As an agency, your HubSpot portal is the central nervous system of your client operations. But its true power isn't just in what it does alone; it's in how it connects to your entire tech stack. The right integrations can eliminate data silos, automate tedious tasks, and provide the deep insights needed to scale client relationships and prove ROI. This guide moves beyond the obvious choices to spotlight the 12 best HubSpot integrations specifically curated for demanding agency workflows.
We'll explore how these tools solve real-world agency challenges, from automating post-meeting follow-ups to syncing critical client data across platforms, helping you build a more connected and efficient operational backbone. Each entry includes a clear overview, key features, pricing information, and direct links with screenshots to help you evaluate the best fit for your team.
Ultimately, the goal of a robust integrated HubSpot setup is harnessing data-driven marketing strategies for success, ensuring your client campaign decisions are backed by comprehensive, real-time insights. Forget generic lists. This resource is designed to give you a practical, actionable roadmap to choosing the tools that will save your agency time and drive tangible results.
1. Scribbl: Automate Client Meeting Notes & Action Items Directly into HubSpot
Scribbl is a cutting-edge AI meeting assistant built specifically to address the unique challenges agency teams face. It moves beyond simple transcription, acting as a strategic tool that captures, analyzes, and operationalizes every client conversation. Its seamless integration with Google Meet (via a Chrome extension) ensures a bot-free, private recording experience, which is a significant advantage for maintaining client trust. For agencies, this means every billable hour spent in meetings is maximized, with key insights and action items automatically extracted and prepared for immediate use.
What makes Scribbl one of the best HubSpot integrations is its ability to directly bridge the gap between client discussions and CRM data. The integration doesn't just log a meeting; it enriches HubSpot contacts and deals with AI-generated summaries, sentiment analysis, and identified upsell opportunities. This provides sales and account management teams with unprecedented context, enabling smarter, more timely follow-ups without manual data entry.
Key Features for Agencies
- AI-Powered Meeting Summaries: Automatically generates concise summaries, key topics, and actionable next steps from raw meeting transcripts. This saves project and account managers hours of post-call administrative work.
- HubSpot Workflow Automation: Pushes critical meeting data directly into HubSpot. It can update contact records, create tasks for follow-ups, and add detailed notes to deals, ensuring your CRM is always the single source of truth.
- Team-Wide Knowledge Sharing: Creates a centralized, searchable library of all client meetings. This allows for seamless handover between teams and gives managers a high-level view of client health and project status.
- Bot-Free Recording: The Chrome extension-based approach ensures meetings feel natural and private, avoiding the intrusive presence of a third-party bot.
Pricing
Scribbl offers a compelling entry point with a Free Forever plan that includes 15 meetings recorded and transcribed monthly. Paid plans unlock advanced features like enhanced team collaboration, more integrations, and administrative controls, making it scalable for agencies of any size.
Why It Stands Out
Scribbl’s deep focus on agency workflows truly sets it apart. While other tools offer transcription, Scribbl is engineered to detect scope creep, identify client sentiment, and flag upsell keywords, turning every conversation into a strategic asset. Its powerful, two-way integration with HubSpot and popular project management tools like Asana and Monday.com automates the entire post-meeting process, from CRM updates to task creation. For a deeper dive into its capabilities, you can learn more about how Scribbl is changing agency operations on their official blog.
Website: https://www.scribbl.co
2. HubSpot App Marketplace: The Official Source for Agency-Ready Integrations
Before exploring individual tools, the first and most critical resource for any agency is HubSpot's own App Marketplace. This official directory is the gold standard for finding vetted and certified applications designed to work seamlessly with the HubSpot platform. For agencies managing multiple client portals, its reliability and one-click installation process save invaluable time and reduce the technical risks associated with unverified, third-party connectors.
The marketplace acts as a centralized hub, allowing your agency to browse thousands of the best HubSpot integrations by category, function, or even curated collections like "New & Noteworthy Apps." Each listing provides transparent details on pricing, required permissions, and support contacts, which is crucial for agency-side vetting and client budget approvals.
Key Considerations for Agencies
- Trust and Security: Apps marked as "Certified" have passed a rigorous technical review by HubSpot, ensuring data security and reliability-a non-negotiable for client work.
- Pricing: Access to the marketplace is free, but most apps listed require a separate paid subscription with the third-party provider. Always check the pricing model before installing for a client.
- Practical Tip: Use the filter for "Apps built by HubSpot" to find free, powerful native solutions like the Google Ads or WordPress integrations before seeking paid alternatives for your clients.
While its selection is vast, not every tool has a native app, sometimes requiring a connector like Zapier. However, for building a dependable and scalable tech stack for your agency and its clients, the official marketplace is the definitive starting point.
3. Zapier: The Universal Connector for Custom Agency Workflows
When a direct integration isn't available in the official marketplace, Zapier is the indispensable bridge that connects HubSpot to thousands of other applications. For agencies, this no-code automation platform is a powerful tool for building custom workflows that sync client data across disparate systems, from project management tools like Asana to niche industry software. Its "trigger and action" model makes it easy to automate repetitive tasks for clients without needing developer resources.
Zapier excels at creating multi-step automations, or "Zaps," that go beyond simple data syncing. For instance, an agency could create a Zap that triggers when a client's HubSpot form is submitted, automatically creating a new project in Asana, notifying the relevant account manager in Slack, and adding the contact to a specific client email list in Mailchimp. This makes it one of the best HubSpot integrations for boosting agency operational efficiency.
Key Considerations for Agencies
- Flexibility: With over 5,000 supported apps, Zapier solves nearly any integration gap an agency or its clients might face, providing unmatched versatility.
- Pricing: A free plan exists for basic, low-volume Zaps. However, multi-step workflows or high task volumes essential for agency operations will require a paid subscription, which can become costly.
- Practical Tip: Leverage Zapier's extensive library of pre-built HubSpot templates to quickly set up common automations for clients. This saves significant time compared to building every workflow from scratch for each account.
While it’s a go-to solution, reliance on paid plans for advanced features means factoring it into client retainers or agency overhead is crucial.
4. Make (formerly Integromat): Advanced Automation for Complex Client Workflows
For agencies needing to build powerful, multi-step automations that go beyond simple triggers and actions, Make (formerly Integromat) is a top-tier choice. This visual iPaaS (Integration Platform as a Service) platform allows your team to construct intricate "scenarios" using a drag-and-drop builder, giving you granular control over how data moves between HubSpot and thousands of other applications. This is ideal for complex client onboarding processes or multi-channel data synchronization tasks.
Unlike simpler tools, Make's visual interface shows the real-time flow of data, making it easier to troubleshoot complex automations that might involve multiple decision branches, routers, and error handlers. For agencies, this means you can build custom, robust solutions for clients when no native integration exists, connecting HubSpot to niche project management tools, custom databases, or specialized reporting software.
Key Considerations for Agencies
- Complexity vs. Power: While its visual builder is more powerful for complex tasks, it has a steeper learning curve than template-based tools like Zapier. It is best suited for your agency's technical team members.
- Pricing: Make offers a generous free-forever plan with 1,000 operations per month, which is excellent for testing or light-use automations for smaller clients. High-frequency scenarios will require a paid subscription.
- Practical Tip: Use Make's HTTP module to connect to any application with a REST API, even if it's not officially listed as one of the 1,500+ supported apps. You can learn more about its capabilities by exploring the best workflow automation software available.
5. Workato: Enterprise-Grade Automation for High-Value Client Accounts
For agencies managing enterprise-level clients or dealing with complex, multi-system workflows, Workato offers a powerful integration platform as a service (iPaaS). Unlike simpler connectors, Workato is designed for mission-critical processes, providing the robust security, scalability, and deep API access needed to sync HubSpot with enterprise resource planning (ERP) systems, custom databases, and other sophisticated business applications. It’s a significant step up from basic point-to-point tools.
Workato excels where others fall short, handling complex data transformations and conditional logic with ease. Its library of pre-built "recipes" offers starting points for common enterprise workflows, but its true power lies in its customizability. This makes it one of the best HubSpot integrations for agencies that need to build bespoke, reliable data bridges between a client's core business systems and their HubSpot portal, ensuring data integrity across the entire tech stack.
Key Considerations for Agencies
- Technical Expertise: Workato is an IT-led platform. Successful implementation requires technical proficiency, making it more suitable for agencies with in-house developers or a dedicated IT team to manage client setups.
- Pricing: Access is quote-based and tailored to enterprise needs, making it a premium solution. It is best suited for high-value client accounts where the integration is central to business operations.
- Practical Tip: Leverage Workato's OAuth 2.0 connector and admin controls to securely manage connections across multiple client environments without compromising security or data governance policies.
6. Tray.io: Build Scalable Client Workflows with a Low-Code Platform
For agencies that need to move beyond simple point-to-point connections, Tray.io provides a low-code, enterprise-grade automation platform. It specializes in handling complex, multi-step workflows that require conditional logic and data transformations, making it one of the best HubSpot integrations for syncing data between HubSpot and enterprise systems like Salesforce, Snowflake, or Power BI. Its visual workflow builder allows agency developers and technical marketers to orchestrate sophisticated processes for clients without extensive coding.
Unlike simpler connectors, Tray.io is built for scalability and governance, offering features like reusable workflows and permission controls that are essential for managing multiple client accounts securely. This focus on advanced data operations makes it ideal for agencies tasked with intricate CRM migrations or building custom business intelligence dashboards for clients. Agencies can learn more about how this level of connection works by exploring what CRM integration is and its benefits.
Key Considerations for Agencies
- Trust and Security: As a certified HubSpot App Partner, Tray.io meets strict security and performance standards. It also provides enterprise governance features crucial for client data protection.
- Pricing: Pricing is not publicly listed and requires a consultation with their sales team, which may be a hurdle for agencies needing quick budget estimates for client proposals.
- Practical Tip: Start with Tray.io's pre-built templates for HubSpot to accelerate development for client projects. These templates provide a solid foundation for common use cases that can be customized for specific client needs.
7. Pipedream: For Custom, Code-Level Automation for Demanding Clients
For agencies hitting the limits of no-code connectors, Pipedream offers a developer-centric platform to build sophisticated, code-based workflows. It bridges the gap between simple triggers and the need for custom logic, allowing your agency's technical teams to interact directly with the HubSpot API using Node.js, Python, or Go. This is ideal for agencies that need to create bespoke data transformations or integrations with proprietary client systems not found in standard app marketplaces.
Pipedream's power lies in its flexibility. Instead of being confined to pre-built actions, your team can write custom scripts to process HubSpot data, connect to any API, and run complex sequences that other platforms can't handle. This makes it one of the best HubSpot integrations for agencies with development resources, enabling them to build truly custom solutions for unique client challenges.
Key Considerations for Agencies
- Technical Skill: This platform is designed for users comfortable with coding. It's not a drag-and-drop tool and requires development knowledge to leverage its full potential for client work.
- Pricing: Pipedream offers a generous free tier based on credits, which is excellent for prototyping and low-volume client workflows. Paid plans offer more credits, shared static IPs, and advanced features for larger-scale client projects.
- Practical Tip: Use Pipedream to create custom webhook listeners. When a client's HubSpot workflow sends a webhook, a Pipedream workflow can catch it, run a custom script (like formatting data for a legacy CRM), and then send the processed information to its final destination.
8. Integrately: The “One-Click” Automation Platform for Fast Client Setups
For agencies seeking rapid automation deployment without extensive technical setup, Integrately presents a compelling, user-friendly alternative. It specializes in “one-click” automations, offering a library of thousands of pre-built workflows that connect HubSpot to over a thousand other applications. This approach is ideal for agencies needing to quickly sync data for clients, such as adding new Google Sheets rows as HubSpot contacts or creating Trello cards from new deals.
Unlike more complex iPaaS platforms, Integrately’s strength lies in its simplicity and speed. The guided setup process makes it accessible for non-technical account managers or marketing coordinators to establish common connections for clients in minutes. This focus on efficiency makes it one of the best HubSpot integrations for handling routine, high-volume tasks across multiple client accounts without requiring developer intervention.
Key Considerations for Agencies
- Trust and Security: Integrately uses secure connections and OAuth for app authentication. While it may not have the enterprise-level certifications of larger platforms, it's suitable for standard marketing and sales data automation for most clients.
- Pricing: The platform offers a limited free plan, with paid tiers starting from a very budget-friendly price point, making it an accessible option for smaller agencies or those just starting with automation.
- Practical Tip: Use Integrately for straightforward, linear automations for your clients. For complex, multi-step workflows with conditional logic, a more robust tool like Zapier or Make may be a better fit.
9. n8n: Open-Source Automation for Maximum Control and Data Privacy
For agencies with development resources, n8n offers a powerful, open-source alternative to mainstream automation platforms. It provides unparalleled control over workflow logic and data privacy, which is a major selling point for clients in sensitive industries. Instead of being limited to a pre-built app library, your technical teams can create highly bespoke HubSpot workflows using a visual editor combined with custom code nodes.
This makes n8n one of the best HubSpot integrations for complex, non-standard client tasks, such as multi-step data enrichment or custom API chaining that other platforms can't handle. The ability to self-host gives your agency complete ownership over client data flows, ensuring compliance and security without relying on third-party servers. It's the ideal solution for building custom, proprietary agency automations.
Key Considerations for Agencies
- Data Sovereignty: The self-hosted option is a game-changer for data privacy, allowing agencies to keep all client automation data in-house and meet strict compliance requirements.
- Pricing: The self-hosted Community Edition is free. The n8n Cloud offers a usage-based pricing model that can be more cost-effective for high-volume, complex client workflows compared to per-task plans from competitors.
- Practical Tip: Use n8n to build internal agency tools. For example, create a custom workflow that pulls HubSpot deal data for a client, enriches it via an internal database, and pushes a formatted summary to a specific Slack channel for the account manager.
10. G2 Partner Hub: Activate Buyer Intent Data for Your Agency's ABM Clients
For agencies executing sophisticated Account-Based Marketing (ABM) campaigns, a prospect’s intent is a goldmine of actionable data. The official G2 Partner Hub integration is the most direct way to pipe G2’s powerful Buyer Intent signals-like which companies are researching your client's products or competitors-directly into HubSpot. This allows your agency to transform passive tracking into proactive, automated sales and marketing engagement for your clients.
The integration automatically maps G2 intent data to company and contact properties in HubSpot. Your agency can then build hyper-targeted lists, trigger personalized outreach sequences, and enrich lead-scoring models with real-world buying signals. It’s one of the best HubSpot integrations for turning third-party data into tangible revenue opportunities for clients.
Key Considerations for Agencies
- Data Activation: This integration operationalizes expensive intent data. Agencies can use it to build workflows that notify a client’s sales team the moment a target account shows purchasing intent on G2.
- Pricing: Access requires a paid G2 Buyer Intent subscription in addition to your client's HubSpot plan. This is a premium toolset best suited for clients serious about ABM.
- Practical Tip: Use the G2 data to create a custom "Intent Score" property in your client's HubSpot portal. This allows you to prioritize accounts showing high intent, ensuring their sales teams focus efforts where it matters most.
While it is a specialized tool focused solely on G2's ecosystem, its value for B2B tech and software clients is immense, providing a clear competitive advantage.
Visit G2 Partner Hub – HubSpot Integration
11. HubSpot Connector for Gmail: Embed CRM Workflows into Your Team's Inbox
For agencies standardized on Google Workspace, embedding CRM functionality directly into the user's primary tool is key to driving adoption. The HubSpot Connector for Gmail, available on the Google Workspace Marketplace, achieves this by bringing critical CRM data and actions into the Gmail and Google Calendar interfaces. This allows your agency team members to view, log, and manage HubSpot records without ever leaving their inbox.
This particular connector is ideal for agencies seeking a simplified, admin-controlled rollout across the entire organization, including mobile Gmail app support. It ensures that every email and meeting with clients can be captured in HubSpot, providing a complete picture of client communications. This level of integration makes it one of the best HubSpot integrations for agency teams that live inside their Google suite.
Key Considerations for Agencies
- Adoption and Workflow: By meeting users where they already work (Gmail), this add-on significantly lowers the barrier to CRM adoption for busy account managers and sales reps who need to log client interactions.
- Pricing: The add-on is free to install from the Google Workspace Marketplace, but it requires an active HubSpot subscription to function.
- Practical Tip: Note this is a third-party connector by iEnterprises. While excellent for broad deployment, compare its features against HubSpot’s official Sales Hub email extensions, which may offer more advanced sales-specific functionality like sequencing and templates for your team.
12. Shopify App Store: Find Essential HubSpot Integrations for Ecommerce Clients
For agencies managing ecommerce clients, the Shopify App Store is an essential resource for finding specialized, store-native HubSpot integrations. Unlike a general marketplace, these apps are built specifically for the Shopify environment, offering streamlined installation and deeper connections to customer data, orders, and abandoned carts. This direct-from-platform approach ensures that client stores can be enhanced without complex, multi-system configurations.
This collection of the best HubSpot integrations for Shopify allows your agency to sync crucial e-commerce activities directly into HubSpot workflows for your clients. You can trigger automated email sequences based on purchase behavior, segment contacts by lifetime value, and embed HubSpot forms seamlessly onto product pages. Beyond just connecting your store, understanding how to integrate payment gateway is a crucial aspect for any e-commerce operation.
Key Considerations for Agencies
- Vendor Reliability: App quality varies significantly. Always vet developers and read recent reviews to avoid data sync issues or poor support, which can impact client operations.
- Pricing: While some basic connectors are free, most advanced apps require a monthly subscription. Factor these costs into client retainers or technology budgets.
- Practical Tip: Look for apps that support two-way data sync. This ensures that updates made in HubSpot (like a contact's lifecycle stage) are reflected back in Shopify, providing a unified view of the customer journey for your client.
Top 12 HubSpot Integrations Comparison for Agencies
Building Your Agency's Integrated HubSpot Ecosystem
Navigating the vast landscape of HubSpot integrations can feel overwhelming, but the potential payoff for your agency is immense. As we've explored, the right tools don't just add features; they fundamentally reshape your operational workflows, turning HubSpot into a true, centralized command center for client management, sales, and marketing execution. The goal isn't to adopt every tool on this list, but to strategically select the ones that solve your most pressing agency-specific challenges.
By connecting powerful platforms like Zapier for custom workflows, G2 for high-intent lead data, or Shopify for e-commerce clients, you build a cohesive tech stack that eliminates data silos and manual entry. This integrated ecosystem is the key to scaling your agency efficiently. It frees up your team from repetitive administrative tasks, allowing them to focus on what truly matters: delivering exceptional strategy, creative work, and measurable results for your clients.
Key Takeaways for Your Agency
Thinking strategically about the best HubSpot integrations for your agency requires a clear-eyed assessment of your current processes. The most impactful integrations are those that directly address a known bottleneck.
- Start with a Problem, Not a Tool: Before browsing the marketplace, identify your biggest operational pain point. Is it inconsistent client communication? Inefficient data transfer between sales and project management? A lack of visibility into client e-commerce performance? Define the problem first, then seek the integration that solves it.
- Prioritize Seamless Data Flow: The core benefit of any integration is creating a single source of truth. Ensure the tools you choose offer robust, two-way synchronization to keep client records, deal stages, and project statuses updated across all platforms in real-time.
- Balance Power with Simplicity: Platforms like Make or Workato offer incredible power but come with a steeper learning curve. For simpler, linear tasks, a tool like Integrately or Zapier might be a more efficient choice. Match the complexity of the tool to the complexity of your agency's needs.
Your Agency's Actionable Next Steps
To move from information to implementation, start small and build momentum. Don't attempt to overhaul your entire tech stack at once.
- Conduct a Tech Stack Audit: Gather your team and map out your current tools and workflows. Identify where information gets lost, where manual data entry is required, and where communication breaks down.
- Select a Pilot Integration: Choose one critical problem from your audit and select the most promising integration from this list to solve it. For many agencies, a great starting point is automating client meeting notes or syncing project management data.
- Define Success and Measure: Before you implement, define what a successful outcome looks like. Is it a 50% reduction in time spent on data entry? Is it a 100% compliance rate for logging client interactions in the CRM? Set a clear metric, implement the tool for a specific team or client, and measure the impact after 30-60 days.
Ultimately, building an integrated HubSpot ecosystem is a strategic investment in your agency's future. It enhances productivity, improves client service delivery, and creates a scalable foundation for growth. By being deliberate and focused in your choices, you can transform HubSpot from a powerful CRM into the operational backbone of your entire agency.
Ready to eliminate one of your agency's biggest data entry bottlenecks? Scribbl automates the entire process of summarizing and logging your client calls directly into HubSpot. Stop wasting billable hours on manual note-taking and ensure every crucial client detail is captured by trying Scribbl today.