Integrations

HubSpot

Extend the CRM capabilities of Optix and manage your member relations more effectively.
Supported Languages English
Pricing Free plans available
Categories
  • Sales/CRM

Optix and HubSpot Integration

The Optix and HubSpot integration helps you keep better track of your members and provide a personalized and custom experience just for them. This integration is made possible via Zapier. 

With Optix and HubSpot working together, you can:

  • Personalize the member onboarding experience
  • Track your members across their lifecycle
  • Send custom, automated workflows to new members
  • Provide a better customer experience

HubSpot is a customer relationship management (CRM) software that helps you better manage your customer relationships and turn prospects into leads. With marketing, sales, and customer success capabilities, it’s a powerful tool to help you scale your business.

Looking to connect Optix and HubSpot? Follow the steps below:

  1. Visit the Optix and HubSpot integration page on Zapier
  2. Select “Connect Optix and HubSpot”
  3. Select a “trigger” for Optix and a resulting “action” in HubSpot from the list provided
  4. Configure the exchange of data
  5. Test and publish your integration

Visit the Zapier website for more information on how to connect Optix and HubSpot

  • Add new Optix users to HubSpot as contacts

Ready to get started?

Connecting Optix with HubSpot makes it easier than ever to seamlessly manage your member relationships.