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Gabriel Marguglio April 23, 2024 17 min read

Top 10 HubSpot Integrations to Generate Leads and Close Customers in 2024

At Nextiny, we are committed to providing the best marketing and sales services. That means using the top marketing and sales software in the industry and having a continuous process of testing them to ensure we stay on the cutting edge. We've updated our top 10 for 2024 in order to continue using the best software available.

1. Avoma (AI assisted automatic meeting notes)

2. Jasper.ai HubSpot Integration (AI Content Creation)

3. Stripe (HubSpot Payments)

4. Wistia HubSpot Integration (Video Hosting) 

5. Seventh Sense HubSpot Integration (AI Email Marketing)

6. Databox Hubspot Integration (Reporting and Dashboards)

7. Lucky Orange HubSpot Integration (Conversion Optimization)

8. Insycle HubSpot Integration (Database Management)

9. CallRail HubSpot Integration (Phone Tracking)

10. Postal HubSpot Integration (Offline Marketing)

Our Favorite HubSpot Integrations

HubSpot is the leading marketing, sales, lead generation, and service software in the world, integrating multiple growth tasks into one tool, and providing an entire ecosystem of resources and integrations that we use to generate success for your business. The HubSpot Platform is growing, and constantly updating and integrating with new software that expands its effectiveness consistently. The HubSpot Platform has just reached a huge milestone of over 1,000 apps! The scope of possible applications you can use with HubSpot is overwhelmingly big so finding the right one to fit your needs can be challenging.


HubSpot ecosystem platform 1000 apps


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This blog highlights some of our favorite software and HubSpot integrations, updated for 2024, that we use on a regular basis for ourselves and for our customers. We have formed partnerships with many of these companies to increase our knowledge and experience with them, something we then can transfer to our clients and, through this blog, to you.


1. Avoma (AI assisted automatic meeting notes)


What It Is:

Avoma is an excellent tool that utilizes artificial intelligence (AI) to transcribe your Zoom meeting recordings, creating automatic notes from the meeting, and updating the correct contact record through the Avoma-HubSpot integration into the Hubspot CRM.


Screenshot 2024-05-06 at 7.32.11 AM-1

Why We Love It:

This integration can save you countless hours of manual data entry, ensuring timely data entry and prompt follow-ups with prospects, leading to more closed deals and satisfied customers. You can also automatically link meeting in Avoma with the HubSpot integration with the appropriate contact, company, or deal records in HubSpot. After the meeting is over, Avoma syncs the AI summarized notes to the corresponding records in HubSpot. You can also manually edit the notes in HubSpot if any changes are needed. Avoma can also transcribe and analyze all HubSpot dialer calls in addition to web conferencing meetings. And filter meetings based on deal stage and deal amount from HubSpot, allowing you to focus on the most important conversations.


2. Jasper.ai (AI Content Creation)


What It Is:

Jasper emerges as a groundbreaking content creation platform, designed to revolutionize how businesses approach their content strategy. Unlike traditional content mills or freelance platforms, Jasper is engineered with a focus on quality, efficiency, and brand alignment. It uses an advanced matching algorithm to connect businesses with writers who don't just understand their niche but can also mirror their brand's voice and ethos seamlessly.

From engaging blog posts and insightful articles to compelling web content and newsletters, Jasper ensures that each piece of content is not only well-crafted but also strategically aligned with the business's objectives.

Screen Shot 2024-04-10 at 12.26.49 PM


Why We Love It:

We love Jasper for its intuitive interface and efficient workflow, which significantly reduces the time from concept to publication. The platform’s advanced technology streamlines the writing process, allowing for more focus on creativity and content quality. Jasper’s use of AI aids in research and suggests content directions, making it easier for us to produce relevant and engaging content across various topics and industries. This not only enhances productivity but also fosters a more enjoyable writing experience.

Another reason we love Jasper is our ability to prioritize compatibility in terms of writing style, brand voice, and industry expertise using the brand voice tool and style guide.


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3. Stripe (HubSpot Payments)

stripe hubspot integration

What It Is:

Stripe is a payment processing company that was created for internet businesses. From accepting payments to managing invoices, Stripe provides businesses with a payment processing platform that considers the true user experience of the digital merchant as well as the digital buyer.


Why We Love It:

Stripe has always provided exceptional integration with HubSpot, allowing us to monitor and track purchasing behaviors directly from within the HubSpot CRM. This integration has evolved to become even more efficient and seamless, offering clients an enhanced payment and invoicing experience through HubSpot quotes and payments. Unlike previous versions where data was synced between two separate software, we now have the ability to leverage HubSpot’s marketing assets such as forms and quotes, all while utilizing Stripe's superior payment processing services. This not only streamlines transactions but also enhances the user experience on a platform that our clients are already familiar with and actively use.


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Use the Stripe integration with quotes in HubSpot


4. Wistia (Video Hosting)

wistia video hosting hubspot integration


Remote Video Solutions and Insights: Chris Savage, CEO of Wistia


Check out our show Martech Masters

What It Is:

Wistia is a video software for businesses that makes it easy to host videos on your site, track your video metrics, and which provides customization options to personalize your videos even more. With Wistia Channels (pictured below), a sleek and customizable video gallery for your site, hosting videos on your site has never looked better. 

Screen Shot 2024-04-30 at 11.37.24 AM

An example of the presentation style of a Wistia Channel

Why We Love It:

Wistia allows us to track performance and actions on our customers’ videos, helping optimize for higher engagement and conversions.

At Nextiny, video has become one of our most valuable assets and we’ve seen great success using it. Wistia makes it easier than ever to host the videos on your site in an attractive, SEO friendly way.

We love the customization options available, such as the customizable player, calls-to-action, chapters and video thumbnails.

Screen Shot 2019-09-18 at 7.12.59 PM-1

As a marketing agency, we are always looking for ways to analyze our complete marketing efforts, and HubSpot’s Platform, with integrations like Wistia, helps give us that complete picture. The data provided through the integration with HubSpot allows us to be able to see individual lead's viewing history right in their contact record. Video is a part of every new retainer and an integral part of Nextiny’s overall marketing strategy. Learn more about the HubSpot-Wistia integration.

Wistia is also leading the charge in Brand Affinity Marketing, a marketing strategy based around creating highly engaging original content, and provides everything you need to build it with Wistia Channels, Soapbox, and the analytics tools. 

PRO TIP: Video Marketing isn’t just about creating awesome video content for your clients. It’s about being able to analyze each video’s performance and making educated adjustments to optimize them. One of Wistia’s latest features, A/B testing, provides a painless way to figure out what’s working in a video and what isn’t. It allows you to set two videos to compete against each other, accompanied by a custom embed code.

For example, you can select the same two videos: one with a custom designed CTA at the end and one with a generic CTA at the end. The A/B Testing embed code will have these videos alternate for every other user; thus, collecting the stats of each video’s performance to help you determine which type of CTA was more effective. 
Wistia vows to take the guesswork out of video marketing and A/B testing is one of its most promising features yet.

Learn more about optimizing video marketing metrics.



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5. Seventh Sense (AI Email Marketing)

seventh sense hubspot integration


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What It Is: 

One of the biggest issues in email marketing is increasing engagement with your recipients by trying to get them to open the email and to interact with it in engaging ways.

Why We Love It:

Grabbing someone’s attention inside of their inbox is challenging, but using the info from Seventh Sense we can increase our odds. We love using its high-powered AI to predict the actions of email recipients. It allows us to understand how people are engaging with our emails, get insights on how to keep deliverability as high as possible and grow opening and click-through rates over time.

Improving our send time optimization helps us to generate more success from all of our email marketing efforts while helping us to segment and clean our database over time.

Since we began using Seventh Sense to optimize email marketing efforts, our case study found a 60% increase in sales opportunities.

PRO TIP: You can use Seventh Sense for large email campaigns to deliver emails at personalized times to each recipient. You can also use it on a smaller scale for one-on-one communication. Use the Contact Top Times module in a Contact Record in HubSpot to figure out the best time to either email or call your leads.


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6. Databox (Reporting / Dashboards)

Databox reporting dashboard hubspot integration

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What It Is:

Databox is a reporting tool that pulls information from many sources and puts them together in one easy-to-read format. It has the ability to pull from a variety of sources where you’d normally have to go and find data from each individual source separately, Databox does the legwork and presents it nicely.

The top sources we use Databox to pull information from are:

  • HubSpot
  • Google Analytics
  • Google Search Console
  • Google Ads
  • Google Sheets
  • Facebook ads
  • Wistia
  • CallRail
  • Seventh Sense

Learn more about the HubSpot-Databox integration.

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Why We Love It:

We love Databox because it has a large number of uses besides simply showcasing information. During our onboarding process for clients, we use it to put together reports from templates customized for each specific client, we can also set goals for them that become notifications, and we can display insights into what’s working and what’s not for their current strategy.

databox board

A Databox board

Click to Learn More About How Databox to Create In-Depth Reports For Our Customers

For ourselves, it saves a ton of time when putting together reports and the goals feature both keeps us accountable and is also a great way to generate success and track progress.

We’ve also been able to utilize Databox to put together case studies on Data-Driven Sales Enablement and Video and Conversational Marketing. We were able to produce a Databox report that incorporates lead generation and customer acquisition data from HubSpot combined with Wistia video results. We compared the closing rate of customers who didn’t watch a video (7%) to the closing rate of customers who did watch a video (28%) which proved that leads who watched a video closed into customers 3 times as often. We were able to tell these stories and have them clearly supported by data thanks to Databox. Just simply listing the metrics would not have been as impactful as being able to display them in a customized report that compiles metrics from multiple sources.

PRO TIP: Don’t start with overly customized reports, pick a template with the data sources you use and make changes based on the performance you want to measure.


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7. Lucky Orange (Conversion Optimization)

lucky orange hubspot integration

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What It Is:

Lucky Orange is a conversion rate optimization software that includes tools like heatmaps, form analytics, session recordings, polls, live chat and more. 

This data drives our decisions with website redesigns, developing conversion opportunities, and the adjustment of current campaign experiences.

Why We Love It:

Lucky Orange helps us with UX optimization and CRO. Lucky Orange allows us to understand how people are actually interacting with websites and landing pages. We can analyze heatmaps to see where people click and how people move throughout your site including actual live recordings of people while they are on your site. This is crucial when we do website redesigns since we can make decisions, like removing or adding buttons or CTAs, depending on actual engagement.


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This tool also helps sales teams when they are working with a specific lead to review what they did on the website. Recordings of leads engagement on the site are showcased in the HubSpot Contact Record as part of the Lucky Orange/HubSpot integration, which makes it very easy for your team to understand which pages this person visited and how they engaged with the content.

PRO TIP: Start with one high-impact, conversion page on your website. Check the heatmap to learn how all of your site users are engaging with that page, watch individual user recordings to learn how users are navigating the page, and make iterations based on what the data is telling you. Start simple and make one change at a time. If your form is below the fold and the data is telling you that your leads are taking a minute to get to the form, then consider moving the form towards the top of the page and wait to see how that change impacted your form conversions.


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8. Insycle (CRM/Database Management)

Insycle database management hubspot integration



What It Is:

Insycle is a software that allows us to manage, import, and clean HubSpot CRM data in a safe and efficient way. Insycle connects to your HubSpot database and allows you to make bulk changes, standardize formats, merge repeat contacts, and import data among other functionalities.

Insycle interface


Why We Love It:

Insycle helps us and our clients maintain a clean HubSpot CRM database for better segmentation and reporting. It helps you find duplicate contacts and companies by any field, then merge them in bulk with just a few clicks.

We’ve been able to save at least 4 hours a month per customer on closing the loop and receiving reports. All of this saved time is then returned to the customer because we can now make decisions more accurately, thanks to the data from Insycle, and use all of that time to generate additional success for them.

By simplifying the process of closing the loop, finding repeats, and cleaning the HubSpot CRM database using Insycle, we are able to do it repeatedly, thus allowing us to iterate on optimization efforts again and again.

PRO TIP: Before making any official changes to your CRM data, check the simulation report box to test your changes before implementing them.


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9. CallRail (Phone Tracking)

CallRail call tracking hubspot integration

What It Is:

CallRail tracks lead generation efforts that originate from calls, rather than from digital conversions like form submissions on the website. This integration allows our agency to showcase leads generated by all efforts and accurately track the original source of each lead even when they did not fill out a form or converted through chat. This gives us insights into how our campaigns are working with more accurate data, helping us prove the success of our inbound efforts. Learn more about the HubSpot/CallRail integration.

CallRail graphs and charts data


Why We Love It:  

You cannot underestimate the importance of phone tracking. Without the ability to track phone calls, if a person calls you directly from your website without converting through your forms, you will not be able to track their activity in the future. More importantly, you will not be able to see the original source of that lead or what they did before identifying themselves (calling you in this case).

CallRail tells us the original source of the lead and, depending on the source, you can even get more information like which keywords in PPC campaigns the lead used to get to your website.

PRO TIP: Use tracking numbers for your offline campaigns to understand how those campaigns perform. This will allow you to quickly shift resources towards the activities that bring you the greatest return.


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10. Postal (Offline Marketing)

postal io hubspot integration

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What It Is:

Postal is a customer outreach tool that lets you automate the sending of gifts, both digitally and physically, to leads and customers. Whether it's a piece of merchandise, a gift card, or a surprise box of treats, Postal makes sending gifts to customers easy and automated to help raise customer retention, increase response rate, improve conversion rates, and help you connect with your leads and customers.

One huge feature is its ability to integrate with the biggest and best marketing software like HubSpot, Salesforce, Marketo, Microsoft 365, Google Workspace, and more.


Why We Love It:

What’s not to love about giving and receiving gifts? No matter where a contact is in your funnel, it's always a good idea to provide an extra spark of appreciation that can go a long way in engaging, closing, and delighting prospects and customers.

With Postal.io’s integration with HubSpot, we can automate gift giving to any contact throughout the funnel based on specific actions they take. It's easy to set up and adds a lot of value to the marketing, sales, and customer experience.



How to Use Gifts and Direct Mail for Marketing and Sales Engagement: Ben Jablow, VP of Alliances at Postal.io

Learn more about our Tech Stack and how we use the HubSpot Platform to generate success for our customers here.


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