Target customers to upsell based on the product features they currently use
See a customer's Stripe and NetSuite invoices directly from HubSpot
Personalize content in marketing emails based on a customer's product usage
Send lifecycle emails to customers based on their recent activity in the product (like abandoning a shopping cart)
Send tips to customers on valuable features they haven't used yet
Congratulate customers for reaching milestones within the product
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Sales use cases
Enhance the selling experience and improve your sales team's performance by providing an up-to-date picture of prospects and leads. With a comprehensive understanding of their leads, your sales team can tailor their approach and messaging to better match the needs and preferences of each individual prospect. In turn, your prospects will appreciate the more relevant outreach and engagement.
CRM use cases
By maintaining an up-to-date, 360-degree view of prospect and customer data, you can provide your customer-facing teams with the necessary context they need before engaging with customers. This context includes crucial information such as customer history, preferences, and other relevant data. By having the most current information at their disposal, your team can create personalized experiences for your customers, resulting in increased engagement and a higher likelihood of conversions.
Email use cases
This integration enables the creation of email campaigns that are not only timely and relevant, but also highly personalized to your customers. By relying on accurate and fresh data from your warehouse, you can ensure that your email campaigns are delivered at critical moments. The integration allows you to create a 360-degree view of your customers, so you can tailor your messaging to their specific needs and preferences. Whether you want to drive engagement, increase conversions, or improve customer loyalty, up-to-date data is key to achieving your goals.
Live chat & help desk use cases
Providing excellent customer support is one of the most important aspects of building a successful business. This integration can help you win your customers' loyalty and retain them for the long term by delivering unparalleled and highly personalized support. With this integration, you can offer solutions and resolutions faster than ever before, without ever asking your customers redundant questions. By providing a seamless support experience, you can increase customer satisfaction and foster long-term loyalty.