Keep HubSpot. Bring the buyer’s context to sales.
Use Cloop to understand website conversations and prepare the next sales action while HubSpot remains your CRM. Start with contact and company sync; agree any additional conversation, activity or workflow data separately.
HubSpot
Customer records
CRM ownership
Cloop
Conversations
Follow-up work
Illustrative workflow · sync scope is agreed during setup
Your CRM and your conversations, working together.
Start with the existing contact and company connection. Agree any additional data flows as part of the integration scope.
Connect contact and company records.
Cloop’s HubSpot integration supports syncing contacts and companies from Cloop to HubSpot.
Keep the system of record clear.
Use HubSpot as the agreed source of truth for your CRM records and contact ownership.
Scope the next workflows.
Discuss sequence enrolment, conversation visibility and activity data against your HubSpot subscription and the capabilities available for your setup.
A practical integration starts small.
Map one customer journey.
Choose a real path from first interest to sales follow-up.
Agree fields and responsibilities.
Decide what Cloop sends, which system owns each field and how your team handles updates.
Validate the handover.
Use a test contact and company to confirm the expected behaviour before going live.
CLOOP IN PRACTICE
Know what moves between Cloop and HubSpot.
Keep CRM ownership clear and validate the exact handover with a test record.
| Information | Direction | Availability |
|---|---|---|
| Contacts and companies | Cloop → HubSpot | Existing integration; field mapping is agreed during setup. |
| Conversation and activity context | Depends on configured view or export | Confirm deployed version, permissions and enabled capabilities. |
| Tasks and status updates | Confirm required direction per task type | Validate enabled task sync and open/closed mapping before use. |
| Sequence enrolment and workflow actions | Depends on selected workflow | Confirm HubSpot subscription and supported actions. |
Your questions, answered.
Do we need to replace HubSpot?
No. This setup is designed around keeping HubSpot as your CRM.
Is every HubSpot workflow included?
Integration scope depends on the agreed implementation and your HubSpot subscription. Confirm specific workflow actions and data visibility during setup.
See Cloop alongside your HubSpot setup.
Bring one example of a customer record and a follow-up you want to improve.