Product updates

Rocketlane x HubSpot: Seamless handoffs and automated project creation

Automate your post-sales handoff and customer onboarding project creation with the Rocketlane x HubSpot integration.
April 12, 2023
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Krishna Kumar

Have you ever witnessed a Rube Goldberg machine in action? Think of the opening scene from Back To The Future, or Kevin McCallister's foolproof security system from Home Alone. These complex contraptions are built to do simple tasks, showcasing human creativity and problem-solving skills while reducing effort.

Luckily for us, we don't have to make our own complex contraptions - we have apps and solutions that provide the same benefits in the real world. In the project management context, that would be project automation.

Project automations have revolutionized how we work, making sure customer data is always captured, eliminating chances of human error, and increasing efficiency. Rocketlane was built to modernize customer onboarding projects and any customer-facing project in general. A key focus for Rocketlane has been automating the mundane. We have been supercharging our platform with integrations that enable project automation for our customers: automating project tasks such as internal handoffs and project creation, so your customer onboarding and implementation teams can hit the ground running.

To that end, we’ve added the leading CRM platform HubSpot to our list of integrations. In this blog, we'll take a look at how Rocketlane's HubSpot integration can help you automate the setup of customer onboarding projects with a few simple steps.

What is HubSpot?

HubSpot is a popular CRM and marketing platform that businesses of all sizes use. It packs a ton of features, such as email marketing, lead management, social media management, automation, analytics, and more. Plus, the user interface and tools are very easy to use, and it's a favorite among companies looking to up their marketing and sales game.

As an industry-leading CRM provider, HubSpot's CRM tool allows businesses to manage their sales pipeline with ease and efficiency. The CRM platform enables companies to track their interactions with current and potential customers, measure the performance of their sales and marketing strategies, and analyze their data to gain deeper insights into their customers' needs. This data-driven approach allows businesses to make informed decisions that can optimize their operations and help them achieve better results.

What does the Rocketlane x HubSpot integration enable?

With Rocketlane’s HubSpot integration, you can:

  1. Automate project creation: When a sales deal is closed on HubSpot, Rocketlane creates a project using predefined templates
  2. Speed up project plan customization: Rocketlane’s HubSpot integration enables the creation of tailor-made project plans based on all the relevant customer information received from HubSpot
  3. Help your sales teams stay updated: The integration helps your sales team gain real-time visibility into the progress of customer onboarding projects, without having to leave HubSpot 

Sounds like a dream, doesn’t it? 

We assure you, it’s all real.

You’re also probably wondering how.

Here are all the ways that the Rocketlane x HubSpot integration makes life easier for your team!

Quick-as-lightning project creation

Consider how the sales-to-onboarding handoff usually happens:

  1. Your sales team marks a deal as ‘Closed/Won’ on HubSpot and notifies the customer onboarding team.
  2. A tedious sales-to-customer onboarding handoff process follows, often involving several meetings and calls. The sales team exports customer information from HubSpot and shares it with the onboarding team.
  3. Despite the tedious handoff, the customer onboarding team needs to frequently go through HubSpot to verify customer information and populate the onboarding project
  4. The sales team has to keep following up with the customer onboarding team to keep track of project progress

However, here’s what your sales-to-customer-onboarding handoff can look like when you deploy Rocketlane’s HubSpot integration: 

  1. Your sales team marks a deal ‘Closed/Won’ on HubSpot 
  2. A customer onboarding project is automatically created on Rocketlane, with all the necessary customer information from the HubSpot deal!
  3. There’s no third step. Or fourth. Or sixteenth.

It’s not magic. It’s good ol’ project automation.
This means that:

  • Your customer onboarding team becomes more efficient as they no longer need to switch back and forth between HubSpot and Rocketlane to get the latest customer information
  • Your sales team has more time to focus on closing deals because the sales-to-onboarding handoff is automated and they have visibility into project progress from HubSpot
  • Your customer onboarding team doesn’t have to wait till after the sales handoff anymore. The automation gives them a headstart on onboarding projects, which allows them to focus on driving faster product adoption and increasing expansion revenue

Find out how you can set up a workflow on HubSpot to automate project creation in Rocketlane here.

You can also refer to our solution article here for more detailed instructions on how to set up the integration.

Tailor-made projects for all customer segments

Here’s another way Rocketlane’s HubSpot integration makes your customer onboarding team’s lives phenomenally easy.You can set up as many unique workflows as you need on HubSpot to automate project creation on Rocketlane. By mapping your Rocketlane templates to different HubSpot workflows, you can create customized projects for different customer types. For example, you can automatically create onboarding projects that are customized based on the geographical region, deal size, onboarding timeline, and industry vertical of the customer. Did we mention this is completely automated?

Mapping Rocketlane fields and templates on a HubSpot workflow
Setting up dynamic conditions on Rocketlane templates

Nothing gets lost in the dark

With Rocketlane’s HubSpot integration, you can map HubSpot fields and project fields on Rocketlane. Thanks to the two-way sync feature, when the sales team updates a field on HubSpot, the corresponding project field on Rocketlane gets updated automatically. Likewise, when the customer onboarding team updates a project field on Rocketlane, the information is synced automatically with the corresponding field on HubSpot. Thus, there is no need to copy-paste information between systems! You can also configure which fields require one-way (Rocketlane to HubSpot only, or vice versa) and two-way synchronization on each customer onboarding project.

What does this mean for your teams? 

A) Your sales team gains visibility into project progress and status 

B) Your customer onboarding team doesn't have to manually enter information such as point of contact, region, the customer’s industry, or the customer’s revenue segment to optimize the project

C) Bonus: Both teams save loads of time, now that they don’t have to keep following up with each other

See also: How Rocketlane helps Trovata save 50+ hours every month in project set up time and team meetings

More relevant information, better reports

Whether it is for the sales team to realize revenue and map it with the onboarding project progress, or for the onboarding team to know which phases of the project and what feature requests they need to focus the majority of their efforts on, the Rocketlane x HubSpot integration can help provide the teams with important information and relevant metrics from either platform. This, combined with the reporting capabilities and custom dashboards and charts on Rocketlane, can prove really useful when it comes to showcasing value to customers!

So, what are you waiting for? With Rocketlane’s HubSpot integration, the sales-to-customer-onboarding handoff becomes a walk in the park. Take the Rocketlane x HubSpot integration for a spin. Step into a future with seamless post-sales handoffs and increased customer onboarding efficiency!

Streamline customer onboarding projects with Rocketlane

Nail the sales-to-onboarding handoff and execute customer projects with ease using Rocketlane! Rocketlane is designed to ensure transparency, accountability, and consistency in your high-touch customer-facing projects.

Rocketlane's features are powerful and diverse, including native forms, time tracking, resource management, and integrations with several popular tools. These features can help you streamline task management, automate handoffs and status updates, increase team efficiency, and provide a better customer experience. Rocketlane integrates with Slack, Zapier, Salesforce, and HubSpot, offering maximum flexibility for businesses. With Rocketlane, you can save time and effort while managing important processes seamlessly, ensuring that you deliver exceptional results to all your customers. Sign up for a free trial today.

Further reading

  1. How Rocketlane’s Salesforce integration ensures a smooth customer onboarding experience
  2. A customer onboarding template for every step of onboarding
  3. 20+ questions to ask while onboarding your customer
  4. Ten ways to supercharge your implementation plan
  5. 10 insightful customer onboarding statistics for 2023

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Tejasvini Ramesh
Content Marketer @ Rocketlane
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