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ID978 - HubSpot and eAuto Integration Overview & Sample

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Overview

Overview

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 are able to pull some 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 here is 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.

 

Run Schedule: Daily

 

 

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Sample

Sample

Lease Info:

Lease.png

Equipment Info:

Equip.png

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Variables

Variables

This alert has no variables. Instead please use the 'Notes to juice' section on Details tab of your ID978 subscription to indicate what you would like to sync:

Notes_to_Juice.png

 

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Alert Functionality

Alert Functionality

-This integration will update HubSpot Company Record with eAuto information, such as Equipment Record details, Service Leases, Contacts, as well as Key Services and Net Promoters.  It is a general-purpose sync to HubSpot from eAutomate that can be adjusted to individual needs via configuration. It is configured via a configuration file handled by CEO Juice rather than Subscription variables.

-It is only accessible for HubSpot Enterprise subscribers.

-Use the 'Notes to juice' section on Details tab of your ID978 subscription to indicate what you would like to sync:

Notes_to_Juice.png

-Once alert is installed and running, you will NOT receive an email. Info will be visible under Company Record similar to this:

Company.png

 

 

 

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Best Practices & Tips

Best Practices & Tips

None at this time.

 

 

 

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Related Alerts

Related Alerts

None at this time

 

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