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Example Workflow
Triggers and Actions

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Customer Health Score Update

Triggered when a customer's health score is updated in Totango. Use this to sync health score changes with HubSpot CRM, update customer health indicators, and trigger automated customer success workflows or interventions based on health score fluctuations.
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Customer Engagement Tracked

Activated when customer engagement metrics are tracked in Totango. Use this to sync engagement data with HubSpot CRM, update customer activity timelines, and trigger proactive customer success actions or follow-up activities based on engagement levels within HubSpot CRM.
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Customer Segment Change

Triggered when a customer is assigned to a new segment or lifecycle stage in Totango. Use this to update customer segmentation tags or properties in HubSpot CRM, categorize customers based on their lifecycle stage or behavior, and trigger personalized engagement workflows or communications within HubSpot CRM.
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Risk Alert Detected

Activated when a customer risk alert is generated in Totango. Use this to sync risk alert notifications with HubSpot CRM, identify at-risk customers, and trigger proactive customer outreach or retention campaigns based on risk indicators within HubSpot CRM.
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Customer Renewal Reminder

Triggered when a customer renewal reminder is generated in Totango. Use this to sync renewal reminders with HubSpot CRM, track renewal deadlines, and trigger automated renewal notifications or follow-up sequences within HubSpot CRM to drive customer retention efforts.
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Integration Health Check

Activated periodically to check the health and status of the Totango and HubSpot integration. Use this to monitor integration performance, detect any issues or errors, and ensure seamless data synchronization between the two platforms for effective customer success management.
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Customer Milestone Achieved

Triggered when a customer achieves a significant milestone or success event in Totango. Use this to sync milestone achievements with HubSpot CRM, track customer success milestones, and trigger personalized congratulatory messages or rewards within HubSpot CRM to enhance customer satisfaction and loyalty.
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Customer Churn Prediction

Activated when a customer churn prediction is generated in Totango. Use this to sync churn prediction alerts with HubSpot CRM, identify churn-risk customers, and trigger targeted churn prevention campaigns or retention initiatives within HubSpot CRM to reduce customer churn rates.
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Customer Feedback Received

Triggered when customer feedback is received through Totango's feedback collection mechanisms. Use this to sync customer feedback data with HubSpot CRM, capture customer sentiments and preferences, and trigger follow-up actions or sentiment-based communication strategies within HubSpot CRM.
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Customer Success Plan Update

Activated when a customer success plan is updated or modified in Totango. Use this to sync success plan changes with HubSpot CRM, update customer success milestones or action items, and trigger automated progress tracking or follow-up activities within HubSpot CRM to ensure successful plan execution.
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Customer Reviews

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John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

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Totango + HubSpot

 

Integrate
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Unified Customer Insights

Integrate Totango with HubSpot to gain unified customer insights by combining data from HubSpot's CRM and marketing tools with Totango's customer success platform. Consolidate customer information, interactions, and engagement metrics to drive proactive customer success strategies and maximize customer lifetime value.

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Automated Health Monitoring

Automate health monitoring and customer engagement tracking with Totango integrated into HubSpot. Leverage Totango's health score calculations and engagement tracking capabilities to identify at-risk customers, trigger proactive interventions, and drive customer retention and expansion initiatives directly within HubSpot CRM.

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Targeted Customer Engagement

Deliver targeted customer engagement campaigns and personalized experiences using Totango and HubSpot integration. Utilize Totango's segmentation and lifecycle management features to segment customers based on behavior and engagement metrics, and orchestrate tailored engagement workflows and communications through HubSpot's marketing automation tools.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Totango Integration improve customer success management?

The integration improves customer success management by providing unified customer insights and automated health monitoring capabilities. Totango integrated into HubSpot enables proactive customer engagement, targeted campaigns, and personalized experiences to maximize customer satisfaction and retention.

Can I automate customer engagement workflows with the integration?

Yes, you can automate customer engagement workflows with the integration. Totango's segmentation and engagement tracking features combined with HubSpot's marketing automation tools enable targeted campaigns and personalized communications based on customer behavior and engagement metrics.

How does the integration help in identifying at-risk customers?

The integration helps in identifying at-risk customers by leveraging Totango's health score calculations and risk alert notifications. Synced with HubSpot CRM, this data allows for the identification of at-risk customers and the triggering of proactive interventions or retention campaigns to mitigate churn risks.

Can I track customer success milestones and achievements?

Absolutely. You can track customer success milestones and achievements with the integration. Totango's success plan tracking features sync with HubSpot CRM, enabling the monitoring of customer success milestones and the triggering of automated progress tracking or follow-up activities for successful plan execution.

How does the integration facilitate customer feedback collection?

The integration facilitates customer feedback collection through Totango's feedback mechanisms synced with HubSpot CRM. This allows for the capture of customer sentiments and preferences, enabling follow-up actions or sentiment-based communication strategies within HubSpot CRM to enhance customer satisfaction.

Can I predict customer churn and implement retention strategies?

Yes, you can predict customer churn and implement retention strategies with the integration. Totango's churn prediction alerts sync with HubSpot CRM, allowing for the identification of churn-risk customers and the triggering of targeted churn prevention campaigns or retention initiatives within HubSpot CRM.

How often are customer health scores and engagement metrics updated?

Customer health scores and engagement metrics are updated regularly with the integration. Totango's automated tracking features sync with HubSpot CRM, ensuring real-time visibility into customer health indicators and engagement levels for timely intervention and customer success management.

Is it possible to segment customers based on behavior and engagement metrics?

Yes, you can segment customers based on behavior and engagement metrics with the integration. Totango's segmentation features sync with HubSpot CRM, enabling the categorization of customers and the triggering of personalized engagement workflows or communications based on segmentation criteria.

Can I track customer renewal deadlines and automate renewal reminders?

Absolutely. You can track customer renewal deadlines and automate renewal reminders with the integration. Totango's renewal reminders sync with HubSpot CRM, allowing for the tracking of renewal deadlines and the triggering of automated renewal notifications or follow-up sequences within HubSpot CRM.

How does the integration ensure data consistency and accuracy?

The integration ensures data consistency and accuracy through regular health checks and data synchronization processes. Automated integration health checks monitor integration performance, detect any issues or errors, and ensure seamless data synchronization between Totango and HubSpot for effective customer success management.
The integration improves customer success management by providing unified customer insights and automated health monitoring capabilities. Totango integrated into HubSpot enables proactive customer engagement, targeted campaigns, and personalized experiences to maximize customer satisfaction and retention.
Yes, you can automate customer engagement workflows with the integration. Totango's segmentation and engagement tracking features combined with HubSpot's marketing automation tools enable targeted campaigns and personalized communications based on customer behavior and engagement metrics.
The integration helps in identifying at-risk customers by leveraging Totango's health score calculations and risk alert notifications. Synced with HubSpot CRM, this data allows for the identification of at-risk customers and the triggering of proactive interventions or retention campaigns to mitigate churn risks.
Absolutely. You can track customer success milestones and achievements with the integration. Totango's success plan tracking features sync with HubSpot CRM, enabling the monitoring of customer success milestones and the triggering of automated progress tracking or follow-up activities for successful plan execution.
The integration facilitates customer feedback collection through Totango's feedback mechanisms synced with HubSpot CRM. This allows for the capture of customer sentiments and preferences, enabling follow-up actions or sentiment-based communication strategies within HubSpot CRM to enhance customer satisfaction.
Yes, you can predict customer churn and implement retention strategies with the integration. Totango's churn prediction alerts sync with HubSpot CRM, allowing for the identification of churn-risk customers and the triggering of targeted churn prevention campaigns or retention initiatives within HubSpot CRM.
Customer health scores and engagement metrics are updated regularly with the integration. Totango's automated tracking features sync with HubSpot CRM, ensuring real-time visibility into customer health indicators and engagement levels for timely intervention and customer success management.
Yes, you can segment customers based on behavior and engagement metrics with the integration. Totango's segmentation features sync with HubSpot CRM, enabling the categorization of customers and the triggering of personalized engagement workflows or communications based on segmentation criteria.
Absolutely. You can track customer renewal deadlines and automate renewal reminders with the integration. Totango's renewal reminders sync with HubSpot CRM, allowing for the tracking of renewal deadlines and the triggering of automated renewal notifications or follow-up sequences within HubSpot CRM.
The integration ensures data consistency and accuracy through regular health checks and data synchronization processes. Automated integration health checks monitor integration performance, detect any issues or errors, and ensure seamless data synchronization between Totango and HubSpot for effective customer success management.

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