Hubspot is a complete digital marketing, sales, and customer service ecosystem, and provides all the necessary tools to support the whole digital customer journey. However, you might prefer to stick with some of the tools you already use, or you have applications for other aspects of your business, such as invoicing, accounting, or ERP systems. You would need an integration to make them share data with HubSpot and avoid silos.
Different data systems need to talk to each other to enable seamless sharing of data. An integration uses APIs to achieve this. When all departments in your business relate to the same data, you can build lean processes which increase collaboration and efficiency. Common data of high quality is a must to build excellent customer journeys.
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This is to verify the data quality, and all we need to accomplish this is a simple data export from your existing system.
Your Hubspot business advisor will support the developers to define views and set-up in close dialogue with you. Mappings, customer statuses and other parameters are also defined here.
Based on the info discovered in the first two phases, the engineers now execute the coding, run tests and finish the integration. When you approve the data flow, the integration goes live.
You can now seamlessly share data between Hubspot and your external application.