ID978 - HubSpot and eAuto Integration Overview & Sample: – CEO Juice

Push data between eAuto and HubSpot

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 Customer Number 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. It may also be available as part of the standard marketing platform and Enterprise is not needed, but confirm with your HubSpot rep.

Run Schedule: Sundays AM

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Sample

Sample

Lease Info (Object linked to Customer):

Contract Info (Object linked to Customer):

Equipment Info (Object linked to Customer):

Promoters (on Contact Record as Property)

npsLastValue = the integer score (1-10) of the last response from that Contact (9)

npsLastDate = date of the last response from that Contact (4/1/2023)

npsLastSurvey = survey name for the last response from that Contact ("Completed Service Call")

npsAudit = all responses from that Contact as date- value, date - value, date- value (1/30/2022 - 6, 2/5/2022 - 8

Key Services (on Customer Record as Property):

Parent Company as Object (Related Companies):

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Variables

Variables

Variable1: Point this variable (by using drop down or link to 'Profile/Integrations section' to link to your HubSpot System Credentials entered on website under Integrations. See Linking to HubSpot instructions below on how / where to set.

VariableY: Enter Branch Numbers to consider to filter out branches or leave blank for ALL

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Alert Functionality

Alert Functionality

1. This integration can 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 configured via a configuration file handled by CEO Juice rather than Subscription variables.

2. For those without the HubSpot Enterprise version, we can push in Promoters, Companies, Contacts, and our Quarterly Business Review (ID259).

For those with the HubSpot Enterprise version, we can also push in Equipment, Contracts, and Service Leases.

4. Once integration is installed and running, info will be visible under Company or Contact Record similar to this:

5. We have the potential to add:

Annual revenue
Industry
Is public
Number of employees
Time zone
Total money raised
Website URL
Year founded
Facebook company page
LinkedIn bio
LinkedIn company page
Twitter handle

Steps

Steps to Get Started

Step 1: Provide CEO Juice access. Please see Linking to HubSpot section below

Step 2: Subscribe to alert ID978 and let us know what you wish to push from eAuto to HubSpot. Use the 'Notes to juice' section on Details tab of your ID978 subscription to indicate what you would like to sync (options: Customers, Locations, Contacts, Key Services, Promoters, Leases, Contracts, Equipment).

Notes to Juice.png

Step 3: Ensure you have good data in eAuto before we start pushing to HubSpot. Use our alerts to clean up old records. These processes start in Test Mode first so you can review and approve before we make any changes, so the sooner you get started, the better.

ID156/Mark Old Customer Records Inactive

ID157/Mark Old Equipment Records Inactive

ID479/Mark Old Contact Records Inactive

Step 4: Avoid Duplication - if you have Companies and/or Contacts in HubSpot, then we may create a duplicate when pushing your Customers and/or Contacts from eAuto to HubSpot. To ensure we don't duplicate, we use unique identifier of eAuto Customer Number populated in property on Company and Contact to avoid this (see sample screenshots below).

If you already record the correct eAuto Customer Number via property on Company and/or Contact Records, please provide us a screenshot.

If you do not, please let us know you will either be (1) adding it or (2) recognize there could be duplicates you will need to merge in HubSpot.

Company Properties:

Contact Properties:

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Linking to HubSpot

Linking to HubSpot

In order for us to be able to write / insert to your HubSpot, the following steps are required:

Step 1: Create HubSpot user for CEO Juice under help@ceojuice.com. At a minimum, we need "standard user" rights just to see records and verify. If we have to create custom fields (or objects) for you, we will need admin rights.

Step 2: Create a Private App for CEO Juice in HubSpot. This will need to be done by your HubSpot Administrator:

Go to settings / Select Private Apps under Integrations:

Give it name of CEO Juice ID978:

Set these Scopes with needed Read / Write permissions exactly as shown in screenshot:

After creating the new app, it will show this screen. Select "show" and then "copy" the token to enter on CEO Juice website (Step 3 below):

Step 3: Enter the HubSpot Private App Token on CEO Juice website under Profile / Integrations: https://www.ceojuice.com/CustomerAdmin/Integrations into HubSpot NOT HubSpot Legacy Authentication. This will need to be done by someone with Admin rights to our website.