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Keeping it in sync: how to plan your next HubSpot integration

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Austin HUG member, Nina Hendricks of TruJay Group, shares tips on when and why to consider using integrations for your business, best practices for implementing a new integration, and some interesting use cases she's seen with HubSpot integrations for inbound marketing and sales teams.

Published in: Marketing
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Keeping it in sync: how to plan your next HubSpot integration

  1. 1. Welcome to
  2. 2. 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.
  3. 3. 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:
  4. 4. WWW.TRUJAY.COM CUSTOM INTEGRATION WITH HUBSPOT TRUJAY GROUP ATX HUG FEBRUARY 23, 2017
  5. 5. WWW.TRUJAY.COM NINA HENDRICKS FOUNDER/ PARTNER TYLER MCCOMBS INTEGRATIONS ASSOCIATE SPEAKERS
 CUSTOM INTEGRATION WITH HUBSPOT
  6. 6. WWW.TRUJAY.COM • 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
  7. 7. WWW.TRUJAY.COM WHAT CUSTOM INTEGRATIONS ARE NOT • NATIVE SYNCS (GoToMeeting, Salesforce.com, Zendesk, join.me, Survey Money, Freshbooks, etc. • ZAPIER • IFTTT
  8. 8. WWW.TRUJAY.COM NATIVE INTEGRATIONS
  9. 9. WWW.TRUJAY.COM NATIVE INTEGRATIONS CON’T
  10. 10. WWW.TRUJAY.COM NATIVE INTEGRATIONS CON’T
  11. 11. WWW.TRUJAY.COM KEY CONCEPTS EXPLAINED • API (Application Programming Interface) • IPAAS (Integration Platform as a Service) • INTEGRATION • MIGRATION • CONNECTOR • HTTP CONNECTOR
  12. 12. WWW.TRUJAY.COM THINGS TO CONSIDER BEFORE STARTING AN INTEGRATION PROJECT • DETERMINE BUSINESS GOAL • IDENTIFY ESSENTIAL DATA • CLEAN UP DATABASE • DETERMINE SYNC QUANTITY
  13. 13. WWW.TRUJAY.COM WHAT CAN BE INTEGRATED? • COMPANIES/ACCOUNTS • CONTACTS/LEADS • DEALS/OPPORTUNITIES • EMAIL, CALL, MEETING, TASK, NOTE • TIMELINE
  14. 14. WWW.TRUJAY.COM CONTACTS Contacts should drive the core of the integration FIELDS Specify only needed data fields in API request Be mindful of API request limits # OF REQUESTS HUBSPOT API BEST PRACTICES
  15. 15. WWW.TRUJAY.COM COMMON INTEGRATION SCENARIOS
  16. 16. WWW.TRUJAY.COM NATIVE INTEGRATIONS CON’TCRM OPPORTUNITIES IN HUBSPOT
  17. 17. WWW.TRUJAY.COM NATIVE INTEGRATIONS CON’THUBSPOT ACTIVITIES IN CRM
  18. 18. WWW.TRUJAY.COM INTERESTING USE CASES WORDPRESS
  19. 19. WWW.TRUJAY.COM INTERESTING USE CASES CON’T HUBSPOT
  20. 20. WWW.TRUJAY.COM INTERESTING USE CASES CON’T WEBEX
  21. 21. WWW.TRUJAY.COM Q&A
  22. 22. WWW.TRUJAY.COM THANK YOUHAVE A NICE DAY!

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