HubSpot integration
Connect HubSpot so closings, new clients, and open-house sign-ins reach the right HubSpot records, while your agents keep working their contacts the way they do today.
What Joymore does
Brokerages use HubSpot to manage contacts, deals, and marketing. Joymore handles the transaction file and its compliance review, so connecting HubSpot lets milestones on a file, like a closing, reach the matching HubSpot record without manual updates. HubSpot stays your CRM, and Joymore keeps reviewing every file as it arrives.
Once HubSpot is connected, Joymore automations can react to HubSpot events, like a deal moving into a new stage or a new form submission, and run HubSpot actions, like creating a contact or updating a deal. Joy can also work in HubSpot when someone on your team asks her to.
What you can do
- Update closing status. When a file closes, Joy applies your approved closing stage or status to the mapped HubSpot record, changing only the field you choose.
- Add closed clients as contacts. When a file closes, Joy adds verified clients who are missing from HubSpot as new contacts and leaves existing contacts unchanged.
- Capture open-house sign-ins. When visitors sign in through Google Forms, Jotform, or Typeform, Joy adds new attendees to HubSpot as contacts, so nobody types up the sign-in sheet.
- Act on deal stage changes. When a HubSpot deal enters a stage you choose, an automation can create a task or add a note so the next step has an owner.
Ready-made automations
From the Joymore automation library.
Add clients to a contact app
Google Contacts
HubSpot
Microsoft Outlook Email+3Add missing verified clients to your chosen contact app
When a file closes
ContactsView automationSend attendee details to HubSpot
Google FormsHubSpotAdd new open-house contacts from Google Forms to HubSpot
When Google Forms sign-ins arrive
ContactsView automationSend attendee details to HubSpot
JotformHubSpotAdd new open-house contacts and visit context to HubSpot
When Jotform sign-ins arrive
ContactsView automationSend attendee details to HubSpot
TypeformHubSpotAdd new open-house contacts and visit context to HubSpot
When Typeform sign-ins arrive
ContactsView automationUpdate closing status in a CRM
HubSpotPipedriveSalesforce+1Update the mapped CRM record with its approved closing stage or status
When a file closes
TransactionsView automation
Available once connected
What automations can use in HubSpot.
Events Joymore can react to
- Deleted Blog Posts
- New Company Property Change
- New Contact Added to List
- New Contact Property Change
- New Custom Object Property Change
- New Deal In Stage
- New Deal Property Change
- New Email Event
- New Email Subscriptions Timeline
- New Engagement
- New Events
- New Form Submission
- New Message in Thread
- New Note Created
- New or Updated Blog Post
- New or Updated Company
- New or Updated Contact
- New or Updated CRM Object
- and 9 more
Actions Joymore can run
- Add Comment
- Add Contact to List
- Add Note to Contact
- Archive Thread
- Batch Create Companies
- Batch Create or Update Contact
- Batch Update Companies
- Batch Upsert Companies
- Book Meeting on Meeting Link
- Clone Marketing Email
- Clone Site Page
- Create a New Workflow
- Create Association
- Create Associations
- Create Blog Post
- Create Communication
- Create Company
- Create Contact Workflow
- and 90 more
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
HubSpot and Joymore questions
Do agents have to change how they use HubSpot?
No. Agents keep working in HubSpot as they do today. Automations update the records you choose, with no extra steps for agents.
How do I connect HubSpot to Joymore?
Sign in to Joymore, open Settings, and connect your HubSpot account. You can connect it for your whole brokerage or for a single user.
Do these automations send messages to clients?
No. The closing and contact automations update HubSpot records only and do not send outreach to clients.
Does Joymore replace HubSpot?
No. HubSpot stays your CRM. Joymore handles transaction files and compliance review, and automations pass information between the two where you set them up.
