HubSpot integration #
Integrating business systems allows companies to streamline operations, improve data accuracy, and enhance customer experiences by connecting separate platforms into a cohesive ecosystem.
Through integration, businesses can automate data flows, reduce manual tasks, and ensure that teams have real-time access to the information they need, all in one place.
This powerful integration delivers key business benefits, including:
- Centralized Customer Data: Eliminate data silos and gain a complete view of customer, product, and operational insights. Access billing, subscription, and CRM details in one place for a complete customer view.
- Enhanced Efficiency: Automate billing and subscription updates, reducing manual tasks and potential errors. By streamlining repetitive processes, you free up teams to focus on high-value tasks.
- Improved Customer Experience: Provide faster, personalized support with real-time access to customer billing status and history.
- Streamlined Sales Process: Empower sales teams with up-to-date subscription data to support tailored pitches and renewals.
- Better Decision-Making: Real-time data visibility across departments empowers informed, agile decision-making.
Let’s dive into the setup process!
Initiation of integration #
Start the HubSpot integration process by going to Configure and selecting the Integration Partners tab.
Click on the HubSpot panel and start Connect.
You will be redirected to HubSpot, where you will need to log in, select an account and confirm the connection.
The system itself will return you to Rainex, where you will be given options to customize this integration.
HubSpot Configuration #
- Decide whether synchronization will be based on the name, phone number or email of the customer. I.e. which of the parameters is the most important for you and will be the most convenient for further tracking.
- Define what action should happen in HubSpot after a trigger action occurs in Rainex to create a new customer. Creating a new customer can be done either manually or through the Customer Portal. You can choose not to synchronize this way, to enter data automatically, or to first check for the existence of this data in HubSpot and enter it only if there is none.
- In reverse, select which event in HubSpot is the trigger for automatically entering new customer data into the Rainex system.
- The next 2 options are reciprocal. Select whether you want to update information in one system when it is edited in another.
- You have selected the conditions under which data about new customers in Ranex will be entered into HubSpot. Now you need to define in which format this data will be entered: deal, campaign or task.
Synchronization #
- To avoid creating duplicates, select exactly how data synchronization should happen if a new customer is created in Rainex and HubSpot already contains their data.
- Determine what data in Rainex should be synchronized with contacts in HubSpot.
- Again, select the parameter that acts in the reverse direction.
- Finally, determine whether you want the synchronization to be one-way or reciprocal.
When you’re all set, click Complete the configuration and start optimizing your team’s processes.
