HubSpot integration
Sync and automate your CRM workflows across contacts, companies, and deals.
What it connects
- Ingest CRM contacts with email, phone, job title, and lifecycle stage information to build a unified people directory.
- Pull company records including domain, industry, employee count, and revenue for organizational insights.
- Retrieve sales deals with pipeline stage, amount, and close date to track opportunities through your workflow.
- Fetch service tickets with priority, subject, and assignment to manage support requests and incidents.
What it automates
- Create and update contacts to keep your CRM current with new people and changed information.
- Link contacts to companies and manage organizational relationships with automatic association.
- Update deals to reflect stage changes, amounts, and timeline adjustments throughout the sales cycle.
- Create and manage service tickets for incident response, change requests, and customer support.
In practice
- Sync new hires from your HR system into HubSpot as contacts, then automatically assign them to account teams based on region.
- Pull customer company data weekly to enrich Axiom with revenue, industry, and employee count, triggering alerts for high-value accounts.
- When a security incident is logged. Create a ticket in HubSpot and assign it to the designated owner for rapid response and tracking.
- Automatically update deal stage and close forecast when critical business milestones are reached, keeping sales leadership informed without manual entry.
