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.

Currently, 500,000+ companies use Airtable to manage their workflows. Sales teams often use Airtable as a CRM, and marketers typically use Airtable for managing their projects and data across the company. 

Airtable integrations cut down on manual data entry, sync data to one single source, enable powerful automations, and improve your sales and marketing workflows.  

This post will teach you how to connect Airtable to the rest of your tech stack if you use Airtable as a CRM and the best integrations if you use Airtable to manage your marketing efforts. We focus on integrations that we offer but cover notable others as well.

Easily integrate Airtable with your business apps

There are numerous integration tools that can connect Airtable with your favorite applications.

The most popular integration options are no-code: native integrations, partner apps, and third-party integration services.

• Native integration: These integrations are created by Airtable and enable full integration functionality within Airtable.
• Partner Extensions: Lightweight apps that have been created with an Airtable partner, such as Formstack, Miro, or Loom. Usually, the partner team maintains and supports these applications.
• Third-party integration platforms: These are integration services (like Make or Outfunnel) that have pre-built connectors between Airtable and thousands of other applications. They’re easy to set up and use and are low or no code.

Airtable has a thorough resource about how to integrate Airtable that has more information about their integration abilities. They offer built-in support for several popular apps, but more importantly, they have a robust API. 

For a universal as well as powerful platform such as Airtable, the latter is critical because the number of possible use cases is literally endless, and it’s hard to cover all of them with a no-code solution.

This post covers key Airtable automations and integrations for marketers and salespeople.

The best Airtable app integrations for sales

The best Airtable integrations for sales

• Sync your CRM data with Airtable
• Automatically import leads from web forms to Airtable, so sales teams can act fast
• Automatically import leads from Calendly to Airtable

Sync Salesforce and Airtable

Airtable offers a built‑in sync integration with Salesforce (available for Business and Enterprise/Scale plans), which lets you import data from Salesforce reports directly into an Airtable base as a new synced table. This is a one‑way sync — you can’t push changes from Airtable back into Salesforce. 

If you’re looking to sync data other than Salesforce reports, check out the Airtable-Salesforce sync by Zapier.

This integration lets you automate highly specific workflows, like:

• syncing new Salesforce leads or opportunities into Airtable as records
• creating a new contact in Salesforce whenever a row is added to a specific Airtable view
• update Salesforce records (like accounts or cases) based on changes in Airtable, or vice versa—such as automatically populating Airtable when a Salesforce record is updated, closed, or meets certain criteria. 

Link your CRM data with an Airtable-HubSpot integration

Sales teams often use Salesforce or even Airtable as their CRM platform, but for marketing purposes, HubSpot is an excellent CRM option. 

There are several ways to connect HubSpot and Airtable:

• Hubspot’s Airtable workflow action lets you to create new rows of data in a new or existing Airtable database (but it doesn’t do a full data sync)
• HubSpot Data sync lets you sync HubSpot and Airtable rows bi-directionally. The intregration is not free but it’s pretty robust.
• Zapier lets you make simple connections between the apps. For example, sync new HubSpot form submissions to Airtable, ot create new HubSpot deals when a new row has been added in Airtable.
• Finally, our upcoming Airtable-HubSpot integration should be a great choice for sales and marketing teams. It allows:
  • creating new contacts or deals in HubSpot based on data changes in Airtable
  • creating new Airtable rows for new HubSpot contacts or engagements

Sync lead form submissions to Airtable

Sales and marketing teams love web form tools. For marketing, these online forms can gather essential information and demographics on their target audience. A form response can help sales track and discover a new lead. 

Web form tools are helpful for sales and marketing because they allow you to:

• Use simple form building tools with drag and drop functionality users can create forms in seconds.
• Customize your forms with specific colors and fields to ensure you collect all the essential data you need from customers.

We offer integrations between Airtable and the following web forms: Elementor Forms, Wix Forms, Gravity Forms, and Contact Form 7. 

Integrating your form tools with Airtable will allow you to:

• Sync contacts from web forms to Airtable. When you connect your form builder with Airtable, a new contact record will be created from your form fills. If a contact already exists, the form submission will be recorded for the existing contact.
• Record web visit data for each form submission. When a new form is completed, the user’s website visit data will be recorded in Airtable, including the visit length and pages visited.
• Save crucial contact information in Airtable: Crucial data from web form submissions like source/medium, UTM tracking, and landing info is captured for the contact automatically.

Find out more about how we connect your web form of choice with Airtable:

• Airtable-Gravity Forms Integration
• Airtable-Contact Form 7 Integration
• Airtable-Elementor Forms Integration
• Airtable-Wix Forms Integration

Connect your calendar events with an Airtable-Calendly integration

Calendly is a scheduling tool that allows you to set up meetings with clients, coworkers, and friends with very little back and forth communication.

You can set your availability on Calendly and share your link with anyone who wishes to set up a meeting with you. They can schedule the meeting themselves, and Calendly will send email reminders to both parties. 

An Airtable-Calendly integration enables the following automations:

• Sync Calendly attendees to Airtable as contacts. When an event is booked, the lead’s contact information will be synced to Airtable automatically. 
• Sync Calendly fields with your Airtable columns. With field mapping, you can match fields with Calendly and Airtble columns when new contacts are added. 

Learn more about our Airtable-Calendly Integration. 

Sync paid ads data with an Airtable-LinkedIn and Facebook (Meta) Ads integration

An Airtable-Facebook or LinkedIn Ads integration enables the following automations:

• Create Facebook and LinkedIn Ad Audiences from your Airtable contacts. You can use your Airtable database to create custom-made ad audiences and target your ideal customers. You can also exclude current customers to decrease your ad spend. 
• Sync leads from Facebook and LinkedIn Lead Generation Ads to Airtable. When a customer fills out your lead generation ads in Facebook or Linkedin, that data will be automatically synced to Airtable so that you can map custom fields for your incoming leads. 

Our Airtable-LinkedIn Ads and Airtable-Facebook Ads integrations are coming soon.

The best Airtable app integrations for marketing

Airtable is an excellent platform for marketing teams. With Airtable, your marketing team can connect everything that is happening, from vendors to tools to analytics. 

You’ll be able to track the status of each piece of creative, every blog post, and individual milestones. 

Attaching videos and images is uniquely convenient for the marketing team’s need to approve graphics and ads. You can leave your feedback directly in Airtable to speed up approvals. 

And with the right integrations, all of your approval processes, conversations, and data will be synchronized and automatically updated. 

Here are a few of our favorite Airtable integrations for marketing teams. 

Sync your email campaigns with an Airtable-Mailchimp integration

Mailchimp is an email marketing and marketing automation platform that can help you connect and automate your sales pipeline and email marketing campaigns.

Mailchimp is an invaluable tool for sales and marketing teams who send out email marketing campaigns. Obviously, marketers love the marketing automation abilities. 

With an Airtable-Mailchimp integration, you can:

• Sync your Airtable records to Mailchimp Audiences. You can configure how contacts are synced and which data you prefer. Plus, you can send your Mailchimp drip campaigns to your Airtable tables. No more manual importing. 
• Connect your Airtable columns to Mailchimp fields. Select which fields you want to sync and let the integration take it from there. 

Learn more about our Airtable-Mailchimp integration. 

Airtable-ActiveCampaign

ActiveCampaign is a cloud software platform with a focus on customer experience automation.

With an Airtable-ActiveCampaign integration, you will be able to:

• Add subscribers to ActiveCampaign using your Airtable records: You can select which contacts are synced to ActiveCampaign, and their custom fields. Plus, send out your Active Campaign campaigns without worrying about whether your lists are up to date.
• Match Airtable columns with ActiveCampaign fields: Choose which fields should be kept in sync between the two platforms, and Outfunnel will make sure your databases will be up to date 24/7. Whenever a field is updated in Airtable, the change will be synced over to ActiveCampaign automatically.

Learn more about our Airtable-ActiveCampaign Integration. 

Integrate Airtable with your sales and marketing workflows

Here at Outfunnel, we strive to help busy people improve their workflows and focus on what really matters. We offer affordable marketing integrations for sales and marketing teams that save you time. 

You may also want to check out our Airtable-Google Sheets integration (not covered above.)

Now that you’re officially an expert on integrating Airtable with your most valuable sales and marketing tools, it’s time to get to work. Try our platform out with a free 14-day trial today.

The post The Best Airtable Integrations for Sales and Marketing appeared first on Outfunnel - Sync Sales & Marketing Data.

Unlike traditional web analytics tools (e.g. Google Analytics), visitor tracking tools help you:

• Identify companies (and often individuals) visiting your site

• See which pages they viewed and for how long

• Sync this data with your CRM for sales follow-up

• Trigger lead scoring or automated workflows

What’s the difference between website visitor tracking and web analytics?

• Website visitor behavior tracking: Helps you identify and track visitors to assist sales in identifying quality leads and personalizing messages.
• Web analytics: Helps track website visitors or users’ behavior anonymously. Use these tools to understand how your website is performing in terms of traffic and user experience.

Different requirements of B2B and B2C companies

It’s important to note that the requirements of B2C and B2B businesses differ from each other.

B2C companies need holistic data for their strategies and analytics. They need website analytics for the big picture.

For example, a B2C company with over thousands of website visitors per month isn’t necessarily interested in knowing what each visitor is doing on the site. They just need to monitor the overall web stats and buying flows.

B2B companies usually deal with a smaller volume but higher value. They not only need to collect statistics but also gather information about individual visitors, leads, and customers since this is crucial for the sales and marketing process.

B2B companies can use website visitor tracking tools to identify the people that visit their website.

This way, sales teams know which prospects to contact first and capture them when they’re warm. And marketing teams can send out better campaigns and content that’s tailored to the specific needs of the prospect.

What can be tracked by website visitor tracking?

Activities

With website visitor tracking, you can track who visits your site and the activities they perform while they’re on your website.

• Pages visited, with a focus on high-intent pages like the pricing page

• Time spent per page

• Clicks and form fills

Knowing that helps your marketing team qualify leads and your sales team better understand the motivation of leads.

If a user of your product X is looking at the product page of your product Y, then that’s a clear opportunity to upsell.

If a user is browsing your support site, it might be a good time to reach out and offer support.

Or, if an old lead is reactivated and visits your pricing or product pages after being silent for months, you can reach out to them again.

Campaigns

Website visitor tracking helps you connect your visitors to respective marketing campaigns. 

By looking at the number of visitors who come to your site before and after a campaign, you can gauge its effectiveness. You can track which channels lead them to your site and which channels convert best.

What are the benefits of a website visitor tracking tool?

Tracking activities, campaigns, and lead acquisition to better understand your visitors and leads bring some core benefits.

Understand who is visiting your website

The first step to any successful sale is understanding what your potential customer is looking for. Are they just doing research? Or are they ready to buy?

By tracking their web activity, you get a good idea of where they are in the buyer’s journey and adjust your sales pitch accordingly.

Get deeper insights

Once you know who is visiting your website, you can identify which leads are worth your time and target them with tailored sales messages.

As mentioned, website visitor tracking tells you which pages a lead has visited, how long they spent on each page, and where they came from. This information is extremely valuable when trying to understand your lead’s needs and pain points.

Additionally, website visitor tracking can help you identify trends and patterns among your leads, which can be valuable when making decisions about your product development and marketing, and content strategy.

Overview of 11 website visitor tracking tools

Here are 11 different tools for tracking website visitors. Compare their features, see the benefits, and choose which one is for you.

#1. Outfunnel (that’s us!)

Our tool helps you easily find and focus on warm leads — the ones most likely to convert to customers.

Outfunnel’s web tracking captures your leads, where they come from, which pages they visit, and for how long. Then, it syncs all this data to your CRM for the salespeople to see.

What it is: Outfunnel’s web visitor tracking software tracks which pages your leads are visiting, for how long, and syncs this data to your CRM.

Main features: Capture leads from form fills, track leads’ web visits, and auto-calculate lead scores, all recorded in your CRM.

Use Outfunnel to: Track your leads’ visits to your site, sync these to your CRM, and give your sales team more context.

…But the million-dollar question?

Will Outfunnel work for YOU?

Consider these two unique scenarios (see which applies to your use case!):

1. You want sales to focus on the hottest leads

Your salespeople’s time is precious. To maximize your ROI, reps need to focus on the leads with the highest buying intent.

The first sign of someone ready to buy?

Website visits.

With Outfunnel’s web tracking, sales knows who your warmest leads are and can prioritize contacting them first. Outfunnel’s web visitor tracking also plays well with the native lead scoring software—web visits and marketing engagements are considered when calculating lead scores. This helps with using the website visitor data at scale.

2. You want to personalize content for leads

Your marketing team will love knowing what collateral piques your leads’ interest and pushes prospects further down the sales funnel.

#2. Salespanel

What it is: Website visitor tracking software and scoring tool.

Main features: Website tracking, visitor identification, custom segmentation, lead scoring, and automation to CRMs.

Use Salespanel to: Identify, track, and qualify your website visitors.

Salespanel is a lead generation, tracking, and data-driven marketing software that tracks all your leads. It takes them through a predictable buying process before and after signing up.

Salespanel captures leads from your forms, live chat, and email marketing tools and tracks the entire customer journey through each touchpoint. All of this works out of the box with zero configuration or coding requirements.

You can use the data provided by the software to segment individual visitors, score leads, and bring key sales intelligence to your CRM.

Salespanel also de-anonymizes visiting accounts and alerts you when target accounts visit your landing pages. You can show highly personalized content to qualified visitors, run retargeting campaigns, and create lookalike audiences.

#3: Leadfeeder

What it is: Website visitor identification tool.

Main features: Contact insights, lead scoring, and automation to CRMs.

Use Leadfeeder to: Optimize your B2B sales outreach.

Website tracking tools like Outfunnel and Salespanel are great when you want to know more about warm leads in your pipeline.

…But what if you want to attract more prospects at the top of the funnel? That’s where tools like Leadfeeder come in.

You understand the prospects visiting your website and their buying intent, helping you customize your outreach for better conversions.

#4. Snitcher

What it is: A real-time B2B visitor identification tool that reveals which companies (and often key contacts) are browsing your site—without form fills.

Main features:

• Company-level ID in real time: Matches visitor IPs to companies and enriches them with firmographics (size, industry, location)

• Key stakeholder reveal & engagement: Surfaces contacts from target companies and triggers alerts or automated workflows to CRM, Slack, ad platforms, etc.

• Intent & behavior tracking: Monitors visited pages, time on site, and campaign source to prioritize hot accounts

• Seamless integrations: Connects with GA4, HubSpot, Salesforce, Slack, LinkedIn Ads, and more. 

Use Snitcher to:

• Turn anonymous B2B traffic into a qualified list of companies and contacts.

• Prioritize leads showing high intent based on actual behavior.

• Automate lead handoff and personalized outreach directly into your stack.

Why Snitcher stands out:

• Top-tier identification accuracy: Snitcher consistently identifies more visitors than competitors—earning high praise from multiple G2 reviews. 

All-Purpose Marketing Software That Includes Web Tracking

#5. HubSpot

What it is: All-in-one sales, marketing, and customer service software

Main features: CRM and CMS functionalities

Use HubSpot to: Attract, nurture, convert, and maintain customer relationships

HubSpot is a powerful software that seamlessly connects your data and helps you maintain the entire customer journey and grow with your business.

The only snag?

You can’t integrate your other sales and marketing tools with the platform. If you want to use all of HubSpot’s bells and whistles, you need to pay.

A lot.

However, if you’re already using the platform, you can benefit from its built-in website visitor tracking feature. You can’t assign daily sessions to specific users and get a read on a lead’s behavior.

But if you’re looking for overall sentiment and aren’t too concerned about drilling down to specific people, you can still benefit from the tool.

#6. ActiveCampaign

What it is: Email, marketing automation, and CRM platform.

Main features: Email marketing campaigns, sales, and marketing tools.

Use ActiveCampaign to: Automate various sales and marketing activities.

ActiveCampaign is an incredible email marketing tool, but over the years, it’s evolved into a robust automation product built for each stage of the customer journey.

If you’re looking for web tracking but need a tool for:

• Creating email funnels
• Tracking events
• Serving dynamic content
• Landing pages
• Lead scoring
• Split testing
• Website personalization
• Basic CRM and sales automation

…ActiveCampaign is a good option.

The web tracking feature lets you see what services, products, and information your visitors are interested in. Once the data rolls in, you can use ActiveCampaign’s other features to nurture, convert, and grow your business.

The Best Website Analytics Tools

#7. Kissmetrics

What it is: Business intelligence tool

Main features: Event tracking, real-time data tracking, reporting, and A/B testing

Use Kissmetrics to: Go beyond bounce rates and time-on-site and make business decisions based on user behavior.

Kissmetrics isn’t a basic web tracking tool. It’s a business intelligence tool, and it packs a punch.

The platform is perfect for product-led growth or eCommerce brands who are frustrated with the lack of insight from Google Analytics.

Instead of focusing on vague data points like “sessions,” Kissmetrics ties your data back to real people and helps you understand what drives conversions and churn.

Once you’re up and running, you can track your power users, identify your best features, and see how you attracted your most valuable accounts.

Using these insights, you can fine-tune your ideal customer profile (ICP) and tweak your marketing strategy to attract marketing qualified leads (MQLs) that’ll convert.

#8. Google Analytics

What it is: Web analytics tool best used for tracking traffic and your sales funnel.

Main features: Funnel visualization report (e.g., goal funnels, reverse goal path funnels), anonymized visit duration, and number of sessions analytics.

Use Google Analytics to: Measure and improve your sales funnel based on anonymized statistical data.

Got a leaky sales funnel?

Set up Google Analytics.

Rohan Kumar, Founder and Head of Digital Marketing at Zenergy, shares with Outfunnel: Google Analytics is a valuable web analytics tool when you want to know what stops your users from completing an action.

All you have to do is map the entire sales process (i.e., from lead generation ads to post-sales follow-up) and look for the biggest drop-offs from one step to the next.

Let’s unpack a real-life example.

When Mark Hayes, Head of Marketing at Kintell, noticed one of his most critical pages was experiencing a high bounce rate, he knew something was not right.

Here’s a real-life example to show you what we mean.

When Mark Hayes, Head of Marketing at Kintell, noticed one of his most critical pages was experiencing a high bounce rate, he knew something must be done.

Else, it could have stopped hundreds of people from creating an account or completing a purchase.

Mark looked at his Google Analytics and discovered users were abandoning the page because it loaded too slowly on their devices.

Poor optimization was the culprit behind the high bounce rate.

Kintell’s bounce rate improved from 67% to 23% with a few tweaks to solve the page speed issues.

#9: Hotjar

What it is: Website visitor behavior analytics tool.

Main features: Heatmaps, visitor recordings, incoming feedback, and surveys.

Use Hotjar to: Understand the majority of visitors’ behavior and customer journeys and improve the entire user experience.

While tools like Google Analytics are great at identifying prospects and tracking website visitors, they don’t help us understand users’ behavior.

Enter: Hotjar, a behavior analytics and user feedback tool. While it doesn’t track individual users, Hotjar uses heatmaps and user sessions to understand how most of your visitors interact with your site.

#10. Smartlook

What it is: User behavior tool for PLG companies with event-based analytics.

Main features: Heatmaps, session recorder, and user journey capture.

Use Smartlook to: Understand where new trial users get stuck.

Not sure why trial users are opting out?

Turn on Smartlook and drill down to the exact moment your funnel is dealt the “It’s over” card. Once you’ve identified the leak, fix it, and plug those money holes.

With event analytics, you can answer one of the biggest questions for SaaS B2B companies: “Are users doing what I want them to do?”

Get user action statistics that tell you the full story:

• Users text inputs
• Click-on-elements
• Button clicks and click-based interactions
• How many users are visiting key pages

#11. Crazy Egg

What it is: Website visitor behavior analytics tool.

Main features: Heatmaps, A/B testing, screen recordings, surveys, and traffic source analysis.

Use Crazy Egg to: Understand how to improve your website and test new ideas.

Not sure what’s causing your landing page to not convert?

Crazy Egg can help you identify the culprit, switch things up, and kick form abandonment to the curb.

Using site visitor data, you can get rid of design guesswork and stop relying on industry best practices.

Instead, using features like heatmaps will show you exactly what your users want and help you redesign your site to get more sales, subscriptions, and page views.

How to Choose the Right Web Tracking Tool for Your Business

If you’re a B2B sales-driven org:

• Use Outfunnel, Leadfeeder, Snitcher, or Salespanel for company-level ID + CRM integration.

If you want to improve UX & conversions:

• Go for Hotjar, Crazy Egg, or Smartlook to uncover usability issues.

If you already use a CRM or marketing suite:

• Check if HubSpot or ActiveCampaign meets your needs—but be mindful of their limitations in lead-level tracking.

The post 11 Best B2B Website Visitor Tracking Tools (2025 Edition) appeared first on Outfunnel - Sync Sales & Marketing Data.

1. Building a brand, which mainly means awareness, associations, and trust, in our case. Because that’s the most effective marketing play in the long term.
2. Driving leads, which means traffic that converts into signups for us. Because this impacts numbers most in the short run.
3. Increasing engagement of existing customers and new signups. Because this increases conversion and lowers churn, it’s critical for both the short and long term.

While the world of CRMs and marketing automation tools wasn’t my home turf, I knew a thing or two about B2B marketing, so I rolled up my sleeves and got to work. 

In this article, I share our playbook of how we do marketing that serves the first two goals mentioned above (the third one has already been covered pretty well previously). Follow the links or read on:

1. Brand-building
2. Capturing demand with inbound marketing
3. Demand generation with partner marketing and growth marketing

Sounds good? Let’s dig in.

1. Brand-building

“People don’t buy goods and services. They buy relations, stories and magic.”

Seth Godin

Many downplay the importance of brand-building in B2B marketing, while in fact, it sits at the foundation of everything in marketing, second only to the product or service. Done well, a strong brand multiplies the results of absolutely everything else you do in marketing.

The thing is, building a strong brand takes a lot of resources and time – as a result, its ROI is difficult to measure. And that’s why it’s easy to deprioritize brand-building, especially when your budgets are limited and your team small. 

I’ll be honest – I don’t think we’ve done a stellar job at brand-building at Outfunnel, but we have made sure the core pieces of the brand are well-refined: our messaging and our visual identity. 

For the former, we have gone through rounds of positioning and messaging exercises, to make sure we’re clear about what Outfunnel does. For the latter, we worked with a world-class designer to find our current logo, brand colors, and we keep investing in unique visuals that make us stand out.

So, let’s go over our key brand-building strategies and what we have learned from doing them: unique content, visuals and fun “stunts”.

Unique content

If there’s one thing I’ve learned about content marketing, it’s that the biggest successes come from content that is unique to you. This is especially true for when it comes to brand-building. 

In Outfunnel’s case, all content that has worked well to build awareness and associations has been one of three: original research, practical case studies or deep dives. 

Take the practical case study about how we saved 80% of our time by automating user onboarding for example. It’s a useful piece of content that shares pointers based on first-person experiences, on the topic that we’re uniquely positioned to write about: bridging the gap between sales and marketing. 

The Hacker News community loved it so much that this is what happened with our traffic after we shared it with them in late 2019:

Another piece that garnered a lot of attention on Hacker News was a deep dive into connectors that changed the world, from Velcro and superglue to web APIs. While most connectors are very far from what we do, Outfunnel is a type of connector as well, so the piece worked well to create such associations among the readers.

One of our biggest investments into content has been our annual original research report, the Revenue Marketing Report. In the report, we look at the state of sales and marketing alignment at SMBs – something that no one else in the world has reported on in recent years. 

The research findings (combined with a decent amount of press work and outreach, of course) got us coverage in some well-known industry publications such as MarketingProfs, and social media love from people like Scott Brinker.

Unique visuals

As a marketer, it can be tempting to resort to stock images or to commission volumes of illustrations at low cost on platforms like Fiverr or Upwork. We’ve taken a different approach at Outfunnel, and I would say it has paid dividends.

Beyond our logo, some of our key visual assets are illustrations that have been drawn just for us by Kaisa Holsting, a freelance graphic designer name. We use them both in marketing materials and inside our product, and they help create a visually identifiable brand that is unlike any other. 

Not only have we received numerous comments on our blog posts complimenting the visuals, we’ve had other sites borrow (read: steal) them.

Fun “stunts”

B2B marketing does not have to be boring. And when you’re brand-building, one of the things that work best is to create emotions. Some of our most successful “stunts” have involved a decent amount of humor.

One such example is our April Fool’s joke on integrating Salesforce and TikTok, featuring a landing page to a product that did not in fact exist.

Not everyone got the joke (we still get an occasional signup from the landing page), but it definitely caught the attention of many.

Another well-received “stunt” was putting out a tongue-in-cheek press release. You see, for a while, we positioned ourselves as The world’s most boring marketing tool. So, after closing our most recent funding round, we put out a press release on how we raised “only” €1M to automate something boring. 

Outfunnel’s founders are Estonian, so our humor tends to be heavy on sarcasm. The local media outlets were happy to spread the news.

2. Capturing demand with inbound marketing

Outfunnel solves a problem that is not very new: disjointed sales and marketing data. So, to an extent, the market is definitely aware of the problem we’re solving. However, to date, most solutions available to this problem are all-in-one suites that come with a monthly bill that is in the 3-figures (or more), which is out of reach for SMBs.

That said, there is compelling evidence that salespeople and marketers increasingly want to choose their preferred tools even when they’re using an all-in-one platform, and 3rd party connectors that integrate data from various tools have been on the rise for at least 10 years now. 

So, beyond problem-awareness, there is some solution-awareness as well, as people seek out 3rd party solutions to connect their preferred sales and marketing tools. We think the problem and solution-awareness are lower than they could be – but more on that later in the article. 

Capturing the demand that is there is like picking the low-hanging fruit for us, as there’s little competition to Outfunnel in our niche (more on that in this article on marketing integrations). And how do we capture demand? With inbound channels, like SEO, SEM, directories, and comparison sites, and optimizing our conversion rates.

I’ve spent most of my marketing career working on inbound marketing, so I could write an entirely separate article about the ins and outs of that. Here, I’ll summarize our key inbound channels in three sections: organic traffic, paid traffic, and directories.

Findability on directories

When Outfunnel was founded in 2018, it served one very specific use case: integrating Pipedrive and Mailchimp. As such, it was only relevant to a relatively small group of companies: those that use Pipedrive as their CRM and Mailchimp as their marketing automation tool. 

And how do you reach these companies the best? Well, a good place to start is the already-established channels and platforms of Pipedrive and Mailchimp.

In general, the term “directory” refers to a site or resource that lists products and services, to help people find and compare solutions. 

For Outfunnel, the best type of directories has proven to be App marketplaces, such as Pipedrive Marketplace or HubSpot’s App Marketplace. And it makes sense – when a company implements a CRM system, they look at the CRM’s own resources to find the best ways to put the CRM to work for them. 

We’ve also had some success with more generic directories, such as Capterra or G2, but as Outfunnel’s target audience has been limited to the users of specific other tools, it has not made sense to invest a lot in those channels yet.

Organic traffic

It’s every inbound marketer’s dream to be in the #1 Google search result spot for their target search keywords. To maximize relevant organic traffic to Outfunnel’s website, we have invested a lot of resources into publishing great content on our blog, creating hundreds of app connection landing pages, as well as into building internal and external links to our site. 

Now, not all of our content serves the goal of capturing demand, but covering the high-intent, solution-aware demand part of our target search keywords (such as “Pipedrive-Sendinblue integration” or “Pipedrive email marketing”) has been priority number one. Why? Because that’s how we make sure people looking for something like Outfunnel find us.

At the beginning of each quarter, we review our target keywords – a list we have created after doing keyword research to identify the ones that are closest to what Outfunnel does as a product. And on a monthly basis, we track how we’re doing using Ahrefs’ Rank tracker and Google Analytics.

So, how have we been doing? Well, since we doubled down on building sales-marketing app integrations, we have been focused on building traffic to our integration landing pages. 

In 2021 alone, we grew the monthly organic traffic to 10x:

These traffic volume numbers probably do not blow your mind – but bear in mind that these are super high intent visitors, who are looking for exactly the integrations we offer. 

In capturing demand with content, the second priority has been generating traffic to content that relates to problem awareness (e.g. “sales and marketing integration”), even if it’s unclear whether the person behind the search uses the tools Outfunnel integrates with. 

While the solution-aware content and landing pages are optimized for signups to our tool, then the problem-aware ones are optimized for signups to our marketing lists.

Sidenote: generating organic traffic successfully requires backlinks from reputable and relevant sites. In our experience, backlink-building techniques can only go so far – the easiest way to earn really good backlinks is to put out unique and high-quality content (what Tim Suolo of Ahrefs calls Level 4 and Level 5 content). And well, the search engines will also love your 100% unique content more, because:

Paid traffic

If there’s any demand for the problem you’re solving with your company, there’s likely a competitor who’s already bought the #1 spot on Google’s search with their advertising dollars. 

In Outfunnel’s case, search ads have made up the majority of our advertising budget since day one. (Or well, even before day 1, but that’s a separate story.) 

While we do not have a performance marketing expert on our team, our team’s combined knowledge has been good enough to set up the ads – and we buy the time of expert consultants occasionally to audit and improve our ads setup.

3. Demand generation with partner marketing and growth marketing

Inbound marketing is great, but it depends on the target customer experiencing a trigger event to start the buying journey. For example, sending marketing emails to the wrong list and feeling the pain of embarrassment might be such a trigger event. Or exporting-importing lists manually and realizing how tedious it is.

What about that part of the target market that is going about their (working) life, completely unaware their sales and marketing tech setup could be improved? That’s where demand generation comes in.

In essence, demand generation is all about raising awareness about the problem you’re solving and building trust and associations to make sure you’re the one customers turn to when choosing a solution for the problem. 

For us, the channels that have worked best for demand generation are partner marketing and growth marketing.

Partners

Over time, we have built great relationships with our ever-increasing list of integration partners. We do this mainly by collaborating on content, such as organizing webinars or blog articles that benefit our customers. 

It’s worth noting that like any relationship, partnerships take time to build. Unless you have pre-existing warm contacts at the partner companies, you have to start by providing some real value before you go for an ask. 

However, partnerships are generally well worth the investment. In our most successful partnerships, we are not just well-presented anywhere on their site and support documentation where sales-marketing integrations are mentioned, but we also have the vocal support of their support engineers, community managers and salespeople – the powerful “word of mouth” referral marketing that no advertising dollar can buy.

Occasionally, we also venture beyond our integration partners – as long as the audience of the content matches our target audience: B2B salespeople and marketers. 

Growth marketing

We wouldn’t be a true technology company if we didn’t try to punch above our weight every now and then. In our case, “Growth marketing” is almost a catch-all term for experimenting with marketing channels and strategies that do not fall into any of the above categories. 

While we have run a lot of growth experiments, there’s one I would highlight here – cold emails – as it has yielded the best results when measured against our internal (R)ICE prioritization formula (read: it has proved the best bang for the buck). 

Now, cold email is definitely not your typical marketing channel. It’s usually the tool of business development representatives. Either way, as an outbound channel, it can be extremely effective. 

The caveat? You have to nail lead research to make this channel work for you. We’ve written about one such cold emailing experiment in the past, and recently we’ve put BuiltWith and numerous lead enrichment tools to use to build hyper-targeted lists of our ideal customers. 

While this article did not cover everything we do in marketing, it gives an overview of the main strategies that have worked well for us. 

The post How We Do Marketing at Outfunnel – a Comprehensive SaaS Case Study appeared first on Outfunnel - Sync Sales & Marketing Data.

• Record HubSpot email engagement (e.g. opens, clicks, unsubscribes) in your CRM so your sales team has full context and can sell smarter.
• Track web visits and calculate lead scores in the CRM with our own Web tracking and Lead scoring features as additional lead signals.
• Coming soon: Sync contacts and segments from your CRM to HubSpot Marketing Hub, along with all the relevant tags, statuses and custom fields, so that campaigns can start or stop automatically.

Does that sound like something right up your alley? Try it out with a free 14-day trial, no credit card required.

Why integrate your CRM and HubSpot Marketing Hub with Outfunnel?

Here at Outfunnel, we are on a mission to make connecting sales and marketing data super easy. This saves marketers a ton of time and helps salespeople focus on the right leads, so they can sell smarter.

So far, we’ve built CRM-marketing integrations for Mailchimp, ActiveCampaign and Sendinblue. HubSpot Marketing the fourth marketing automation integration tool that you can connect with your CRM in a matter of minutes with our App connector.

Here’s an example use case from a HubSpot Marketing Hub & Pipedrive user that explains the need to keep contacts in sync:

Need to create and maintain lists in HubSpot based on contacts/leads in specific stages in Pipedrive. (e.g. everyone that is in “keep warm” should get specific emails from HubSpot Marketing once a month)

Michael W.

And another user that explains the benefit of recording email opens, clicks, and more:

We use Pipedrive to track deals and manage our Pipeline but have just transitioned from Mailchimp to HubSpot for our marketing activities. We really need a solution to push marketing activity (sends, opens, visits etc.) to Pipedrive so the sales team can make informed decisions.

Andrew R.

However, as you may have guessed, we are not the first to offer an integration between HubSpot Marketing Hub and CRMs. So, what sets Outfunnel’s integration apart?

I’m glad you asked.

Here’s how our integration differs from native integrations or zip-zapping with digital duct tape:

• Set up just once to keep contact lists in sync and to record email opens, clicks, and more on contact profiles in the CRM.
• One setup for any number of lists in your CRM and HubSpot Marketing Hubs (most others require a separate setup for each list).
• Map standard or custom fields, most field types supported right away, some added soon.
• Track web visits of your contacts and get these recorded in the CRM..
• Entire setup takes minutes, not hours.
• Affordable pricing: plans start as low as $19 per month.

Find out more about our HubSpot Marketing-CRM connections, or sign up for early access to the upcoming ones:

• Pipedrive-HubSpot Marketing Hub integration
• Copper-HubSpot Marketing Hub integration
• Coming soon: Airtable-HubSpot Marketing Hub integration
• Coming soon: Salesforce-HubSpot Marketing Hub integration

This is just our latest addition to the sales-marketing app connections we offer. See the full list of tool connections we offer here or request your preferred sales-marketing connections via this quick form.

Ready to set up a connection between HubSpot and your CRM? Start your free 14-day trial now and get going in minutes, not hours.

The post Introducing Our HubSpot Marketing Hub Integration appeared first on Outfunnel - Sync Sales & Marketing Data.

If your marketing team uses Sendinblue to send automated email campaigns, then here’s how you’ll benefit from the integration:

• Automatically keep contact lists in sync — make all CRM contacts or subsets available in Sendinblue lists, along with all custom contact and company fields. Keep the databases in sync going forward.to Sendninblue, along with all custom contact and company fields.
• Give sales more context on leads — automatically record Sendinblue email opens, clicks, unsubscribes in the CRM for the salespeople to see. Use our website visitor tracking software to understand what leads do on your website after clicking on an email.

Some of you probably cheered and are on your way to signing up for a free trial.

And some of you are wondering why should you use Outfunnel for this, instead of other connector tools. If you’re among the latter, read on…

Why should you connect Sendinblue and your CRM with Outfunnel?

There are a number of tools that you can use to integrate Sendinblue and your CRM. So why should you choose Outfunnel for this?

We’re not a typical generic data connector tool, you see. Outfunnel is designed for connecting sales and marketing apps. Built by marketing and sales pros, our integrations are both deeper and easier to set up.

Here are a few key ways in which our Sendinblue-CRM integration stands out from the crowd:

• Set up in minutes to sync contacts and record email engagement for contacts in the CRM. No complex workflows or zip-zapping around.
• One setup for any number of CRM and Sendinblue lists.
• Track web visits of your contacts and record the visits in the CRM.
• It’s affordable: plans start from $19 per month.

Find out more about our Sendinblue-CRM connections:

• Pipedrive-Sendinblue integration
• Copper-Sendinblue integration
• HubSpot CRM-Sendinblue integration

Ready to connect Sendinblue with your CRM? Start a 14-day free trial of Outfunnel today and get started in a matter of minutes. No expert knowledge or coding skills are required.

The post Meet Our Sendinblue/Brevo Integration: Connect Your CRM With Sendinblue appeared first on Outfunnel - Sync Sales & Marketing Data.

Released by Outfunnel and Copper, the key findings of the report include:

• 58% of sales and marketing professionals don’t feel well aligned, a significant increase from 46% last year.
• SMBs are embracing the work-from-anywhere era, but those who have switched to a fully remote structure struggle more with sales and marketing alignment and are less likely to exceed revenue goals.
• 60% of sales and marketing leaders report exceeding revenue goals in 2021, and 62% believe they will exceed goals in 2022.
• SMBs that struggle with disjointed marketing and sales teams are twice as likely to miss revenue goals, while those with great alignment more commonly exceed them.
• Reliable and accurate data is considered key for alignment, but one-third of salespeople and marketers still move data between tools manually.

Read on for a short read on the key findings or download the report now.

More than half of sales and marketing professionals do not feel well-aligned

Fifty-eight percent of respondents report their sales and marketing alignment is “Poor,” “Fair” or “Good,” a notable increase compared to the previous year (46%, up 12%).

This decline in alignment is noted by SMBs of all sizes but is especially prominent in larger companies. 66% of respondents from businesses with between 101 and 150 employees currently report misalignment, up from 34% in 2021.

What are the main challenges to alignment? How do well-aligned sales and marketing teams drive revenues in practice? Download the report to find out.

Fully remote teams report worst alignment and revenues

Last year, businesses had the chance to look back at the procedures and policies they’d put in place for remote work, assess the results, and decide how to move forward.

43% of SMBs have set up a hybrid structure, while 20% have gone completely remote. Slightly more than one-third are fully back in the office.

How have these changes impacted sales and marketing alignment? The data shows that those who have gone fully remote report the worst congruence between sales and marketing.

What’s more, those that have gone fully remote are least likely to exceed revenue goals, when compared to those who are back in the office or now in a hybrid structure. Find out more in the full report.

Optimism amid uncertain times: sales and marketing leaders believe they’ll exceed revenue goals in 2022

Sales and marketing leaders are optimistic about exceeding their revenue goals in 2022.

And with good reason: Nearly 60% of respondents reported that their companies exceeded revenue goals in 2021.

However, not all industries were equal in their wins. In 2021, respondents in Manufacturing reported the best results: A whopping 72% said they exceeded revenue goals, while only 14% reported falling short of their targets.

Compare those numbers to Professional Services, who performed worst: 46% reported exceeding, 33% achieving, and 21% missing revenue goals in 2021. Still, nearly half of respondents exceeding revenue goals isn’t exactly poor performance.

Aligning sales and marketing efforts increases odds of exceeding revenue goals

Once again, the correlation between sales and marketing alignment and revenue is real. Companies that report great sales and marketing alignment are more likely to exceed revenue goals, while those struggling with alignment are twice as likely to miss revenue goals.

Among those that reported poor or fair alignment, 16.3% said they would miss revenue goals in 2021. Compare that to companies that had very good or excellent sales and marketing alignment, out of whom only 8.7% reported they would miss revenue goals.

Data is key to alignment, but one-third still move data between tools manually

There’s no arguing that accurate and timely data is key to sales and marketing alignment.

In fact, 29% of respondents selected unreliable data as one of the three main challenges to alignment, while 25% selected fragmented prospect and customer data as such.

And yet, a whopping one-third of the respondents move data across sales and marketing tools manually.

To prepare the report, Outfunnel and Copper surveyed 300 sales and marketing leaders from SMBs across industries in November-December of 2021. One-quarter of respondents (24%) worked at companies with 1-10 employees, 34% worked at companies with 11-50 employees, 28% at companies with 51-100 employees and 14% at companies with 101-150 employees.

Get the free 26-page report with dozens of fresh findings on the state of revenue marketing at the start of 2022: Revenue Marketing Report 2022.

The post New Report: Sales and Marketing Alignment Declines, Those Fully Remote Least Aligned appeared first on Outfunnel - Sync Sales & Marketing Data.

Salesforce is certainly a powerful and complex tool, and even the basics take time to get to grips with. That is why we decided to put this Salesforce for dummies guide to help you manage your overall sales process better. 

In this guide, we will cover the basics of Salesforce navigation, its principal features, and what the CRM can do for your business. We will also show you how to integrate your marketing efforts with Salesforce so your sales and marketing efforts are aligned. 

First, let’s get started with a bit of Salesforce background and how it solves a range of business challenges. 

What is Salesforce? 

Before learning more about Salesforce, you should understand customer relationship management (CRM). 

CRM explained 

It was in 1954 that Peter Drucker laid down the foundations for retaining customers, something he believed was the primary goal of a business. Today, keeping customers satisfied is far more complex than it was in Drucker’s time, going beyond the need to schedule business appointments. 

Digital CRM tools were developed out of necessity, providing forecasting tools and outstanding customer service for modern businesspeople.  

CRM manages upcoming sales and any existing and potential customer interaction. Said interactions can become incredibly complex when they consist of numerous fields spread out across a large customer base. 

CRM encompasses the full spectrum of processes and systems that aid in maintaining customer interest and dedication. When a CRM like Salesforce is adequately implemented, your customers’ needs are put first. 

However, before the advent of CRM platforms like Salesforce, CRM solutions were mainly limited to businesses’ private servers. This was, understandably, a costly and time-consuming process. 

Salesforce to the rescue 

Salesforce was born to ease the enormous capital and human effort needed to maintain a CRM system. This innovative Software as a Service (SaaS) tool used Cloud Computing to cut long installation times. 

But this SaaS did so much more than just ease the CRM burden on companies. It allowed the crafting of accurate projects that drive sales with unprecedented convenience and efficiency. 

This revolutionary CRM service provides solutions for companies that need to streamline the sales funnel and pipeline. With Salesforce, companies can consolidate lead and customer data in one accessible place.

With more than 10 million members, Salesforce is integral to developing the modern business world. It’s also an excellent place to consolidate all your sales and marketing tools and channels. 

Salesforce is also a superb tool for programmers who can focus on building apps at lightning speed with a comprehensive interface with apps.

Other Salesforce benefits include: 

• A speedy, simple, and effective experience: Salesforce’s world-class solutions can be implemented in under a month with the right plan, with even less time spent figuring out how it all works and fits in with your business goals.
• A cloud-based experience: Given that Salesforce is a SaaS, you can access it anywhere in the world with a reliable internet connection.
• Scalable capacity: Salesforce was designed to scale with businesses’ growths, providing for any level of complexity and customer base size. 
• 3rd-party integration: Your business probably uses a host of apps, and you can integrate Salesforce with a myriad of accounting, communication, and design apps. We’ll also have a Salesforce integration for dummies guide out for you soon.

• Excellent ROI: While Salesforce can become expensive with its more demanding membership types, many small-to-medium businesses see seriously good return on investment from implementing Salesforce. 

Now that you understand Salesforce’s benefits better, we can get started with the first step in our Salesforce.com for dummies hands-on guide. 

How to navigate the Salesforce home page 

Like many professional services, Salesforce’s home page can be somewhat confusing for the uninitiated. Let’s start with the basics and learn how to find our way through Salesforce.com’s website.

Remember that your Salesforce homepage can be tailored to your personal business’s functions, tasks, and data. 

Tabs

The first thing you will see when you log into Salesforce is a selection of ordered tabs. 

These tabs are your primary navigation function, so it’s important that you get accustomed to all the different ones. When you select a table, a sub-list will appear, and you can choose the specific function you need. 

Each tab will have a neighboring downward-facing arrow that will reveal relevant interactions, allowing you to access recent documents.

The Reports tab is essential, as it is your central hub for dashboard and custom report creation and review. This is where you will monitor your key sales performance.

Search 

The Salesforce Search function allows you to hop into specific pipeline tools or marketing processes. You’ll find it on top of the navigation tabs. 

Simply type in the specific keywords into the search bar, and then browse through the search results page that will load for your specific record. 

Settings 

Salesforce is an incredibly customizable SaaS that caters to various business demands. You can calibrate Salesforce to suit your specific needs with the Settings function (found beneath your user logo). 

You can use the Setup function for your preferred configuration and customization if you are an administrator.

News

Staying up to date with all the relevant business updates is important, so Salesforce included a News section in its interface. 

Today’s events

The Today’s Events section is incredibly useful as it allows you to keep track of all your current appointments within Salesforce. You can sync your Google Calendar or Microsoft Outlook accounts to ensure that all your appointments are integrated. 

Today’s tasks 

Much like the Today’s Events tab, the Today’s Tasks section allows Salesforce users to stay on top of their daily objectives. Think of this as your to-do list. 

Recent records

Rather than sifting through the Search function for your recent records and having to create a report from scratch, Salesforce has a dedicated archiving department for you to return to documents worked on in the past few days. 

Salesforce Help

The Salesforce Help function will put you into contact with the relevant documents or customer support agents. 

How do Salesforce’s services work? 

Salesforce’s primary function is to help its users manage their customer relationships while progressing through the sales funnel.

You can consolidate your online marketing efforts with Salesforce by integrating your sales and account management departments. When everyone is communicating with leads and clients in the same stream, the chances of confusion or even alienation are significantly reduced. 

Let’s examine how this streamlined approach is achieved with Salesforce’s primary services. 

Manage your contacts

Firstly, we need to import our customers to Salesforce, along with detailed standard and custom objects. 

Salesforce gives you a bird’s eye view of your customer base that you can hone in on in detail. You can browse through individual contacts’ interaction histories and review past conversations.

Once you’ve finished adding our contacts, you can enjoy an incredibly detailed overview of each one. 

The broader customer relationship captured by Salesforce is further detailed with your social media exchanges. 

Given that Salesforce operates through the cloud, all of this customer data can be inspected with your smartphone so that you always stay in touch with these convenient mobile solutions. 

Automate your digital marketing

Prospecting and lead management are two of the most time-consuming and administrative efforts of the customer development process. 

Salesforce will automate this aspect of customer relationship management, identifying the clients with a high potential to become legitimate prospects. 

As a result of such in-depth automation, personalized messages can be sent to your contacts with their profiles “in mind.”

Stay on top of customer service

A responsive and comprehensive customer service setup is essential for keeping customers happy and dedicated to your business. 

Salesforce allows you to manage your customer complaints and queries by keeping your customer service team intimately connected with clients. 

Your customer service agents will also benefit from insights generated by Salesforce to improve your agents’ performance, as well as your marketing and sales team members’ abilities.  

Manage your opportunities  

Can you imagine a complete view of your teams’ hottest deals? Salesforce’s Opportunities service is an effective tool that provides precise reports on your opportunities.

You can then pinpoint which contacts are ready for advanced marketing interactions and the most beneficial way forward. 

You can further tailor an opportunity record to filter your teams’ hottest prospects. Your team’s efforts will no longer be wasted on ambivalent contacts. 

Get started with app building 

Did you know that you can build your own apps from scratch with Salesforce? Each business has its unique challenges, which is why Salesforce provides the tools needed to make solution-oriented apps. 

Managers can collaborate with developers in real-time through the Salesforce App Cloud, providing their exact needs through every step of the app development process. 

That being said, you might find that your needs will be solved by one (or a few) of the many tools available in Salesforce’s AppExchange. 

What are Salesforce’s main products?  

Salesforce’s emphasis on customer relationships means that its features aim to accommodate all your business needs. The full list of Salesforce’s main products and features deserves a separate post, here are just the highlights from the angle of B2B sales.

The Sales Cloud

The flagship product is a “complete growth platform and the #1 AI CRM for sales”. You can build and close pipeline faster with all your data in one place and a fully customizable feature set.

The Marketing Cloud 

One of Salesforce’s handiest and most reliable applications is the Marketing Cloud, which provides a fully customizable and automated email address system. 

The AI-powered Marketing Cloud not only sends out emails with customer updates but will also determine the customers that are most likely to interact with your services. 

This application’s usability also extends to ready-made templates that will do much of the marketing legwork for you, so that you can concentrate on closing deals. Let’s check out some other secure high-performance Salesforce solutions. 

The Service Cloud 

Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to provide service and support to their business customers. It provides a 360-degree view of your customers and enables you to deliver smarter, faster, and more personalized services.

Slack

Slack is a cloud-based team communication platform, which has been owned by Salesforce since 2020.

It’s a nifty team communication tool that can be adapted to a powerful customer communication and sales opportunity management tool with the right integration setup. For example, it can send you an alert for deal progress or when something needs a team member’s input.

AppExchange 

Last but not least is the AppExchange. Salesforce provides a superb foundation for advanced marketing efforts, but you might find that there are plenty of apps out there that further your sales and marketing efforts.

The AppExchange increases Salesforce’s potential by giving you access to countless powerful apps that will build on Salesforce’s operations. Remember that you will need to pay for some apps, which might take time to get to grips with.  

Why do I need Salesforce? 

We’ve covered most of Salesforce’s primary services in this Salesforce.com for dummies guide, but let’s now dig a bit deeper into what the CRM platform can do for your business in general. 

A comprehensive platform 

While Salesforce is generally considered a marketing and sales-focused platform, it is geared to accommodate many of your businesses’ departments, including IT, marketing, customer service, sales, and commerce. 

The point of Salesforce is to become accessible to all your employees, where many of your pertinent operations, customer data, and general business resources are consolidated. 

Complete customizability 

Salesforce puts a significant emphasis on customizability. You can customize most of the provided features and services with new modules, personalized workflows, and opportune sales strategies. 

Your customer and reporting data will never be lost, even at a high level of customizability. Salesforce grows alongside your business, organically adapting to increasingly complex sales pipelines and workflows.  

Join the ecosystem

Salesforce’s broader ecosystem comprises consumers, developers, and partners focused on optimizing business insights. 

The Salesforce Success Community allows users to contact Salesforce’s extensive employee base for personalized guidance and suggestions. 

If you feel like your company needs better development, Salesforce has plenty of resources to match you with the appropriately skilled developers. 

Learning with trailhead

Trailhead is a superb learning resource from Salesforce that helps employees and candidates meet their career goals. You can learn more in-demand skills and resume improving credentials with Trailhead. 

The Trailblazer Community is brimming with inspirational and talented individuals that are passionate mentors. You can join the Trailhead for Slack channel and access the most relevant and beneficial content. 

Foolproof security 

Salesforce has a range of security features that ensure its users can work with peace of mind. You can adjust the security settings to cater to your safety needs and set appropriate permissions for your team.

• Malware and phishing: If you encounter any suspicious irregularities during your Salesforce experience, please report them to security@salesforce.com. Salesforce provides real-time security and performance-related data for full transparency.  
• Auditing: Auditing is an essential part of any proper potential security issue diagnosis as it allows for a comprehensive case study. Please note that your dedicated IT members will need to help Salesforce with this process.
• Security health check: If you are the admin of your team’s shared Salesforce account, then you can run a Health Check to isolate any possible chinks in your security setup. Once the check is complete, you will receive a security score to compare to the average Salesforce security baseline.
• Salesforce Shield: The Salesforce Shield comprises three security tools that help developers and admins alike stay on the right side of compliance and trust. This trio consists of Field Audit Trail, Shield Platform Encryption, and Event Monitoring. 

How to get help 

Salesforce’s design is relatively straightforward, but if you do run into any issues, these are the best way to get back on track quickly.

• Get in touch with your system administrator for a hands-on guide.
• You can find the Salesforce Help function throughout most Salesforce pages and tasks. It takes the form of a question mark symbol and provides a page-relevant and accessible guide for many related issues you might be having. 
• Then there is the Salesforce Trailblazer Community, where you can see what other users have to say on an issue and look for commonly asked questions. If you find that your issue is slightly more complex than the resources on offer, don’t be afraid to write a detailed post. 
• Social media platforms, specifically Twitter, are another excellent resource. Try tweeting your question with the hashtag #askforce and you’re likely to be quickly responded to by official and unofficial Salesforce professionals.
• Finally, 90% of the time, Salesforce is implemented with help from an expert partner agency or consultant. If you’re not working with a partner already, you can find one on Salesforce’s directory.

How do I integrate my apps with Salesforce?

While Salesforce is incredibly capable, we know sales and marketing people often prefer to pick and choose their favorite tools instead of going for an all-in-one platform.  This is where Salesforce integrations come into play.

If you use apps like Mailchimp or ActiveCampaign in your marketing efforts, or Calendly to schedule calls, then you might want to sync your customer life cycle activity across the board. A common use case is integrating your email marketing platform with Salesforce.

This is where we come in. Outfunnel is basically a Salesforce integration for dummies service. It syncs your contacts’ data across a variety of essential apps. This effective CRM integration solution ensures that your sales and marketing data is connected and in sync 24/7.

This level of integration saves salespeople and marketers even more time, allowing them to work on leads at a greater capacity. 

The best marketing campaigns are well-targeted to specific customer segments. Unfortunately, this level of personalization typically means a heavier admin load. Outfunnel will automate much of this manual work, so your teams can focus on creative work.

While there are other third-party integration app options for Salesforce (such as Zapier and its alternatives), Outfunnel is the only one designed for connecting sales and marketing apps. Built by marketing and sales pros, the integrations are both deeper and easier to set up.

In conclusion

Salesforce allows you to work with your team at a streamlined level and deliver a more connected customer-focused service. Automating and integrating your workflow takes the drudgery out of the working day. 

We hope that this Salesforce for dummies guide helps you get started with the CRM system. Remember that Salesforce’s broader community resources, like The Trailblazer Community, are an excellent place to go if you have any further queries or just want to expand your understanding. 

Ready to integrate Salesforce with the rest of your sales and marketing stack? Get started with a free trial today.

The post The Complete Salesforce For Dummies Guide appeared first on Outfunnel - Sync Sales & Marketing Data.

If the web forms on your WordPress site are set up with Gravity Forms, then here’s how you’ll benefit from using Outfunnel to connect the forms with your CRM:

• Eliminate manual data entry — new contacts from form fills get synced to your CRM automatically, complete with custom fields;
• Give sales more context on leads — form submissions get recorded on contacts’ timelines in the CRM, and you can even start tracking future web visits of your contacts.

Why should you integrate Gravity Forms to your CRM with Outfunnel?

There are several tools out there that let you connect Gravity Forms with CRMs. So why should you consider Outfunnel for this?

Here are a few key ways in which our Gravity Forms-CRM integration stands out from the crowd:

• Set up in minutes to sync contacts and to record form fills on contact profiles in the CRM.
• Easily map any and all custom fields you’d like to be mapped to the respective properties in the CRM (some alternatives are only able to map 3-4 default fields).
• One setup for any number of web forms on your domain (many others require a separate configuration per web form).
• Track web visits of your contacts and record the visits in the CRM.
• Plans start as low as $6 per month.

Find out more about our Gravity Forms-CRM connections:

• Pipedrive-Gravity Forms integration
• Salesforce-Gravity Forms integration
• Copper-Gravity Forms integration
• HubSpot CRM-Gravity Forms integration
• Airtable-Gravity Forms integration

Gravity Forms are just the latest addition to the seamless sales-marketing integrations we offer to help make managing customer data across platforms a breeze. See the full list of tool connections we offer here or request your preferred sales-marketing connections via this quick form.

Ready to set up a connection between Gravity Forms and your CRM? Start your free 14-day trial now and get set up in less than 15 minutes.

The post Say Hello To Our Gravity Forms Integration appeared first on Outfunnel - Sync Sales & Marketing Data.

That’s why we’re happy to officially announce Outfunnel’s Calendly integration — it will automatically keep data in sync between your Calendly events and your CRM.

What is Calendly and why should you connect it with your CRM?

Calendly is a modern scheduling platform that makes “finding time” a breeze. It’s professional and efficient, and eliminates the hassle of back-and-forth emails.

It’s easy to connect Calendly with your calendar of choice. But until today, it’s not been too easy to connect Calendly with CRMs. In the words of our customers and leads, this is what they have been missing:

“When people sign up for an event I would like them to show up here so that I can send out email sequences to keep their engagement and interest.”

“I havent worked out a way to send mobile phone numbers (custom field in calendly) and any other info direct into pipedrive. Currently using Zapier for some info but it’s not detailed enough.”

“We have a horribly complicated zap that currently does this. It can easily break and if you can provide a neat and clean solution to link these 2 apps together you’ll have a client forever!”

Outfunnel’s new integration makes it easy to sync new meeting activities and contacts to your CRM. Save time otherwise wasted on managing contacts and keep track of all meetings scheduled in the CRM, automatically1

Learn how to set up the Calendly integration.

How will my team benefit from Outfunnel’s Calendly integration?

Our integration with Calendly will increase your sales productivity by:

• Eliminating manual data entry — all new contacts are automatically synced from Calendly events to your CRM (Pipedrive, Copper, Airtable and HubSpot CRM; Salesforce support coming soon).
• Ensuring all necessary data is available in your CRM — map Calendly custom fields with your CRM fields, so when new contacts schedule meetings, all key info gets synced over. Sales can then easily create custom filters or lists to categorize the contacts accordigly.
• Giving sales more context on leads — meeting activities are recorded for your contacts in the CRM.

Are you already using Calendly to schedule your meetings? Then open Outfunnel and connect your Calendly account with your CRM. If you’re not an Outfunnel user yet, sign up for a free trial.

What’s next?

Our Calendly integration already works with Pipedrive, Copper, HubSpot CRM and Airtable — and we’ll be adding Salesforce support very soon. Additionally, we’re looking to add the following functionalities:

• Update the activity in your CRM based on Calendly event cancellation and rescheduling.
• Track the source/medium info for your new leads and ther visits on your website.

Ready to connect Calendly with your CRM? Start a 14-day free trial of Outfunnel today and get started in of minutes. No coding skills required.

The post Increase Sales Productivity With Our New Calendly Integration appeared first on Outfunnel - Sync Sales & Marketing Data.