HubSpot and Buildertrend: All your sales tools, all in one place
HubSpot – a leading CRM platform – and Buildertrend are better together. Learn how to integrate both systems to boost your construction business’ sales.
Not yet a customer? Get a demo
Centralize your sales process:
Track leads and manage your entire sales pipeline between HubSpot and Buildertrend with ease.
Start your next project faster with the right sales data:
Transfer leads from HubSpot to Buildertrend to turn prospects into active jobs in seconds.
Eliminate time-sucking, tedious work:
No longer worry about double entry of homeowner data in both your CRM and Buildertrend.
Requirements
Package level
Works with all Buildertrend plans
Account permissions
Full admin permissions are needed
Type of plan required
Works with both the free and paid versions of HubSpot
What is HubSpot?
HubSpot is CRM software that helps businesses manage their sales, marketing and customer service activities. It provides digital tools that enable organizations to attract and convert potential clients, with features for email marketing, lead generation and analytics. The platform is designed to streamline workflows and provide valuable insights into customer behavior. HubSpot is trusted by businesses of all sizes to help them grow and succeed in today’s competitive market.
How does the HubSpot integration work with Buildertrend?
Centralize your sales process
Instead of having to check separate tools for the information needed to track a lead, teams using this integration can view HubSpot campaign information and metrics while working in Buildertrend.
Eliminate time-sucking, tedious work
Managing projects and sales out of two separate platforms can lead to a busy builder’s worst nightmare: double entry. Instead, bring your project and prospect data together to save time and reduce the chance for error. Setup is flexible, too. You can transfer HubSpot contact information to Buildertrend based on contact status or deal stage.
Start your next project faster with the right sales data
If you already have email campaigns and lead workflows set up in HubSpot, you can keep those workflows in place, no problem. Simply have the sold opportunities convert to jobs in Buildertrend. With data from active clients and leads living under one platform, the integration also provides valuable insights into the client journey. This allows teams to make data-driven decisions that empower faster sales, improved productivity and higher client satisfaction.
Why use HubSpot and Buildertrend?
Integrating HubSpot with Buildertrend construction software brings several benefits. It can help improve communication between sales and project teams, streamline lead management and provide insights into customer behavior and project performance. This integration can also help automate tasks such as lead capture and sales pipeline management, ultimately saving time and increasing efficiency. Additionally, it can provide a more holistic view of the customer journey, allowing for more personalized and effective marketing and sales efforts.
Installation
- Log in to your Buildertrend account.
- Navigate to Company Settings.
- Select HubSpot in Integrations.
- Follow installation instructions.
- You’re all set!
Ready to centralize your entire sales process?
Log in to your account to install the integration. If you’re new here and looking to get signed up, request a demo, and our team will reach out soon!
Feel confident knowing your construction financials are accurate and secure
Ready to get started? You can log in to your account to install the integration. If you’re new here and looking to get signed up, request a demo, and our team will reach out soon!
Not yet a Buildertrend customer?
Frequently asked questions about the HubSpot integration
The sync will flow one way to start, with data from HubSpot being sent directly to Buildertrend. Further iterations of this will include a two-way sync and keep data up to date between both systems.
Construction business owners, project managers and anybody involved in the sales process can benefit from this integration. These users have the flexibility to quickly access data from HubSpot in Buildertrend because the entire sales process now happens in the same spot where their job information is housed and managed.