Wednesday, March 6, 2013

Hubspot Integration

Are you a Hubspot user?  More and more companies today are using Hubspot to drive online conversion.  But what do you do with those leads after they convert?  That's where AddressTwo comes in. 

We have developed a very simple and straightforward integration with Hubspot.  Simple and straightforward--that is our approach to everything, of course, and it's how we create such an easy-to-use CRM program.  Our Hubspot integration works like this:
  • A One-Way sync of new leads from Hubspot to AddressTwo.
  • A link within AddressTwo back to Hubspot to view the corresponding Hubspot lead (and all Hubspot data and analytics)
So, what doesn't it do?
  • Two-way synchronization... once the lead is brought to AddressTwo, new information you add to that lead does not populate back to Hubspot.  We have designed this in the approach that Hubspot generates leads, AddressTwo manages those relationships.  It's a downstream workflow, not a two-way synchronization.  
  • Import custom data fields.  You may ask quite a few questions on your lead conversion forms in Hubspot, but to keep the sync simple, AddressTwo only imports pertinent contact information.  

How do you set it up?  Just go to the Hubspot markeplace and install it on your Hubspot account:


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