CustomerIQ + HubSpot
All-in-one CRM platform for marketing, sales, and customer service. Connect with CustomerIQ to automate data entry, sync all communications, and unlock AI-powered revenue intelligence.
What gets synced
The problem
HubSpot only captures what reps remember to log.
Deals show incomplete activity history.
No way to know deal health without asking reps.
Forecasting suffers from bad data.
Three ways we make HubSpot actually work.
*there are many more, but we thought we'd ease you into it.
Automatic Logging
Complete Activity Capture
Every email, call, and meeting logged to the right HubSpot records automatically.
AI Insights
Deal Intelligence
Know which deals are at risk based on communication patterns and engagement.
Visibility
Team Performance
Track response times, activity metrics, and pipeline health in real-time.
Powerful features for HubSpot users
Everything you need to automate your workflow and gain actionable insights.
Automatic Activity Logging
Emails, calls, and meetings logged to HubSpot contacts and deals automatically.
Smart Contact Matching
AI matches communications to the right HubSpot records, even for new contacts.
Deal Intelligence
Get AI insights on deal health based on communication patterns and engagement.
Team Performance
Track response times, email quality, and team productivity metrics.
Easy setup
Get started in minutes
Connect HubSpot to CustomerIQ in three simple steps.
Install app
Install the CustomerIQ app from the HubSpot marketplace.
Authorize access
Grant CustomerIQ permission to access your HubSpot data.
Configure & launch
Set your preferences and start syncing data automatically.
Why teams love CustomerIQ + HubSpot
Stop wasting time on manual data entry. Let CustomerIQ handle the busywork while you focus on what matters most - your clients.
- Save 2+ hours per day on data entry
- Never miss a follow-up or important detail
- Get AI insights on client health and risks
- Improve team response times by 40%
- Complete audit trail of all communications
- Seamless setup in minutes
Ready to connect HubSpot?
See how CustomerIQ can transform your workflow with a personalized demo.