SugarCRM Hubspot integration

This integration brings the vital HubSpot data and features to SugarCRM to help you automate your
sales and marketing.

Benefits of integrating SugarCRM with HubSpot

- Marketing team: sends better qualified leads to the sales team;
- Sales reps spend more time selling, less time qualifying and doing data entry;
- Improve customer retention with 1:1 nurturing;
- Track more email communication without sales reps learning new systems;
- Benefit from accurate, real-time data for sales and marketing dashboards and closed-loop
marketing ROI reporting.

Features

Hubspot to SugarCRM
When leads convert through HubSpot forms and landing pages, the integration searches CRM for an
existing target, lead, account or opportunity with a matching HS id or email. If no match is found, a new entry is inserted from SugarCRM, based on the lifecycle of the HubspotContact . If the search returns a matching record, the existing record in SugarCRM is updated with the mapped HubSpot fields.

Based on the lifecycle stage of the Hubspot Contact, different records will be created in SugarCRM:

Hubspot contact lifecycle

This process is done by the server through a cronjob from SugarCRM; it will search for all modified contacts from the last time it was run. If missing in the SugarCRM instance, all the found contacts will be updated or created.

SugarCRM to Hubspot
As targets, leads and accounts are inserted or updated by SugarCRM users, the integration will create/update those records to HubSpot. Records are matched by the unique id from HubSpot, or if missing, they are matched by email address.

Add Contacts to Nurturing Campaigns
SugarCRM Users can add leads to a HubSpot nurturing campaign from CRM. The nurturing campaigns, workflows, and email content are managed and tracked in HubSpot.

The sync/timing between the actual campaigns from HubSpot and the Campaigns list in SugarCRM can be done manually or by the server through a cronjob.

Standard Field Mapping
All the HubSpot fields regarding Contact, Company, Social Media, Web Analytics History and Conversation Information are fetched and inserted in the SugarCRM counterpart.

Standard Field mapping in Hubspot

Hubspot Standard field mapping

Custom Fields Mapping
Custom field mappings are predefined at the moment of installation, but can be modified at any time to best fit everyone’s request.

Sending Emails from SugarCRM with Custom Record Owner Info through HubSpot
By updating Hubspot Contact’s record owner information, each email can be customized to be sent from the user that started the action.

Each email template that is desired to show up in SugarCRM must first be created and configured, along with a workflow in HubSpot. The setup and configuration of email templates and workflows is done exclusively in HubSpot.

Retrieving Hubspot Contact Emails
All the emails sent send to a contact from Hubspot are pulled and shown in the associated record in SugarCRM (target, lead, account).

This process is done by the server through a cronjob and there can be a delay between the time de email was send and the time it will show in SugarCRM. The delay can be caused by server load, differences in time zone, API cache or API load.

mymarketingengine.com marketing automation