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, get insights for 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: You have the task of tracking changes in the record ID of your HubSpot contacts.

We enable you to set up conditions to monitor key metrics and detect anomalies in their performance changes through conditional rules.
With Revlitix, you'll receive prompt notifications of any changes in these KPIs, allowing you to take swift action.
Revlitix assists you in tracking all metrics by creating a single rule with multiple conditions for multiple KPIs according to your requirements, as depicted below.

Situation: You have the task to monitor the record ID and company ID for your HubSpot Deals.

Revlitix allows you to create conditional rules that can monitor multiple KPIs
You will receive notifications when the conditions set for either of the KPIs are met.
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Setup new project made easy

By following these steps:

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Screenshot of the applicationMultiple screenshots of components of the application

Analyze

The primary objective of the rules is to monitor the KPIs and alert users to any changes detected.

1

Notify

Situation: Based on specific conditions, you have created a conditional rule to track the record ID, company name, and lead status for the "Contact" object in your HubSpot CRM account.

A critical alert is triggered when a conditional rule is met, highlighting the affected KPI.
In this situation, you will receive a critical alert when there is a change in the value of the KPIs.
2
AI Assistance

Situation: You want the report for your contacts' top 5 deal sources.

We provide AI-generated insights that offer a summary of your Hubspot data along with actionable recommendations.
Through our Ask AI feature, you can inquire about information related to your Hubspot account, and our feature promptly responds with the requested information within seconds.
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:

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Screenshot of the applicationMultiple screenshots of components of the application

Optimize

We provide a convenient task management feature that enables you to generate channel-specific tasks and assign them to the relevant team members in a seamless manner.

1

Task management

Situation: If there is a sudden change in the lead status for a contact and an alert is triggered for it.

This alert can be directly converted into a task, or you can manually create a task to address the issue.
The alerts also contain recommendations that efficiently guide problem-solving. These recommendations are presented as tasks within the alerts, which can be assigned to the right team member.
2
Action

Situation: You create a rule to track the "New Deal Won" KPI for your deals.

You can connect a playbook containing recommendations for resolving anomalies caused by changes in KPI performance.
These recommendations appear in the alert triggered by the rule and can be converted into tasks, assigned to the relevant team member, and resolved promptly.
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
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Screenshot of the applicationMultiple screenshots of components of the application

Through the Connect, Analyze, and Optimize process, Revlitix consolidates all your Google Search Console reports into one centralized dashboard, granting you immediate access to all your reports in one place.
Integrating your Google Search Console account with Revlitix allows you to identify anomalies and take prompt action swiftly.