Owler Max - Now With HubSpot Integration
How does Owler Max Integrate With HubSpot?
Owler’s engineering team has developed an incredible HubSpot integration for our sales-focused product, Owler Max. This integration revolutionizes the way sales teams interact with Owler Max and prospect for customers. It provides a set-it and forget-it integration to sales teams' workflow that informs sales outreach, packs their sales pipelines, boosts revenue, and allows teams to easily search for and research potential clients.
How the Owler Max - HubSpot integration Works
When in the Owler Max dashboard, teams using HubSpot can see their HubSpot instance. Connecting the Owler Max platform and the HubSpot CRM is a simple three-step process.
Users will see their HubSpot instance in the Owler Max dashboard; they click connect, name their connection, and the connection will start syncing data between HubSpot and Owler Max.
The integration uses the cookie a sales rep’s computer has already stored from logging into HubSpot daily to complete that connection process. It syncs all of the companies they follow on the Owler Max platform with their existing HubSpot CRM.
The integration will also sync all of the company lists the sales team has in Owler Max to their HubSpot. This enables alerts to be delivered directly into the HubSpot CRM. All company data automatically syncs into HubSpot every hour, so that sales teams do not have to resync or change things inside the software.
Once the user has their lists synced from Owler Max to HubSpot, it is simple to set up tasks in HubSpot. The user can choose the list that they want to follow, and for all companies in their system, they can track specific news alerts or events powered by Owler Max's platform and delivered straight into Hubspot.
For example, a user could choose to follow acquisitions, ESG insights, and funding announcements. Once saved on Owler Max, this generates a task inside the HubSpot CRM for the owner who's synced this list.
Building Sales Team Success with HubSpot and Owler Max
The integration allows sales reps to see in-depth sales intelligence, such as news highlights and news on the page of the company they follow as that data hits Owler. This enables them to reach out to prospects as the news happens and personalize that outreach, whether it is a cold call, a cold email, or a follow-up. This radically improves their prospecting workflow right within their CRM.
All of the tasks in HubSpot are populated based on what companies and verticals a sales rep has selected to follow on Owler Max. This automation boosts your sales teams' sales intelligence capabilities and dramatically improves their productivity, and their ability to discover new clients, new companies, and new leads.
“A sales rep can see an update on Microsoft in the company profile within HubSpot, and see that their HubSpot contact Bill Gates has a product launch at Microsoft. They can also see also that the company Microsoft has a new task automatically created for that partnership or product launch in HubSpot,” explains Nathan Steele, Head of Customer Success at Owler. “If I open that task, you'll see the headline of the article or announcement. What's really nice is there is also a link back to the company profile on Owler Max, so I can open the profile page with the click of a mouse and get that added value.”
Once the generated task is completed by the sales rep, they can tick a box in the HubSpot account, and it will mark the task as complete. This feature allows sales management to understand that the sales rep is closing tasks, and where they are in their overall sales prospecting journey.
With this integration, Owler has provided one of its most requested Owler Max updates that just make sense for sales teams. With much more coming down the pipeline, we cannot wait to show you what Owler has in store to automate and improve your sales prospecting.
Find the Owler integration on HubSpot Marketplace and learn how Owler Max works with a walkthrough from our Head of Customer success here.
