Data Driven Integrations for HubSpot 3
DATA VS EVENT DRIVENWhat’s the Difference?
Why Choose One or the Other?Data Driven• Keeps data in sync acrosssystems• Allows data management fromsingle OR multiple s...
HOW BEDROCK WORKSHow We Keep HubSpot and Other Systems in Sync
Synchronization Timeline① Bedrock asks HubSpot for all changed records② Bedrock asks system B for all changed records③ Bed...
What SystemsCan BedrockSync?Bedrock cansynchronize databetween HubSpot andmany other businesstools such as CRMs andother m...
What Data CanBedrock Sync?Bedrock can syncHubSpot Contacts to“like” records in othersystems• CRM Leads andContacts• Email ...
Can Users ControlWhat Goes In andOut of HubSpot?Bedrock Data allowsusers to control whatdata syncs:① Inclusion Listscontro...
CUSTOMER SUPPORTHow Does a User Get Support for Bedrock Data
Bedrock Data SupportToday• Bedrock uses Zendesk tomanage support tickets• Users can simply go towww.bedrockdata.com/suppor...
SETUP EXAMPLEHow Does a User Setup an Integration
Choose YourSystemsSelect which systemsyou’d like to integrate
Select theSystem ofRecordTell Bedrock Data whichsystem should win incase of data conflicts(HINT: This is usuallyyour CRM)
Connect EachSystemProvide your credentialsfor each system
Customize YourIntegrationChoose what to syncand map additionalfields
Start YourIntegrationClick the green Startbutton and once you’veprovided paymentinformation your trial andyour integration...
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Bedrock Data Integrations for HubSpot 3

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Bedrock Data Integrations for HubSpot 3

  1. 1. Data Driven Integrations for HubSpot 3
  2. 2. DATA VS EVENT DRIVENWhat’s the Difference?
  3. 3. Why Choose One or the Other?Data Driven• Keeps data in sync acrosssystems• Allows data management fromsingle OR multiple sources• Allows users to leverage alldata in one system in anothersystem• Data updates in either systemtrigger the synchronization• May require additional time tosynchronize very large datasets• Bad data begets bad dataEvent Driven• Relies on triggering event insystem A (formsubmission, fieldupdate, etc)• Relies on specific action insystem B (add user towebinar)• Requires many events to dofull data replication• Can be very fast since notall data in being transferred
  4. 4. HOW BEDROCK WORKSHow We Keep HubSpot and Other Systems in Sync
  5. 5. Synchronization Timeline① Bedrock asks HubSpot for all changed records② Bedrock asks system B for all changed records③ Bedrock de-duplicates and merges all data④ Bedrock determines what records require updates inHubSpot or system B⑤ Bedrock sends updates to HubSpot⑥ Bedrock sends updates to system B⑦ Repeat process about every five minutes, 24-7-365
  6. 6. What SystemsCan BedrockSync?Bedrock cansynchronize databetween HubSpot andmany other businesstools such as CRMs andother marketingplatforms
  7. 7. What Data CanBedrock Sync?Bedrock can syncHubSpot Contacts to“like” records in othersystems• CRM Leads andContacts• Email MarketingSubscribers• Webinar Attendees• eCommerceCustomersUsers can customize thefields that are syncedbetween the records
  8. 8. Can Users ControlWhat Goes In andOut of HubSpot?Bedrock Data allowsusers to control whatdata syncs:① Inclusion Listscontrol what flowsout of HubSpot② Filters control whatflows into HubSpot
  9. 9. CUSTOMER SUPPORTHow Does a User Get Support for Bedrock Data
  10. 10. Bedrock Data SupportToday• Bedrock uses Zendesk tomanage support tickets• Users can simply go towww.bedrockdata.com/support to submit and managetheir tickets• SLA: We’ll respond within 1business day• Bedrock may schedulefollow-up phone calls withcustomers to furtherinvestigate / solve issuesSoon• Bedrock will continue touse Zendesk and requireusers to submit tickets• Bedrock will be publishingtheir 877 number toprovide immediatesupport in emergencycases
  11. 11. SETUP EXAMPLEHow Does a User Setup an Integration
  12. 12. Choose YourSystemsSelect which systemsyou’d like to integrate
  13. 13. Select theSystem ofRecordTell Bedrock Data whichsystem should win incase of data conflicts(HINT: This is usuallyyour CRM)
  14. 14. Connect EachSystemProvide your credentialsfor each system
  15. 15. Customize YourIntegrationChoose what to syncand map additionalfields
  16. 16. Start YourIntegrationClick the green Startbutton and once you’veprovided paymentinformation your trial andyour integration willbegin right awayUse the Status button tosee what’s going on

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