incoxBot – HubSpot Task Automation and Integration

Overview

In this article, you’ll find how incoxBot is helpful in handling some of your routine tasks in HubSpot. incoxBot is a bot built on Slack through which you can perform tasks across your SaaS business applications at simple button clicks. Access all your apps from one place!!

Matching Business conditions:

incoxBot can come handy for a small-medium business using applications that are accessible over internet otherwise called as SaaS applications.

  • Need to work across multiple applications at multiple times in a day
  • Most of the tasks are routine day-to day tasks
  • The day-to day tasks either follow a sequence or can be adhoc
  • There are no in-house IT/development resources available
  • Access to select key business information, anytime & anywhere without complexity
  • Time & Cost are a critical factor for business i.e. prefer self-service if it can save cost

Supported Tasks for HubSpot:

HubSpot for incoxBot offers the following capabilities:

  1. HubSpot to MailChimp Integration
    • Add new HubSpot contacts to a MailChimp list
  2. Company
    • Create Company
    • Update Company
    • Add Contact to Company
    • View Recently Created Companies
    • View Company by Name
  3. Contacts
    • Create Contact
    • Update Contact
    • View Recently Created Contacts
    • View Contact by Name
  4. Deals
    • Create Deal
    • Update Deal
    • Add Contact to Deal
    • View Recently Created Deals
    • View Deal by Name
    • View Deal by Stage

Business Benefit:

  • Perform predefined Create, Update and View tasks on HubSpot
  • Business on the Go – Key information available any time & across devices
  • All from one place – Interact with your app & Collaborate across stakeholders without leaving Slack
  • Improve productivity and efficiency in working with your business app. Save Time and Cost.

Screen-shots:

HUBSPOT USE-CASES
CREATE DEAL USING INCOXBOT
VIEW DEALS BY STAGE USING INCOXBOT
ON-DEMAND WORKFLOW SUGGESTIONS

Sign-up for a trial / Request for a demo to explore incoxBot!! Send your queries to contact@incox.net and issues to support@incox.net

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