Hubspot Integration

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.

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:

1. Manage deals and pipelines in a CRM while quickly accessing Luminous for invoicing and order creation.
2. Stay efficient by minimizing the need to switch between systems.
3. 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.

Choose Luminous to enhance your sales and CRM capabilities. Book a demo today and see our powerful features in action!