Have you ever witnessed a Rube Goldberg machine in action? Think of the opening scene from Back To The Future, or Kevin McCallister's foolproof security system from Home Alone. These complex contraptions are built to do simple tasks, showcasing human creativity and problem-solving skills while reducing effort.
Luckily for us, we don't have to make our own complex contraptions - we have apps and solutions that provide the same benefits in the real world. In the project management context, that would be project automation.
Project automations have revolutionized how we work, making sure customer data is always captured, eliminating chances of human error, and increasing efficiency. Rocketlane was built to modernize customer onboarding projects and any customer-facing project in general. A key focus for Rocketlane has been automating the mundane. We have been supercharging our platform with integrations that enable project automation for our customers: automating project tasks such as internal handoffs and project creation, so your customer onboarding and implementation teams can hit the ground running.
To that end, we’ve added the leading CRM platform HubSpot to our list of integrations. In this blog, we'll take a look at how Rocketlane's HubSpot integration can help you automate the setup of customer onboarding projects with a few simple steps.
HubSpot is a popular CRM and marketing platform that businesses of all sizes use. It packs a ton of features, such as email marketing, lead management, social media management, automation, analytics, and more. Plus, the user interface and tools are very easy to use, and it's a favorite among companies looking to up their marketing and sales game.
As an industry-leading CRM provider, HubSpot's CRM tool allows businesses to manage their sales pipeline with ease and efficiency. The CRM platform enables companies to track their interactions with current and potential customers, measure the performance of their sales and marketing strategies, and analyze their data to gain deeper insights into their customers' needs. This data-driven approach allows businesses to make informed decisions that can optimize their operations and help them achieve better results.
With Rocketlane’s HubSpot integration, you can:
Sounds like a dream, doesn’t it?
We assure you, it’s all real.
You’re also probably wondering how.
Here are all the ways that the Rocketlane x HubSpot integration makes life easier for your team!
Consider how the sales-to-onboarding handoff usually happens:
However, here’s what your sales-to-customer-onboarding handoff can look like when you deploy Rocketlane’s HubSpot integration:
It’s not magic. It’s good ol’ project automation.
This means that:
Find out how you can set up a workflow on HubSpot to automate project creation in Rocketlane here.
You can also refer to our solution article here for more detailed instructions on how to set up the integration.
Here’s another way Rocketlane’s HubSpot integration makes your customer onboarding team’s lives phenomenally easy.You can set up as many unique workflows as you need on HubSpot to automate project creation on Rocketlane. By mapping your Rocketlane templates to different HubSpot workflows, you can create customized projects for different customer types. For example, you can automatically create onboarding projects that are customized based on the geographical region, deal size, onboarding timeline, and industry vertical of the customer. Did we mention this is completely automated?
With Rocketlane’s HubSpot integration, you can map HubSpot fields and project fields on Rocketlane. Thanks to the two-way sync feature, when the sales team updates a field on HubSpot, the corresponding project field on Rocketlane gets updated automatically. Likewise, when the customer onboarding team updates a project field on Rocketlane, the information is synced automatically with the corresponding field on HubSpot. Thus, there is no need to copy-paste information between systems! You can also configure which fields require one-way (Rocketlane to HubSpot only, or vice versa) and two-way synchronization on each customer onboarding project.
What does this mean for your teams?
A) Your sales team gains visibility into project progress and status
B) Your customer onboarding team doesn't have to manually enter information such as point of contact, region, the customer’s industry, or the customer’s revenue segment to optimize the project
C) Bonus: Both teams save loads of time, now that they don’t have to keep following up with each other
See also: How Rocketlane helps Trovata save 50+ hours every month in project set up time and team meetings
Whether it is for the sales team to realize revenue and map it with the onboarding project progress, or for the onboarding team to know which phases of the project and what feature requests they need to focus the majority of their efforts on, the Rocketlane x HubSpot integration can help provide the teams with important information and relevant metrics from either platform. This, combined with the reporting capabilities and custom dashboards and charts on Rocketlane, can prove really useful when it comes to showcasing value to customers!
So, what are you waiting for? With Rocketlane’s HubSpot integration, the sales-to-customer-onboarding handoff becomes a walk in the park. Take the Rocketlane x HubSpot integration for a spin. Step into a future with seamless post-sales handoffs and increased customer onboarding efficiency!
Nail the sales-to-onboarding handoff and execute customer projects with ease using Rocketlane! Rocketlane is designed to ensure transparency, accountability, and consistency in your high-touch customer-facing projects.
Rocketlane's features are powerful and diverse, including native forms, time tracking, resource management, and integrations with several popular tools. These features can help you streamline task management, automate handoffs and status updates, increase team efficiency, and provide a better customer experience. Rocketlane integrates with Slack, Zapier, Salesforce, and HubSpot, offering maximum flexibility for businesses. With Rocketlane, you can save time and effort while managing important processes seamlessly, ensuring that you deliver exceptional results to all your customers. Sign up for a free trial today.