🎁 HubSpot Customer Sync
Tuesday, December 13, 2022. We’re excited to announce the latest release for our HubSpot integration: Automated Customer Sync.
Users of our HubSpot integration will now able to see which organizations in their community are also their customers, as well as keeping track of any that become customers in future.
Below are some of the changes you can expect in the Orbit app:
Organizations that are customers will be highlighted with a badge.
Members who work at organizations that are customers will also be highlighted with a badge.
The date that the organization became a customer is also added to their org profile so you can see what community activities were performed leading up to that point.
We’ve added a new Organization Status attribute to our filters for Members and Activities so you can include/exclude members who are customers from your queries and Saved Views.
If you’re a HubSpot user and you want to see which customers are part of your community, using Orbit, you can do so today by adding the HubSpot integration to your workspace and turning on customer sync via the settings.
Last but not least, we’ve added new notifications so you’ll be informed in the Orbit app, and via email, every time an organization in your community also becomes a customer.
Note: The HubSpot integration is available on our Premium plan.