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HubSpot integration gives Sales the power of data

The more you know about your prospects, the better your chances are for closing a deal. Integrating HubSpot with your CRM provides your sales team with a powerful weapon: Data.

Specifically, data on how your leads engage with your website and exactly when you need to reach out and start - or pick up - a sales conversation.

Integrations

Improve performance in Sales and Marketing

An integration between HubSpot and your CRM or other business-critical systems allows your sales and marketing team to align and improve the performance of both teams. At the end of the day, having the right customer data available can make or break your customer experience.

By integrating your business-critical systems, you also cut fruitless hours spent toggling between systems and ensure that your sales and marketing team have access to the data they need, in the system they need, when they need it. 

Advantages of integration between HubSpot and your CRM:

  • A smooth process for handing over leads to Sales
  • Gives Sales crucial intelligence about leads’ behaviour and likelihood to close
  • Gets customer data in HubSpot to make better segmentation and personalisation
  • Lets Sales stay in their main system (CRM)
Integrations

Available HubSpot integrations

Avidly has extensive experience in integrations between HubSpot and CRM systems and can help you with integration to:

  • Microsoft Dynamics CRM
  • Netsuite
  • Salesforce
  • SAP
  • SugarCRM
  • Other CRM systems with REST API

If you wish to manage your HubSpot data using other systems or in HubSpot Marketing, we can also integrate alternative business-critical systems: 

  • ERP systems
  • PIM systems
  • Service Management systems
  • E-commerce platforms
  • Data warehouses

Process for HubSpot integrations

Integration-service-process-1040

Our integration process has 3 steps:

1. Assessment

We assess your business needs and research your systems and data to provide a detailed proposal for a Proof of Concept and an estimate (time and price) of the complete integration (online meetings).

2.Proof of Concept

We create a Proof of Concept to ensure that we can fulfill your needs and provide a detailed proposal for the complete integration.

3. Building the integration

We build your integration and serve you a powerful connection between HubSpot and your system of choice.

Integrations we have done

Access

Integrating HubSpot CRM to Access Dimension ERP for a global market research agency

Result: Saving up to 2,000 hours per month

The integration ensures that all relevant customer data is being created or updated, as well as re-calculating the value of closed deals to one currency so that reporting can be managed using one currency. The integration saves 15 minutes per deal, and with 200 account managers closing 5-10 deals per week, it all adds up...

Microsoft Dynamics CRM

Integrating HubSpot CRM to Microsoft Dynamics CRM

Result: Efficient lead intelligence for Sales

Full integration of accounts, contacts, leads and opportunities. A two-way synchronisation where CRM data is the master data. The sales rep can see a contact’s activity on the HubSpot timeline inside Dynamics CRM. This solution has been delivered to multiple clients.



Tomas Petersson

What's next?

Reach out to our Head of Integration, Tomas Faal Petersson, to get our take on your integrations project on tomas.petersson@avidlyagency.com.