HubSpot x Un1ty Integration

At Un1ty, we understand that streamlined data and user-friendly tools are key to empowering sales, marketing, and support teams. That’s why we’ve built anative integration with HubSpot— enabling you to fully leverage your Un1ty services while harnessing the power of HubSpot’s CRM platform.

Integration Purpose

The HubSpot x Un1ty integration simplifiesB2B client managementand enhances theuser experienceat every stage of the customer lifecycle — from acquisition to billing, support, and retention.

Thanks to this connection, your teams benefit from acentralized view,powerful automations, andreal-time synced data, all without switching between multiple platforms.

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Key Features

1. Two-Way Client Data Synchronization

• Automatic contact creation and updates: When a new customer or user is created in Un1ty, their record is instantly created or updated in HubSpot.
• Interaction history: Direct access in HubSpot to Un1ty service usage data (line activations, incidents, usage volume, renewals, etc.).
• Smart field mappingto ensure smooth and consistent data flow between platforms.

2. Sales & Marketing Workflow Automation

• Automated sequencestriggered by user behavior in Un1ty (e.g., welcome emails after activation, follow-ups after cancellation, NPS surveys after a resolved incident).
• Lead assignmentbased on service type or subscription plan.
• Automated lifecycle management, with status updates based on real-time service data.

3. Unified Dashboard & Advanced Reporting

• Custom dashboardsthat combine CRM and Un1ty usage data.
• Key client metrics: activation rate, satisfaction scores, line volume, support requests, open/closed tickets.
• Performance analysisby client type, industry, region, or product offering.

4. Enhanced Customer Support & Experience

• Support request trackingdirectly within HubSpot (via ticketing integration or custom field sync).
• Proactive alertsfor issues or risks (e.g., low engagement, high churn signals).
• Complete interaction historyfor more informed and personalized customer service.

Security, Compliance & Hosting

Your data security is our priority. The Un1ty x HubSpot integration usessecure protocols(REST API + OAuth 2.0) and offers:

• Full GDPR compliance, including consent tracking and data processing transparency.
• European-based hosting(ISO 27001 certified) for all synchronized data.
• Exchange traceabilityvia accessible admin logs.
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How to Activate the Integration

Our technical team will guide you step by step. Activation is quick and easy:

1. Connect your platforms

Go to the “Integrations” section in your Un1ty dashboard and select HubSpot. Follow the secure authentication process (OAuth 2.0).

2. Set up your sync rules

Define how and what data should sync (frequency, fields, direction of flow, etc.).

3. Launch and go live

Test your integration, validate the flows, and activate the automations. Ready-to-use workflow templates are available to accelerate deployment.

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Technical Requirements

• HubSpot account (Pro or Enterprise recommended)
• Admin access on both platforms
• API access enabled on HubSpot and Un1ty
• Support available during setup

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Who Is This Integration For?

• Sales managerswho want real-time insight and account follow-up automation
• B2B marketerslooking to personalize campaigns based on actual service usage
• Customer support teamsseeking full service and interaction visibility
• Executivesneeding a unified dashboard for business performance tracking

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