Integrating Moneypenny with HubSpot

You can now have every call handled by your Moneypenny PA flow directly into HubSpot using our new native integration. New contacts are created automatically with updated lifecycle stages, call notes are logged, so your CRM stays current without any manual effort from your team.

How it works:

1. Get in touch with your Moneypenny PA or Account Manager  

Let them know you’d like to activate the HubSpot integration - it takes one conversation to get things moving.

2. We handle the set-up  

We’ll gather the details we need and configure everything behind the scenes, so there’s no technical work needed from you.

3. We’ll run a quick test and then you’re live

Once the test is complete, new leads will start flowing directly into your HubSpot CRM.

Watch a quick overview of how our integration works here: Moneypenny integrating with HubSpot

Benefits of integrating Moneypenny with HubSpot:

• Reduce inbox noise and admin
• Keep all your leads in one place
• Improve data accuracy and follow-up
• Work smarter, not harder with a joined-up process

Ready to activate? Give our team a call on 0345 123 3700 and we’ll talk you through the process.

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