ID978
HubSpot and eAuto Integration
Output Type: Data Push & Email
HubSpot is the most popular marketing automation solution within our client base. It is also a very competitive CRM. We are expanding our existing integration to allow you to also use it as a CRM. Pushing in your customer's equipment and lease details.
In addition, HubSpot has a free version of the CRM, and we can pull key marketing data from HubSpot back into eAuto. This is Industry Type (NAIC code), # of Employees and Revenue. This is for clients who do not have the Marketing version of HubSpot and want to market from eAuto data.
Our existing sync will push your customers and the Key Services (ID789) they use from eAuto into HubSpot and is now part of this process. Also included are our options to push your Promoters so we can build a list of your raving fans that love your copier service but are not using you for Managed Print for example. We can also build lists to allow you to market to end of life models or customers approaching lease end.
This integration also supports pushing "Child" accounts, you must have the eAuto custom# for parent and child in HubSpot.
The CRM equipment integration requires HubSpot custom objects only available in their Enterprise products such as Marketing Hub Enterprise or Sales Hub Enterprise.
We currently have these syncs built for syncing data from eAutomate into HubSpot:
Contacts: Promoters, Detractors, All Contacts
Companies: Key Services
Custom Objects (relate to Companies and require HubSpot Enterprise): Active Equipment, Active Leases
And for syncing data from HubSpot to eAutomate:
Customers: Industry, Revenue, Employee count (writes to Custom Properties in eAutomate)
