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3 Amazing HubSpot Integrations
Tuesday
January 31, 2017
to Get More Out of Your Inbound Marketing
Hi! I’m Zak.
Agenda
• Introductions
• HubSpot - CRM Integration
• HubSpot Multi-portal Integration
• HubSpot & Event Systems (featuring...
Today’s Speakers
Amanda Matt Taylor
HubSpot - CRM Integrations
Amanda
Why Connect HubSpot & CRM
Deliver leads
to sales
Visibility
for sales reps
Targeted
marketing
Generate full
funnel analyti...
Overview of HubSpot - CRM
Integration
CONTACTS/LEADS
OPPORTUNITIES
CONTACTS &
ACCOUNTS
MQLs (once qualified)
Lead created ...
Sales
Rep
Visibility
Full Funnel Analytics
HubSpot-CRM Integrations
Top Three Tips
Ensure process takes
into account sales reps
also entering leads in
CRM
Get key Hu...
HubSpot Multi-Portal Integrations
Matt
Why Multi Portal Integrations
• Your business has different websites and/or teams
serving customers with varied personas a...
Overview of HubSpot Multi-Portal
Integration
Line of Business 2
HubSpot Multi-Portal Integrations
Top Three Tips
You need a master
system: HubSpot portal
or CRM
Tag the system of origin
...
HubSpot - Event Systems
Taylor
Why Connect HubSpot & Cvent?
• Your business has different websites and/or teams
serving customers with varied personas an...
Connecting
Inbound Marketing & Event Marketing
• Carry momentum from events to marketing & sales
teams for follow up
• Tai...
Overview of HubSpot-Cvent
Integration
CONTACTS/LEADS
REGISTER
ATTEND
SESSIONS
Bi-directional sync:
multiple events recorde...
HubSpot - Event Systems
Top 3 Tips
Visualize on HubSpot
timeline
Ensure multiple events
don’t cause duplicates
Follow up d...
Audience Question:
Which of these topics would you like to
have a follow up discussion around?
• HubSpot-CRM integration
•...
Q&A
Amanda Matt TaylorZak
Visit bedrockdata.com/hubspot
• Integrations
pairings for
CRMs, Events,
Webinars, and
more
• Power Users
Series
• Best Pra...
THANK YOU!
Feel free to email me:
zak@bedrockdata.com
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3 Amazing HubSpot Integrations

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Our panel shares their insights & experience around how they are using integrations to get more out of their Inbound Marketing. The highlighted use cases are:

-Connecting HubSpot to any CRM - How HubSpot aligns with CRM systems such as NetSuite, Microsoft Dynamics or Zoho CRM. Includes how HubSpot CRM works hand in hand with these "back office" CRMs.
-Connecting Multiple HubSpot Portals - Exciting use cases for leveraging multiple HubSpot to enable larger teams with multiple geographies or lines of business.
-Connecting HubSpot & Cvent - How HubSpot customers are leveraging the power of Cvent to manage events through HubSpot Timelines.

Published in: Software
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3 Amazing HubSpot Integrations

  1. 1. 3 Amazing HubSpot Integrations Tuesday January 31, 2017 to Get More Out of Your Inbound Marketing
  2. 2. Hi! I’m Zak.
  3. 3. Agenda • Introductions • HubSpot - CRM Integration • HubSpot Multi-portal Integration • HubSpot & Event Systems (featuring Cvent) • Q&A
  4. 4. Today’s Speakers Amanda Matt Taylor
  5. 5. HubSpot - CRM Integrations Amanda
  6. 6. Why Connect HubSpot & CRM Deliver leads to sales Visibility for sales reps Targeted marketing Generate full funnel analytics Ensure leads move smoothly without manual work Get reps key info on prospects & customers, in a format easy for them Make your marketing more effective with targeted messages & offers Tie sales outcomes (new customers, revenue) back to marketing 1 2 3 4
  7. 7. Overview of HubSpot - CRM Integration CONTACTS/LEADS OPPORTUNITIES CONTACTS & ACCOUNTS MQLs (once qualified) Lead created by sales Opportunities sync to enable full funnel analytics Populated in HubSpot (smart lists & workflows)
  8. 8. Sales Rep Visibility
  9. 9. Full Funnel Analytics
  10. 10. HubSpot-CRM Integrations Top Three Tips Ensure process takes into account sales reps also entering leads in CRM Get key HubSpot intelligence to sales – keep it simple and make it available in their CRM interface Closed loop lead-to- opportunity reporting is powerful for marketing
  11. 11. HubSpot Multi-Portal Integrations Matt
  12. 12. Why Multi Portal Integrations • Your business has different websites and/or teams serving customers with varied personas and buying processes • Multiple product lines • Multiple brands or lines of business • Multiple geographies
  13. 13. Overview of HubSpot Multi-Portal Integration Line of Business 2
  14. 14. HubSpot Multi-Portal Integrations Top Three Tips You need a master system: HubSpot portal or CRM Tag the system of origin in a shared field Create checkbox fields to indicate which system(s) a specific record is part of for cross-team reporting and visibility
  15. 15. HubSpot - Event Systems Taylor
  16. 16. Why Connect HubSpot & Cvent? • Your business has different websites and/or teams serving customers with varied personas and buying processes • Multiple product lines • Multiple brands or lines of business • Multiple geographies
  17. 17. Connecting Inbound Marketing & Event Marketing • Carry momentum from events to marketing & sales teams for follow up • Tailor event follow up (prospect, customer, partner, etc.) • Tag marketing automation data based on what you learn about person at the event • Track impact of your events
  18. 18. Overview of HubSpot-Cvent Integration CONTACTS/LEADS REGISTER ATTEND SESSIONS Bi-directional sync: multiple events recorded in HubSpot (no duplication) Updates HubSpot contact record
  19. 19. HubSpot - Event Systems Top 3 Tips Visualize on HubSpot timeline Ensure multiple events don’t cause duplicates Follow up during events - Speed matters!
  20. 20. Audience Question: Which of these topics would you like to have a follow up discussion around? • HubSpot-CRM integration • Multiple HubSpot portals • HubSpot-Cvent integration • Other integrations • No follow up at this time
  21. 21. Q&A Amanda Matt TaylorZak
  22. 22. Visit bedrockdata.com/hubspot • Integrations pairings for CRMs, Events, Webinars, and more • Power Users Series • Best Practices content
  23. 23. THANK YOU! Feel free to email me: zak@bedrockdata.com

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