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Revenue Operations

HubSpot & Visdum Integration for Enhanced Efficiency

Prashant Kumar
Co-Founder & CTO
Published On:
February 12, 2024

Integrating Visdum with HubSpot CRM is a straightforward process designed to enhance your sales management experience.

Follow these simple steps to set up the integration and start reaping the benefits of a unified sales and commission tracking system.

Benefits of Integrating Sales Commissions Software with HubSpot CRM

  • Enhanced Data Accuracy and Transparency: By integrating Visdum with HubSpot CRM, sales data is automatically synced, ensuring up-to-date and accurate commission calculations. This transparency builds trust among sales teams and management, fostering a more motivated and informed workforce.
  • Streamlined Sales Processes: The integration streamlines the entire sales process. From tracking deals to calculating commissions, all steps are automated and streamlined, saving time and reducing the likelihood of errors. This efficiency allows sales teams to focus more on selling and less on administrative tasks.
  • Customized Incentive Plans: Visdum’s flexibility in creating and assigning incentive plans, tailored to different user roles, ensures that the right incentives are aligned with specific sales goals. This customization capability encourages a more focused and goal-oriented sales approach.
  • Real-Time Insights and Reporting: With real-time data flow between HubSpot CRM and Visdum, sales managers gain immediate insights into sales performance. This enables more informed decision-making and timely adjustments to sales strategies.
  • Improved Sales Performance: The ultimate benefit of this integration is the positive impact on sales performance. Accurate and timely commission calculations, along with clear insights into sales metrics, motivate sales teams to perform at their best.

Integrating Visdum with HubSpot CRM is not just a technical process; it’s a strategic move towards enhanced sales efficiency, transparency, and performance.

🔔 Must read: Visdum Recognized as an Industry-Leading Sales Compensation Management Software by G2

Steps for HubSpot Visdum Integration

1. Connect your HubSpot CRM Account

Signup and login to Visdum. Go to “Settings” on the left navigation bar and select “Integration”. On the Integration menu, Select “HubSpot” and click on “Next” and connect your HubSpot account to Visdum.

Step 1 of integrating HubSpot CRM with Visdum sales commission tracking software..

🔔 Must read: Sales Commissions Tracking Software For HubSpot CRM Users

2. Select your Account

Choose the HubSpot CRM account that you would like Visdum to connect to, from the displayed list as shown below.

Step 2 of integrating HubSpot CRM with Visdum sales commission tracking software..
Step 2.1 of integrating HubSpot CRM with Visdum sales commission tracking software..

3. Grant Access

Once you click on the HubSpot button in the previous screen you will be prompted to grant Visdum access to your CRM. After you click on ‘Grant Access’ you will be redirected back to the Visdum app.

Step 3 of integrating HubSpot CRM with Visdum sales commission tracking software..

4. Set up data streams

After a successful connection, click on "Create Data Streams" to select which data fields flow into Visdum. Once done, click on "Back to integrations".

Step 4 of integrating HubSpot CRM with Visdum sales commission tracking software..

5. Create and Assign Incentive Plan to User

Click on “Create Plan” for creating a new plan type based on user’s role or assign an existing plan type from the templates.

Step 5 of integrating HubSpot CRM with Visdum sales commission tracking software..

6. Import deals from HubSpot

Once HubSpot CRM is seamlessly synced with Visdum, deals will be fetched automatically in the system and commissions will be calculated as per the Incentive plan assigned to the user.

Step 6 of integrating HubSpot CRM with Visdum sales commission tracking software..

🔔 Must read: Automated CRM Commission Tracking: Benefits & Myths

Sales Commissions Management with Visdum & HubSpot CRM Integration

Are you a HubSpot CRM user facing challenges with managing sales commissions?

We understand the struggle.

HubSpot CRM is excellent for managing customer relationships but lacks built-in tools for sales commission management. This is where Visdum steps in to fill that gap.

Sync Sales Data Effortlessly

Connect your HubSpot CRM with Visdum to keep your sales commission information automatically updated. Say goodbye to manual spreadsheet work and enjoy a streamlined, real-time view of your sales data.

Customize to Fit Your Goals

With Visdum, you can tailor your sales strategies right within HubSpot. Set up sales contests, bonuses, and more to keep your team driven and focused.

Bring Your Sales Team Together

Visdum integrates with HubSpot CRM to help unite your team under common sales targets, making it easier to hit those goals.

Certified by HubSpot, Trusted by You

As a HubSpot-certified tool, Visdum guarantees a reliable and effective solution for managing your sales commissions. Trust in a tool that's designed to complement and enhance your HubSpot experien​ce.

Ready to see the difference? 

Schedule a demo today and discover why Visdum is the best HubSpot-certified sales commission software for your business.

FAQs

Does HubSpot support integrations?

Yes, HubSpot offers robust support for integrations, allowing seamless connectivity with a wide range of third-party applications to enhance your workflow.

How many apps does HubSpot integrate with?

HubSpot integrates with over 500 apps, providing users with a diverse ecosystem to tailor their CRM experience and streamline various business processes.

Are HubSpot integrations free?

HubSpot offers a mix of free and paid integrations. While some integrations are included at no cost, others may require a subscription or one-time fee, depending on the complexity and functionality.

What benefits does integrating HubSpot with Visdum offer?

Integrating HubSpot with Visdum enhances sales efficiency, transparency, and performance by automating processes, providing real-time insights, and facilitating customized incentive plans.

Is technical expertise required to set up the HubSpot and Visdum integration?

No, setting up the integration is designed to be straightforward. Follow our step-by-step guide, and you can connect HubSpot with Visdum with ease, even without advanced technical skills.

How often does Visdum sync with HubSpot CRM for data updates?

Visdum syncs with HubSpot CRM regularly to ensure up-to-date information. The frequency of syncs can often be customized in the integration settings for optimal real-time data flow.

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