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Forward Learn 4/4 - Integrate your tools
Forward Learn 4/4 - Integrate your tools

See how to use your tools together with Forward in the best way possible.

Yasin Berkay avatar
Written by Yasin Berkay
Updated over a year ago

1. Forward Integrations πŸ”„

Integrating Forward to your tech tools enables two-way communication and data sharing.

2 Popular integrations:

HubSpot: Create Spaces directly from HubSpot with a single click.

Calendly: Embed your calendar, allowing people to schedule meetings with you from your Space.

1.1. Create your Spaces without having to leave HubSpot

After completing your HubSpot integration from the Forward dashboard, you will be able to see all your Forward templates under the company sidebar in HubSpot.
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While in HubSpot, you can create your Space from any template you want for the company you want with a single click. Then you can find the link to the Space created under activities.

πŸ’‘ To learn how to connect your HubSpot CRM to Forward, click here.

1.2. Embed your Calendly and let your visitors easily schedule meetings with you

While in a space, click add widget and select Calendly and paste your Calendly or any other calendar link. That's it!

2. Usage tips for HubSpot

More templates = more time saved

Prepare your templates for different sectors and different use cases in advance and name them appropriately. In this way, you can create a completely suitable Space for your prospect with one click, without leaving HubSpot.

Example names you can use for your templates:

Cold outreach - IT

Cold outreach - Construction

Demo followup - Media

...

Follow the activities inside Your Space from HubSpot

Whenever someone visits your Space, you can get information about the visitor in relevant company activities in HubSpot.

Congratulations!

You've come to the end. Now it's time to boost your sales with your Spaces.

What you can do now:

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