10 Reasons You Need a HubSpot/CRM Integration

Benefits of Integrating HubSpot with CRMsCommunication between marketing and sales has become crucial as the two have become more reliant on each to see success. Sales needs marketing to generate leads and marketing needs sales to close the leads they find.

Communication goes beyond meetings and emails, though; it also involves the teams’ different tools communicating their data with each other.

The good news for companies using HubSpot is that HubSpot has an open API, which allows it to integrate (or speak with) other technologies, such as a CRM.

A HubSpot/ CRM integration can greatly enhance the communication between these two departments in a multitude of ways, making each team even more effective and efficient at their jobs.

Here are just a few benefits of integrating your HubSpot portal with your CRM:

1. Automation

“I love wasting my time on data entry!” said no one ever. I believe this is one of the biggest benefits of a HubSpot/CRM integration. You will no longer have to manually enter incoming HubSpot leads into your CRM. This will save you so much time and will ensure no one slips through the cracks.

2. Return on Investment

Integrating your HubSpot and CRM is one of the key ways to ensure that your investment in HubSpot pays off.  A HubSpot/CRM integration allows you to identify the ROI of your inbound marketing by looking at the value of new customers and how many have been closed because of your marketing efforts.

3. Closed-loop reporting

A HubSpot/CRM integration allows you to have closed-loop analytics in HubSpot. This allows you to track when CRM leads convert to closed/won opportunities.

4. Opt-out Status

This is a new feature that we have recently rolled out for our Dynamics CRM integration that I absolutely love! It allows you to sync a lead’s email subscription status to and from HubSpot. So, if you opt out a record in Dynamics it would then opt out the contact in HubSpot. This allows you to effectively manage your lead’s opt out status and will insure you don’t violate the CANN-Spam Act.

5. Record Owner

By syncing the CRM record owner's name and email address to HubSpot, you can personalize emails to be sent from the lead owner.

6. List Segmentation

Using an inclusion list to filter leads from HubSpot, ensures that your sales team is only exposed to qualified leads that are ready to buy.

7. Real-time updates

With an integration that syncs every 10 minutes, your salespeople will be able to track the lead’s behavior in real time.

8. Lead Intelligence

Receive up-to-date HubSpot analytic and conversion data in your CRM. YOu can sync the contact’s public profile URL to your CRM so your sales reps can review all of the contact’s activity in HubSpot without having to login.

9. Team Efficiency

By using a HubSpot/CRM integration your marketing team will be able to send better qualified leads to the sales team. Also, sales reps will be able to spend more time selling and less time qualifying and doing data entry.

10. Customization

Each business is different and each need something different from their HubSpot/CRM integration. We offer various configuration and customization options to meet your business needs. If you would like to learn more about our HubSpot integrations speak with one of our experts today.

What are some of your favorite features of your HubSpot integration?

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