Other platforms

Beyond HubSpot and Asana, we know your other tools too.

Real revenue stacks are never one platform. IV-Lead configures and integrates the tools around HubSpot and Asana - support, prospecting, calling, contracts, time, and conversation intelligence - so the systems your team already uses actually talk to each other.

Zendesk
Support & ticketing

We work with Zendesk-run support teams that need their ticketing to stay in Zendesk while the rest of the business runs on HubSpot. That means clean queues, sensible SLAs, and macros that reflect how your agents actually reply.

How we integrate it: We connect Zendesk to HubSpot Service Hub and Sales Hub so tickets, conversations, and CSAT scores sync against the right contact and company. Support sees deal context; revenue sees the support signal.
ZoomInfo
Data enrichment & intent

ZoomInfo only pays off when the data lands in the right shape on the right record. We set up the intent, enrichment, and export rules so your reps aren't cleaning imports by hand.

How we integrate it: We wire ZoomInfo into HubSpot to enrich contacts and companies at the point of capture, route intent-qualified accounts into ABM workflows, and feed the same signal into Asana projects when sales-plays need cross-team execution.
monday.com
Work management

For teams already invested in monday.com, we help structure boards, item templates, and automations so the workspace reflects how work actually moves - instead of becoming another parallel to-do list.

How we integrate it: We connect monday.com to HubSpot so closed-won deals hand off cleanly into delivery boards, and mirror status back into the CRM. Where teams also run Asana, we scope which tool owns which process rather than duplicating both.
Aircall
Cloud calling

Aircall is one of the cleanest cloud-phone options for HubSpot-first sales and support teams. We help set up numbers, IVRs, and call dispositions that match your pipeline stages and service categories.

How we integrate it: Calls, recordings, and outcomes log automatically against HubSpot contacts and deals. Missed-call and voicemail workflows route into HubSpot or Asana tasks so nothing waits in an inbox nobody watches.
LinkedIn
Outbound & ABM

LinkedIn sits at the center of most B2B outbound and ABM programs we run. We configure Sales Navigator, Campaign Manager, and the Insight Tag so audience-building, ad delivery, and reporting are consistent.

How we integrate it: We integrate LinkedIn Ads and Lead Gen Forms with HubSpot so leads flow directly into the right lifecycle stage, ad spend attributes back to sourced pipeline, and Sales Navigator activity is visible on the contact record.
Toggl
Time tracking

For services teams billing by time, Toggl is often the lightest way to capture effort without slowing delivery. We help set up projects, tags, and clients that mirror how you scope and invoice.

How we integrate it: We connect Toggl to HubSpot deals or Asana projects so time entries roll up against the right client and engagement. Retainer burn, project profitability, and utilization become numbers you can act on.
Apollo
Prospecting & sequencing

Apollo covers prospecting, sequencing, and dialer in one place. We help teams use it without bypassing the CRM - clean lists, disciplined cadences, and sequences that reflect a real ICP rather than a scraped export.

How we integrate it: Apollo activity syncs into HubSpot against contacts and deals, so sequence steps, opens, replies, and dispositions live where the pipeline lives. Sourced meetings and opportunities attribute back to the sequences that created them.
PandaDoc
Proposals & e-signatures

PandaDoc handles proposals, quotes, and e-signatures for teams that need more control than HubSpot Quotes alone. We build templates and approval flows that match how your commercial team actually closes.

How we integrate it: PandaDoc connects to HubSpot deals so quotes pull line items, contacts, and pricing straight from the CRM, and document status updates the deal stage. Signed documents trigger the handover workflow - in HubSpot or Asana - without manual steps.
Fathom
Conversation intelligence

Fathom captures and summarizes sales and success calls so reps stay in the conversation instead of taking notes. We configure it so recordings, summaries, and action items are consistent across the team.

How we integrate it: Call summaries and action items sync to HubSpot contacts and deals, giving managers real coaching signal and revenue leaders searchable context on every account. Follow-ups can spawn Asana tasks so post-call commitments actually ship.

Book a 30-minute portal audit.

We'll look at your HubSpot together, identify the 3 highest-leverage moves, and tell you honestly whether IV-Lead is the right partner for your organization.