-markezing. Blog

Some of our recent thoughts

bookkeeping

HubSpot and Jotform integration enables financial service firm for better client management

2 min read

HubSpot and JotForm Integration: Streamlining Financial & Accounting Services

Markezing Team: Jul 25, 2025 5:51:51 PM

Using HubSpot and JotForm together to accelerates client onboarding, appointment scheduling, and data handling for financial services firms – with...

HubSpot accountants bookkeeping Jotform
Read More

2 min read

Unlock the Full Potential of HubSpot for Your Financial Services Firm

Markezing Team: Jul 9, 2025 9:15:00 AM

HubSpot is a powerful platform—but to truly unlock its value in the financial services industry, you need more than just tools. You need a strategy...

Digital Marketer CRM HubSpot Marketing bookkeeping
Read More

4 min read

Tracking Your Sales Pipeline Is As Essential As Cashflow Forecasting

Markezing Team: Sep 24, 2021 10:00:00 AM

We do a lot of work with accountants and bookkeepers. After all, before starting Markezing to help accountants manage their marketing, we were...

marketing automation Marketing sales accountants bookkeeping deal tracking sales pipeline cashflow
Read More