How to Integrate Zeo Route Planner with HubSpot

The technology evolution has impacted every industry and the logistics industry is no exception. Logistics success is a byproduct of effective strategy and smart use of tools. Having the technology stack working together in smooth harmony also becomes crucial for seamless operations.

Fleet managers are looking for effective ways to make their CRM systems and route planners work hand-in-hand and leverage their coupled capabilities for better process efficiency.

Can Zeo Route Planner offer this?

Can it seamlessly integrate with the most popular CRM, Hubspot? What are the steps to do it? And what are the benefits of doing so?

Want to find answers to all these questions? Stay with us till the end of this article.

What are the Benefits of Integrating Zeo Route Planner with HubSpot?

The Zeo and HubSpot integration is the answer to the need of automating tedious and repetitive tasks. It paves the way for smarter logistics. Integrating Zeo Route Planner with HubSpot brings together customer information, request details, and route optimization to enhance service efficiency. Here are some more benefits of the Zeo and HubSpot integration:

1. Quick and Hassle-free Setup

   Quite often, when businesses add a new tool to their tech stack, they have to undergo complicated setups, processes, and tutorials to make the integration successful. However, that is not the case with Zeo and HubSpot integration.

   The process of integrating Zeo Route Planner with HubSpot is designed for simplicity. The setup requires no technical skills or the need to undergo complex tutorials or trainings. It is quick, it is easy, it is intuitive.

   Moreover, businesses can start using the combined power of Zeo and HubSpot to streamline their route planning process and eliminate the need for manual data entry and reduce the admin workload considerably. This frees up the admins and fleet managers to focus more on strategic business growth.

2. Smarter Route Optimization with CRM Data

   Manual processes for route planning are outdated, inefficient, and highly error-prone. Not to mention the amount of time and effort it takes for fleet managers to map the customer information and stop details while planning the routes.
   Integrating Zeo Route Planner with HubSpot eliminates the need for these manual interventions. Fleet managers can easily automate the entire process and instantly find the fastest and most efficient route for the given stops and delivery addresses.

   With the Zeo and HubSpot integration, you can easily pull the customer information and address details from the CRM and feed them to Zeo’s AI algorithms. These algorithms consider various factors like the number of stops, delivery timelines, priorities, vehicle capacity, and also driver availability before presenting the most efficient delivery route.

3. Better Fleet Visibility with Real-Time Tracking

   Constantly keeping an eye on fleet progress is a crucial aspect of successful logistics management. Fleet managers need the right tools to monitor driver progress and performance and ensure seamless customer experience.

   The integration of Zeo Route Planner with HubSpot leverages the CRM platform and its data to enable real-time fleet tracking through the route planner. With GPS tracking and navigation, fleet managers can dynamically adjust routes to cater to last-minute route changes.

   The Zeo and HubSpot integration makes sure you don’t waste any time in rerouting delivery paths from scratch and just update them dynamically. This helps the drivers complete their deliveries without any disruptions and enhance the overall customer satisfaction.

4. Better Resource Management

   For every fleet manager, drivers and delivery vehicles are the most cherished and valuable resources. Consequently, effective driver and vehicle management become critical factors that dictate logistics success.

   The Zeo and HubSpot integration enables fleet managers to streamline driver and vehicle management. They can set predefined limits on vehicle use, capacity, allowed weights, volumes, and number of stops per driver.

   This helps in streamlining resource optimization to ensure no drivers and vehicles are either overused or underutilized. Managing workloads of drivers ensures they don’t burn out and maintain the desired levels of performance and efficiency.

5. Accurate Mile Tracking and Performance Reports

   You can’t improve what you don’t measure. Route analytics and performance tracking provide crucial insights into the improvement areas to streamline the delivery process. Zeo and HubSpot integration provides automated routing reports linked with the records from HubSpot CRM.

   Fleet managers can easily analyze fuel consumption, delivery patterns, driver performance, and vehicle utilization to identify any inefficiencies in the process and make data-backed decisions to improve performance.

A Stepwise Guide to Integrate Zeo Route Planner with HubSpot

Now that we’ve explored the benefits of integrating Zeo Route Planner with HubSpot, let’s lay out the steps to do so. For this integration to be successful, you will need a HubSpot Business account.

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1. Sign Up/Log In
   • For first-time users, click on the “Sign Up” button on the login page and enter your email ID.
   • Complete the sign-up/sign-in process to access the Zeo Playground page, where you can view details about routes, drivers, and more.
2. Access CRM Integration Settings
   • Click on your profile icon (bottom-left corner) and go to Settings.
   • Select the “CRM Integration” tab. This page allows you to connect Zeo to major platforms, including HubSpot.
3. Connect to HubSpot CRM
   • Click the Connect button for HubSpot CRM.
   • You will be redirected to HubSpot, where you’ll be prompted to select your HubSpot account.
4. Grant Permissions
   • On the Access Permission page, Zeo will request access to your HubSpot data.
   • Click on Connect App to finalize the integration.
5. Integration Complete
   • Your Zeo account is now successfully connected to HubSpot.
   • You’re ready to create your first route using the Zeo-HubSpot integration.

Integrating Zeo Route Planner with HubSpot is fairly simple – no complex steps, no coding required. By combining the CRM capabilities of HubSpot with the smart route optimization features of Zeo, you can enhance your delivery efficiency, cut down operational costs, and improve customer experience.

So what are you waiting for? Leverage the Zeo and HubSpot integration to scale your business growth.
If you want to understand how Zeo can help you enhance route planning, schedule a free demo.

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