Marketing automation

Charik + HubSpot

Run your marketing automation in HubSpot and steer your sales activity in Charik. Contacts, deals and interactions flow between the two, with no double entry.

4,1/5 sur Salesdorado

What is HubSpot?

HubSpot is a marketing automation platform: forms, workflows, email campaigns and scoring. It is strong on attracting and nurturing leads upstream of the sales cycle.

What HubSpot brings to your Charik CRM

Marketing leads in the pipeline

Each qualified HubSpot MQL moves across to Charik for a rep to pick up, along with the history of marketing interactions.

Contacts synced

A shared contact record, updated both ways: email, phone, company, job title, status.

Sharper sales scoring

The HubSpot behavioural score feeds Charik prioritisation, so your reps know who to call first.

End-to-end reporting

From the ad click to the signed deal, you can see what marketing contributed to revenue.

Connecting HubSpot to Charik

A few minutes to set up, then it runs on its own.

1

Connect the two accounts

A HubSpot API key is all it takes. Charik walks you through it in a few clicks.

2

Field mapping

Choose which HubSpot fields feed which Charik fields. Editable at any time.

3

Continuous sync

Creations and updates flow both ways in near real time.

Frequently asked questions

Do I need to replace HubSpot with Charik?

No. HubSpot is strong on lead generation and marketing automation, Charik on B2B sales follow-up. The two complement each other.

Do contacts get duplicated?

No. The sync uses the email address as the deduplication key. One contact means one record on each side.

What happens if a contact is edited in HubSpot?

The change comes back into Charik within seconds, with no manual step.

Can I choose which contacts are synced?

Yes. Filter by HubSpot list or by property: if you prefer, only sales-qualified leads move across to Charik.

Try Charik and its HubSpot integration

The HubSpot integration is included in your Charik subscription, at no extra cost. A 7-day free trial, no credit card, to try it before you commit.

Try Charik for free See all integrations

Read more ↓