Make Work Easier with iFOLIO + Hubspot
iFOLIO and HubSpot Integration
Spend more time talking with clients, and less time reporting! Automatically populate iFOLIO activity back into HubSpot.
With iFOLIO’s Reverse CRM® Feature and HubSpot's BCC address ~ you can automatically log your iFOLIO shares, visual emails and visual text messages, back into your HubSpot CRM.
Contact information such as name, company, phone number, email address, and any links or attachments will be included in the log inside of HubSpot.
Here's how to unlock new levels of productivity with this integration:
Retrieving your BCC from HubSpot:
Step 1~ In your HubSpot account, click the settings icon.
Step 2 ~ In the left sidebar menu, navigate to the Objects & Activities
Step 3 ~ Click the Email Logging Tab
Step 4 ~ To the right of the BCC Address field, click COPY
Adding your BCC to iFOLIO:
Step 1~ Navigate to the share dashboard for any of your iFOLIOs
Step 2 ~ At the bottom of the share dashboard, find the BCC field in the bottom right corner
Step 3 ~ PASTE the BCC Address from Hubspot into the BCC field
Step 4 ~ Send a test share to yourself or a friend!
Step 5 ~ Close out of the share dashboard and open it back up. Your address should be held in the BCC field and ready to help you make work easier!
Requirements for the iFOLIO + HubSpot Integration
✔️User has an iFOLIO account and sales access in Hubspot
✔️The email used to create the iFOLIO user is either a user for the Hubspot account or a connected Personal Email in Hubspot
For questions and support, contact info@ifoliocorp.com
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