Custom HubSpot Integration Guide

Are you looking to integrate the HubSpot marketing platform with another system or CRM? Well you’re in luck. We can integrate HubSpot with your bespoke website, any online database, Xero, ConnectWise, Workflow Max, NetSuite, Highrise or any other platform that has an API.

In this guide we will take a look at potential solutions and the time and cost implications of each.

WARNING: Before you continue please ensure you are at least half way through some form of caffeinated beverage as if you’re not into technical stuff it’s could be a bit boring for you 🙂

There are three different integration approaches we can take:

 

1. Custom Website Integration

Due to the flexibility of the HubSpot API we can do a variety of very cool things with it.

Take a look at our HubSpot Development and Integration case study here for some ideas on what we could do for you.  We can build just about any kind of lead generation tool you can come up with so put your thinking cap on!

More data = smarter content and targeted campaigns, and we can also piggy-back off HubSpot’s embedded forms to extend its functionality.

Existing HubSpot Syncing Plugins

If you are looking to purely sync data, the best place to start is with existing plugins from other providers. These guys have already done a lot of the hard work for you. They can be limited and may not sync everything you want… But it might be just enough and save you a lot on development costs.

Check out

These are good places to start. We can also help you setup and configure these solutions if you need help doing so.

BUT! If you still need something a little bit more bespoke or an existing solution does not exist keep reading…

 

2. One-Way Sync

This is the simplest form of integration. Data is taken from HubSpot and inserted into another database or CRM.

If something is altered in the database/CRM it will not be sync’d back into HubSpot.

Best fit for

  • When Marketing does not really require your CRM/sales contacts
  • When Sales needs to know what Marketing has been doing with particular contacts
  • When cost is an issue – this solution takes much less time to implement as less development time is required to create the synchronisation logic
  • If no API exists on your CRM we can potentially submit data via a form on your CRM

What’s involved?

We need to build a program that sits between the two platforms that handles all the syncing logic.

What we would setup for you

  • A HubSpot API connector which receives or pulls data from HubSpot or a Webhook that posts the data
  • A custom API connector for your system (or a form or direct access to your database) to receive the data and insert/update it
  • A syncing program with rules/conditions that determine how the data is handled
  • Hosting for the program so it can be run on a regular basis

Pricing

Starting from AU$3,850.
(Cost varies on how friendly/well documented your CRM/Database’s API is as this can increase the number of development hours required to build and test).

 

3. Full two-way sync:

The Rolls Royce integration! This option is much more complex as we need to test data from both sources to determine what happens with it in each system. Data is essentially polled from both systems on a regular basis and each system is updated based on a certain set of rules.

Best fit for

  • You have other data sources that you would like to use with your HubSpot workflows to help target contacts better
  • When Sales and Marketing both need as much information as possible about leads and contacts
  • You need Sales to push leads back to Marketing for further nurturing via your CRM

What’s involved?

Again we need to build a program that sits between the two platforms that handles all the syncing logic. This program is much more complex as we need to store and compare data from both platforms to determine which data set is newer.

What we would setup for you

  • A HubSpot API connector which checks for any updated or new data from HubSpot on a regular basis
  • A custom API connector for your system also checks for updated or new contact data on a regular basis
  • A syncing program that:
    • Stores data from both systems in a separate database which is then compared against each source to determine which is the latest
    • Contains rules/logic that determines how each system is updated that would be developed in consultation with you for the best outcome, for example if data is changed in both systems which side will take priority
    • Accommodates any custom data you would like sync’d such as sales info, etc.
  • Hosting for the program so it can be run on a regular basis

Pricing

Starting from AU$10 – 20k.
(Cost varies on how friendly/well documented your CRM/Database’s API is as this can increase the number of development hours required to build and test)