Revlitix + Hubspot CRM

If you're wondering how Revlitix seamlessly integrates into your technology stack, you're not alone.

We understand that this question frequently arises, which is why we have developed this page to showcase how our customers effectively leverage the power of Revlitix alongside their current tools.

To ensure you maximize the benefits of integrating your Hubspot CRM account with Revlitix, we follow a three-step process: Connect, Analyze, and Optimize.

Category
Hubspot CRM
Hubspot CRM + Revlitix

Edit Reports

Schedule Report

Comment and Collaborate

Build Playbooks and Recommendations

AI Co-Pilot

Real time Performance alerts

Build Rules to monitor KPI's

Weekly and Monthly Forecast

Convert insights to tasks

Request Custom Reports

Data Shots

Connect

Connect your data and get reports and insights all on one dashboard.

1

Data Collection

When you integrate your HubSpot account into our platform, Revlitix collects data sets of

Contact
Company
Deal
2

Presentation

With this data, our platform generates a comprehensive dashboard featuring all HubSpot CRM reports, including

HubSpot Demand Gen funnel report
Monthly contact status performance reports
MQL KPI trend reports
Deals won/lost reports and much more.
3

Monitoring

Situation: If you need to track the MQLs for your Hubspot account without a specific benchmark in mind

Signals will provide you with automated alerts on the deviations in MQLs and notify you about them.

Situation: You want to track the New Deals Won and Deal Value for an Opportunity on your Hubspot account.

Audits will help you automate monitoring of the New Deals Won and Deal Value for your Hubspot account with your own set of conditions and actions.
5
Setup new project made easy

By following these steps:

Title here
Title here
Title here
Screenshot of the applicationMultiple screenshots of components of the application

Analyze

Analyze your blind spots before it's too late

1

Notify

Situation: You want to get notified of important updates even when you are not using the platform

Signals and Audits are communicated through means like Email, Slack, Google Chat, and Microsoft Teams.
Never miss out on key information even when not using the platform.
2

AI Assistance

Situation: You want to get an overview of your Sales Team Performance without going through the complete performance report.

We provide AI-generated summaries of your Hubspot data reports.
Helps you with identifying positives and negatives about your data without going through the entire report.
3
Monitoring

Situation: You need to track the number of clicks received for a particular adgroup, but you don't have a predefined benchmark. 

Smart rules can help by triggering an alert when there are changes in the KPI based on the trend line set by Revlitix's data science model.

Situation: You want to monitor clicks and cost for a specific ad group, based on conditions set up by you and receive notifications of any changes if they occur.

Revlitix enables you to set up conditional rules in these situations to track multiple KPIs at once.
In this scenario, you will be notified with a conditional alert when any of the KPIs' conditions are met.
5
Setup new project made easy

By following these steps:

Title here
Title here
Title here
Screenshot of the applicationMultiple screenshots of components of the application

Optimize

Optimize your funnels for the highest efficiency

1

Task management

Situation: A negative audit tracking the New Deals Won and Deal Value for your Hubspot account has passed, and you want to take action on it.

You can convert a signal or audit directly into a task or manually create a task to solve a problem.
These contain recommendations that are the next best steps to take when a signal or audit is triggered.
2

Action

Situation: A signal with respect to your Hubspot MQLs has been triggered, and you are not aware of what the plan of action is

Recomendations appearing within the signals and alerts are the actions a user can take.
These can be converted into tasks and assigned to the relevant individuals.
3
Monitoring

Situation: You need to track the number of clicks received for a particular adgroup, but you don't have a predefined benchmark. 

Smart rules can help by triggering an alert when there are changes in the KPI based on the trend line set by Revlitix's data science model.

Situation: You want to monitor clicks and cost for a specific ad group, based on conditions set up by you and receive notifications of any changes if they occur.

Revlitix enables you to set up conditional rules in these situations to track multiple KPIs at once.
In this scenario, you will be notified with a conditional alert when any of the KPIs' conditions are met.
5
Setup new project made easy

By following these steps:

Title here
Title here
Title here
Screenshot of the applicationMultiple screenshots of components of the application

Through the Connect, Analyze, and Optimize steps, Revlitix consolidates all your Hubspot account reports into a single streamlined dashboard, providing immediate access to all your reports at once. By integrating your Hubspot account with Revlitix, you gain the ability to swiftly identify anomalies and take prompt action.