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Introducing the HubSpot Integration for Yardi Kube
The latest Yardi Kube release introduces a more powerful integration with HubSpot CRM, enabling coworking space operators to automate key sales and marketing workflows. When prospects submit enquiries, make bookings, or initiate purchases through Yardi Kube, the integration creates corresponding records in HubSpot, reducing manual entry and supporting more organised follow-up. This release ensures that leads, deals, and basic contact information are automatically passed to HubSpot at key customer journey touchpoints, helping operators save time and maintain better visibility across platforms.
Streamlined Enquiry Management
The Yardi Kube HubSpot integration simplifies the front-end of the sales funnel by automating how enquiries are captured and structured in HubSpot, reducing administrative overhead and enabling faster response times.
- Automated Contact Creation: Contacts are automatically created in HubSpot whenever prospects submit enquiries via forms, reducing manual entry and potential errors.
- Immediate Deal Generation: HubSpot deals are instantly created with a standardised naming convention to make prospects easier to identify.
- Efficient Company Association: Each new contact and associated deals are automatically linked to the relevant companies within HubSpot, creating better organisation and follow-up opportunities.
Improved Bookings Tracking
Managing short and long-term bookings is more efficient with automated deal creation and contract tracking, giving operators immediate access to key booking details in HubSpot.
- Instant Deal Tracking: Deals are automatically generated in HubSpot for hourly, daily, and monthly bookings, providing immediate visibility.
- Comprehensive Contract Visibility: Monthly booking deals display key contract information, including contract duration and total value, for simplified review.
- Automatic Deal Status Updates: Upon successful booking payments, corresponding deals are automatically marked as “Closed Won,” ensuring accurate sales reporting.
Enhanced eCommerce Operations
From cart activity to completed purchases, the HubSpot integration brings structure and visibility to e-commerce workflows, helping teams better engage with prospects and track sales performance in real-time.
- Cart Activity Monitoring: Deals are automatically created when prospects add amenities or products to their carts, providing insights into potential opportunities and cart abandonment.
- Personalised Prospect Engagement: Upon completing registration, prospect contact information is automatically associated with existing deals, enabling tailored communication.
- Efficient Transaction Management: Completed eCommerce purchases automatically update corresponding deals to “Closed Won,” enhancing accuracy in transaction tracking and reporting.
Connecting Yardi Kube and HubSpot
Getting started with the integration is quick and straightforward. Once connected, your HubSpot account will begin capturing enquiry, booking, and e-commerce activity from your Yardi Kube Prospect Portal.
To connect your accounts:
- Go to your Personal Profile menu in Yardi Kube and click System Settings
- Navigate to Customer Portals > Prospect tab > HubSpot Integration tab
- Click Connect, then sign in to your HubSpot account
- Choose the HubSpot account you’d like to connect and authorise the app
- Once connected, configure which HubSpot fields will capture property, enquiry details, and activity types
- Select the pipeline and deal stages for new inquiries and completed purchases
- Click Save Settings to complete the setup.
By connecting Yardi Kube and HubSpot, you gain the ability to track and manage leads without duplicating effort or data. With each enquiry, booking, or purchase automatically logged and updated in HubSpot, your team can stay focused on what matters: building relationships, growing occupancy, and delivering exceptional member experiences.
Want to find out how Yardi Kube can support the operation and growth of your coworking or flexible workspace? Book a demo with our team here.
Keep in touch with us by following Yardi Kube on LinkedIn!
