Overview
Video
Value
Apps
Automation
Automation
Reviews
Pricing

Integrate

 Your Apps &

Automate

 Your Business

Hubspot

Hubspot

Hubspot + Outfunnel

Outfunnel

Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

Send automated emails straight from Hubspot
Send automated emails straight from Hubspot
Video Overview

Hubspot

 + 

Outfunnel

Your team should not be manually doing tasks that could be automated. Create a process that allows your team to scale.
Document Icon

Hubspot

 + 

Outfunnel

 = Video Transcript

We run an automation business and here's everything that we automate in our business part one when somebody comes to our website (Webflow) and they request pricing via our form, we automatically follow up with them via an email from Alex sent straight to their inbox without us lifting a finger.

This helps us greatly because I don't know about you, but Alex and I can't sit at our computers all day waiting for leads to come in, and being available to promptly follow up with them it really saves us a lot of time.

We also get a pretty kick-ass open and click-through rate, so we're happy about it.

The lead is also added straight into our CRM (Hubspot) along with any important details so we know exactly when we need to follow up with them and we have all their details organized in one central place in our business.

If we didn't use automation our leads would be waiting hours if not days for us to reach out to them which isn't great and we'd have to manually copy and paste all their details into our CRM, that's why we honestly just love automation.

and see what you can

automate in 

Outfunnel

MasterClass LogoNEAR LogoAJ Financial Planning Logo43North LogoFuture PLC LogoCrash of Rhinos Painting LogoNorthtowns Remodeling Logo
it's time

get rid of your out-of-date

manual 

Hubspot

 processes

Your team should not be manually doing tasks that could be automated. Create a process that allows your team to scale.

Companies that use our CRM integrations report saving 25-120+ hours per month in addition to $90k-$120k per year on operational / administrative salaries.

and see what you can

automate in 

Outfunnel

  1. Automatically send emails to new contacts
  2. Automatically follow-up with contacts to re-engage them
  3. Trigger automated emails upon deal stage change
  4. Get a Lead Score to see who your most engaged contacts are, letting your sales team know where to focus
  5. Get full website visit tracking and UTMs automatically logged right within Hubspot

and see what you can

automate in 

Outfunnel

We Love & Use

Apps we love integrating

Hubspot

 with

QBO (QuickBooks Online) Integration with Copper CRM

QuickBooks Online (QBO)

Automatically create invoices & sync payments
PandaDoc Integration with Copper CRM

PandaDoc

Automatically create & send proposals + log document activity
Dialpad Integration with Copper CRM

Dialpad

Automatically log calls & text messages
Help Scout Integration with Copper CRM

Help Scout

Automatically log & track support desk activities
Asana Integration with Copper CRM

Asana

Automatically create projects & tasks upon winning a deal
Airtable Integration with Copper CRM

Airtable

Automatically connect your data to Airtable
Outfunnel Automated Sales and Marketing Emails Logo

Outfunnel

Automatically send bulk sales and marketing emails
Efficient App Logo (Large Padding)

Efficient App

Automatically send personalized emails upon stage change
+ Many Others
Imagine This

Imagine Saving 

20+ Hours

 Per Week

With These 

Hubspot

 Automations

Start Here
01

Automatically Get Your Leads Into 

Hubspot

Never worry about manually entering your leads into 
Hubspot
 again.
Webflow Logo
(Website Form)
02

Follow-Up With Automated Sales & Marketing Emails

Track opens, click-through rates, website visits, and lead score insights all from right within
Hubspot
.
Outfunnel Automated Sales and Marketing Emails Logo
(Outfunnel)
03

Schedule Your 1st Meeting Straight from 

Hubspot

Send a calendar invite with just a few clicks without leaving 
Hubspot
.
Google Calendar Logo
(Google Calendar)
🎉 Lead Converted!
Sales Pipeline Starts Here
04

Access Call Logs & Texts Straight From 

Hubspot

Track sales rep activities easily when using VoIP.
Dialpad Integration with Copper CRM
(Dialpad)
05

Ready to Send Your Proposal?

Ensure your proposal has been delivered and viewed by your potential customer all from within 
Hubspot
.
PandaDoc Integration with Copper CRM
(PandaDoc)
06

Automatically Generate Invoices & Track Payments

Never manually create a customer or invoice in QuickBooks Online again. View payment history straight from within 
Hubspot
.
QBO (QuickBooks Online) Integration with Copper CRM
(QuickBooks Online) (QBO)
🏆 Deal Won!
Project Management Starts Here
07

Customer Google Drive Folder Automatically Created!

Save time by easily jumping into your customer's Google Drive folder from their 
Hubspot
 record.
Google Drive Logo
(Google Drive)
08

Automate Your Status Updates & Check-Ins

Keep your customers and team in the loop every step of the way with automated emails.
Efficient App Automated Communication
(Efficient App)
🏁 Journey Complete: 20+ Hours Saved!
Imagine This

Imagine Saving 

20+ Hours

 Per Week

With These 

Hubspot

 Automations

Start Here
01

Automatically Get Your Leads Into 

Hubspot

Never worry about manually entering your leads into 
Hubspot
 again.
Webflow Logo
(Website Form)
02

Follow-Up With Automated Sales & Marketing Emails

Track opens, click-through rates, website visits, and lead score insights all from right within
Hubspot
.
Outfunnel Automated Sales and Marketing Emails Logo
(Outfunnel)
03

Schedule Your 1st Meeting Straight from 

Hubspot

Send a calendar invite with just a few clicks without leaving 
Hubspot
.
Google Calendar Logo
(Google Calendar)
🎉 Lead Converted!
Sales Pipeline Starts Here
04

Access Call Logs & Texts Straight From 

Hubspot

Track sales rep activities easily when using VoIP.
Dialpad Integration with Copper CRM
(Dialpad)
05

Ready to Send Your Proposal?

Ensure your proposal has been delivered and viewed by your potential customer all from within 
Hubspot
.
PandaDoc Integration with Copper CRM
(PandaDoc)
06

Automatically Generate Invoices & Track Payments

Never manually create a customer or invoice in QuickBooks Online again. View payment history straight from within 
Hubspot
.
QBO (QuickBooks Online) Integration with Copper CRM
(QuickBooks Online) (QBO)
🏆 Deal Won!
Project Management Starts Here
07

Customer Google Drive Folder Automatically Created!

Save time by easily jumping into your customer's Google Drive folder from their 
Hubspot
 record.
Google Drive Logo
(Google Drive)
08

Automate Your Status Updates & Check-Ins

Keep your customers and team in the loop every step of the way with automated emails.
Efficient App Automated Communication
(Efficient App)
🏁 Journey Complete: 20+ Hours Saved!

Don't just take 

our

 word for it!

Premier Partner
“Efficient App implemented automation solutions better than we expected!”
“Efficient App has saved us hours of time and frustration by building automations that have allowed key information to flow between our different systems. We were initially hesitant to hire an automation expert, unsure if what we were looking to accomplish was feasible and potentially too complicated to understand.

Our hesitations quickly disappeared as Alex immediately grasped the project and implemented automation solutions better than we expected.

The team is knowledgeable, responsive, friendly, and went above and beyond by providing additional ideas of how we could improve our workflows to achieve our goals. We've learned an entirely new way to optimize our current systems and are grateful to have found Efficient App!
Amber Moore
Instructor Operations
MasterClass (Online Education)
MasterClass - Amber Moore
Premier Partner
“Efficient App can automate, simplify, or integrate any of your processes!”
“Alex and the team have been so helpful - they are extremely knowledgeable about tons of integrations and provided a lot of insight for us on how to approach the problems we were having. I highly recommend using them if you are looking to automate, simplify, or integrate any of your processes!
Chelsea De La Grana
Director of People & Compliance
Codesmith (Online Education)
Chelsea De La Grana from Codesmith Headshot
“I've had a great experience working with Efficient App. They helped my team automate our invoicing process using QuickBooks Online. Not only did they help us build it out using our first CRM, but when we decided to switch CRMs, they helped us transfer the data to the new one, and made sure that we didn't lose any data in the process. Alex has gone above and beyond to help our team, and is always quick to respond to questions. I would highly recommend their team!
Anika Ahuja
Admissions Manager
Codesmith (Online Education)
Anika Ahuja Codesmith Headshot
Read Case Study
“We've increased our close rate from 40% to nearly 50%!”
“Every recommendation the team made we have implemented. The admin and superintendents are thrilled with Copper. The estimator/sales side has increased our close rate from 40% to nearly 50% with the implementation of PandaDoc. This alone has more than paid for their services. Ongoing support is quick, thorough and well documented. I am greatly encouraged to have found a long-term solution with Efficient App.”
Read the full customer success story
Mike Ricker
Founder & CEO
Crash of Rhinos (Painting)
Mike Ricker (Crash of Rhinos Painting) Headshot
Premier Partner
“The team has unlocked possibilities and efficiencies we couldn't have dreamed were possible!”
“Efficient App has been transformative in our approach to business automation. The team has unlocked possibilities and efficiencies we couldn’t have dreamed were possible! Their expert understanding of the software ecosystem has lead to incredible partnership and strategy insights. Highly recommend if you’re looking for a team to help you take your business automation to the next level.”
James Nieves
Director of Product Marketing
Future PLC (Media Company)
James Nieves (Future Plc) Headshot

What do 

you

 say?

Request Pricing
Copper Partner

Automate Your Business

Hubspot

App Data Syncing Integration & Automation

Outfunnel

CRM
Communication
Saba Karim (Techstars)
Saba Karim (Techstars)
“Efficient App has built one of the most streamlined CRM processes that I've ever seen!”

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