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AUTOMATION

IGNITION TO HUBSPOT AUTOMATION

Purpose

The Ignition to HubSpot integration provides a robust, end-to-end automation for sales and proposal workflows. By connecting Ignition directly with HubSpot's deal stages and contact/company data, this integration automates data flow, eliminates manual data handling, reduces human error, and ensures your sales team can follow up with speed and precision from the initial proposal through to deal closure.

Impact

This integration eliminates 75% of manual data tasks by automating deal-to-proposal data flow and syncing contacts, deals, and line items. It speeds up proposal delivery by 2x faster, as Ignition proposals are directly triggered from HubSpot deal stages, cutting "time to first proposal" by over half. Auto-triggering proposals from CRM stages also shrinks this "time to first proposal" by over half, helping you strike while the iron's hot. Data accuracy and visibility are greatly improved by eliminating CSV exports, removing transcription errors, and ensuring your sales pipeline in HubSpot always mirrors real proposal status. New clients added in Ignition automatically create or update matching contacts and companies in HubSpot, keeping your CRM clean and up-to-date.

ROI:

75% reduction in manual data tasks + 50% faster proposal delivery = significant time and revenue acceleration.

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