One-click reports with Insites Hubspot integration

Hubspot regularly ranks in the top 3 most popular CRMs. However, its power for agencies is limited if you’re not integrating Insites into your Hubspot dashboard. If you’re scratching your head as you read this, wondering what we’re talking about, you may have missed the news that we have a Hubspot integration! And call us biased, but we think it’s a game-changer for Hubspot users.

The Insites integration for Hubspot streamlines your sales process by allowing you or your sales team to generate reports with just one click of a button on your Hubspot dashboard.

If you’re an Insites user, you’ll know that it’s a key selling tool for web service providers. Insites enables your sales agents to provide real-time results and insights into customers’ online presence.

However, if your sales team or agents use Hubspot, you’re in for a treat. Our integration streamlines the report pulling process by allowing you to analyse a website and produce a downloadable report with a click of a button within your Hubspot dashboard.

Still not sure if adding the Hubspot integration into your package is a worthy investment? Here’s a few extra reasons to add the Hubspot integration to your package:

When you or your sales team want to quickly pitch to a client the benefits of your service, having our in-dashboard integration speeds up your access to results. So if you’re being queried on a call or even in person, you don’t have to head over to the Insites website and follow the usual process.

Whether you share your clients with team members or want full oversight of your sales agents activities, the Insites Hubspot integration will keep a running track record of reports pulled and shared in your client’s activity feed on your dashboard.

Also – there is a secondary benefit not mentioned but important to our clients – all the data generated by Insites gets pushed into Hubspot and sits on the Company record in Hubspot. This enables filtering of leads and accounts in Hubspot based on those parameters. E.g. show me all Companies in my hubspot account with a non-mobile-optimised website.

Once a report has been pulled for a client’s online presence, all the data generated will be funnelled into Hubspot and sit on the company’s record. So when you’re next filtering your leads and accounts, you can find clients based on parameters from your reports, like non-mobile optimised or low performing speed websites.

Step 1: Enable integration

First things first, we need to make sure you’re able to connect Hubspot to the Insites integration. To do this you’ll need to reach out to your Insites account manager who will add this to your package.

Step 2: Installation

Now your Insites account has been enabled to allow integrations, you can begin installation.

When you have granted permissions you will be redirected back to Insites. Next to the HubSpot integration you will now see a button to ‘disconnect’ and a button to ‘connect users’.

When the integration is successful, each connected user will have the Insites section visible in the sidebar of a company page. The position of this section in the sidebar can be moved higher by dragging and dropping into your preferred position.

This section allows you and your sales team to analyse the company with just one click, or view the results of the previous analysis.

When a company is analysed within HubSpot a new event will be added to the activity timeline. You can click on the activity to open the report inside Hubspot for quick and easy access.

Happy integrating!