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Close deals faster with Lucky Orange, HubSpot and Twilio Segment

Close Deals Faster with HubSpot, Twilio Segment and Lucky Orange

Close more deals by understanding prospect behaviors better. Lucky Orange Shows you what they do on-site, HubSpot helps you connect with them based on behaviors and Twilio Segment brings all their interactions together. See what they need and your pitch will resonate and convert.

What do you need?

What do you need?

Twilio Segment

HubSpot

Lucky Orange

On this page
Introduction
Three Tools, One Goal: Better Conversations That Close Deals
Take the First Step: Link the Data
Turning Data Into Targeted Sales Tactics
Make Each Lead Count

Introduction

You're generating leads and making calls, but deals are still failing to convert. Going into each conversation and pitch with a clear understanding of your prospect's interests and online behavior before making the call can make all the difference.

The path to fewer lost leads isn't about more calls; it's about smarter ones. You can achieve this by understanding what truly engaged your prospects on your website – the content they explored, the questions they seemed to have, and the specific points of interaction that captured their attention. 

Here’s how you can use Lucky Orange, HubSpot and Twilio Segment to get the insights you need for more targeted and effective first calls that ultimately lead to faster deal closures. 

Three Tools, One Goal: Better Conversations That Close Deals

Lucky Orange, HubSpot and Twilio Segment work together to support sales teams, each playing a distinct role in the lead conversion process.

Lucky Orange gives you a clear view of how leads interact with your website. You can see where they click, what content they engage with, and where they hesitate. Tools like Heatmaps, Session Recordings, and Live Chat provide valuable insights to help you understand their behavior and adjust your sales approach accordingly. 

HubSpot helps manage your sales process and nurture leads more effectively. With its CRM and sales tools, you can track interactions, automate follow-ups, and customize communication based on a complete view of the lead's journey. Lucky Orange integrates directly with HubSpot, allowing visitor behavior data to pass directly into your HubSpot contact pages. 

Twilio Segment brings together data from different sources to build detailed profiles of your leads. It helps you organize and segment your audience, making it easier to tailor your outreach with relevant, useful information.

Take the First Step: Link the Data

To see Lucky Orange and Twilio Segment information within HubSpot, you need to establish these connections. No extra coding is required:

  • Inside Lucky Orange, locate your Site ID. Then, go to Twilio Segment and add Lucky Orange as a Destination. This will enable the flow of event data from Segment (e.g., form submissions, page views) into Lucky Orange as custom events. For Shopify App Users: If your Twilio Segment data comes from a Shopify app, using LittleData (their recommended partner app) will streamline the process and ensure all relevant events, including checkout data, are included.

  • In Twilio Segment, add HubSpot as a Destination. This completes the connection, allowing your segmented user data to be accessible in HubSpot.

Turning Data Into Targeted Sales Tactics

1. Twilio Segment: Build High-Intent Audiences

Use Twilio Segment to define and create target audiences based on relevant data. To prioritize high-intent users, consider focusing on:

  • AI-driven audiences that identify top prospects, such as individuals with predicted lifetime value in the top 10th percentile. 

  • Custom audiences defined by key interactions and early behaviors, like engagement with high-priced product tiers, firmographic data indicating enterprise-level potential, or time spent exploring your knowledge base or help center. 

Once your audiences are set up, you can sync them with HubSpot for more targeted and effective engagement.

2. HubSpot: Review Your Leads' Contact Pages

As leads fill out forms and their data enters your system, HubSpot contact pages become a central hub for more than just basic information. Before making a call or sending an email, take some time to explore their interactions with your website.

From the profile, identify which Twilio Segment audience groups your lead belongs to:

  • Are they predicted by AI to have a high likelihood to purchase and above-average lifetime value?

  • Do they match a custom-defined audience, such as enterprise clients with frequent engagement in high-value products or knowledge resources?

  • Are they part of other groups, like dormant leads with a lower likelihood of purchase?

From the contact timeline, review the events logged during their visits to your website. These events are organized by date and time, giving insight into their progression through lifecycle stages and funnel milestones. Key details to note:

  • What was their navigation path during each session? Look for interactions with calls-to-action, lead forms and product-specific pages. 

  • How did their behavior evolve across different sections? Take note of deeper engagement with product details, help documentation or downloadable content that signals growing interest or intent.

From the sidebar, CRM cards provide a comprehensive view of the lead's journey. Details worth exploring include:

  • Real-time session recordings can help track how a lead navigates your pages, what areas they spend the most time on, and which content they engage with. Look for signs of hesitation, such as repeated clicks (rage clicks) or erratic mouse movements.

  • Chat logs can reveal the questions leads ask and how they respond to your team’s answers. Were their questions resolved? Did they ask follow-ups, or close the chat after receiving an answer?

  • If you’re using an on-site survey tool like Lucky Orange, check responses for additional insights. For example, if a survey asks, "Was there anything that stopped you from checking out today?" and the lead mentions "shipping prices," this provides valuable context about their decision-making process.

3. Tailor Your Pitch to Make a Strong First Impression

With new insights about your lead, your sales team is better equipped to make meaningful initial contact. By understanding their needs and behavior, you can anticipate their interests, concerns, and potential objections:

  • Product Preferences: If the lead has shown more interest in one product over another, come prepared with comparisons. For instance, if they've spent time on pages for Product 1 and Product 2, use the opportunity to explain the differences and how each product addresses their specific needs. 

  • Areas of Confusion: If the lead revisited certain pages, such as pricing, or raised questions in a survey, address these points early in the conversation. For example, if they seem unclear about pricing, clearly explain your value proposition and the available options. 

  • Lead Stage: Tailor your approach based on where the lead is in the sales process. Are they at the early stages, gathering initial information, or further along, ready to discuss technical details or pricing? Personalize the conversation to match their current stage. 

  • Content Engagement: If the lead engaged with blog posts or help documentation, bring this into the conversation. For example, you could mention, "I saw you checked out our blog post on [topic]. Do you have any questions about that?" This shows you’ve been paying attention and makes the discussion more relevant. 

Keep using these insights to refine your follow-up strategies as the lead progresses:

  • Monitor Engagement: Track the lead's ongoing interactions with your website to stay updated on their interests. Tools like Lucky Orange can provide detailed insights into which pages they visit, even if they don’t log in. For example, if they explore a new feature, you could follow up with a video tutorial to help them understand it better. 

  • Segment and Refine Audiences: Use tools like Twilio Segment to identify changes in the lead’s status. For instance, have they become a high-priority potential customer ready to purchase? Adjust your strategy accordingly. 

  • Track Progress in HubSpot: Keep records of calls, follow-ups, and engagement in HubSpot to better understand the lead's journey. Over time, this data can help your team identify recurring challenges or missed opportunities, leading to more effective pitches and a more user-friendly website. 

By continuously tailoring your approach with these insights, you can strengthen relationships with leads and align your strategy with their needs.

Make Each Lead Count

Don’t approach sales calls without the right context. By combining Lucky Orange, HubSpot, and Twilio Segment, you can gain deeper insights into your leads beyond basic contact information. Together, these tools provide: 

  • A comprehensive CRM that tracks each lead’s journey, including all touchpoints and interactions. 

  • AI-driven audience insights to predict user behavior and identify leads most likely to convert. 

  • Detailed visitor behavior, showing how leads interacted with your web pages, lead forms, surveys, and chat conversations. 

This setup equips you with the information you need to approach sales calls or emails with clarity and confidence.