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

•

1 like•1,167 views

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.

Marketing

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:

WWW.TRUJAY.COM
CUSTOM
INTEGRATION
WITH HUBSPOT
TRUJAY GROUP
ATX HUG
FEBRUARY 23, 2017

WWW.TRUJAY.COM
NINA HENDRICKS
FOUNDER/
PARTNER
TYLER MCCOMBS
INTEGRATIONS
ASSOCIATE
SPEAKERS 
CUSTOM INTEGRATION WITH HUBSPOT

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

WWW.TRUJAY.COM
WHAT CUSTOM INTEGRATIONS
ARE NOT
• NATIVE SYNCS (GoToMeeting,
Salesforce.com, Zendesk, join.me, Survey
Money, Freshbooks, etc.
• ZAPIER
• IFTTT

WWW.TRUJAY.COM
NATIVE INTEGRATIONS CON’T

WWW.TRUJAY.COM
KEY CONCEPTS
EXPLAINED
• API (Application Programming Interface)
• IPAAS (Integration Platform as a Service)
• INTEGRATION
• MIGRATION
• CONNECTOR
• HTTP CONNECTOR

WWW.TRUJAY.COM
THINGS TO CONSIDER BEFORE
STARTING AN INTEGRATION PROJECT
• DETERMINE BUSINESS GOAL
• IDENTIFY ESSENTIAL DATA
• CLEAN UP DATABASE
• DETERMINE SYNC QUANTITY

WWW.TRUJAY.COM
WHAT CAN BE INTEGRATED?
• COMPANIES/ACCOUNTS
• CONTACTS/LEADS
• DEALS/OPPORTUNITIES
• EMAIL, CALL, MEETING, TASK, NOTE
• TIMELINE

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

WWW.TRUJAY.COM
COMMON INTEGRATION
SCENARIOS

WWW.TRUJAY.COM
NATIVE INTEGRATIONS CON’TCRM OPPORTUNITIES IN HUBSPOT

WWW.TRUJAY.COM
NATIVE INTEGRATIONS CON’THUBSPOT ACTIVITIES IN CRM

WWW.TRUJAY.COM
INTERESTING USE CASES
WORDPRESS

WWW.TRUJAY.COM
INTERESTING USE CASES
CON’T
HUBSPOT

WWW.TRUJAY.COM
INTERESTING USE CASES
CON’T
WEBEX

WWW.TRUJAY.COM
THANK YOUHAVE A NICE DAY!

One of the best things about HubSpot is how it can be used to integrate with so many other marketing tools. And we had the chance to hear from our community about different things people integrated into HubSpot to make their marketing amazing! This month, we had a lightning talk- style meetup where people shared about different services they've integrated into HubSpot to make their marketing more effective. HubSpot integrations included SnapEngage, Interact, Beacon, SurveyMonkey, and more!

The Best of Inbound with HubSpot's Ari Plaut

JaxzenMarketing

How to Recharge Your Inbound Marketing Content Strategy for 2017

JaxzenMarketing

Improve and refine your inbound marketing content strategy in 2017. Parker from Jaxzen Marketing Strategies shares some key best practices to help you reach your marketing goals this year and how to use HubSpot to help make that happen. In the presentation, you will learn how to: create useful content, help your audience find you, set targets that help your marketing and sales teams reach their goals, and measure the success of your marketing efforts.

Take Your Landing Pages to the Next Level

JaxzenMarketing

The document provides an agenda for a marketing event hosted by the HubSpot User Group (HUG) in Austin. The presentation portion will focus on taking landing pages to the next level by converting more visitors, moving leads through the funnel more quickly, collecting more information, and celebrating successes. Some key tips discussed include demonstrating more value upfront with content samples, incorporating secondary offers and lead nurturing, and using smart forms to qualify prospects and pass more useful information to sales.

How to Be a Hero to Your Sales Team

JaxzenMarketing

Master Workflows in HubSpot- Austin, TX HubSpot User Group

JaxzenMarketing

From Subscriber to Sale: Lead Nurturing Best Practices

JaxzenMarketing

How to Crush Your 2016 Marketing Goals with Better Reporting

JaxzenMarketing

Testing the wrong elements or pages is just as bad as not testing at all...in fact it could be worse. In this presentation Justin will share the things you need to test on your campaigns and websites this year. You'll learn: The top elements that will move the needle on your pages How to set up personalization campaigns to give your page the edge An on-site retargeting strategy that boosted sales Why you need to silo your tests based on device and much more...

Building HubSpot's Marketing Team: A Journey Through the Years

JaxzenMarketing

Building Emails that Get the Job Done- Austin HubSpot User Group

JaxzenMarketing

The Fine Art of Hitting Home Runs

Heuvel Marketing

Best Practices for Sales and Marketing Alignment: Working for the Same Team

JaxzenMarketing

This document outlines 4 steps to aligning sales and marketing: 1) Standardize funnel stages like marketing qualified leads (MQLs), 2) Formalize commitments to shared revenue goals, 3) Generate daily dashboards and monthly reports on metrics, and 4) Hold weekly sales/marketing meetings and monthly management meetings to review metrics and plans. Taking these steps with clear expectations, monitoring of progress, and regular communication can help sales and marketing work as a single revenue-generating team.

Building high performing web pages

Nilesh Bafna

The document discusses how web browsers render web pages in 5 stages: 1) Constructing the object model from HTML tags and content 2) Creating the render tree by omitting non-visible nodes 3) Calculating layout and positioning during the layout stage 4) Painting pixels on the screen during the paint stage 5) Composite layers are ordered and combined during the composite stage It provides tips for optimizing performance such as minimizing critical resources, leveraging caching, prioritizing content, and reducing reflows and repaints.

Paid Search Has Changed: 3 Ways to Keep Up in 2017

Internet Marketing Software - WordStream

Paid search advertising has entered a new era... are your ads keeping up? Or are outdated practices costing you valuable clicks? Join our expert, Mark Irvine as he covers everything you need to know to get ahead in 2017. You'll learn: - What language is... and isn't working in text ads - A simple way to increase your CTR by up to 60% - How to boost your business by making your ads mobile-friendly

SaaS Reseller Agreement - 9 Decision Points To Avoid Killer Mistakes

Chip Cooper

SaaS Marketing Plan: 5 Ways to Get your B2B App to Sell Itself

Lincoln Murphy

Your B2B SaaS app will not sell itself unless it is designed to do so. This is a guide to getting your B2B SaaS to 'sell itself' was created by noted SaaS Marketing expert and Growth Hacker Lincoln Murphy of Sixteen Ventures. This guide is full of actionable, unique, and thought-provoking ideas - Growth Hacks if you will - that are designed to allow your product to sell itself. From attracting the right audience and driving user engagement, to making it easy to buy and easy to share through orchestrated virality, this guide covers all aspects of what's necessary to drive growth with SaaS companies of any stage and serving any market. Whether you have a self-service sales model or one that requires outside sales reps to drive business, the tips and techniques contained in this guide and the source blog post will help you achieve your goals of efficiently scaling your sales process.

Search Content vs. Social Content

Semrush

One of the biggest mistakes businesses make when they first venture into content marketing is a lack of strategy. Often they adopt a 'one-size-fits-all' approach to their content marketing channels only to see their efforts dashed. The truth is what works on social media, does not necessarily work on search, and the reason usually boils down to how your audience uses these channels. Discover to how understanding audience's intent on Search and on Social Media can help you build a holistic content marketing strategy that works. In this presentation by Daniel Hochuli, you'll learn: - Why same content published on both search and social media often fails to deliver results. - How to develop and optimise a content marketing strategy that best suits your digital channels. - How to intelligently report content marketing success using audience metrics.

Be the CEO

JaxzenMarketing

Stop thinking and start podcasting feat. HubSpot's Matthew Brown

JaxzenMarketing

Podcasts are exploding. In only the last few years, they’ve become one of the fastest growing media channels. But it’s not too late for you to get into the podcast game. This presentation will give you the context behind why your organization should dip its proverbial toe into the podcast waters, and help get you on your way to becoming the next Ira Glass. He’s a big deal... in audio. Thanks to HubSpot's Matthew Brown for being our guest speaker at the Albuquerque HubSpot User Group!

Inbound 2018 Recap: Product Design and Email Automation

JaxzenMarketing

Creating Campaigns that Convert- Albuquerque HubSpot User Groups

JaxzenMarketing

Chat about Chatbots

JaxzenMarketing

This document discusses the rise of messaging and chatbots for marketing purposes. It notes that messaging platforms now have over 4 billion users, more than social networks, and consumers increasingly want to message businesses directly. The document advises identifying the biggest opportunities for chatbots, such as addressing frequent questions or supporting predictable customer processes. It argues chatbots can fuel business growth by improving customer happiness and providing 24/7 support. Finally, it provides tips for getting started with chatbots, like adding messaging buttons or using free bot tools.

The Marketer's Guide To Sales Enablement

JaxzenMarketing

The document provides an overview of sales enablement from Kyle Jepson of Hubspot. It defines sales enablement, discusses the importance of marketing-driven sales enablement including lead qualification matrices and service level agreements. It also covers how marketing can create sales-focused content and strategic support, and how a company-wide approach to sales enablement can expand beyond just sales and marketing.

Facebook presentation HUG

JaxzenMarketing

The document provides information about using Facebook for inbound marketing in 2018. It discusses hosting a local HubSpot user group meeting with lunch, creating a Facebook group to share tips more regularly, and an upcoming presentation on using Facebook ads with HubSpot. The presentation overview includes information on Facebook in 2018, how to get started with Facebook ads in HubSpot, advanced Facebook ad techniques, and new ideas to explore. It then details how to set up lead ads, use audiences and lookalike audiences, and key performance indicators to measure ad campaigns. More advanced strategies are covered like using audiences across multiple offers in a funnel. Retargeting, synced audiences, and case study ads are also suggested. The document concludes with a discussion of measuring

Tune up your sales and marketing alignment goals

JaxzenMarketing

How to Hire Top Inbound Marketing Talent

JaxzenMarketing

Learn how to recruit, hire and develop top inbound marketing talent with special guest speaker Brad Voeller of Digital Creative Institute. The #1 challenge for executing effective inbound campaigns is actually not technology, but talent. Learn how to build an inbound recruiting funnel, rigorously vet candidates, and proactively develop key skills. Get equipped with resources and tools to build your own highly effective talent recruitment and development system.

Facebook Ads: Your Inbound Marketing Program's Secret Weapon

JaxzenMarketing

How HubSpot's Reporting Tool Will Revolutionize Your Company

JaxzenMarketing

The document describes how HubSpot's new Reporting Add-On and dashboard can help companies make sense of their marketing data by providing customizable reports and dashboards. It recommends setting up dashboards focused on contact performance, top of the funnel marketing, sales performance, deals, and a CEO dashboard. Example reports are provided for each type of dashboard like contact funnel, new leads over time, revenue by source, and deals won vs lost. The add-on allows companies to better understand ROI and improve performance by analyzing data in the dashboards.

The Best of Inbound 2015- Austin Hubspot User Group

JaxzenMarketing

Viewers also liked

Test this Now! 10 Critical Tests To Double Leads & Sales in 2016

semrush_webinars

Building HubSpot's Marketing Team: A Journey Through the Years

JaxzenMarketing

Building Emails that Get the Job Done- Austin HubSpot User Group

JaxzenMarketing

The Fine Art of Hitting Home Runs

Heuvel Marketing

Best Practices for Sales and Marketing Alignment: Working for the Same Team

JaxzenMarketing

Building high performing web pages

Nilesh Bafna

Paid Search Has Changed: 3 Ways to Keep Up in 2017

Internet Marketing Software - WordStream

SaaS Reseller Agreement - 9 Decision Points To Avoid Killer Mistakes

Chip Cooper

SaaS Marketing Plan: 5 Ways to Get your B2B App to Sell Itself

Lincoln Murphy

Search Content vs. Social Content

Semrush

Viewers also liked (10)

Test this Now! 10 Critical Tests To Double Leads & Sales in 2016

Building HubSpot's Marketing Team: A Journey Through the Years

Building Emails that Get the Job Done- Austin HubSpot User Group

The Fine Art of Hitting Home Runs

Best Practices for Sales and Marketing Alignment: Working for the Same Team

Building high performing web pages

Paid Search Has Changed: 3 Ways to Keep Up in 2017

SaaS Reseller Agreement - 9 Decision Points To Avoid Killer Mistakes

SaaS Marketing Plan: 5 Ways to Get your B2B App to Sell Itself

Search Content vs. Social Content

More from JaxzenMarketing

Be the CEO

JaxzenMarketing

Stop thinking and start podcasting feat. HubSpot's Matthew Brown

JaxzenMarketing

Inbound 2018 Recap: Product Design and Email Automation

JaxzenMarketing

Creating Campaigns that Convert- Albuquerque HubSpot User Groups

JaxzenMarketing

Chat about Chatbots

JaxzenMarketing

The Marketer's Guide To Sales Enablement

JaxzenMarketing

Facebook presentation HUG

JaxzenMarketing

Tune up your sales and marketing alignment goals

JaxzenMarketing

How to Hire Top Inbound Marketing Talent

JaxzenMarketing

Facebook Ads: Your Inbound Marketing Program's Secret Weapon

JaxzenMarketing

How HubSpot's Reporting Tool Will Revolutionize Your Company

JaxzenMarketing

The Best of Inbound 2015- Austin Hubspot User Group

JaxzenMarketing

How to make your sales team love you

JaxzenMarketing

Austin HUG January 2015 meeting: Analytics

JaxzenMarketing

This document discusses how to measure the return on investment of marketing campaigns using Hubspot's analytics and reporting tools. It provides examples of key metrics to analyze for different marketing channels like the blog, landing pages, email, and social media. These include metrics like visitor-to-lead conversion rate, contacts by persona, click-through rate, and benchmark social media data. The document also recommends next steps like investing more in the highest performing channels and replicating successful content.

More from JaxzenMarketing (14)

Be the CEO

Stop thinking and start podcasting feat. HubSpot's Matthew Brown

Inbound 2018 Recap: Product Design and Email Automation

Creating Campaigns that Convert- Albuquerque HubSpot User Groups

Chat about Chatbots

The Marketer's Guide To Sales Enablement

Facebook presentation HUG

Tune up your sales and marketing alignment goals

How to Hire Top Inbound Marketing Talent

Facebook Ads: Your Inbound Marketing Program's Secret Weapon

How HubSpot's Reporting Tool Will Revolutionize Your Company

The Best of Inbound 2015- Austin Hubspot User Group

How to make your sales team love you

Austin HUG January 2015 meeting: Analytics

Recently uploaded

Why bridging the gap between PR and SEO is the only way forward for PR Profes...

Isa Lavs

The lines between PR and SEO are blurring. SEOs are increasingly winning PR briefs by leveraging data and content to secure high-value placements. In this presentation, I explore the merging of PR and SEO, highlighting why SEO specialists are increasingly taking ‘PR’ business. I uncover the hidden SEO potential using PR tactics and discuss how to identify missed opportunities. I'll also offer insights into strategies for converting PR initiatives into successful link-building campaigns.

Advanced Storytelling Concepts for Marketers

Ed Shimp

Every marketer knows you’re supposed to tell a story, but do you know how to tell a story? Do you know why you’re supposed to tell a story? Do you even truly know what a story is? While many marketing presentations emphasize the value of mythic storytelling, the nuts and bolts of actually constructing a story are never explored. The goal of marketing may be to achieve specific KPIs that drive sales, which is very objective, but the top of the marketing funnel requires a softer approach. In our data-driven results-oriented fast-paced world, marketers must quantify results, but those results will never be achieved unless prospects are first approached with humanity. There is a common misunderstanding that the so-called “soft skills” of marketing such as language and art are unmeasurable and subjective, but while the objective measures of market research are merely 100 years old, the rules of aesthetics have been perfected over the last 2,500 years. Great story construction is a skill that requires significant knowledge and practice. This presentation will be a review of the ancient art of story construction. We will discuss: • Rhetoric – The art of effective communication • The Socratic Method – You cannot teach, but you can persuade people to learn • Plato’s Cave – You sell products, but you market ideas • Aristotle’s Six Dramatic Elements – The secret recipe for marketing stories This is for senior marketers who are tasked with creating effective narratives or guiding others in the process. By the end of the session, attendees will have gained the knowledge needed to work storytelling into all phases of the buyer’s journey.

3 Best “Add to Calendar” Link Generator Tools (2024)

“Add to Calendar” link generator tools allow users to create links that add events directly to digital calendars like Google Calendar, Apple Calendar, and Outlook. These tools simplify event scheduling by generating short URLs or QR codes that, when clicked or scanned, automatically insert event details into a user’s calendar. They are ideal for streamlining the promotion of events in emails, websites, and social media, enhancing engagement and ensuring attendees don’t miss important dates. These tools are designed to cater to diverse needs, from personal event planning to professional event promotion, ensuring your attendees can easily add events to their preferred calendar. Cal.et is a versatile and user-friendly tool that allows you to create “Add to Calendar” links for seamless event scheduling and promotion.

chemistry-project.pdfxfffffffffffffffffffffffffffffffffffffffffffffffffffffff...

sk1987009

Advertising and Promotion of whisper by Sakthi Sundar

sakthisundar2001

Content Marketing Blueprint For Content Strategy, content creation, content d...

Bertie Birchfield

If you’re at all interested in digital marketing and in making a name for your brand online, then it is crucial that you understand how to properly make use of content marketing. Content marketing is currently one of the biggest trends in digital marketing as a whole and is an area that many website owners and brands are investing in heavily right now thanks to the impressive returns that they are seeing.

NIMA2024 | AI en de 50% afname van je traffic. Wat nu! | Folkje Berends en Sj...

BBPMedia1

Social Samosa's #30Under30 Guidebook.pdf

Social Samosa

2024 Trend Updates: What Really Works In SEO & Content Marketing

Search Engine Journal

The future of SEO is trending toward a more human-first and user-centric approach, powered by AI intelligence and collaboration. Are you ready? Watch as we explore which SEO trends to prioritize to achieve sustainable growth and deliver reliable results. We’ll dive into best practices to adapt your strategy around industry-wide disruptions like SGE, how to navigate the top challenges SEO professionals are facing, and proven tactics for prioritizing quality and building trust. You’ll hear: - The top SEO trends to prioritize in 2024 to achieve long-term success. - Predictions for SGE’s impact, and how to adapt. - What E-E-A-T really means, and how to implement it holistically (hint: it’s never been more important). With Zack Kadish and Alex Carchietta, we’ll show you which SEO trends to ignore and which to focus on, along with the solution to overcoming rapid, significant and disruptive Google algorithm updates. If you’re looking to cut through the noise of constant SEO and content trends to drive success, you won’t want to miss this webinar.

What Software is Used in Marketing in 2024.

Ishaaq6

This paper explores the diverse landscape of marketing software, examining its pivotal role in modern marketing strategies. It provides a comprehensive overview of various types of marketing software tools and platforms essential for enhancing efficiency, optimizing campaigns, and achieving business objectives. Key categories discussed include email marketing software, social media management tools, content management systems (CMS), customer relationship management (CRM) software, search engine optimization (SEO) tools, and marketing automation platforms. The paper delves into the functionalities, benefits, and examples of each type of software, highlighting their unique contributions to effective marketing practices. It explores the importance of integration and automation in maximizing the impact of these tools, addressing challenges and strategies for seamless implementation across different marketing channels. Furthermore, the paper examines emerging trends in marketing software, such as AI and machine learning applications, personalization strategies, predictive analytics, and the ethical considerations surrounding data privacy and consumer rights. Case studies illustrate real-world applications and success stories of businesses leveraging marketing software to achieve significant outcomes in their marketing campaigns. In conclusion, this paper provides valuable insights into the evolving landscape of marketing technology, emphasizing the transformative potential of software solutions in driving innovation, efficiency, and competitive advantage in today's dynamic marketplace. This description outlines the scope, structure, and focus of the paper, giving readers a clear understanding of what to expect and why the topic of marketing software is important and relevant in contemporary marketing practices.

Customer relationship management notes for Bcom students

PratibhaShelake1

Snapshot of Consumer Behaviors of May 2024-EOLiSurvey (EN).pdf

Eastern Online-iSURVEY

HEM Webinar - Navigating the Future - Social Media Trends for 2024 in Educati...

Higher Education Marketing

Explore our comprehensive slides on the 2024 social media landscape, tailored for educators and marketing professionals in the field of education. With more than 5 billion social media users worldwide and an average individual engagement across as many as seven platforms monthly, understanding these dynamics is crucial for effective educational outreach. Our slides delve into the pivotal trends and strategic adaptations necessary for thriving in this digital arena. Don't miss this opportunity to enhance your strategies with our expert insights.

Title: Making Money the Easy Way: A Quick Guide to Generating Income

WilliamZinsmeister

Welcome to "Making Money the Easy Way: A Quick Guide to Generating Income." This book is designed to provide you with practical, actionable strategies to generate income with minimal effort. Whether you’re looking to supplement your current income or create a full-time revenue stream, this guide covers a variety of methods to help you achieve your financial goals. We will explore opportunities available online, various investment strategies, profitable side hustles, creative approaches, and essential financial tips to ensure sustainable income growth.

INTRODUCTION TO SEARCH ENGINE OPTIMIZATION (SEO).pptx

Giorgio Chiesa

AI Best Practices for Marketing HUG June 2024

Amanda Farrell

BEST DIGITAL MARKETING AGENCY IN BANGALORE

ManuDv1

2025 Adventur ehomes Product Guide released Jun 1 2024

JimWilliams206540

Facebook Marketing Strategy with SNJ Global Services.pptx

sarfrazkhanm47

Lyrics Video Document for artist Kevin Aguirre

rawlensproductionsco

Recently uploaded (20)

Why bridging the gap between PR and SEO is the only way forward for PR Profes...

Advanced Storytelling Concepts for Marketers

3 Best “Add to Calendar” Link Generator Tools (2024)

chemistry-project.pdfxfffffffffffffffffffffffffffffffffffffffffffffffffffffff...

Advertising and Promotion of whisper by Sakthi Sundar

Content Marketing Blueprint For Content Strategy, content creation, content d...

NIMA2024 | AI en de 50% afname van je traffic. Wat nu! | Folkje Berends en Sj...

Social Samosa's #30Under30 Guidebook.pdf

2024 Trend Updates: What Really Works In SEO & Content Marketing

What Software is Used in Marketing in 2024.

Customer relationship management notes for Bcom students

Snapshot of Consumer Behaviors of May 2024-EOLiSurvey (EN).pdf

HEM Webinar - Navigating the Future - Social Media Trends for 2024 in Educati...

Title: Making Money the Easy Way: A Quick Guide to Generating Income

INTRODUCTION TO SEARCH ENGINE OPTIMIZATION (SEO).pptx

AI Best Practices for Marketing HUG June 2024

BEST DIGITAL MARKETING AGENCY IN BANGALORE

2025 Adventur ehomes Product Guide released Jun 1 2024

Facebook Marketing Strategy with SNJ Global Services.pptx

Lyrics Video Document for artist Kevin Aguirre

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

1. Welcome to

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. 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. WWW.TRUJAY.COM CUSTOM INTEGRATION WITH HUBSPOT TRUJAY GROUP ATX HUG FEBRUARY 23, 2017

5. WWW.TRUJAY.COM NINA HENDRICKS FOUNDER/ PARTNER TYLER MCCOMBS INTEGRATIONS ASSOCIATE SPEAKERS  CUSTOM INTEGRATION WITH HUBSPOT

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. WWW.TRUJAY.COM WHAT CUSTOM INTEGRATIONS ARE NOT • NATIVE SYNCS (GoToMeeting, Salesforce.com, Zendesk, join.me, Survey Money, Freshbooks, etc. • ZAPIER • IFTTT

8. WWW.TRUJAY.COM NATIVE INTEGRATIONS

9. WWW.TRUJAY.COM NATIVE INTEGRATIONS CON’T

10. WWW.TRUJAY.COM NATIVE INTEGRATIONS CON’T

11. WWW.TRUJAY.COM KEY CONCEPTS EXPLAINED • API (Application Programming Interface) • IPAAS (Integration Platform as a Service) • INTEGRATION • MIGRATION • CONNECTOR • HTTP CONNECTOR

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. WWW.TRUJAY.COM WHAT CAN BE INTEGRATED? • COMPANIES/ACCOUNTS • CONTACTS/LEADS • DEALS/OPPORTUNITIES • EMAIL, CALL, MEETING, TASK, NOTE • TIMELINE

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. WWW.TRUJAY.COM COMMON INTEGRATION SCENARIOS

16. WWW.TRUJAY.COM NATIVE INTEGRATIONS CON’TCRM OPPORTUNITIES IN HUBSPOT

17. WWW.TRUJAY.COM NATIVE INTEGRATIONS CON’THUBSPOT ACTIVITIES IN CRM

18. WWW.TRUJAY.COM INTERESTING USE CASES WORDPRESS

19. WWW.TRUJAY.COM INTERESTING USE CASES CON’T HUBSPOT

20. WWW.TRUJAY.COM INTERESTING USE CASES CON’T WEBEX

21. WWW.TRUJAY.COM Q&A

22. WWW.TRUJAY.COM THANK YOUHAVE A NICE DAY!