HubSpot

HubSpot is a leading customer relationship management (CRM) platform that provides a suite of tools for marketing, sales, and customer service. It helps businesses attract, engage, and delight customers.

How HubSpot integrates with Staybit

Staybit seamlessly integrates with HubSpot to elevate your employee onboarding and offboarding processes. Discover the streamlined features of this integration:

1. Automated User Creation

Staybit takes the hassle out of onboarding by automatically creating HubSpot user accounts for your employees. No manual setup required—new hires can jump right into utilizing HubSpot's powerful CRM tools.

2. Role and Permissions Assignment

Efficiently assign roles and permissions within HubSpot through Staybit. Define the level of access your employees need, ensuring they have the right tools and capabilities to excel in their roles.

4. Teams Assignment

Staybit simplifies team management by assigning employees to their primary team and additional teams in HubSpot. This ensures that each team member is placed in the correct organizational structure, facilitating better collaboration and workflow. Employees can be assigned to specific teams based on their roles and responsibilities, ensuring they have immediate access to the relevant team resources and communication channels.

5. Secure Offboarding

When an employee leaves the company, Staybit ensures a secure offboarding process by promptly disabling their HubSpot account. This action prevents former employees from retaining access to CRM data, safeguarding sensitive customer information.