Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Lead Created in HubSpot

Triggered when a new lead is created in HubSpot. Use this to initiate outbound calls or add leads to call campaigns in Orum for immediate follow-up.
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Lead Status Change

Activated when the status of a lead changes in HubSpot. Use this to trigger specific call scripts or workflows in Orum based on lead status updates.
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New Deal Created

Triggered when a new deal is created in HubSpot. Use this to prioritize follow-up calls or update lead statuses in Orum based on deal creation.
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Deal Stage Change

Activated when the stage of a deal changes in HubSpot. Use this to trigger follow-up calls or tasks in Orum based on deal progression.
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New Contact Added

Triggered when a new contact is added to HubSpot. Use this to initiate outreach calls or update contact records in Orum for lead nurturing.
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Contact Engagement Update

Activated when contact engagement metrics are updated in HubSpot. Use this to prioritize follow-up calls or adjust call scripts in Orum based on contact interactions.
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New Task Assigned

Triggered when a new task is assigned to a sales representative in HubSpot. Use this to schedule follow-up calls or track call-related activities in Orum.
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Task Completed

Activated when a task is completed by a sales representative in HubSpot. Use this to trigger automated call workflows or update lead statuses in Orum based on task completion.
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New Email Opened

Triggered when an email is opened by a contact in HubSpot. Use this to prioritize follow-up calls or adjust call scripts in Orum based on email engagement.

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Simplify image management and enhance content creation by integrating LitePics with HubSpot, enabling you to upload, organize, and optimize images for your marketing campaigns seamlessly.

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Enhance deal management and sales tracking by integrating Add Line Item to Deal with HubSpot, enabling you to add product line items to deals and manage sales pipelines more efficiently.

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"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

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Orum + HubSpot

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Boost Sales Outreach

Integrate Orum with HubSpot to enhance sales outreach efforts and improve connect rates through intelligent dialing solutions.

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Personalize Sales Interactions

Utilize HubSpot's CRM data to personalize sales conversations and engage prospects effectively during outbound calls using Orum.

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Automate Dialing Processes

Streamline outbound dialing processes and lead follow-up tasks by automating call workflows between HubSpot and Orum.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Orum Integration improve sales outreach?

Integrating Orum with HubSpot enhances sales outreach efforts by providing intelligent dialing solutions and improving connect rates with prospects.

Can I personalize sales interactions using HubSpot CRM data with Orum?

Yes, leveraging HubSpot's CRM data enables personalized sales conversations and tailored outreach strategies through Orum's intelligent dialing platform.

Is it possible to automate outbound dialing processes with HubSpot and Orum?

Absolutely, you can automate outbound dialing processes and lead follow-up tasks by integrating HubSpot with Orum, streamlining sales outreach efforts.

How does the integration support lead prioritization and follow-up tasks?

By syncing lead data between HubSpot and Orum, the integration enables lead prioritization and automated follow-up tasks based on predefined criteria or engagement metrics.

Can I track sales call activities and outcomes within HubSpot?

Yes, HubSpot provides visibility into sales call activities and outcomes, allowing sales teams to track performance metrics and optimize outreach strategies accordingly.

Does the integration ensure consistency and accuracy of sales data between HubSpot and Orum?

Yes, the integration ensures seamless synchronization of sales data between HubSpot and Orum, reducing errors and ensuring data integrity across platforms.

Can I use Orum integration for sales training and performance coaching purposes?

Absolutely, you can utilize Orum for sales training and performance coaching, leveraging call recordings and performance metrics synced with HubSpot for coaching and improvement purposes.

How can I leverage Orum's intelligent dialing features for outbound sales campaigns?

By integrating Orum with HubSpot, you can leverage intelligent dialing features such as local presence, call prioritization, and call automation for more effective outbound sales campaigns.

What are the benefits of using HubSpot and Orum together for sales outreach?

Using HubSpot and Orum together provides a comprehensive solution for sales outreach, enabling personalized interactions, streamlined dialing processes, and improved connect rates with prospects.

Can I integrate Orum with other marketing and sales tools within HubSpot?

Yes, Orum can be integrated with other marketing and sales tools within HubSpot, allowing for seamless data exchange and collaboration between different platforms for enhanced sales effectiveness.
Integrating Orum with HubSpot enhances sales outreach efforts by providing intelligent dialing solutions and improving connect rates with prospects.
Yes, leveraging HubSpot's CRM data enables personalized sales conversations and tailored outreach strategies through Orum's intelligent dialing platform.
Absolutely, you can automate outbound dialing processes and lead follow-up tasks by integrating HubSpot with Orum, streamlining sales outreach efforts.
By syncing lead data between HubSpot and Orum, the integration enables lead prioritization and automated follow-up tasks based on predefined criteria or engagement metrics.
Yes, HubSpot provides visibility into sales call activities and outcomes, allowing sales teams to track performance metrics and optimize outreach strategies accordingly.
Yes, the integration ensures seamless synchronization of sales data between HubSpot and Orum, reducing errors and ensuring data integrity across platforms.
Absolutely, you can utilize Orum for sales training and performance coaching, leveraging call recordings and performance metrics synced with HubSpot for coaching and improvement purposes.
By integrating Orum with HubSpot, you can leverage intelligent dialing features such as local presence, call prioritization, and call automation for more effective outbound sales campaigns.
Using HubSpot and Orum together provides a comprehensive solution for sales outreach, enabling personalized interactions, streamlined dialing processes, and improved connect rates with prospects.
Yes, Orum can be integrated with other marketing and sales tools within HubSpot, allowing for seamless data exchange and collaboration between different platforms for enhanced sales effectiveness.

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