Sync Your Customer Data with Fluix and Hubspot Integration

Deliver customer value and improve the way you manage contracts, sales, and partner relationships

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What Can You Do with Fluix + Hubspot?

Bridge the operational gap between marketing, sales, and document management for faster deal closures

Create a Better Customer Experience with Two-Way Data Synch

Ensure your customer information remains up-to-date across both platforms, eliminating manual data entry and potential discrepancies.
This would equip your sales teams with mor accurate information, enabling more personalized interactions, improving customer satisfaction and conversion rates.

Sync Completed Agreements Straight to HubSpot Deal Records

Whenever your salesperson fills out the agreement in Fluix, it’s automatically attached to the relevant Deal in HubSpot for further processing.
This ensures accurate and timely data flow, boosting efficiency and enhancing customer interactions.

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Save Time by Auto-Populating Customer Data into Fluix Forms

By pre-filling Fluix forms with the data you have in HubSpot you keep all your documents consistent.
This way your sales reps can focus on closing deals faster instead of manual data entry.

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One-Time Setup, Ongoing Efficiency, Without Tech Complexity

Enhance your contract management, sales processes, and customer relationships with the integration that you can set up in less than 30 minutes

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Fluix Integrates with Other Tools
Your Team Uses

Airtable

Zapier

Procore

Salesforce

Power BI

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Use our open API to seamlessly connect your various tools. Ask our
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FAQ: Fluix + Hubspot Integration

What is HubSpot used for?

Is HubSpot free?

What does Fluix + HubSpot integration do?

Integrating Fluix with HubSpot bridges marketing, sales, and document management processes.

It streamlines lead and contact data management, document distribution, and workflow automation, leading to more efficient processes and enhanced customer interactions.

The integration allows for automated sales processes, such as extracting completed agreements to relevant HubSpot Deal records.

Can you provide an example of Fluix + HubSpot integration?

When a sales person closes a new deal out in the field and input this into your HubSpot account, they receive the Deal ID to prepare the sales agreement.

Using Fluix prefilled forms and workflow automation, the salesperson fills out the agreement along with the Deal ID and submits it.

The agreement is then stored in the Attachments section of the respective Deal in your  HubSpot account for further processing and data storage.

What are the steps involved in setting up HubSpot integration in Fluix?

Step 1:

Create a repetitive process in Fluix Taskstream by adding a user task with fillable forms.

Step 2:

Connect Fluix with HubSpot by adding a ‘share to submit’ action and selecting HubSpot among the list of third-party tools.

Step 3:

Configure data extraction by mapping the field where the salesperson fills out the Deal ID using Dynamic Values.

Step 4:

Save and publish the setup, then test it by filling out the form and submitting it in Fluix. The entered data will automatically appear in your HubSpot database.

I don’t have a Fluix account, how do I get started?

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