Customer systems
Bring HubSpot contacts, companies, and deals together with wholesale and DTC order context. Unison helps your team find the customer conversation behind a sale without replacing the CRM you already run.
HubSpot keeps the contacts, companies, and deals your team uses to manage relationships. Unison connects that context with wholesale orders and DTC customers when email identifiers match, helping teams understand the relationship behind commerce activity while HubSpot remains your CRM.
Connect HubSpot contacts, companies, deals, and deal products with relevant wholesale and DTC context when identifiers match, so teams spend less time searching across separate tools.
When email addresses match, see HubSpot contacts and companies alongside wholesale orders and DTC customers. HubSpot remains the place your team manages those relationships.
See deals and their attached products alongside relevant order details, helping your team connect a wholesale buyer, the commercial conversation, and the items involved.
Unison can bring agreed HubSpot information into AI-assisted workflows. If deal updates are part of your scope, they remain reviewable; email sends and customer communication stay with the people who manage your CRM.
If your team includes deal updates in scope, a proposed change can be reviewed before it is applied. CRM changes remain governed by the approvals and boundaries you set.
Make agreed contact, company, and deal context available to the AI workflows your team uses. Your team decides what is in scope and which changes require human review.
Sequences, one-to-one email, and inbox work stay with the people who manage HubSpot. Unison helps make commerce context easier to find; your team continues to own customer communication.
Connect the customer relationship in HubSpot with relevant wholesale and DTC activity, giving teams one place to understand what is happening across the business.
Review the company and open deal alongside relevant wholesale orders and products, without searching between the CRM and commerce systems. Any agreed deal change remains subject to review.
When the email matches, see a store order alongside the relevant HubSpot contact. Your CRM continues to hold the relationship history and your team continues to manage its communications.
We’ll discuss who manages HubSpot, which relationship workflows matter, and how deal information should relate to wholesale orders and inventory.
We’ll identify the HubSpot teams, pipelines, and companies relevant to your commerce operations, then keep the connection focused on the objects you already use.
We’ll clarify whether a deal should affect inventory workflows, which deal updates need review, and which customer communications remain with your CRM team.
Together, we define the information Unison can use in your workflows and the decisions that require a person’s review, so AI assistance fits your existing CRM practices.
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