3 Amazing HubSpot Integrations

TuesdayJanuary 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 Cvent)•Q&A

Today’s Speakers

Amanda Matt Taylor

HubSpot - CRM Integrations

Amanda

Why Connect HubSpot & CRMDeliver leads

to salesVisibility

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

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)

Sales Rep

Visibility

Full Funnel Analytics

HubSpot-CRM IntegrationsTop 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

HubSpot Multi-Portal Integrations

Matt

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

Overview of HubSpot Multi-Portal Integration

Line of Business 1

Line of Business

3

Line of Business 2

HubSpot Multi-Portal IntegrationsTop 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

HubSpot - Event Systems

Taylor

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

ConnectingInbound 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

Overview of HubSpot-Cvent Integration

CONTACTS/LEADS

REGISTERATTEND

SESSIONS

Bi-directional sync: multiple events

recorded in HubSpot (no duplication)

Updates HubSpot contact record

HubSpot - Event SystemsTop 3 Tips

Visualize on HubSpot timeline

Ensure multiple events don’t cause

duplicates

Follow up during events - Speed

matters!

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

Q&A

Amanda Matt TaylorZak

Visit bedrockdata.com/hubspot• Integrations

pairings for CRMs, Events, Webinars, and more

• Power Users Series

• Best Practices content

THANK YOU!

Feel free to email me: zak@bedrockdata.com