Integrations
too easy to automate processes for any scale.
Salesforce
Collaborate with your customers on onboarding projects, provide visibility to your implementation teams & hold your customer accountable - all seamlessly with Salesforce
Hubspot
Optimize Sales-CS hand-off
Create dynamic onboarding projects from templates based on CRM properties as soon as a deal is closed. Take full advantage of HubSpot's workflow builders to tailor workflows precisely to meet your specific needs.
Hassle-free bi-directional Sync
Sync data seamlessly with BigSteps across projects, deals, tickets, contacts, and companies. No more manual updates - sparing you valuable time and significantly enhancing productivity.
Effortless automation with HubSpot workflows
Set up HubSpot workflows based on customer engagement during onboarding. More than 20 engagement activities are pushed directly to the relevant HubSpot timeline, be it a deal, ticket, contact, or company.
Data driven decisions with HubSpot reporting
Enrich HubSpot objects with BigSteps data for insightful reports and dashboards, leveraging a familiar report builder. The integration facilitates quicker creation of reports and dashboards in HubSpot.
Seamless collaboration with your customers , sales team and product teams determine your growth's efficacy. BigSteps adapts to your unique requirements, turning you into the architect of your own operational efficiency.
Slack
Send notifications to both your customer's Slack channel and your own
Empower your team with the ability to create dedicated Slack channels for each project, or choose to link all projects to a single channel. This flexibility extends to your customers too, allowing them to create specific channels for their projects.
Manage tasks in Slack for both you and your customers
Easily update task statuses, switch assignees, or modify deadlines, all within Slack. Access and read attached files, initiate new conversations, or coordinate meetings with your CSM - experiencing seamless continuity of your workflow.
Stay in the loop without ever leaving Slack
Stay connected with your project's progress through instant DM for both you and your customers. Whether it's a new task assignment, a mention in a comment, or an update on your tasks, you're always in the know. Plus, our automated weekly summary serves as a gentle reminder, ensuring nothing falls through the cracks
In today's project management landscape, you require uninterrupted communication, streamlined operations, and the agility to adapt quickly. With a robust Slack integration, you benefit from a solution designed to boost accountability and foster collaboration like never before.
Imagine a world where the hassles of manual data integration, cross-app interoperability, and tedious routine tasks are things of the past.
Zapier
Compute health score with precision
Integrate engagement touchpoints during onboarding into your data warehouse, BI tools, or CS tools used to compute your customer's health score. This integration funnels an additional stream of engagement activities that fortify your algorithm.
Streamline operations across 5000+ SaaS tools
In an era where multiple SaaS tools drive our businesses, interoperability becomes critical. BigSteps makes it a breeze by integrating with over 5000+ apps.
Save time by automating routine tasks
Connect effortlessly with Gainsight, Vitally, Totango, Gong, OpenAI with just a few clicks. Enhance productivity by designing workflows tailored to specific triggers in BigSteps.
How it Works
A Drag And Drop Theme Designed For Software & Technology
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What We Do
Professional Design That's Ready To Help You Generate More Leads
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Our Services
Framework Makes It Easy To Create Beautiful Content
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Case Study
How Framework Helped Company One Business Grow
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Case Study
How Framework Helped Company Two Business Grow
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Case Study
How Framework Helped Company Three Business Grow
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Case Study
How Framework Helped Company Four Business Grow
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Be a Winner
What Our Clients Are Saying
A clean, professional design that helped us generate more leads!
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Frankie Frankes
CEO of Company
A clean, professional design that helped us generate more leads!
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum. Stet clita kasd gubergren, no sea takimata sanctus est.
Frankie Frankes
CEO of Company
A clean, professional design that helped us generate more leads!
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum. Stet clita kasd gubergren, no sea takimata sanctus est.
Frankie Frankes
CEO of Company
Take a big step forward with your project management needs
- choose BigSteps.
Insights & Resources
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