01
Capture
Bring customer data together
Connect HubSpot information with your wider business workflow environment.
Connected withHubSpot
CRM Automation
Connect your customer lifecycle with intelligent workflows
Bring HubSpot data into exenra workflows to align marketing, sales, and customer operations through connected automation.
Connect CRM data with your complete business automation system.
exenra AUTOMATION
HS
CONNECTED APPHubSpot
EX
AUTOMATIONexenra
Active
CRM workflow
Automate customer journeys
01
Contact syncedCustomer data connected
02
Lifecycle reviewProcess customer activity
03
Next actionContinue workflow
Next actionUpdate customer journey
HubSpot CRM workflow
Create a connected system around your customer lifecycle
Customer information often moves between marketing, sales, and operations teams. exenra connects HubSpot data with automated workflows so teams can create a smoother customer journey.
Connect customer data, automate processes, and help teams act on opportunities faster.
02
Organize
Structure customer journeys
Create consistent processes around leads, contacts, and customer activity.
03
Automate
Streamline team processes
Reduce repetitive tasks with workflows that keep customer operations moving.
04
Grow
Improve customer outcomes
Give teams better visibility and a clearer path from lead to customer.
Connected capabilities
More than a CRM connection
Build connected customer workflows by combining HubSpot data with automation, operations, and team processes.
01
CRM sync
Connect customer information
Bring HubSpot customer data into connected workflows across your business.
02
Lead management
Organize opportunities
Create structured processes for managing leads and customer activity.
03
Marketing workflow
Connect campaigns and actions
Create automated processes that support marketing and customer engagement.
04
Sales alignment
Support better handoffs
Help sales teams receive the right information at the right time.
05
Automation
Reduce manual coordination
Automate repetitive CRM tasks and improve operational efficiency.
06
Visibility
Understand customer progress
Create clearer insight into lifecycle stages and workflow movement.
HubSpot workflow automation
Turn CRM activity into connected business actions
Create automated workflows that connect customer information, sales processes, and operational tasks so teams can move faster.
WORKFLOWAUTOMATION
01WHEN
HubSpot activity
Customer activity enters the workflow
Start automation when CRM activity requires a business action or process.
Listening
02IF
CHECK CONDITIONS02 RULES
01
Customer stageLifecycle information is available
02
Business processA workflow action is required
03THEN
01
OrganizeStructure CRM information
Bring customer data into workflows where teams can manage opportunities effectively.
02
AutomateStreamline customer processes
Reduce repetitive CRM tasks with automated business workflows.
03
AlignConnect teams and systems
Create smoother handoffs between marketing, sales, and operations.
Workflow resultHubSpot data becomes connected customer operations
Transform CRM activity into organized workflows that improve visibility, efficiency, and customer experiences.
AutomatedPlans & pricing
Choose the automation level your team needs
Start with the plan that fits your workflow today and expand as your customer operations grow.
SELECTED PLAN
Plus
For teams managing customer journeys across multiple business processes.
$30per month
Advanced workflow automation
Connected business systems
Customer lifecycle management
Growing team support
Choose PlusChoose a plan that fits the way your team works.
exenra PLANSCompare complete pricing
Ready to connect HubSpot?
Turn CRM data into intelligent business workflows
Connect HubSpot with exenra and create a smarter process for managing customer data, sales activity, and operational automation.
CONNECTED WORKFLOWReady
HS
SOURCEHubSpot
EX
AUTOMATIONexenra
OUTCOMEConnected CRM workflow
Workflow readyexenra