HubSpot is an inbound marketing and sales cloud-based software suite, and their free plugin has recently been added to Avada’s recommended plugins. For more details on HubSpot, please see our informative blog post.
If you are keen to take advantage of this integrated CRM, you need to both install the plugin, and connect or set up a HubSpot account. Read on for more information about what features you can use with HubSpot, and watch the video for a visual overview.
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Install The Plugin
The first step is to install the free HubSpot plugin. This could not be easier. Simply head to the plugins page (Avada > Plugins) and click once on HubSpot to install and activate the plugin.
Log in and Connect Your Account
Once you have installed the plugin, you will be redirected to a page where you can either connect to an existing HubSpot account, or you can create a new one.
Following this is a page where you connect your HubSpot account to your WordPress website.
Once you have connected your account to your site, you’re all set up. You will see the HubSpot User Guide, and be able to implement Popup Forms, add HubSpot Forms and Live Chat to your site, and your HubSpot account will be fully intergated with your website.
HubSpot is an awesome CRM, and integrating it with your Avada website gives you a marketing powerhouse. Read our How To Setup And Use HubSpot Live Chat With Avada doc for more information on starting to implement some of the available HubSpot tools.
The HubSpot Plugin Free Tools and CRM
Utilize HubSpot’s free marketing, sales, service, and CRM tools to help grow your online business.
Contact Management: Build views and run automated actions to manage your contacts and data easily.
Contact Website Activity: Get insight into what a contact is doing on your website. See page views, form submissions, sales activity, and more, all in one place.
Companies: Store records for every company in your database. View all your company details and communications in a single place.
Deals: Store, track, manage and report on the deals (sometimes referred to as “opportunities”) your sales team is working.
Tasks & Activities: Store, track, manage and report on the tasks and activities that make up your relationships with customers.
Company Insights: See useful insights about companies you’re dealing with appearing in your database. So your sales team can spend more time selling and less time digging.
Gmail and Outlook Integration: Connect HubSpot CRM to your Gmail or Outlook inbox to send email from the CRM, set up a shared team email account, and access dozens of other useful, time-saving tools.
HubSpot Connect Integrations: Explore the integrations library and connect your HubSpot account to other tools that you love to use.
Custom Support Form Fields: Add custom fields to your support forms to gather the right information for your team, and generate tickets.
Prospects: Use the prospects tool to see which companies are visiting your site and see any available insights about them too.
Ticketing: Log customer issues as tickets. They can then be assigned to team members, organized and prioritized, and tracked in a central location.
Forms: Add pop-up, embedded, and collected forms to any web page tracked in your HubSpot account to gather the contact details that your business needs.
Ad Management: Connect accounts from supported ad networks to your HubSpot account. Create audiences from your HubSpot CRM and see which ads are generating customers.
Conversations Inbox: Set up a shared inbox — for all incoming email and live chats — that your whole team can work from efficiently managing 1-to-1 communications at scale.
Reporting Dashboards: See detailed metrics on sales activity and performance. Use the data to know how you’re doing and where to improve.
Email Tracking & Notifications: Track one-off emails to contacts. Receive real-time notifications when emails are opened or clicked.
Email Templates: Save and reuse your best performing emails and share them with your team for a faster and more consistent way to communicate with prospects.
Canned Snippets: Create a bank of reusable answers for prospects’ most frequently asked questions that you can quickly add to live chats or emails to save time and help prospects faster.
Documents: Build a library of sales documents that you can easily share with prospects. Get insight into when and where prospects are most engaged.
Calling: Call prospects through VOIP from inside your HubSpot account. Calls can be recorded and auto-logged on the contact record for future reference.
Meeting Scheduling: Share a link with customers that lets them see when you’re free and book meetings with you, cutting out those tedious ‘what time works best for you’ emails.
Messenger Integration: Automatically capture contact information, have two-way communications with your audience, create chatbots, and report on chat volume through Facebook Messenger.
Free Marketing Tools
All Features of HubSpot CRM: Marketing Hub is built on top of HubSpot CRM, giving you access to all the tools you see in the HubSpot CRM.
Forms: Add pop-up, embedded, and collected forms to any web page tracked in your HubSpot account to gather the contact details that your business needs.
Email Marketing: Send bulk emails that are tested and optimized for different devices and inboxes. Create better emails with a drag and drop editor and personalization tokens.
Ad Management: Connect accounts from supported ad networks to your HubSpot account. Create audiences from your HubSpot CRM and see which ads are generating customers.
List Segmentation: Create static or dynamically updating contact lists based on various criteria using HubSpot CRM properties. Use them to power more personalized content in email, on the web, and more.
Conversations Inbox: Set up a shared inbox — for all incoming email and live chats — that your whole team can work from efficiently managing 1-to-1 communications at scale.
Team Email: Connect team-wide email addresses to your Conversation inbox. Turn incoming emails into tickets, or send them straight into your shared inbox. No more questions slipping through the cracks.
Live Chat: Have 1-to-1 live chats with visitors as they browse your site, and give the information they need to turn them into qualified leads.
Conversational Bots: Use a bot to connect visitors to the right rep, route visitors to the most helpful content, and scale 1-to-1 communications.
Mobile Optimization: Create content that looks good on multiple device types, and see it before it goes out.
User Roles: Give each team member using your account the right permission levels for different functionality.
Reporting Dashboards: Get in-depth, customizable data on your marketing performance, so you know how you’re doing and where to improve.
Messenger Integration: Automatically capture contact information, have two-way communications with your audience, create chatbots, and report on chat volume through Facebook Messenger.
Free Sales Tools
All Features of HubSpot CRM: Sales Hub is built on top of HubSpot CRM, giving you access to all the tools you see in the HubSpot CRM.
Live Chat: Chat 1-to-1 with visitors as they browse your site, and give them the information they need about your business.
Conversational Bots: Scale live chat using bots. They can qualify leads, collect and store contact data, book meetings, and send leads to the right salesperson.
Team Email: Connect team-wide email addresses to your Conversation inbox. Turn incoming emails into tickets, or send them straight into your shared inbox. No more questions slipping through the cracks.
Conversations Inbox: Set up a shared inbox — for all incoming email and live chats — that your whole team can work from efficiently managing 1-to-1 communications at scale.
Calling: Call prospects through VOIP from inside your HubSpot account. Calls can be recorded and auto-logged on the contact record for future reference.
Email Scheduling: Write one-to-one prospect emails, and schedule them for the right send and receipt time.
Email Tracking & Notifications: Track one-off emails to contacts. Receive real-time notifications when emails are opened or clicked.
Email Templates: Save and reuse your best performing emails and share them with your team for a faster and more consistent way to communicate with prospects.
Canned Snippets: Create a bank of reusable answers for prospects’ most frequently asked questions that you can quickly add to live chats or emails to save time and help prospects faster.
Documents: Build a library of sales documents that you can easily share with prospects. Get insight into when and where prospects are most engaged.
Meeting Scheduling: Share a link with customers that lets them see when you’re free and book meetings with you, cutting out those tedious ‘what time works best for you’ emails.
Reporting Dashboards: See detailed metrics on sales activity and performance. Use the data to know how you’re doing and where to improve.
Deal Pipeline: Keep track of deals and predict future revenue based on how likely they are to close.
Messenger Integration: Automatically capture contact information, have two-way communications with your audience, create chatbots, and report on chat volume through Facebook Messenger.
Free Customer Service Tools
All Features of HubSpot CRM: Service Hub is built on top of HubSpot CRM, giving you access to all the tools you see in the HubSpot CRM.
Ticketing: Log customer issues as tickets. They can then be assigned to team members, organized and prioritized, and tracked in a central location.
Live Chat: Chat directly with customers through a live chat widget on your website, giving them the help they need, when they need it.
Conversations Inbox: Organize customer questions, including live chats and emails, in a shared inbox. Accessible to your entire team so you can manage 1-to-1 customer communications at scale.
Calling: Call prospects through VOIP from inside your HubSpot account. Calls can be recorded and auto-logged on the contact record for future reference.
Conversational Bots: Use a bot to create tickets and send visitors to the right service rep, or knowledge base article. Improving the efficiency of live chat and helping you to scale 1-to-1 communications.
Team Email: Connect team-wide email addresses to your Conversation inbox. Turn incoming emails into tickets, or send them straight into your shared inbox. No more questions slipping through the cracks.
Canned Snippets: Create a bank of reusable answers for prospects’ most frequently asked questions that you can quickly add to live chats or emails to save time and help prospects faster.
Email Templates: Save and reuse your most helpful emails. Share them with your team for faster and more consistent customer communication.
Meeting Scheduling: Share a link with customers that lets them see when you’re free and book meetings with you, cutting out those tedious ‘what time works best for you’ emails.
Tickets Closed Reports: Measure your customer service efforts. Get in-depth reports that show volume, category, and response times.
Rep Productivity Reports: See productivity and response times broken down by rep, and use the data to spot high performers and who needs help.
Time-to-close Reports: See how long customers are waiting for their questions to be solved, and use the data to improve response times and processes.
Reporting Dashboards: Get data on your marketing, sales, and customer service performance. Use the data to know how you’re doing and where to improve.
Email Tracking & Notifications: Track one-off emails to contacts. Receive real-time notifications when emails are opened or clicked.
Documents: Build a library of resources and collateral that you can easily share with customers. Get insight into when and where they are most engaged.
Messenger Integration: Automatically capture contact information, have two-way communications with your audience, create chatbots, and report on chat volume through Facebook Messenger.
