HubSpot sync for SDR agencies
Your SDRs work in Dialbrew; every booked meeting lands in the client's own HubSpot as a deal, with the company and contact matched instead of duplicated.
in Dialbrew
Meeting booked
- Prospect
- Harbor Group
- Contact
- Sarah Cole
- When
- Tue 14:00
- SDR
- Jerry M.
in the client's HubSpot
- Company · Harbor Groupmatched by name
- Contact · Sarah Colematched by email
- Deal · Harbor Group meetingcreated
stage: Meeting booked (chosen by client)
What's in it
Push booked meetings
Each booking becomes a deal in the client's HubSpot, in the pipeline stage the client chooses.
Match, don't duplicate
Companies are matched by name and contacts by email before anything is created.
Client self-service connect
The client connects their own HubSpot with OAuth; you never hold their login.
Pull deals into projects
Your own HubSpot deals sync hourly into Dialbrew as tentative client projects.
Pipedrive too
Clients on Pipedrive get the same booking push.
Today: CRM seats per client, or CSV imports
Agencies usually get results into a client’s CRM in one of two ways. Both cost something.
| Push from Dialbrew | Seat in client CRM | CSV import | |
|---|---|---|---|
| SDRs work every client in one place | |||
| Agency needs a login in each client CRM | |||
| Client's CRM updated when the meeting is booked | At next import |
Work in Dialbrew, land in HubSpot
- 1
Client connects HubSpot
Through OAuth from their portal. The agency never holds their login.
- 2
Client picks the stage
Booked meetings land in the pipeline stage they choose.
- 3
SDR books the meeting
In Dialbrew, on the lead, as usual.
- 4
Match, then create
Company matched by name, contact by email, then the deal is created.
The client’s CRM gains a deal, not a duplicate. Clients on Pipedrive get the same push.
Your own HubSpot, too
A separate connection pulls deals from your agency’s HubSpot, in the stages you choose, every hour. They arrive as tentative client projects, so a signed client is ready to staff without retyping it.
Related: all integrations and Dialbrew vs HubSpot Sales Hub.