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Troops + HubSpot Integration

 

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Never miss a HubSpot signal

Troops is a revenue communications platform that monitors your key systems for changes, notifies associated people when specific conditions occur, and presents a list of immediate actions they can take, all through your messaging platform. Think of Troops as the central nervous system for go-to market teams that delivers the right information to the right people at the right time. Teams never miss a revenue signal, allowing them to take rapid action, share intelligence, and make better decisions. World-class brands like Slack, Twilio, DoorDash, Snap, Shopify, and Stripe improve forecast accuracy, organizational transparency, and win rates with Troops.

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Designed for marketers, salespeople, and success teams that love HubSpot

Troops works with HubSpot marketing automation and CRM. With Troops, your revenue team members can quickly and easily create their own signals, automating workflows and routing actionable messages to specific users or channels in Slack or Microsoft Teams.

Troops maintains user identity across systems, and supports dynamically sending signals to users based on who they are in that system. For example, someone might be a “Contact Owner” in HubSpot—Troops will match the user within HubSpot to the same user in Slack or MS Teams so that every user gets relevant, personalized signals.

 

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How Troops works with HubSpot

Troops operates by letting you define the signals you want your marketers, salespeople, and success teams to receive. For example, you may want your sales leaders to know when a deal amount changes, or notify account managers of how their top accounts are interacting with website content. Troops detects those changes in HubSpot and fires off a signal to designated people or channels.

You can set conditions and filters on standard and custom objects (including Contacts, Companies, and Deal) as criteria, choose who should receive the signal, and Troops can either send the signal in real time or on a schedule you set.

Using buttons in Slack and MS Teams, Troops users can take key actions such as updating and creating HubSpot records, making phone calls, sending emails, and more from signals.

  • Real-Time Signals detect changes on records as they happen and notify associated people immediately.
  • Scheduled Signals send lists of records that match your conditions at selected times, similar to a report.