HubSpot integration
HubSpot records, read beside every deal
Blue Orchid reads contacts, companies and deal stages from HubSpot live and read-only, matches them to the people in each deal file, and leaves every CRM edit to your team
Access
What Blue Orchid does with HubSpot.
It reads
- Contacts, companies and deals, read live from HubSpot when a question needs them
- Deal stage, owner and close date, beside the facts from email and calls
- Only the objects and pipelines your team picks during setup
It never
- Create, edit or delete a contact, company or deal
- Move a deal to another stage
- Keep a copy of your CRM
- Send email or sequences from HubSpot
HubSpot is the one CRM Blue Orchid connects to today. Other CRMs aren't connected yet.
Ask the deal file
Questions HubSpot can help answer.
Who owns this deal in HubSpot, and when did we last talk to them?
Is this broker already a contact, and under which company?
Which close dates in HubSpot differ from the latest lender email?
Which deals are marked under contract but have gone quiet?
Which contacts at this company have we met before?
Draft a CRM note from today's call for me to enter.
FAQs
What teams ask about HubSpot.
Explore the work
Teams that use this source.
See it on one of your deals.
We'll walk your IT team through HubSpot access, then show the deal file on one of your deals.