HubSpot Integration
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- A Seamless Workflow with Luminous and HubSpot
- How CRM Integration Works
- What Lives in Your CRM vs. Luminous
- Who Benefits from This Integration?
- Simplified Workflow for Sales Teams
- Common Questions
A Seamless Workflow with Luminous and HubSpot
Luminous understands that every business has unique needs. That's why we offer seamless integrations with popular CRM platforms like HubSpot. By connecting Luminous and HubSpot, you can streamline your sales and customer management processes while maintaining a centralized view of your data.
While Luminous comes equipped with some light CRM functionality, like managing wholesale customers and sales reps, many businesses need more robust tools for deal and pipeline management. This is where integration with systems like HubSpot or Pipedrive becomes essential.
How CRM Integration Works
The integration between Luminous and CRMs like HubSpot is designed to keep your sales team in their preferred environment. Sales reps can continue to add contacts, manage companies, and track deals in HubSpot as usual. When it’s time to create an estimate, order, or process a payment, the integration enables a direct link to Luminous—without the need to leave the CRM.
For instance, when a sales rep is working in HubSpot, they can access Luminous data, like invoicing, payments, and inventory, through a simple modal. This makes it easier to pull in key information, place orders, and reference customer data, all from within the CRM they’re already using.
What Lives in Your CRM vs. Luminous
With the integration, each system does what it's best at:
- In HubSpot (or your CRM): contacts, companies, deals, pipeline stages, tasks, calendars and the day-to-day sales activity your reps already manage.
- In Luminous: estimates, sales orders, invoices, payments and inventory, along with fulfillment and purchasing.
- Connected by the integration: contacts, companies and deals created in your CRM push over to Luminous at the right time, and reps open Luminous in a modal inside the CRM when they need to quote, order or take payment.
The result is one source of truth for customers and deals, and another for orders, inventory and money, without reps having to copy information between them.
Who Benefits from This Integration?
The integration is perfect for businesses handling large or high-ticket orders, wholesale processes, or any operations where referencing detailed CRM information is critical. Sales reps can focus on their tasks within HubSpot (or another CRM), while seamlessly accessing the invoicing and inventory data stored in Luminous.
This setup allows your team to:
- Manage deals and pipelines in a CRM while quickly accessing Luminous for invoicing and order creation.
- Stay efficient by minimizing the need to switch between systems.
- Leverage HubSpot’s advanced CRM features while maintaining full control of your order and inventory management in Luminous.
Simplified Workflow for Sales Teams
By connecting Luminous with HubSpot or another CRM, businesses can enjoy a seamless workflow that keeps sales reps happy and productive. No more switching back and forth between platforms or manually transferring data. It’s all about making operations smoother, reducing friction, and improving productivity for teams managing wholesale and custom orders.
Common Questions
Does Luminous have its own CRM? Yes, Luminous has a light CRM, and many customers manage their wholesale customers and sales reps there. The HubSpot integration is for teams that also need deals, pipelines, tasks and calendars.
Do my reps need to leave HubSpot to create an order? No. When it's time for an estimate, order or payment, the integration opens a modal that gives reps access to Luminous from their HubSpot view.
Which CRMs does Luminous integrate with? HubSpot and Pipedrive are among the CRMs Luminous integrates with. See our integrations page for the full list.
Related videos: How to Create an Order in Luminous and How to Manually Bill a Customer Using a Saved Credit Card.
Choose Luminous to enhance your sales and CRM capabilities. Book a demo today and see our powerful features in action!
Video transcript
Luminous works with CRMs like HubSpot
Did you know that Luminous can integrate with other CRMs, like HubSpot? Let's dive into that.
When you need more than Luminous's light CRM
Yes, Luminous does have a light CRM, and a lot of our clients manage their wholesale customers within Luminous. But sometimes deeper use of a CRM like HubSpot is needed. Luminous doesn't have concepts like deal pipelines, task management or a calendar.
While you can effectively manage a team of sales reps in Luminous for the wholesale side of your business, sometimes our customers prefer to access Luminous's invoicing and sales order creation from the CRM of their choice.
How the integration works
The way our CRM integration works is that we let your sales reps keep working in their system of choice. For example, in HubSpot, your reps can keep adding contacts, companies and deals just like normal. Those will push over to Luminous at the correct time.
When it comes time to do an estimate, an order or a payment, our integration with a CRM like HubSpot opens up a modal. That modal gives the sales rep access to Luminous from their view in HubSpot, so they never have to leave HubSpot, Pipedrive or any of the CRMs we integrate with.
Who it's for
This creates a seamless flow for businesses with sales reps who handle high-ticket ordering, wholesale processes or any other type of order process that needs a more advanced CRM, but who still want to reference the invoicing, payments and inventory side of Luminous.