discuss successes and challenges or use surveys to gather input from both teams.

Pro Tip: Recording and transcription tools like Fathom can make learning from sales calls a lot less tedious, if not almost fun.

4. Find ways to offer and ask for support

Recognize that marketing and sales teams are in service to each other.

There are too many marketing and sales teams that dislike working together and are fast to blame each other. But you don’t have to be one of those teams. After all, you’re working towards the same vision, and each team’s success should make the other team’s job easier.

As a CMO, my team and I are in service to our sales team. This leads to a culture of respect, cooperation, and reciprocation. Rather than being the marketer who thinks poorly of sales because they don’t call your leads, become a bigger thinker. Become the marketer who’s focused on creating an indisputably great pipeline.

Carrie Shaw, CMO, Copper

If you’re a salesperson, don’t hesitate to share customer insights and even content ideas with your marketing team. The marketing team will benefit from getting unbiased and thoughtful data from sales.

If you’re a marketer, make use of the sales team. They’re the ones who are in direct contact with customers which makes them experts on frequently asked questions, customers’ needs and pain points. Use this information when putting together your content calendar and support the sales team with marketing material they need for one-on-one conversations with customers.

You can even consider developing a content calendar that both teams can access. This ensures that marketing campaigns and sales efforts are synchronized.

5. Connect marketing and sales data

Lack of accurate data on prospects and customers is the second-biggest threat to joint sales and marketing success. When data is siloed, it’s difficult for either team to get a full picture of the customer journey and make the right decisions. 

According to our research, 47% of sales and marketing leaders state that the tools the teams use would be more useful if they could be easily integrated.

That’s why making sure data flows across teams should be high up on every business’s priority list. 

Even though data is key to alignment, over a third of SMBs still move data between tools manually, which leads to inaccurate or out-of-date information. 

Sharing data between all tools and creating automations between tools is key. As well as making data easily accessible.

Thibaut Davoult, VP, Growth Ops @Livestorm

When asked what they’d improve about sales and marketing tools, nearly half (47%) of teams pointed out the need to easily integrate their tools. On average, sales and marketing teams use 2-3 teams each, so making all these tools work together is crucial.

How can you integrate sales and marketing data?

• Use a CRM with built-in marketing automation functionality: Choose a CRM that allows for seamless data sharing between marketing and sales. It should provide a single source of truth and give both teams the latest data.
• Automate data sharing between sales and marketing apps: Tools like Outfunnel help with sales and marketing alignment, as they synchronize data between your sales and marketing apps.
  

With integrated sales and marketing data, both teams can be more efficient. Sales will be able to view enriched lead profiles and see all of their leads’ activity before they get to the sales part of the funnel. Marketing won’t just hand off leads to sales. Instead, they’ll be able to follow their leads throughout the entire customer journey.

Keeping data in sync is a crucial step in aligning your marketing and sales. So, make sure you choose an automation tool that keeps your data in sync with sales processes 24/7 (hint: Outfunnel can help with that).

Final thoughts

Aligning marketing and sales is not just a nice-to-have but a necessity for business growth. By setting shared goals, improving communication, and integrating data, you’ll be on the right path toward true alignment of marketing and sales teams.

It’s not easy. It might require many iterations. It will be continuous work. But the rewards of a more cohesive team, improved customer experience, and increased revenue—are well worth it.

P.S. If you’ve made it this far and want to take the first step by connecting the data between all your sales and marketing tools, maybe try Outfunnel free for 2 weeks?

The post How to Align Marketing and Sales: What the Research Says appeared first on Outfunnel - Sync Sales & Marketing Data.

We’re cutting through the clutter to bring you the best tools out there – no fluff, just the stuff that works. Whether you’re beefing up your existing toolkit or starting from scratch with a shiny new CRM, we’ve listed some worthy options worth a try.

We focus on tools that simplify different types of sales workflows witnessed in a modern, digital-first sales function.

As you explore this comprehensive roundup, you’re bound to find at least one tool that can automate a task that has been a persistent grind for you or your team.

Ready to build a robust sales automation stack? Let’s dive in.

TL;DR rundown

For those short on time, here’s a quick TL;DR of our list of top sales automation tools for 2024. Find You can click on any tool to jump into their deep dive below:

1. Calendly
2. Outfunnel
3. Gong
4. Dux-Soup
5. DocuSign
6. Outreach
7. HubSpot Sales Hub
8. ZoomInfo SalesOS
9. PhoneBurner
10. Clari
11. Vidyard
12. CaptivateIQ
13. Zapier
14. Scratchpad
15. Lexion
16. Reply.io
17. ChatGPT
18. SPOTIO
19. DealHub
20. Intercom

Top tips for assembling an effective sales automation system

Before we dive into our extensive list of software solutions, it’s crucial to lay the groundwork for building an effective sales automation system. Assuming you’ve already chosen your CRM, which serves as the cornerstone of your sales tech stack, here’s how to expand your toolkit thoughtfully:

1. Consider integrations: Ensure that your chosen tools support integration with your CRM for efficient data synchronization and workflow continuity.
2. Prioritize ease of use: Opt for tools with intuitive interfaces to minimize training time and enhance user adoption.
3. Avoid feature redundancy: Carefully assess each tool to ensure it adds unique value, avoiding overlap in features with existing tools.
4. Assess scalability: Choose tools that can grow with your operations, accommodating increasing data and more complex workflows.
5. Seek robust support: Look for tools offering comprehensive support and training resources for smooth implementation and adoption.
6. Evaluate cost-effectiveness: Balance the investment against the potential return to ensure budget-friendly solutions. Tools that offer a generous free trial, like Outfunnel, make this exercise much more transparent.
7. Examine security and compliance capabilities: Delve into the specifics of each tool’s security features, like data encryption, access controls, and audit trails. Additionally, verify their compliance with relevant laws and standards, such as GDPR.
8. Opt for ample configurability: Select tools that offer enough customization options to align closely with your unique sales processes and objectives.

By thoughtfully integrating these principles into your sales automation tools selection strategy, you’re not just complementing your CRM – you’re crafting a comprehensive ecosystem that elevates all critical workflows. Essentially, you’re setting the stage for increased sales productivity across the board.

20 sales automation tools worth considering in 2024: A deep dive

Under each tool’s profile in our list, we provide a clear breakdown of the key sales workflows it automates, alongside its ratings, pricing, and a brief overview. By focusing on specific automation capabilities, we aim to streamline your selection process, making it easier to identify which tools align best with your team’s goals and challenges. Let us get into the roundup.

1. Calendly – The Shortcut to Smarter Scheduling

Screenshot showing Calendly detecting the invitee’s time zone automatically.

Calendly revolutionizes the way meetings are scheduled, offering a breath of fresh air to those tired of the endless back-and-forth emails. It has been a game-changer in automating the meeting lifecycle, making it a go-to for individuals, teams, and organizations seeking efficiency and simplicity.

Key automation capabilities of Calendly:

• Automated reminders and follow-ups: Think of Calendly as your personal meeting butler. It sends out reminders and follow-ups, so you don’t have to. This little gem boosts your meeting show-up rates big time, giving you a break from the mundane email ping-pong.
• Lead qualification & smart routing: Calendly’s got brains and brawn. It plays nicely with various CRM platforms like HubSpot and Salesforce, smartly directing leads to the right team members. It’s like having a traffic controller for your meetings, ensuring no lead gets lost in the shuffle
• Intelligent timezone detection: Time zones can be a scheduling nightmare, right? Well, Calendly’s like your international time wizard. It automatically detects your invitee’s time zone, cutting out error-prone guesswork and awkward “Oops, wrong time!” moments. It’s like having a world clock in your pocket, making global meetings a breeze.

Calendly ratings:

• G2 rating: 4.7/5 (2075 ratings)
• Capterra rating: 4.7/5 (3294 ratings)

Calendly pricing:

• Freemium version is available.
• Paid subscription plans start from $10/user/month when billed annually.

2. Outfunnel – Unite Your Sales and Marketing Data

Closing our list is Outfunnel, a unique sales and marketing workflow platform. Outfunnel excels in connecting and synchronizing sales and marketing tools, such as Pipedrive, Copper, HubSpot, and Salesforce, to facilitate lead scoring and action planning. It stands out by ensuring 24/7 contact sync and automating marketing campaigns based on CRM data changes.

Key automation capabilities of Outfunnel:

• Sales and Marketing Contact Synchronization: Seamlessly syncs sales and marketing contacts, eliminating manual list management.
• Dynamic Campaign Automation: Automates marketing campaigns driven by dynamic CRM data changes.
• Comprehensive Marketing Engagement Tracking: Records comprehensive marketing engagement data (email opens, clicks, form fills, website visits) in the CRM, empowering sales with full lead context.
• Streamlined App Integration for Sales and Marketing: Uniquely designed for sales and marketing app integration, offering deeper connections with easier setup.
• Advanced Web Tracking and Lead Scoring: Features web tracking and lead scoring functionalities to identify sales-ready leads.
• Ease of Use and Accessibility: Requires no coding skills for setup, making it accessible to a broader user base.
• Cost-Effective Solution: Competitively priced, offering significant savings compared to alternatives.

Outfunnel ratings:

• G2 rating: 4.3/5 (4 ratings)
• Capterra rating: 4.9/5 (41 ratings)

Outfunnel pricing:

• Offers a feature-packed 14-day free trial plan.
• Paid subscription plans start from $29/month.

3. Gong – Turn Every Sales Call Into an Opportunity

Screenshot from Gong showing a dashboard offering rep-level recommendations.

Gong is a best-in-class tool for gathering revenue intelligence from conversations. Imagine a platform that not only captures every customer interaction but also turns these conversations into actionable insights. Gong does exactly that. It’s like having a super-smart assistant who records and analyzes your team’s calls, whether they’re via web conferencing, dialers, or phone, and integrates with any CRM you’re using.

Key automation capabilities of Gong:

• Automated sales activity logging: Gong is your ultimate record keeper. It tracks every call, email, and interaction, ensuring your CRM is always up-to-date. It’s like having an infinite memory bank for all sales activities, turning your database into a goldmine of information.
• Guided next steps for reps: Automatically prioritizes email follow-ups and meeting recaps, focusing reps on activities most likely to drive revenue, simplifying daily decision-making.
• Faster onboarding for new hires: Accelerates training for new reps by exposing them to successful sales calls, reducing the time to become fully productive and enhancing retention.

Gong ratings:

• G2 rating: 4.7/5 (5452 ratings)
• Capterra rating: 4.8/5 (531 ratings)

Gong pricing:

• Pricing information is available on request.

4. Dux-Soup – Scale LinkedIn Outreach With Smart Automation

Screenshot from Dux-Soup interface showing drip campaigns setup for LinkedIn.

Dux-Soup is your ace in the hole for LinkedIn sales. Imagine turning the world’s largest professional network into your personal lead generation playground, minus the hours of manual effort. Dux-Soup does just that, automating your LinkedIn outreach so you can focus on growing your business.

Key automation capabilities of Dux-Soup:

• Streamlines LinkedIn networking: Automates the sending of connection invitations, profile views, follows, endorsements, as well as InMails and messages. It’s like having a networking assistant who never sleeps.
• Personalized campaign creation: Allows you to set up intelligent, personalized LinkedIn campaigns with custom time delays, making your outreach feel as human as it gets, just a lot more efficient.
• CRM integration for lead management: Seamlessly connects with your CRM system, ensuring smooth lead follow-up and management. It’s the bridge between your LinkedIn activities and your CRM, keeping everything in sync.

Dux-Soup ratings:

• G2 rating: 4.3/5 (71 ratings)
• Capterra rating: 4.3/5 (13 ratings)

Dux-Soup pricing:

• 14-day free trial plan available.
• Paid subscription plans start from $11.25/month when billed annually for the individual plan.

5. DocuSign – Digitize Signatures, Simplify Agreements

Screenshot showing a configuration of automated e-signature workflows in DocuSign.

DocuSign is the magician in the world of electronic signatures and contract management. It’s not just about signing documents digitally; it’s about transforming how agreements are prepared, executed, and managed, all in a secure, mobile-friendly environment. Think of it as your digital handshake – firm, reliable, and completely revolutionizing your business operations.

Key automation capabilities of DocuSign:

• Streamlined agreement process: Automates the entire contract lifecycle, from generation to electronic signature, all directly within your CRM. It’s like having a digital assembly line for your agreements.
• AI-powered contract analysis: Provides tools powered by artificial intelligence for analyzing contracts and clauses, speeding up legal reviews and approvals. It’s like having a legal eagle in your pocket.
• Real-time contract tracking: Keeps the status of each contract updated within your CRM, giving reps the visibility they need to manage and move deals forward proactively.

DocuSign ratings:

• G2 rating: 4.5/5 (2255 ratings)
• Capterra rating: 4.8/5 (8474 ratings)

DocuSign pricing:

• 30-day free trial plan available.
• Paid subscription plans start from $15/month when billed annually for the personal plan.

6. Outreach – Where Sales Meet Intelligence and Efficiency

Screenshot from Outreach dashboard interface.

Outreach is a sales execution platform that aims to enhance the productivity of sales teams. By integrating automation and AI, it supports various stages of the revenue cycle, including prospecting, deal management, and forecasting. Its primary focus is to assist sales organizations in efficiently managing and closing their sales pipeline.

Key automation capabilities of Outreach:

• Rep coaching for better deal management: Organizes deal details in an accessible format, aiding in effective guidance through the sales cycle.
• Streamlined forecasting process: Automates the compilation of forecast data, reducing the time required for data gathering and analysis.
• Kaia™ AI-powered virtual assistant: Features an AI assistant for live meeting transcriptions and delivering actionable insights during meetings.

Outreach ratings:

• G2 rating: 4.3/5 (3365 ratings)
• Capterra rating: 4.4/5 (292 ratings)

Outreach pricing:

• Pricing information is available on request.

7. HubSpot Sales Hub – Best Sales Automation Platform for HubSpot CRM Users

Screenshot from HubSpot Sales Hub product interface showing automated sequences setup.

HubSpot Sales Hub is designed as a complete sales software seamlessly integrated with the HubSpot CRM platform. It’s tailored to boost productivity, foster customer connections, and support the growth of sales organizations.

Key automation capabilities of HubSpot Sales Hub:

• Instant lead alerts: Ever wish you knew the exact moment a prospect peeked at your email? HubSpot Sales Hub pings you the second it happens. This means you can jump right in with a personalized follow-up, all from your cozy Gmail or Outlook inbox.
• Sales workflow automation: Got a bunch of leads and unsure where to start? This tool sorts them out for you, automates those repetitive tasks, and keeps your follow-ups on track. It’s like having a personal sales assistant, minus the coffee runs.
• A/B testing for outreach optimization: Unsure if your emails are hit or miss? Sales Hub lets you play scientist with A/B testing, so you can see what resonates with your audience.

HubSpot Sales Hub ratings:

• G2 rating: 4.4/5 (10956 ratings)
• Capterra rating: 4.5/5 (443 ratings)

HubSpot Sales Hub pricing:

• 14-day free trial plan available.
• Paid subscription plans start from $18/month.

8. ZoomInfo SalesOS – Navigate B2B Sales With Smarter Signals

Screenshot showing call tracking intelligence in ZoomInfo SalesOS

If diving into the deep sea of B2B sales feels overwhelming, ZoomInfo SalesOS might just be your lifesaver. We’ve had a deep dive into it, and here’s the scoop on why it’s making waves in the B2B sales world.

Key automation capabilities of ZoomInfo SalesOS:

• Market signal-triggered sales plays: Ever felt like you’re always a step behind market trends? ZoomInfo SalesOS changes that. It automates sales plays based on fresh market signals, so you’re always ready to pounce on opportunities as they arise. It’s like having a market whisperer on your team.
• Multi-channel prospecting flows: SalesOS automates and links your emails, calls, and tasks in one smooth process. It’s a no-fuss way to handle your prospecting, making your campaign more efficient and effective.
• Automates data enrichment: Cut down on the tedious research and data entry. This tool directly integrates market data into your CRM, freeing up your sales reps to focus on what they do best – selling.

ZoomInfo SalesOS ratings:

• G2 rating: 4.4/5 (7790 ratings)
• Capterra rating: 4.1/5 (277 ratings)

ZoomInfo SalesOS pricing:

• Free trial and pricing information are available on request.

9. PhoneBurner – Effortless Calling, Enhanced Selling

Screenshot showing automation of post-call actions in PhoneBurner.

PhoneBurner is like the turbocharger for your sales calls. It’s a power dialer designed to ramp up the efficiency of your sales efforts. With PhoneBurner, it’s all about connecting more, dialing less and making each conversation count.

Key automation capabilities of PhoneBurner:

• Auto-dialing feature: This is where PhoneBurner shines. It dials your contacts automatically, letting your reps focus solely on the conversation, not the hassle of dialing. It’s like having an automated assistant doing the groundwork for you.
• Streamlined post-call processes: Post-call tasks? PhoneBurner handles them like a pro. It sets statuses, drops notes, and nudges your prospects through the sales stages, all automatically. It’s almost like wrapping up a call with a neat little bow.
• Smart lead distribution: With its LeadStream feature, leads are automatically sent to the right reps at the right time. It’s like having a smart lead concierge, making sure opportunities are maximized.

PhoneBurner ratings:

• G2 rating: 4.7/5 (183 ratings)
• Capterra rating: 4.8/5 (170 ratings)

PhoneBurner pricing:

• Free trial plan available.
• Paid subscription plans start from $127/user/month when billed annually.

10. Clari – AI-Powered Clarity for Revenue Growth

Screenshot showing actionable call insights being surfaced by Clari.

Clari is not just another revenue platform; it’s like a crystal ball for your sales team. Designed to bring efficiency and predictability to your revenue process, Clari offers a bird’s-eye view of your business operations. By harnessing AI and automation, it turns the daunting task of revenue generation into a more manageable and predictable process, making it a go-to tool for B2B organizations looking to boost their win rates and forecasting accuracy.

Key automation capabilities of Clari:

• Comprehensive data capture: Say goodbye to manual data entry. Clari automates the capture of data across emails, calendars, calls, and more, significantly improving data quality and freeing up valuable time for your team.
• AI-driven opportunity management: Clari’s AI smarts enable reps and managers to effectively inspect deals and accounts, spot risks early, and act swiftly. It’s like having a high-tech magnifying glass for your sales pipeline.
• Intelligent forecasting and pipeline management: Keep your sales targets on track with Clari’s forecasting tools. It’s like having a GPS for your sales journey, guiding you toward your targets consistently.

Clari ratings:

• G2 rating: 4.5/5 (1570 ratings)
• Capterra rating: 4.5/5 (19 ratings)

Clari pricing:

• Pricing information is available on request.

11. Vidyard – Create Video-First Sales Pitches at Scale

Screenshot showing sharing a recorded video message via email using Vidyard.

Vidyard is like the Swiss Army knife for virtual sales and marketing teams in the video age. It’s all about making video creation and sharing a breeze for various sales stages. If you’re looking to add a personal touch to your sales outreach with video, Vidyard is your go-to platform. It’s not just about shooting and sharing videos; it’s about making each video a strategic step toward closing your deals.

Key automation capabilities of Vidyard:

• Personalized video creation for sales: Vidyard takes the hassle out of video creation for sales outreach. Whether it’s an intro, demo, or pitch, the platform makes recording and sending personalized videos as easy as sending an email.
• Direct integration for easy sharing: Sharing your videos is a snap with Vidyard. It integrates directly with email platforms and sales tools like Gmail, Outlook, and LinkedIn, enhancing your sales communication with the power of video.
• AI-enhanced outbound selling: Utilize AI to automate and personalize your outbound selling efforts, allowing you to focus more on relationship building and less on prospecting.

Vidyard ratings:

• G2 rating: 4.5/5 (784 ratings)
• Capterra rating: 4.5/5 (116 ratings)

Vidyard pricing:

• Freemium version is available.
• Paid subscription plans start from $19/month when billed annually.

12. CaptivateIQ – Your Partner in Smart Commission Solutions

Payouts dashboard for an account executive in CaptiveIQ.

CaptivateIQ is a standout choice for companies looking to streamline their sales commission management. It’s not just about crunching numbers; it’s about turning sales expenses into strategic assets. This tool is a practical solution for keeping your finance and sales teams in sync.

Key automation capabilities of CaptivateIQ:

• SmartGrid™ Technology for Real-Time Management: SmartGrid™ is like your go-to tool for managing and calculating commission data efficiently. It’s all about making complex things simpler and faster.
• Automated Compliance Reporting: Keeping up with compliance can be a hassle, but CaptivateIQ makes it easier with automated reports. This feature is a real lifesaver when it comes to meeting accounting standards like ASC 340/606.
• Seamless Integration with Key Systems: Integration is smooth with CaptivateIQ. It connects easily with your existing CRMs and ERPs, ensuring that you always have the latest commission data at your fingertips.
• Efficient Workflow with Automated Approvals: Automated approvals, quick dispute resolution, and effective document management make CaptivateIQ a real time-saver. It simplifies the entire commission process, making your workflow much more manageable.

CaptivateIQ ratings:

• G2 rating: 4.7/5 (2777 ratings)
• Capterra rating: 4.8/5 (780 ratings)

CaptivateIQ pricing:

• Pricing information is available on request.

13. Zapier – The Digital Bridge for Your Apps

Screenshot from a Zapier automation demo showing automated Slack notifications.

Zapier is a highly effective tool for automating sales workflows and connecting over 6,000 apps, making it a valuable asset for sales teams. Its versatility in integrating different platforms allows teams to dedicate more time to impactful tasks, streamlining the overall sales process.

Key automation capabilities of Zapier:

• Streamlined Software Interactions: Zapier provides ready-to-use triggers and actions between various software combinations, facilitating smooth and efficient communication between different platforms.
• Sales Pipeline Automation: The tool automates essential sales tasks, from lead handoffs to follow-ups and contract signings, ensuring a more organized and efficient sales pipeline.
• Real-Time Data Accuracy: Automating the addition and updating of lead information with Zapier ensures that customer data is consistently up-to-date, supporting timely and informed sales decisions.

Zapier ratings:

• G2 rating: 4.5/5 (1203 ratings)
• Capterra rating: 4.7/5 (2769 ratings)

Zapier pricing:

• Freemium version is available.
• Paid subscription plans start from $19.99/month when billed annually.

14. Scratchpad – The Sales Accelerator

Screenshot from Scratchpad website.

Scratchpad is an invaluable tool for pipeline management, deal inspection, and sales forecasting. It’s a hit with RevOps, sales leaders, and salespeople for its streamlined approach to managing sales processes. The platform’s intuitive design and functionality make it a go-to solution for enhancing sales team performance.

Key automation capabilities of Scratchpad:

• Enhanced Salesforce Interaction: Scratchpad offers no-code automations for instant Salesforce updates. This feature significantly improves data quality and simplifies revenue operations, making it easier for teams to stay on top of their CRM data.
• Automated Update Notifications: The platform includes automated notifications for updating the next steps in the sales process and celebrating milestones like closed deals. This keeps teams aligned and aware of important updates in real time.
• Timely Alert System: Scratchpad provides automated alerts for expired close dates and deals push notifications, ensuring sales teams can act swiftly and keep deals moving forward.
• Integrated Sales Enablement: An exceptional feature is the integration of sales enablement content directly into the sales workflow. This provides easy access to essential sales resources, enhancing the efficiency of sales strategies.

Scratchpad ratings:

• G2 rating: 4.8/5 (1412 ratings)
• Capterra rating: 4.9/5 (96 ratings)

Scratchpad pricing:

• Freemium version is available.
• Paid subscription plans start from $29/user/month when billed annually.

15. Lexion – The Gateway to Effortless Legal Workflow

Screenshot showing a custom request intake form in Lexion.

Lexion is a comprehensive contract management platform that streamlines operations across various business functions such as sales, procurement, legal, HR, and security reviews. By centralizing the contracting process, it offers a simplified, email-driven intake and intuitive no-code automation, making it a favorite among diverse teams.

Key automation capabilities of Lexion:

• Streamlined Contract Workflows: Lexion features no-code automation for tasks like approvals, ownership assignments, and routing for signatures. This automation streamlines various contract-related workflows, making the contract management process more efficient.
• Standardized Contract Processes: The platform helps standardize contract processes, ensuring critical stakeholder alignment. This standardization is key to maintaining consistency and efficiency in contract management.
• Efficient Deal Acceleration: With Lexion, deal intake, approvals, and signatures are streamlined, facilitating a faster and more collaborative deal-making process.

Lexion ratings:

• G2 rating: 4.6/5 (126 ratings)
• Capterra rating: 5/5 (3 ratings)

Lexion pricing:

• Pricing information is available on request.

16. Reply.io – The Sales Automation Wizard

Screenshot from showing AI-powered email categorization in Reply.io.

Reply.io stands out as an AI-first sales engagement platform that significantly aids sales development representatives (SDRs) in finding new prospects, engaging them across various channels, and creating new opportunities at scale. Its focus on personalizing every touchpoint has made it a trusted tool for virtual sales and marketing teams in lead generation and deal closure.

Key automation capabilities of Reply.io:

• Multi-Channel Outreach Automation: Reply.io excels in automating outreach across multiple channels, including emails, calls, SMS, and WhatsApp. Its specialized automation for social selling, such as automated connect requests and InMail on LinkedIn, enhances engagement with prospects.
• AI-Assisted Email Crafting: The platform features Jason AI, an AI assistant, for crafting human-like emails and follow-ups. This tool significantly improves response rates by personalizing communication.
• Streamlined Sales Task Automation: Automating task generation from sequence steps, Reply.io efficiently executes sales activities, saving time and ensuring no opportunity is missed.
• Automated Meeting Scheduling: The integration with calendars for automated scheduling directly from the sales sequence simplifies the process of arranging meetings, making it more efficient and less time-consuming.

Reply.io ratings:

• G2 rating: 4.6/5 (1186 ratings)
• Capterra rating: 4.5/5 (96 ratings)

Reply.io pricing:

• Freemium version is available.
• Paid subscription plans start from $60/user/month.

17. ChatGPT – Now a Staple Sales Assistant Tool

Showing ChatGPT being used to generate a follow-up email copy.

ChatGPT has emerged as an indispensable tool for sales representatives, offering versatile assistance in a variety of sales activities. Thanks to its advanced language processing AI capabilities, it streamlines tasks and enhances efficiency in the sales domain.

Key automation capabilities of ChatGPT for sales:

• Efficient Communication Generation: ChatGPT excels in generating and personalizing sales-related emails. This significantly reduces the time spent on manual drafting, allowing sales reps to focus more on engaging with clients and less on typing out emails.
• Automated Follow-Up and Reminders: The platform automates the creation of follow-up messages and reminders, which is crucial for maintaining consistent engagement with leads. This feature ensures that no potential customer slips through the cracks due to missed follow-ups.
• Information Gathering and Summarization: ChatGPT is also adept at gathering and summarizing information pertinent to sales leads and market trends. This capability is particularly useful for preparing for sales meetings, as it helps reps stay informed and ready to address client needs and questions.

ChatGPT ratings:

• G2 rating: 4.7/5 (415 ratings)
• Capterra rating: 4.5/5 (35 ratings)

ChatGPT pricing:

• Freemium version is available.
• Paid subscription plans start from $20/user/month.

18. SPOTIO – Unleashing Field Sales Potential

Screenshot from SPOTIO interface showing automatic visit log data for each rep.

SPOTIO is a dynamic field sales software that plays a crucial role in boosting productivity and sales efficiency. Its design specifically caters to the needs of field sales teams, automating manual tasks, fostering accountability, and offering insightful sales performance data.

Key automation capabilities of SPOTIO:

• Real-Time Interaction Logging: SPOTIO automatically logs every prospect interaction in real-time. This feature not only improves CRM data accuracy but also relieves sales reps from the burden of manual data entry.
• Enhanced Geofencing with Auto-Visit: The platform’s auto-visit feature captures check-ins and check-outs using geofencing technology. This significantly improves visibility and accountability in field sales operations.
• Automated Mileage Tracking: SPOTIO offers automated mileage tracking for field sales reps. This functionality is particularly useful for route planning, reducing administrative workload and simplifying the reimbursement process.

SPOTIO ratings:

• G2 rating: 4.5/5 (302 ratings)
• Capterra rating: 4.3/5 (78 ratings)

SPOTIO pricing:

• Pricing information is available on request.

19. DealHub – Sales Simplified, Deals Amplified

Screenshot from DealHub quoting workflow interface.

DealHub is a unified revenue platform crafted to accelerate and simplify the sales process. It stands out with its unique combination of CPQ (Configure, Price, Quote), contract management, subscription management, proposals, and e-signature tools. Its low-code commerce engine offers exceptional flexibility and agility, making it ideal for customizing sales processes to meet diverse business needs.

Key automation capabilities of DealHub:

• Rapid Quote Generation: Employs advanced CPQ technology for generating accurate quotes rapidly.
• Optimized Revenue Management: Utilizes automated margin control and subscription management for optimizing revenue.
• Insightful Digital Body Language Capture: Captures digital body language to gain insights for strategic follow-ups and deal closure.
• Streamlined Contract Management: Automates contract creation and renewal processes, reducing manual workload.
• Personalized Document Creation: The platform facilitates the creation of personalized documents for various sales needs using templates, ensuring consistency and professionalism in all customer interactions.

DealHub ratings:

• G2 rating: 4.7/5 (547 ratings)
• Capterra rating: 4.8/5 (39 ratings)

DealHub pricing:

• Pricing information is available on request.

20. Intercom – Personalizing Sales Interactions

Screenshot from Intercom website.

Intercom is a versatile platform primarily known for customer support but also excels in sales. It effectively handles conversations from website visitors triggered by chat boxes, integrating automation and real-time chat for faster customer conversions.

Key automation capabilities of Intercom for sales:

• Website Conversion and Revenue Growth: Enhances website conversion and revenue growth with bots and real-time chat.
• Smarter Lead Qualification: Features intelligent bots and routing rules for smarter lead qualification and visitor routing.
• Seamless CRM and Marketing Platform Integration: Integrates seamlessly with CRM tools like Salesforce and marketing platforms like Marketo for data synchronization and workflow automation.

Intercom ratings:

• G2 rating: 4.5/5 (2924 ratings)
• Capterra rating: 4.5/5 (1030 ratings)

Intercom pricing:

• 14-day free trial available.
• Paid subscription plans start from $39/user/month.

Rounding up: Time to level up your sales automation technology

In this comprehensive guide, we’ve provided the building blocks to enhance your existing sales automation setup.

Recognizing that most teams already utilize a CRM, we focused on presenting tools that can further automate diverse aspects of the sales process.

Each tool has been chosen for its ability to address specific sales functions, ensuring a comprehensive toolkit that works in synergy with your base CRM system, driving efficiency and effectiveness in your sales operations.

Outfunnel emerges as a keystone in this automation landscape.

It’s specifically engineered to synchronize sales and marketing tools, ensuring seamless data flow, enabling intelligent lead scoring and much more.

Sign up for Outfunnel’s free trial and quickly add multiple automation capabilities to your sales operations.

The post 20 Top Sales Automation Tools To Do More With Less in 2024 appeared first on Outfunnel - Sync Sales & Marketing Data.

The post Sales Productivity: What is it? How to Increase Sales Productivity? appeared first on Outfunnel - Sync Sales & Marketing Data.

Let’s dive right in.

Overall, there’s lots of room for improvement when it comes to automating sales and marketing 

My conversations with B2B sales or marketing teams usually start with reviewing the current tech stack. 

More often than not, I’m not impressed. (Read: things are not looking good). 

The smallest/newest companies usually have lots of issues when it comes to tools and data. Medium-sized companies are in better shape as they have more people, more budget, and more customer data – more of a need to set things up properly. 

And not having all the sales and marketing tooling and automation ducks in a row makes sense. SMBs focus on running their business, they don’t have the martech knowledge in-house.

That said, businesses still get their job done. Yes, they may be inefficient here and there but they’re able to generate leads and close deals.

Where things start to go wrong: no single source of truth

Issues start from not having a “single source of truth” that is updated automatically. 

For those that are blessed by not needing to spend as much time with business lingo as I do, single source of truth (SSOT) is a concept used to ensure that everyone in an organization bases business decisions on the same data.

For SMBs, there is usually no central data source so contacts are not matching between apps and fields are out of sync. 

For example, CRM data has all customers and active leads and marketing has a separate database of leads. Or – there are some processes to keep data in sync but these are semi-manual.

When there is no single source of truth, SMBs end up with one or many of the following:

• a messy database with duplicate contacts and misaligned information
• missing sales opportunities. For example, sales doesn’t know when a passive lead has reactivated and started browsing your website’s product pages.
• marketers and salespeople spend too much time on admin instead of marketing and selling

All in all, the closer companies are to having a single source of truth, the easier it is to automate processes, know what’s working and what needs improvement, and make sure that people can be productive.

Other symptoms of shortcomings in sales and marketing operations

The lack of a single source of truth is probably the most important thing holding back the productivity of sales and marketing teams. There are other shortcomings and telltale signs,

I often see that leads generated by online marketing – form fills, for example – are not added to the CRM automatically. Or perhaps lead form syncing has been set up, but the lead source gets lost in the process, so there is no certainty about the best lead generation channels and tactics. 

Another thing I often see is the lack of principles or standards when updating the CRM so each sales rep does it differently. Some record customer requirements into a multiple-choice field, others use the notes functionality and no one knows what’s really going on. 

Then there is the “duct tape syndrome”. There are great integrations tools like Zapier and Make that can work wonders in the hands of automation pros but can be a real source of frustration when the automation pro leaves the team and things either change or start to break. 

Furthermore, while these apps are good for many things they are not ideal for automating processes where the amount of data is large and/or complex. 

Last but not least, a good amount of productivity gains is lost to not taking advantage of the built-in automation features of CRM tools. For example, auto-scheduling follow-up tasks when a new deal is added.

Three good options for sales and marketing automation

Does the above sound relevant? 

Even if just a little bit, the good news is that there are at least four straightforward options to get your sales and marketing automation into better shape. 

Option 1. Use an all-in-one sales and marketing platform

When I say “all-in-one sales and marketing platform” I mean HubSpot, of course. 

With HubSpot, your sales and marketing data will be connected at the hip. HubSpot also has a solid built-in workflow tool and an app marketplace that’s handy for setting up automations that span across a wide range of sales and marketing apps.

The downside? I can think of two good reasons for not going all-in with HubSpot. 

First, HubSpot can get costly pretty quickly. 

And perhaps even more importantly, while HubSpot’s marketing features are top-notch, their CRM product is not ideal for all use cases.

When your sales model is deals-oriented, Pipedrive may be a better option. When integration with G Suite is critical, Copper is the better choice. If your sales is transactional, Close probably does a better job. You get the gist.

Option 2. Use integration platforms to automate sales and marketing

When you need to integrate your sales and marketing data and workflows the obvious choice is to use … (drumroll) integration platforms. 

As mentioned before, general integration platforms like Make and Zapier are great for many use cases. When you need to sync over a new lead from ChiliPiper to Copper, you can’t go wrong with one of these.

But what if you also want to capture the source and UTM tags of the lead?

Or what if you want to sync a specific segment of leads from your CRM to your marketing automation tool 24/7? 

You’ll soon see that setting up more complex connections can be a real hassle. 

So you may want to consider specialist tools for connecting sales and marketing apps. Outfunnel is great for that! Check out our integrations for Pipedrive, Copper, HubSpot, and Salesforce. 

Option 3. Hire a productivity consultant

No matter how well you know your sales and marketing tools, there’s always someone that knows them better. I’ve gotten to know this elite group of software ninjas that know tools as well as the respective support/success teams. But more importantly, they know the world of connecting tools to other tools much better than the respective support teams.

It’s well worth paying for a couple of hours of consulting when this consulting helps you save dozens of hours down the line. 

HubSpot and Pipedrive handily list their partners on a marketplace, so it should be easy to find someone to work with.

I personally can vouch for Dan from Automated Sales and Paul Minors in the Pipedrive ecosystem (or Imanta if you prefer Spanish-language service), and Alex of Efficient app in the Copper ecosystem.

Happy automating your sales and marketing!

The post Sales & Marketing Automation: How B2B Teams Can Put an End to Missing Opportunities appeared first on Outfunnel - Sync Sales & Marketing Data.

Zapier is the market leader for no-code and automated integrations between web apps, but it’s not for everyone. 

While it works for many users, there are alternatives that better meet your needs.

This comparison post explores six Zapier alternatives, sorted according to their unique strengths.

• Outfunnel: Easiest way to connect sales and marketing tools
• HubSpot’s Operations Hub: Contact syncing across revenue operations
• Whalesync: Real-time bi-directional data sync across SaaS tools
• IFTTT: Basic 1-2 step integrations for home devices
• n8n: Powerful workflow automation, with open-source / self-host options
• Make (previously Integromat): Complex multi-step integrations

In this article, let’s explore how these tools measure up based on a specific use case: connecting your CRM and Mailchimp to sync marketing contact lists with sales. I’ll be evaluating their functionality, ease of use, and the quality of customer support.

Zapier alternatives for specific sync use cases

1. Outfunnel 

Best for: connecting your CRM with your marketing automation tools like MailChimp, ActiveCampaign, Brevo, MailerLite, and others.

According to research, revenue growth is 70% more common among companies where sales and marketing cooperate effectively. So, if you want to connect these two departments to skyrocket your revenue, look no further than Outfunnel.

Outfunnel’s core functionality is an App connector for connecting data between your customer relationship management platform (CRM) and marketing tools.

Its biggest advantage over Zapier is that it’s tailored for sales-marketing workflows, not generic automations. Think syncing Calendly meetings to your CRM, or triggering campaigns in Mailchimp from CRM segments — no complex logic trees needed.

Ease of set-up

⭐⭐⭐⭐⭐

It’s insanely easy to set up a connection on Outfunnel, as I knew exactly what to do:

1. Authenticate both apps to create a connection and choose whether you’d like a one-way or two-way sync.

2. Match CRM and marketing platform fields properties to populate the proper fields. Choose which platform has priority in case of data conflicts.

Mapping fields on Outfunnel is a clear-cut process

3. Activate connection. 🎉

After just a few minutes of setup, I can now easily send relevant emails to these contacts from Mailchimp, and have their marketing engagement recorded back in HubSpot. (Note: This user data is accessible to both marketers and sales reps.)

Customer support 

⭐⭐⭐⭐⭐

How did Outfunnel perform at this stage? I’ll let you be the judge of that. 

Outfunnel’s customer support (CS) specialist, replied within two hours. 

Outfunnel earns a point for offering to consider my suggestion as a feature request. You can see how Maarja has personalized her response, noting the specific pages I want to target and recommending how to proceed.

When I didn’t reply, Maarja emailed again to see if I needed further assistance.

Outfunnel gets another point for closing the loop 

In case you’re wondering, no one from the CS team knew who I was. Rest assured that I didn’t receive any preferential treatment. 😉

Don’t believe me? Check out these user reviews on Capterra. Outfunnel scores an impressive 4.9 stars for customer support.

Pricing: 14-day free trial, with paid plans beginning at just $29/month. 

Overall score

⭐⭐⭐⭐⭐

Outfunnel’s field mapping intimidated me in the beginning. 

Fortunately, it took only a few seconds to grasp how it works. It’s incredible how I can deeply connect my CRM and marketing automation platform in less than 15 minutes. It would have taken several multi-step Zaps to set up anything similar with Zapier. If ease of use is your top priority, try Outfunnel.

Outfunnel is the tool to beat for syncing marketing and CRM data simply, affordably, and reliably. And it integrates deeply with CRMs like Pipedrive, Salesforce, and Copper.

2. HubSpot’s Operations Hub

Best for: Keeping contacts in sync across revenue operations, if you use HubSpot

Remember PieSync? HubSpot acquired it and turned it into Data Sync, now a part of Operations Hub.

Data Sync enables two-way contact syncing between HubSpot and other apps — like Mailchimp, Google Contacts, and Outlook. However, it’s limited to HubSpot CRM users only.

Operations Hub also adds programmable automation and data quality tools, like automatic deduplication and field formatting.

Unsurprisingly, you can use it to sync email marketing contacts to HubSpot CRM, e.g. from Mailchimp to HubSpot CRM.

Ease of set-up

⭐⭐⭐⭐⭐

HubSpot Operations Hub offers two-way contact data sync with Mailchimp. 

This big player in the marketing and sales world boasts a straightforward interface. I knew how to set the sync rules and default field mappings. Once everything was done, all I had to do was save the settings and set it live.

Likewise, testing went smoothly. The new record popped up after a few minutes.

Customer support

⭐⭐⭐⭐

I received a quick response within minutes from a helpful agent who offered to loop in a growth specialist. However, I never heard back from the specialist, even after five days.

Pricing: There is a free plan, but if you want custom field mapping or more advanced functionalities, paid plans start from $49/month. A 14-day free trial is available for the Professional plan ($800/month).

Overall score

⭐⭐⭐⭐+

It was straightforward syncing contacts with HubSpot CRM and Mailchimp. They even pose it as a native integration, but you do need to pay up if you want to take it beyond a basic contact sync.

If you’re fully in the HubSpot ecosystem, Operations Hub is a great fit. But if you’re not using HubSpot CRM, you’ll want to look elsewhere.

3. Whalesync

Best for: Real-time, two-way sync between SaaS apps like Airtable, Webflow, Notion, and Postgres

Whalesync is for teams that need bi-directional data sync between tools — especially in marketing, ops, or product stacks. Think of it like a “Google Drive sync” for your databases and tools.

You connect apps (e.g., Webflow and Airtable), map fields, and Whalesync keeps both systems updated in real time. It’s fast, no-code, and great for ensuring data consistency.

Ease of set-up

⭐⭐⭐⭐⭐

Setup took about 5 minutes. I connected Webflow and Airtable, and changes in one app showed up in the other instantly.

Customer support 

⭐⭐⭐⭐

Support replied the same day with detailed answers and links to documentation. No issues there.

Pricing: Usage-based, with plans based on record count. Free trial included.

Overall score

⭐⭐⭐⭐

Whalesync is ideal if you need clean, mirrored data across tools, without building full automations or branching logic.

4. IFTTT

Best for: Basic 1-2 step integrations

IFTTT is one of the most popular automation tools among beginners, and for a good reason. 

It offers 700+ service templates (aka “applets”), which you can use to connect tools like Twitter, Google Sheets, Mailchimp, and more.

Ease of set-up

⭐⭐⭐⭐⭐+

Setup is a breeze. I picked an existing Mailchimp → Google Sheets template, connected my accounts, and hit “Go.” Done in under a minute.

Its interface is so intuitive that anyone — even without technical experience — can get started right away.

Customer support 

⭐⭐⭐⭐⭐

The CS agent replied the next business day and candidly explained where IFTTT shines (home/personal use) and where it doesn’t (complex business automations).

Pricing: Starts free, with paid plans scaling $3.40/month.

Overall score

⭐⭐⭐⭐⭐

I wouldn’t recommend IFTTT for syncing CRM and marketing tools. But for simple, one-way, lifestyle-based automations? It’s perfect.

5. n8n

Best for: Advanced workflow automations with flexibility and self-hosting

n8n (pronounced “n-eight-n”) is an open-source, node-based automation tool that offers much more power and control than most Zapier-style platforms. Think of it as Zapier for developers — or for anyone wanting conditional logic, code blocks, and modular workflows. [Edited]

It’s ideal for those who don’t mind a steeper learning curve in exchange for maximum control. You can also self-host it for data privacy or cost savings.

Ease of set-up

⭐⭐⭐

n8n has a learning curve. Its visual editor is clean but more technical than tools like Outfunnel or Whalesync. The good news: there are plenty of templates, and once you grasp the basics, it becomes very powerful.

Customer support 

⭐⭐⭐⭐

There’s a very active open-source community and solid docs. Enterprise users get more direct support.

Pricing. Free open-source tier. Paid cloud-hosted plans from $20/month. Self-hosting is free but requires technical setup.

Overall score

⭐⭐⭐⭐

n8n is the go-to if you want full control, complex branching logic, and developer-grade customizability — but it’s not as plug-and-play as Zapier or Outfunnel.

6. Make (previously Integromat)

Best for: Complex multi-step integrations 

Make offers one of the most visual and powerful interfaces in the automation space. It’s ideal for teams needing to build multi-app, multi-branch workflows with filters, routers, and error handlers.

While powerful, it’s not beginner-friendly. The UI can be intimidating at first, but once you get past the learning curve, it’s incredibly capable.

Ease of set-up

⭐⭐⭐

Make’s UI is built like a flowchart. I tried syncing HubSpot and Mailchimp, and got lost in the branching options. Tutorials helped, but there’s a definite learning curve.

If you’re technical or willing to invest some time, it’s very rewarding.

Customer support 

⭐⭐⭐⭐

They responded within a day and shared helpful resources. Community forums and Academy content are strong too.

Pricing: Starts free, with paid plans scaling from $9/month.

Overall score

⭐⭐⭐++

If I were an automation expert, Make would rank at the top of my list. Its multi-step workflows and multi-app workflows are unbeatable. And when set up right, you can see in real-time how your integration works.

Make also has other advanced features. Take the error handling tool. It stops your workflow automatically if it spots even the tiniest error.

However, as powerful as Make is, it’s too overwhelming for users new to workflow automation. Unless you’re willing to put in the time to master the tool, it’s best to look elsewhere.

*BONUS* 7. Custom integrations 

If you have dev resources, building your own integrations can offer the most tailored solution.

You can write scripts to sync HubSpot and Mailchimp via API, log events, trigger marketing workflows, and more. Custom integrations give you full control — but they also come with higher maintenance costs.

For SMBs, this often becomes costly and hard to scale, especially if you don’t have an in-house engineering team. Use off-the-shelf automation tools unless you really need something custom.

Summing up

There is an ever-growing number of Zapier competitors that fall into the iPaaS category (integration platform as a service).

Some of the apps we did not cover here include Leadsbridge, Zoho Flow, Workato, Microsoft Flow, Tray.io and eCommerce-specialized Wyzebulb. If you have great experiences to share regarding any of these tools, let us know in the comments!

In the end, choosing the right tool boils down to your main goal.

• Need a powerful, no-fuss CRM ↔️ marketing sync? 👉 Outfunnel
• Fully on HubSpot? 👉 Operations Hub
• Want mirrored data across tools? 👉 Whalesync
• Automating your smart lights or to-do list? 👉 IFTTT
• Building workflows with branching logic or code? 👉 n8n or Make

And remember, if you want to:

• Record web + email activity to your CRM
• Sync lead lists two-way based on smart conditions
• Automatically track lead source data

… then Outfunnel is your go-to platform. Try Outfunnel free for 14 days.

The post 6 Best Zapier Alternatives (An Independent Spy’s Review) appeared first on Outfunnel - Sync Sales & Marketing Data.

With over 700 million users consisting of target audiences, potential customers, and qualified leads, the potential for success on LinkedIn is immense. However, it’s essential to have an effective generation strategy in place to achieve meaningful results.

According to a recent study conducted by HubSpot involving over 5,000 businesses, LinkedIn emerged as the top-performing platform for visitor-to-lead conversion. With an impressive conversion rate of 2.74%, LinkedIn outperformed Twitter (0.69%) and Facebook (0.77%).

In this article, we’ll explore what LinkedIn lead generation is, how it works, and the strategies and tools businesses can use to create effective lead generation campaigns and grow their customer base on the platform.

What is LinkedIn lead generation?

Using LinkedIn for lead generation refers to the process of using LinkedIn as a platform to identify, connect with, and nurture potential leads for your business. LinkedIn, as a professional social platform for networking, provides a wealth of opportunities for businesses to generate leads and engage with professionals in their target audience.

Why use LinkedIn for B2B lead generation?

LinkedIn has become a definitive professional network where businesses and individuals can connect, communicate and collaborate at a deeper level. As a result, LinkedIn has emerged as an ideal platform for lead generation for businesses of all sizes.

According to HubSpot, LinkedIn is 277% More Effective for Lead Generation Than Facebook & Twitter.

But why is LinkedIn so effective for lead generation? Let’s explore the key benefits of LinkedIn B2B lead generation:

Professional Network:

LinkedIn has over 900 million business professionals which sets it apart from other social media channels. It is a platform where professionals go to connect with other professionals, thereby creating an ideal environment for B2B lead generation. When compared to other social media platforms such as Facebook or Twitter, LinkedIn leads the pack in generating high-quality leads.

Conversion Rates and Buying Power:

LinkedIn users are generally professional and educated, making them valuable prospects for businesses that are trying to generate qualified leads. In addition, research shows that LinkedIn users make a higher average salary than users on other social media platforms. This buying power further enhances the potential for generating quality leads and converting them into buyers.

The benchmark for conversion rate on LinkedIn can range from 5% to 15% due to the wide variance in how different companies define and measure conversions, such as clicks on specific buttons or form-fills on their websites.

Different Tools:

LinkedIn’s features such as the Sales Navigator, Lead Generation Forms, and LinkedIn Ads provide businesses with a variety of ways to target potential customers. With these tools, businesses can create personalized messages and compelling ad campaigns that resonate with their ideal audience persona. LinkedIn also provides valuable data on its users, such as their company size, job role, and industry, which can be used to target qualified leads effectively.

How to generate B2B leads on LinkedIn?

LinkedIn is an essential tool for businesses seeking to generate leads. As the platform continues to grow and evolve, it’s vital to stay up-to-date with the latest and most effective lead generation tips and strategies. Below are ten top strategies to consider for LinkedIn lead generation:

1. Optimize your profile: This means showcasing your unique value proposition and highlighting your expertise to attract the ideal audience. By focusing on building a strong brand and giving users a reason to connect with you, you can maximize your chances of getting relevant and qualified leads. To make a great first impression, you should:
   
   1. Visually display your value proposition on your banner
   2. Have an appealing profile picture
   3. Create a clear and compelling headline
   4. Highlight your best posts to showcase your expertise
   5. Present your value proposition in the About Section
      
2. Create valuable and educational content: Content marketing remains a top strategy for lead generation on LinkedIn. Share articles, blog posts, whitepapers, infographics, and case studies that educate your target audience on industry trends, best practices, and thought leadership. High-quality content is an excellent way to attract potential leads and convert them into customers.

“Content is the fuel for your lead generation efforts.”

Dayna Rothman, CMO at Censys

3. Personalize your outreach messages to potential leads: This involves tailoring your messaging to the specific needs of your target audience, and ensuring that your messages are not generic or spammy. You can also use automation tools to streamline your outreach efforts and ensure that your messages are sent at the right time to the right people. Use the power of LinkedIn to research your potential client’s background, interests, and activities. This information will allow you to tailor your message to their needs and interests, increasing your chances of a successful outcome.
   
   
4. Implement an effective follow-up system: Following up with individuals who have expressed interest in your content or services can significantly increase conversion rates. By implementing an effective follow-up system, businesses can ensure that leads don’t slip through the cracks. Use LinkedIn’s built-in messaging system or CRM to follow up with potential customers and schedule meetings or calls.
   
   
5. Run LinkedIn Ads: LinkedIn Ads are an effective way to get your business in front of the right audience. By using LinkedIn’s in-depth targeting options, you can create ads that speak to your ideal customer. LinkedIn Ads offer cost-effective targeting by job title, seniority, company size, industry, and more. The global average CTR for LinkedIn Ads is between 0.44%–0.65% with an average CPL of $75.
   
   When running a lead generation campaign, by default, LinkedIn collects new leads within their platform, requiring manual exporting and importing to your CRM and marketing automation tools. 

With Outfunnel, you can seamlessly automate syncing LinkedIn Lead Forms submissions to your CRM, saving valuable time and increasing sales productivity. Key features include the automatic addition of leads to your CRM (Pipedrive, Copper, Salesforce, or HubSpot CRM) and comprehensive field mapping.

6. Use LinkedIn Sales Navigator: This tool provides insights into your potential leads’ interests, behaviors, and company size, allowing you to tailor your outreach efforts and target the right people. By leveraging LinkedIn Sales Navigator along with valuable content and personalized messaging, you can significantly improve your conversion rate and attract high-quality leads to your business.
   
   
7. Leverage LinkedIn groups: LinkedIn Groups are a great way to reach potential customers or build relationships with peers and colleagues. By joining relevant groups in your industry, you can establish yourself as an expert and connect with users in your target audience. You can also start your own LinkedIn group, offering insightful and engaging conversation topics to attract your ideal customer profile. Engage with group members by sharing valuable content, answering questions, and addressing concerns.
   
   
8. Use automation tools: Automation tools for outreach in LinkedIn lead generation campaigns are a must-have. By automating repetitive tasks such as connection requests and messaging, businesses can save valuable time and focus on achieving their goals. LinkedIn automation tools such as LinkedHelper, Dux-Soup, and Expandi provide customizable sequences to help businesses build targeted and personalized outreach campaigns.
   
   
9. Organize LinkedIn events: Hosting a webinar directly on LinkedIn allows you to gather the LinkedIn profiles of your prospects.
   
   
10. Analyze & optimize: Understanding what works and what doesn’t work is essential to improving your LinkedIn lead generation efforts. Make use of LinkedIn analytics to gain insights into what types of content drive engagement, such as likes, comments, and shares. Additionally, you can track your conversion rate and set up conversion tracking to understand which campaigns are generating high-quality leads.

“There’s a delicate balance between offering what I’ll call practical content geared towards the practitioners and presenting forward-thinking thought leadership. Both are essential for capturing the attention of your prospects and customers.”

Jim Habig – Vice President Marketing at LinkedIn

Simplify your lead generation efforts on LinkedIn

LinkedIn offers a powerful platform for generating high-quality leads, but it requires an intentional approach to succeed. By optimizing your profile, utilizing LinkedIn marketing tools, providing valuable content, and building meaningful relationships with connections, you can boost conversion rates and achieve greater success in lead generation.

With Outfunnel, you can make sure all your new leads get added to your CRM helping you save time and drive more sales. Here’s what it does:

• Automatically add new leads from Linkedin Lead Gen Forms to your CRM (Pipedrive, Copper, Salesforce, or HubSpot) — no more manually exporting-importing lists.
• Map custom fields, so all the necessary data is synced to your CRM — and sales teams can easily create custom filters or lists to categorize the incoming leads accordingly.

Learn more about our LinkedIn Lead Forms and CRM integration

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