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HubSpot is a software platform that provides a variety of business solutions and is best known for its customer relationship management (CRM) and sales automation capabilities. To learn more about the features of HubSpot, visit https://www.hubspot.com/.

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Integration overview

Leveraging the HubSpot integration requires that Ruddr’s Pipeline feature is enabled. The HubSpot integration allows you to easily import Companies, Contacts, Opportunities (Deals), and Activities into Ruddr from HubSpot.

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Key integration benefits

The HubSpot integration allows companies to seamlessly connect their CRM and professional services platforms. Below is an overview of the main features of the HubSpot integration.

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Give your delivery team visibility into your pipeline

Ruddr’s Pipeline feature is designed to offer your workspace members insight into sales opportunities and sales-related forecast information. By leveraging the HubSpot integration, you can make that information available to delivery and operations personnel without the need to provision additional HubSpot licenses.

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Sync companies, contacts, and opportunities from HubSpot to Ruddr

You can easily sync companies, contacts, and opportunities (deals) to Ruddr. Note that this sync process is always unidirectional from HubSpot to Ruddr. The process can be setup to automatically run on a frequency determined by you. Manual synchronization can be run as needed. Pipeline data that originates in HubSpot will be read-only in Ruddr, ensuring that your sales team’s efforts to manage this data in the source system are not affected by the interaction with this data from within Ruddr.

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Convert HubSpot opportunities (deals) into Ruddr projects

Any opportunities (deals) synced from HubSpot will be available in Ruddr’s Pipeline area. Ruddr projects can be created from these opportunities.

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Setting up the integration

For step-by-step instructions on setting up the HubSpot integration, see the HubSpot Integration Setup article. For more information, see the Pipeline section of the Ruddr help center.