Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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Sync Metrics to HubSpot

Automatically sync performance metrics from Visible to HubSpot, ensuring up-to-date reporting.
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Create Dashboards for Metrics

Generate visual dashboards in HubSpot using data imported from Visible.
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Trigger Alerts for Key Metrics

Send notifications to HubSpot users when specific performance thresholds are met in Visible.
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Update Investor Profiles

Keep investor profiles updated in HubSpot with data synced from Visible.
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Share Reports with Teams

Enable easy sharing of Visible-generated reports with HubSpot users and teams.
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Automate Investor Updates

Schedule and automate investor updates directly from HubSpot using Visible data.
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Generate Custom KPIs

Create and track custom KPIs in HubSpot using data imported from Visible.
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Integrate with Workflows

Trigger HubSpot workflows based on data changes in Visible.
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Monitor Performance Trends

Track and analyze performance trends in HubSpot using Visible data visualizations.

Integrations built by experts

 

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Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

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Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

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Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

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Proposify

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Simplify your proposal management process with Proposify integrated with HubSpot. Explore how our integration solution can streamline your sales pipeline.

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Chargebee

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Streamline your subscription management process with Chargebee integrated seamlessly with HubSpot. Discover how our integration solution can boost your revenue.

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Smartsheet

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Streamline project management processes by integrating Smartsheet with HubSpot, empowering you to collaborate effectively, track progress, and deliver projects on time and within budget.

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CloudFiles

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Simplify file management and improve collaboration by integrating CloudFiles with HubSpot, enabling seamless access to documents and assets within your marketing workflows.

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Lokalise

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Manage multilingual content seamlessly with Lokalise's integration with HubSpot. Learn how to localize and translate your HubSpot content for global audiences with Lokalise's powerful localization tools.

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Sprout Social

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Enhance social media management and engagement by integrating Sprout Social with HubSpot, enabling you to schedule posts, monitor conversations, and measure performance from one platform.

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Oneflow

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Streamline contract management processes and close deals faster by integrating Oneflow with HubSpot, enabling you to create, send, and e-sign contracts directly from your CRM platform.

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SurveySparrow

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Streamline feedback management and enhance customer engagement by integrating SurveySparrow with HubSpot, enabling you to create dynamic surveys and capture valuable insights seamlessly.

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Overloop

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Enhance sales pipeline management by integrating Overloop with HubSpot, improving lead tracking and conversion rates.

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PSOhub

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Streamline project management processes and improve collaboration by integrating PSOhub with HubSpot, enabling you to track projects, time, and expenses seamlessly.

Customer Reviews

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    Carrie Dudley
    Director of Client Services
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    Ben Oaksmith
    Principal & Founder
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    Ryan Ondriezek
    Associate Creative Director
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    Accounting Manager
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    Katie Herrmann
    Director of Digital Strategy
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    Digital Marketing Lead
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    CEO & Co-Founder
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.

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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Visible + HubSpot

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Data-driven Insights

Leverage data-driven insights by integrating HubSpot with Visible, empowering informed decision-making and strategic planning.

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Customizable Dashboards

Create customizable dashboards tailored to your business needs, displaying key metrics and performance indicators from HubSpot in Visible.

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Real-time Reporting

Access real-time reporting capabilities by syncing data between HubSpot and Visible, ensuring accurate and up-to-date insights.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

What does the Visible-HubSpot integration do?

It connects Visible with HubSpot to automate reporting, data visualization, and investor updates, enhancing transparency and decision-making.

How does this integration improve reporting?

It enables seamless syncing of Visible data to HubSpot, creating comprehensive, real-time reports for better decision-making.

Can I create dashboards in HubSpot?

Yes, you can use Visible data to generate custom dashboards in HubSpot.

Does it automate investor updates?

Yes, it allows you to schedule and automate investor updates directly from HubSpot.

Can I monitor KPIs with this integration?

Yes, you can create, track, and monitor custom KPIs in HubSpot using Visible data.

How does it handle performance trends?

The integration lets you track and analyze performance trends through Visible’s data visualizations in HubSpot.

Can I integrate Visible with HubSpot workflows?

Yes, Visible data can trigger workflows in HubSpot, automating tasks and updates.

Does it support team collaboration?

Yes, you can share Visible-generated reports and updates with HubSpot teams effortlessly.

Can I sync quarterly updates?

Yes, quarterly updates from Visible can be synced automatically to HubSpot for streamlined reporting.

What kind of notifications can I set up?

You can trigger alerts in HubSpot when key performance metrics from Visible meet defined thresholds.
It connects Visible with HubSpot to automate reporting, data visualization, and investor updates, enhancing transparency and decision-making.
It enables seamless syncing of Visible data to HubSpot, creating comprehensive, real-time reports for better decision-making.
Yes, you can use Visible data to generate custom dashboards in HubSpot.
Yes, it allows you to schedule and automate investor updates directly from HubSpot.
Yes, you can create, track, and monitor custom KPIs in HubSpot using Visible data.
The integration lets you track and analyze performance trends through Visible’s data visualizations in HubSpot.
Yes, Visible data can trigger workflows in HubSpot, automating tasks and updates.
Yes, you can share Visible-generated reports and updates with HubSpot teams effortlessly.
Yes, quarterly updates from Visible can be synced automatically to HubSpot for streamlined reporting.
You can trigger alerts in HubSpot when key performance metrics from Visible meet defined thresholds.

Book a consultation call