Deliver Customer Success with Akita and HubSpot

Akita's Customer Success Platform aggregates your customer data from HubSpot (and over 100 other tools) providing a 360-degree view of each customer. Armed with this wealth of data, your team can create powerful customer segments, build automated health scores, and track the progress of your customers through custom-defined lifecycle stages.

Connect

This integration requires both Akita and HubSpot. Learn more.

Develop a Scalable Customer Success Program

Build repeatable processes by defining tasks and targets for each step of the customer journey. Keep customers on track to success using Akita's Playbooks—triggered by user behavior (good or bad). Keep your entire organization in the loop with Slack notifications or our two-way CRM sync. Finally, measure the performance of your Customer Success team with advanced admin reporting tools.

Drive Toward Outcomes

Track your customers' desired outcomes with Akita's Reviews functionality. Schedule your customer's next review, define subjects to discuss, view goals established from the previous review, and more. Add Customer Success Manager (CSM) insights with ad hoc health scoring and notes. Our CSM Inbox makes it easy for you to see what's most important and support your customers proactively.

How Does This Integration Complement HubSpot?

  • This integration adds Customer Success Management functionality on top of HubSpot's CRM software.

Get started with Akita connected to HubSpot's software