Hubspot

Why connect Hubspot with Ziggu?

Hubspot is a great CRM to manage internal follow-up. But for your customers?
They still get scattered emails, links, and files - no structure, no clarity.

By connecting Ziggu to Hubspot, you can automatically invite customers to their own client portal - either during the lead phase or right after the contract is signed.
That means your buyers get a clear, professional environment where they can follow up on everything from onboarding to final delivery.

No more lost info. Just one shared place for decisions, communication, and documents.

Main benefits of the integration

• Faster onboarding, no double work
  Contact data, documents, and project info are synced from Hubspot to Ziggu in one go.
• Smooth handover from sales to project teams
  Everything your sales team added in Hubspot shows up in Ziggu - ready for your delivery team to jump in.
• Powerful workflow automation
  Trigger Ziggu projects automatically when a deal reaches a specific stage in Hubspot. Or choose manually when to send customer data across.
• Always up-to-date customer information
  Changes in Hubspot contact info? They show up in Ziggu too.

How does it work?

You choose the flow that fits your team best:

• Option 1: Custom field trigger
  Add a simple Yes/No dropdown on the deal in Hubspot. When set to “Yes,” all linked data (contact info, documents, project info) syncs with Ziggu.
• Option 2: Deal stage trigger
  Define a specific deal stage (e.g. “Contract signed”). When a deal reaches that stage, the Ziggu project is automatically created.

Our integrations team will help you set it up to fit your workflow perfectly.