Would you like to automate your company to work more efficiently and use your resources wisely?

The integration of Hubspot into Memberspot makes this possible! It is important that processes run smoothly and that there are no major detours. This means you have no stumbling blocks and work in your company becomes more efficient. 🧱

Automated processes have become indispensable in our digital world. We want to make our day-to-day work as simple as possible and minimize the effort involved. Smooth processes also enable you to scale your company faster and make your employees' work easier. ⚙️

Automation can collect and analyze data faster and more accurately. This allows you to focus on more important things, as these regular tasks are real time wasters. Instead of manually entering contact data into the system, you can completely automate this and make fewer careless errors. 🧠

Automation also strengthens the bond with your customer. You no longer have to enter data manually with great effort and therefore have more time for more intensive customer care.

Hubspot has several functions that can help you to optimize and automate processes. Fritz, the co-founder of Memberspot, has filmed an interview for you with Sergej Kimel, who explains how you can automate and simplify your processes by connecting Hubspot to Memberspot.
Sergej Kimel is the founder of ScalingHub and is an expert in the automation of Hubspot and other CRMs. His clients include agencies and coaches. Many of his customers also use Memberspot, which is why Sergej is also familiar with this connection. 🔗

They work according to the Done-4-You strategy, which means that they take over the entire automation process for their customers in order to minimize the effort involved. After a detailed analysis, you will receive an overview of which optimizations make the most sense for you. It doesn't matter whether you want to integrate Hubspot into your company for the first time or whether you already have a CRM system.

ScalingHub takes care of onboarding in the new system, so your employees can get off to a perfect start. They are also on hand for further collaboration to develop your company and optimize processes. In this interview, Sergej shows how you can integrate Hubspot into Memberspot to enjoy the benefits of the tool yourself. 👍🏽

Click here for the interview with Sergej Kimel: 👇🏽

Hubspot and integrations: The future of CRM

Process optimization certainly also plays a major role in your company. As a coach and agency, you also need effective processes in order to have enough time to provide your customers with intensive support and accept more orders. A CRM system can take over and complete recurring tasks, such as transferring personal data to a CRM system. First of all, let's clarify what a CRM actually is.

What is a CRM?

A CRM system is a software tool that helps companies to manage processes more efficiently and improve contact with customers. The aim is also to increase customer satisfaction. CRM stands for "Customer Relationship Management" and is an important tool in every company. You've probably heard of CRM systems such as Microsoft Dynamics, SAP CRM and Hubspot. Sergej uses Hubspot to explain how you can make your processes more effective. 📝

Hubspot is exactly the tool that allows you to automate many processes, but what exactly is Hubspot?

What is Hubspot?

Hubspot is a very helpful and practical tool. Do you already know that using Hubspot can simplify your work processes? 🤔

Hubspot is an all-in-one platform that helps companies optimize their online presence and automate their business processes. It offers you a variety of functions such as content management, SEO, social media, email marketing, CRM and more, enabling your company to automate its marketing and sales activities.

The tool helps you to better understand your target group and improve your marketing strategy. Hubspot makes it easier for you to find qualified leads by performing lead generation automatically. This ensures that you can manage your lead list more effectively and thus increase your sales opportunities. Hubspot has a variety of functions. We have summarized the most important ones for you here. ⬇️

Functions of Hubspot

For a company to function, you need processes that run smoothly. After all, you want to make your employees' work easier. That way, they can invest their time in important things. That's why it's important to file documents correctly, record customer data without errors and do so effectively and clearly. Employees can also make mistakes with these tasks, e.g. an email address can be entered incorrectly and the person cannot be contacted. Hubspot can avoid this situation - but not only that - it can also help you to automate and optimize marketing, sales and service processes. We have summarized the most important functions for you: 😊

With Hubspot, you can save all your contact and lead data in the integrated CRM . This gives you a unified view of all your potential and existing customers' information and allows you to manage and organize it easily. You have all your leads' information in one place.

By connecting to Hubspot, customer information and activities can be tracked. With the ability to link the data with other applications, your company can optimize work processes and increase the performance of your sales and service teams. ⛰️

Marketing automation makes it possible to optimize your marketing processes. You can create, send and track personalized email campaigns to effectively serve multiple channels. 📨

Hubspot's email marketing module allows you to create automated email workflows to target and qualify potential customers. With the integrated social media marketing module , you can plan, track and optimize posts to increase the reach of your content. You can also track how well the post has performed.

Hubspot is not only suitable for managing contacts and leads, but also for the sales process with Sales Hub.

You have the option of integrating automated triggers into the platform so that your team is notified when certain activities take place. These triggers can, for example, relate to a customer's inactivity or the completion of a purchase. There are various integrations for this, such as Memberspot, which can be used to connect Hubspot with other applications. These applications work together and ensure that your team is notified in good time if, for example, someone has not logged in after a long period of time. This allows you to react quickly and contact your customer before you lose them. 🫂

These integrations offer companies the opportunity to automate their work processes and increase the performance of their sales team. But we'll come back to the topic of integrations later.

Service Hub brings together all customer service data and channels on the CRM platform in order to provide your customers with the best possible and most effective support and to retain them in the long term. This increases customer satisfaction and also improves the customer journey and customer service management. 🤝🏽

Hubspot's analytics and reporting functions make it possible to create comprehensive analyses and reports. Marketing, sales and service successes can be measured and optimized.

In the marketing area, you can view and analyze the performance of your email campaigns in order to make targeted optimizations. The website analysis shows the traffic on your website and the conversion rate. This allows you to make targeted improvements to your website to attract more customers. 🎯

With Hubspot's reporting features, you can also measure the performance of your sales and services. You can track the number of sales won and the average time it takes to respond to support requests. This information allows you to optimize your sales and service processes and increase customer satisfaction.

Of course, there are many more functions that you can find in Hubspot. This is just a rough overview. Hubspot automates marketing activities, improves lead generation, tracks and analyzes interactions with customers, and boosts the performance of sales and service teams. You and your team can better understand and optimize your customers' customer journey by providing personalized offers to improve customer retention. Below we show you examples of how you can use integrations in Memberspot. 🔎

Hubspot and Memberspot - Take your customer journey to a new level 

The customer journey is a concept for every entrepreneur, because it is important for responding to the needs of the customer and maintaining the loyalty of your customers. There is a very wide range of products on the market and price plays a very important role here. It is therefore important to stand out from the competition, because you also need to prove that your product or service works. The customer journey is becoming increasingly complex, but a good customer experience pays off. This is how you win over customers and increase loyalty. 🔝

A CRM system makes this process much easier for you, as you can automate various steps by connecting to Memberspot. Sergej has brought us some examples. 

Application examples for integration in Memberspot

Integrations make your work much easier and ensure that your processes run more smoothly. They also increase the efficiency of your processes - but not only that - the quality of the data collected increases, as no human errors can be introduced. To save time and resources, using Hubspot is a very good decision as you automate your processes and thus work more effectively. Hubspot can also be linked to Memberspot and is a so-called integration. But what exactly is it?

What is integration?

An integration is the interface or connection that enables different applications or systems to communicate with each other and exchange data.
As a company, you can therefore combine data with several applications in order to connect and optimize processes.

Integrations can be implemented using APIs (Application Programming Interfaces), for example. An API is an interface that makes it possible to connect different applications with each other. They can then communicate and exchange data. You can access these applications completely without knowing the source code. An example of this is Google Maps. You can use it to place a map with your company location on your website. This works without any source code. 🌍

Here are some examples of which applications you can connect:

• Email marketing tools 📧
• CRM systems 📁
• Payment gateways 💸
• Social media platforms 🌐
• E-commerce platforms 💻
• Accounting tools 📖
• Analysis tools and much more. 📊

You can also connect Memberspot with Hubspot. Sergej uses 3 examples to show you what options are available.

To add Hubspot as an integration, you must first click on the plus button under Integrations in Memberspot and select Hubspot - as shown in the image below. A new page will then open where you can select your Hubspot account. Now follow the steps on the page. A "Memberspot" area must now be created in Hubspot.

You can find more information on this in our help article.

There are various events that you can select in Memberspot. These include, for example, "Member has received the course", "Lesson completed" or "Member not logged in". To add the events, click on "Add" (the blue button) at the top left of the integrations. 

These are automations that you can link to Hubspot. These connections increase your customer's success, as you can keep an eye on their activities and work closely with them.

Example 1: Creating a new customer

How does the process work when I create a new contact in the CRM software Hubspot or when it is created from another software?

If you have now connected Hubspot to Memberspot, you can create a new area called "Memberspot" in Hubspot and link the events to Hubspot. 

As soon as you add a contact in Hubspot, it is possible for an online course to be activated with one click. This process can also be completely automated. So when a customer buys your online course, the payment software reports this to Hubspot. This automatically creates a contact.

In Hubspot, you can now check whether the course has been received and the corresponding property in the Memberspot area has been set to "Yes". If everything checks out, access to the course is granted and the member is created in Memberspot. You can also check the status of the event in Memberspot to see whether the access was successful and the email was created. Click on the status to open the "Logs" window, where you can see whether the customer has been granted access. ✅

In the event of an error or missing activation, a message is sent to the provider and access can be activated manually. As a provider, you can now control and manage the activation of the purchased product in the Hubspot CRM software in Memberspot after the purchase contract has been concluded - even without admin access. 

Example 2: Inactivity of the customer 

With the connection to Hubspot, you can also ensure that your customer is satisfied with your service.

How can you find out? You can do this by checking whether the customer has logged in within a certain time after the purchase. Initially, customers are motivated and prefer to start immediately, so if you notice that there has been no activity from the customer, you can contact them and ask why. ❓

With hundreds of customers, you can't check each one individually, so there is automation to help you keep track of everything. In our example, we use the automated event "Member not logged in", where we set the value to 14 days in Hubspot. If a customer does not log in within these 14 days, an automated email is sent to the provider. In Hubspot, a task is assigned to the responsible employee. They can call the customer to find out why they have not started or continued the online course.

If a customer does not log in for 7 to 14 days, this may indicate that they have not been successful with the product and may cancel their subscription. To avoid this, contact your customer and you will find a solution together.

Example 3: Winning new customers

When acquiring new customers, you want to find out what your customer actually wants to achieve with your service and which points are particularly important to them. 👀

In our case, the topic of "employee motivation" is close to the customer's heart. He not only wants to attract new employees, but also increase and strengthen their motivation. Based on this information, you recommend that your customer take a look at chapter 3 of the online course, for example, as it deals specifically with employee motivation.

By using Memberspot, you can track when your customer has completed which chapter or lesson of your course. This information can also be retrieved with Hubspot. As in our example, the property "Chapter 3" can be added there. Now we can check after 30 days, for example, whether they have already completed the chapter or not. If this is not the case, information is sent to the responsible employee. So that they can get in touch with the customer.

This helps to support the customer's success. They are usually grateful that someone is looking after them and motivating them. This gives the customer a feeling of appreciation and strengthens customer loyalty. Communication after the purchase of the product is also part of the customer journey. So if you show interest in your customer, the customer experience is perfect for them.

Integrations and Slack

You can create a channel in Slack so that your employees are notified when one of the events is triggered. You are probably familiar with Slack, as many companies use it for internal communication. 🗣️

But a quick reminder: Slack is a communication platform on which employees can communicate and collaborate with each other. Here you have functions such as instant messaging, file and document sharing, video and voice calls as well as the option of integrating connections such as Memberspot, Google Drive and many others. Slack facilitates collaboration and communication within your team. Files and conversations are stored and organized in one place.

This function is not only suitable for tracking your customers, but also for your employees. A connection to Slack can ensure that you are notified about which employee is currently undergoing which training. This ensures that every employee receives the support they need to be successful. Everyone can receive individual support and encouragement. 

Slack can notify you for a variety of activities - whether you're a customer or an employee. Many ScalingHub customers use Slack for their internal communication. You can create different channels in Slack. Here, for example, you can be notified when you have acquired a new customer. 🎉

At the same time, the back office or onboarding teamcan support the new customer and monitor progress. In Slack, it is also possible to receive a notification in a specific channel if the customer has not logged in for a while. As you can see, you can implement a lot of functions in your company, which can make your work much more effective. 

How integrations contribute to customer success

There are numerous things that increase the success rate of your customers. A strong lever for this is the integration of Hubspot.

If customers don't watch certain videos, the collaboration usually doesn't work well. This makes it all the more important to motivate your customer and a decisive factor for this is when you call them again. Here you can simply ask in a relaxed manner why they are not continuing and whether they need support. To achieve better results, it is important to motivate the customer so that customer loyalty is strengthened. They are grateful for a reminder and an incentive as they have bought the training and really want it. When your customers are successful, you are successful too. 🚀

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Want to find out more? Then watch the full interview with Sergej Kimel now:

Sergej from ScalingHub will show you some examples of how you can integrate Hubspot into Memberspot and how you can use it to your advantage. If you need help integrating and optimizing Memberspot, Hubspot or other tools into your business processes, contact ScalingHub. The best way to reach them is via the website www.scalinghub.de. There you can register for an initial consultation and you will receive an honest assessment of which process optimization makes sense for you. 

Maybe you don't have a CRM yet or simply need feedback on existing processes, then you've come to the right place. 

By automating processes, you can work more efficiently and achieve smooth processes. This makes work easier for you and your employees. By connecting Hubspot to Memberspot, contacts are automatically added to your online course once they have purchased it and registered. 

Memberspot also offers you a simple and clear user interface, so you can easily create your online course or onboarding. To see for yourself, simply test our free and non-binding trial version. 👈🏽

We hope you enjoyed reading it. 📚
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Best regards

Your Memberspot Team