Keeping it in sync: how to plan your next HubSpot integration
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Transcript of Keeping it in sync: how to plan your next HubSpot integration
Welcome to
First time at HUG? We’re so glad you’re here! We meet once a month to share inbound marketing best practices and get to know other marketers in Austin.
11:30-11:50am- sign in/network/fill out lunch order card
11:50am- Announcements
12:00pm-12:45 pm- Nina Hendricks presenting “Keeping it in sync: how to plan your next HubSpot integration”
12:45pm- Wrap up
Agenda:
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CUSTOM INTEGRATION WITH HUBSPOT TRUJAY GROUP
ATX HUG FEBRUARY 23, 2017
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NINA HENDRICKSFOUNDER/ PARTNER
TYLER MCCOMBSINTEGRATIONS ASSOCIATE
SPEAKERS CUSTOM INTEGRATION WITH HUBSPOT
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• BASED IN AUSTIN, TX
• FOUNDED IN EARLY 2016
• INTEGRATION & MIGRATION
SOLUTIONS
• HUNDREDS OF INTEGRATIONS
• MA, CRM, & ERP FOCUSED
• PARTNERED WITH HUBSPOT,
SCRIBE, BOOMI, BEDROCK DATA,
WORKATO, AND MAXIMIZER CRM
WHO WE ARE
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WHAT CUSTOM INTEGRATIONS ARE NOT
• NATIVE SYNCS (GoToMeeting,
Salesforce.com, Zendesk, join.me, Survey
Money, Freshbooks, etc.
• ZAPIER
• IFTTT
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NATIVE INTEGRATIONS
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NATIVE INTEGRATIONS CON’T
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NATIVE INTEGRATIONS CON’T
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KEY CONCEPTS EXPLAINED
• API (Application Programming Interface)
• IPAAS (Integration Platform as a Service)
• INTEGRATION
• MIGRATION
• CONNECTOR
• HTTP CONNECTOR
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THINGS TO CONSIDER BEFORE STARTING AN INTEGRATION PROJECT
• DETERMINE BUSINESS GOAL
• IDENTIFY ESSENTIAL DATA
• CLEAN UP DATABASE
• DETERMINE SYNC QUANTITY
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WHAT CAN BE INTEGRATED?
• COMPANIES/ACCOUNTS
• CONTACTS/LEADS
• DEALS/OPPORTUNITIES
• EMAIL, CALL, MEETING, TASK, NOTE
• TIMELINE
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CONTACTSContacts should drive the core of the integrat ion
FIELDSSpeci fy only needed data f ields in API request
Be mindful of API request
l imits
# OF REQUESTS
HUBSPOT API BEST PRACTICES
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COMMON INTEGRATION SCENARIOS
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NATIVE INTEGRATIONS CON’TCRM OPPORTUNITIES IN HUBSPOT
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NATIVE INTEGRATIONS CON’THUBSPOT ACTIVITIES IN CRM
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INTERESTING USE CASES
WORDPRESS
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INTERESTING USE CASESCON’T
HUBSPOT
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INTERESTING USE CASESCON’T
WEBEX
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Q&A
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THANK YOUHAVE A NICE DAY!