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Connect HubSpot CRM to your Business Management System.
Your sales process fully integrated
Save time with automation
Our integration guarantees a seamless sales process without the need for any data entry effort, which is usually time-consuming and hard to sustain over time.
1
Connect your HubSpot account with BeLazy
2
Set up the synchronization between systems
3
Your sales team adds a company and a contact in HubSpot
4
Company and contact persons get pushed into your BMS
5
PM creates a quote in your BMS and specifies the quote's status
6
The quote document is synchronized into HubSpot
7
Automation streamlines post-quoting activities if the client accepts the quote
8
If the client accepts the quote, the deal is set as won in CRM
9
If the client rejects the quote, the deal is set as lost in CRM
The quote document is visible in both systems
Your sales team doesn’t need to log into your BMS
PMs don’t need to allocate time to sales efforts