What Is HubSpot?
HubSpot is a customer relationship management (CRM) platform. Sales, marketing, and service teams share one database of contacts and companies, and each team works from its own hub on top of it.
The hub a sales team lives in is Sales Hub. It holds:
- Deals. Each opportunity, with its amount, stage, and expected close date.
- Pipelines and stages. The steps a deal moves through, from first meeting to signed.
- Contacts and companies. The people and accounts on each deal.
- Activity. The calls, emails, meetings, notes, and tasks logged against each record.
What Does an IT MSP Sales Team Keep in HubSpot?
At an IT managed service provider (MSP), HubSpot usually runs the sales side of the business: new clients, upgrades, and renewals. Service delivery for existing clients lives in a PSA such as ConnectWise, Autotask, or HaloPSA.
| HubSpot | PSA | |
|---|---|---|
| What it runs | Winning and growing deals | Service delivery for existing clients |
| Main records | Deals, contacts, companies, and sales activity | Tickets, agreements, time entries, and invoices |
| Main users | Account executives and sales leaders | The service desk, technicians, and billing |
HubSpot is only as useful as what gets logged in it. When calls go unlogged and stages go stale, the pipeline report stops matching the deals. Keeping it current is the admin work that eats an account executive’s week.
HubSpot vs. Salesforce
Both are CRMs, and either one works for an MSP sales team. HubSpot is often quicker to set up and is common on smaller teams. Salesforce is more customizable and is common on larger teams, which often have an admin who maintains it.
HubSpot also sells AI features of its own on its higher plans. Go Fig vs HubSpot Sales Hub compares the two, including where HubSpot’s built-in AI is enough.
How Go Fig Works Inside HubSpot
Go Fig is the sales admin for account executives at IT MSPs. You connect it by signing in with your HubSpot account (OAuth), and your password is never shared with Go Fig.
- It reads your deals, contacts, companies, and the activity logged against them, once a day by default and more often on larger plans.
- It drafts follow-ups, plus the notes, tasks, and deal updates that keep records current.
- It waits for your OK before it changes anything in HubSpot. Later your team can let the actions it trusts, like logging a note, run on their own.
HubSpot stays your CRM, and your PSA stays your PSA. See the HubSpot integration for exactly what Go Fig reads and writes, or Go Fig for IT MSPs.