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Hubspot Data Synchronization with CRM or One-Time Import by DanmarCRM.com

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Hubspot Data Synchronization with CRM or One-Time Import by DanmarCRM.com

December 27
05:28 2021
Hubspot Data Synchronization with CRM or One-Time Import by DanmarCRM.com
Hubspot Data Synchronization with CRM or One-Time Import by DanmarCRM.com
The integration provided by DanmarCRM allows companies to improve customer retention, customer service, and sales, all the while identifying most ROI marketing sources.

The bi-directional synchronization between SugarCRM and Hubspot allows companies to follow the business process to convert Lead -> Contact -> Account -> Opportunity.

The integration supports the custom mapping of standard and custom Hubspot properties and SugarCRM fields.

Hubspot is one of the leaders in the Marketing Automation field. Still, the CRM component lacks functionality to allow medium-to-large sales, support, and other non-marketing teams to interact with their client base.

SugarCRM is one of the leaders in the CRM field. Still, the Marketing Automation component doesn’t allow the Marketing and Sales teams to view lead sources and their success rate to have a 360-degree view of their client base.

DanmarCRM.com, with over 20 years of experience in software development and 16 years of SugarCRM customization experience, is focused only on CRM and Marketing Automation verticals.

The integration provided by DanmarCRM allows companies to improve customer retention, customer service, and sales, all the while identifying most ROI marketing sources.

The bi-directional synchronization between SugarCRM and Hubspot allows companies to follow the business process to convert:

Lead -> Contact -> Account -> Opportunity.

The integration supports the custom mapping of standard and custom Hubspot properties and SugarCRM fields.

At its base, the integration will allow the following:

Hubspot to SugarCRM

A Contact created in Hubspot will create a Lead in SugarCRM.

When a Deal is related to a Contact in Hubspot, the Lead in SugarCRM will be converted to a Contact. Then the Account + Opportunity related records will be created and related to each other.

When a Company is related to a Contact in Hubspot, the Lead in SugarCRM will be converted to a Contact and an Account.

The company created in Hubspot will create an Account in SugarCRM.

The Custom Hubspot Objects are also supported for synchronization with standard or custom SugarCRM modules, including their relationships (associations).

SugarCRM To Hubspot:

A New Lead created in SugarCRM will create a new Contact in Hubspot.

A Converted Lead in SugarCRM creates the Company and Deal in Hubspot (all records related).

A New Contact created in SugarCRM under the Opportunity view will create a new contact in Hubspot related to the Company and Deal.

Deleted records from SugarCRM will delete the related records from Hubspot.

SugarCRM calls, meetings, tasks, notes (including attachments), and emails sync to their respective objects in Hubspot.

The integration allows Hubspot one-time data imports to any of its modules (like Contacts, Companies, Deals, and their association from various data sources, including SugarCRM).

Custom properties are supported for the import.

For privacy reasons, the integration does not require sending leads and contacts information on third-party servers. It can be installed on-site or use on-premise cloud infrastructure.

The experienced team of developers from DanmarCRM can develop additional customizations and functionality for both SugarCRM or Hubspot for either a one-time data import or for continuous use.

The Hubspot to SugarCRM integration can be easily activated by users with proper permissions from the Hubspot Ecosystem Marketplace System.

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Company Name: DanmarCRM
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Phone: +1 (954) 953 55 44
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City: Windsor
State: QLD 4030
Country: United States
Website: https://danmarcrm.com