Il tuo browser non è aggiornato. Il sito potrebbe non essere visualizzato correttamente. Ti invitiamo ad aggiornare il tuo browser.

Conoscenza
Semrush Toolkits
Agency Growth Kit
CRM
Semrush for Agencies Hubspot Integration

Semrush for Agencies Hubspot Integration

What is Semrush for Agencies HubSpot Integration

Semrush CRM is a dedicated solution that allows agencies to work easily and efficiently with multiple clients. It enables you to:

Sync Semrush CRM and HubSpot data

With the help of Semrush for Agencies HubSpot Integration, you can have all your contacts, clients, companies and prospects managed in Semrush CRM. 

Easily sync contacts, leads, and clients from HubSpot to Semrush CRM. You can set up one-way sync and you will automatically receive data from HubSpot to Semrush.  

SEMERUSH  DATA

DATA FLOW

HUBSPOT DATA

Clients

<-

Companies

Clients information

<-

Contacts

Seamlessly Manage Your Customer Workflow in Semrush

Semrush CRM allows you to organize all your client data in one interface and streamline the entire client management routine.

Connecting Projects and Reports

Connect your clients’ information with Semrush reports and projects. Create new reports or projects or connect a client with existing ones.

Enriched Lead Data

Receive enriched data on prospects and leads and evaluate them in greater depth. View technical information, including metadata, security details, and what development tools leads are currently using.

Tasks 

Create tasks within the tool to build a holistic workflow by combining data from both project and non-project Semrush tools. 

Docs 

Use the file storage feature to organize your files in the most popular formats in the client card so that you have all your customer-related information in one place. 

Easily attach data from various tools along with task requirement files, NDAs, agreements, and any other type of client file you regularly work with.

Present Mode

Use the live presentation feature to show your work to your clients safely and securely (or to pitch to potential clients). 

Present Mode can hide all other clients from view and other projects not associated with that client. 

Individual Client Portals for Your Clients

Build transparent communication with your clients (whether they are Semrush users or not) by setting up interactive, secure portals, and giving them 24/7 access to automatically updated reports, tasks, and files. 

Your clients can access the portal at any time, view the reports for different time periods, and also download the reports.

How to Get Started with the Semrush for Agencies HubSpot Integration

What you need:

  • A Semrush account with at least one client in Semrush CRM
  • A HubSpot CRM account

Please note that our app currently imports all your companies from HubSpot.

 

And here are the steps on how to connect your accounts:

From HubSpot

1. In your HubSpot account, click the Marketplace icon in the main navigation bar, then select App Marketplace. Use the search bar to find and select the Semrush integration. 

 

2. In the upper right corner, click Install app.

3. Click Log in to Semrush.

4. In the pop-up window, enter your Semrush credentials and click Log In. After logging in, you'll be redirected back to the installation process in HubSpot.

 

5. Choose the required account for integration on the authorization page.

 

6. That's it. Your accounts are successfully linked, and data is being integrated.

From Semrush

1. Go to Semrush CRM.

2. Check your client list and click the HubSpot button in the upper right corner.

Semrush for Agencies Hubspot Integration image 5

3. After clicking the HubSpot button, you will be redirected to the installation process in HubSpot. Log in to your HubSpot account to continue.

 

4. Select the required account for integration on the authorization page.

 

5. That's it. Your accounts are successfully linked, and data is being integrated.

 

If you have any questions about the integration, please email us at agencies@semrush.com

Manuale
Visualizza di più