How to use HubSpot for sales

Last Updated on 
March 4, 2024
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Imagine a scenario where a high-value lead is lost due to disorganized contact management and inconsistent follow-ups. Traditional sales processes can be time-consuming and lack personalization, making it challenging for sales teams to effectively manage leads and nurture relationships, leading to missed opportunities and lower conversion rates.

Fortunately, HubSpot offers a comprehensive solution to these sales challenges!

You can use Bardeen to integrate HubSpot with other apps!

It empowers sales teams to nurture leads and track performance effectively. In this article, you’ll learn how to integrate HubSpot into your sales process to improve lead generation and conversion.

Why should you use HubSpot and HubSpot CRM for sales?

In today’s fast-paced business landscape, successful sales strategies require more than just cold calls and traditional outreach methods. Enter HubSpot, a game-changing platform that can transform your sales approach and elevate your results.

At its core is the HubSpot CRM, a powerful tool that empowers sales teams to streamline processes, nurture leads, and close deals more effectively than ever before. Now, let’s go ahead and look at some ways you can use HubSpot for sales.

Top 8 ways to use HubSpot for sales

Here are the eight best ways you can use HubSpot to boost your sales.

Leverage sales-related integrations

HubSpot’s ability to seamlessly integrate with a range of sales tools and platforms is a major game-changer. It allows you to bring all your favorite apps in one place and streamline your workflow.

Whether you're syncing with email providers, calendars, or communication tools, these integrations ensure that your sales team remains connected and can effortlessly manage all aspects of the sales process from a single platform. Check this article to learn more about the best HubSpot sales integrations.

If you’re looking to integrate HubSpot with other apps that aren’t supported natively, you can use Bardeen. It’s integrated with HubSpot and many other apps like LinkedIn, Google Sheets, Salesforce, and over fifty others. Here are some automations that connect HubSpot with other apps.

We’ll talk more about Bardeen in the next section.

Organize and enrich client contact details

Effective client management starts with organized and enriched contact details. HubSpot’s CRM enables you to easily manage and categorize client information, ensuring that your sales team has the right information at their fingertips for personalized interactions that resonate with your prospects.

Here are some Bardeen automations for data enrichment.

Visit this page for more data enrichment automations.

Use lead scoring and routing to assign reps

Gone are the days of manual lead assignment. HubSpot’s advanced lead scoring and routing features allow you to automatically assign leads to the most suitable sales representatives based on predefined criteria.

Besides saving time, this ensures that leads are promptly and efficiently addressed, optimizing your team’s efforts and driving higher conversion rates.

In addition, Bardeen is launching a new AI classifier that can qualify leads and categorize the leads to assign to different reps.

Join our community and stay tuned for updates!

Monitor your sales pipeline for smart insights

A well-managed sales pipeline is the lifeblood of any successful sales team. HubSpot’s intuitive visual representation of your sales pipeline enables you to gain instant insights into the progress of deals, identify potential bottlenecks, and make informed decisions to keep the sales process flowing smoothly.

Craft effective sales emails and send them from HubSpot

Email remains a crucial tool in the sales arsenal, and HubSpot takes it to the next level. With its built-in email marketing tools, you can craft compelling, personalized sales emails and send them directly from the platform.

Plus, you can track email opens and engagement, allowing you to gauge interest and tailor your follow-up strategy accordingly. Check this article to learn about the best prompts and tools to write outreach emails with AI.

Here are some Bardeen AI email automations that work with HubSpot.

Visit this page for more HubSpot automations.

Schedule and log sales meetings

Scheduling and logging sales meetings can be a hassle, but not with HubSpot. The platform’s integrated calendar and scheduling tools simplify the process, allowing you to seamlessly book meetings, send invitations, and log the details—all while keeping your sales team on the same page.
Here are some Bardeen automations to help manage your meetings better.

Check this page for more meeting-related automations!

Set reminders for follow-ups

Consistent follow-ups are key to converting leads into customers. HubSpot’s reminder and notification features ensure that no follow-up opportunity slips through the cracks. By setting reminders for important actions and interactions, you’ll maintain a proactive approach and increase your chances of success.

Streamline sales workflow

Time is of the essence in sales, and HubSpot understands that. By automating repetitive tasks and workflows, you can free up your sales team to focus on high-value activities, such as engaging with leads and closing deals.

The efficiency boost and time savings gained by automation can significantly enhance your team’s productivity and overall success. In the next section, we’ll talk about how you can automate your daily HubSpot tasks using Bardeen.

Automate HubSpot workflow using Bardeen

These days, sales representatives spend an excessive amount of time on repetitive tasks, leaving little room for meaningful interactions. By implementing automations, they can free up their time and focus on more productive tasks. Enter Bardeen, a workflow automation extension in Chrome.

Bardeen is integrated with HubSpot and over fifty of your favorite productivity apps, such as Google Sheets, LinkedIn, Salesforce, and Gmail. With it, you can automate workflows between different apps and also generate content with AI. The best part: it’s free to get started!

Now, let’s discuss three time-saving HubSpot automations that we love.

If you want to add a new contact to HubSpot, but don’t want to do it manually, this automation is the solution! It’ll pick the first and last names from the currently opened email and create a new HubSpot contact.

If you want to email a HubSpot contact (like notifying them of a discount or an update), crafting an email from scratch can take significant effort. Fortunately, you can use this automation to draft a personalized email to the specified HubSpot contact based on a prompt. This automation is the perfect example of how you can save time by leveraging AI in your everyday tasks.

Responding to HubSpot tickets in a timely manner is essential, but it’s often difficult to craft a proper message by yourself from scratch. Instead, this automation uses OpenAI to craft a response based on a prompt.

We hope you liked these HubSpot automations! These three automations can save you a lot of time and effort, but there are many more available. Visit this page for more HubSpot automations. You can also create your own automations in plain English using Magic Box.


In a time when sales success demands efficiency, personalization, and data-driven decision-making, HubSpot emerges as a powerhouse for sales teams. From its seamless integrations to its intelligent lead scoring and routing, HubSpot equips a sales team with the tools they need to excel. Try it out today.

Once you get the hang of it and want to take it to the next level, try Bardeen and supercharge your workflow with AI. As a first step, run this automation that’ll copy a LinkedIn profile to HubSpot.

Check this article to learn how to automate lead management.

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