Integration Between HubSpot And SugarCRM

sugarcrmdevelopers —  April 8, 2011

Editor’s Note: This post comes from the blog of SugarCRM Gold partner and SugarCon Gold level sponsor Epicom, which talks about a common customization between SugarCRM and HubSpot.

Integration Between HubSpot And SugarCRM Becomes A Frequent Project For Epicom’s Software Engineers

Epicom’s engineers have completed Hubspot integrations for our clients, giving users transparency to the marketing software through their CRM system. HubSpot is a inbound marketing software that allows you to convert more leads to opportunities.

The HubSpot software provides website analytics to track the pageviews and form submissions of visitors. It also acts as a marketing automation software with a nurturing program for leads. The HubSpot UI allows users to easily create landing pages and forms without needing any kind of code background. Additionally, users can create campaigns and nurture leads in HubSpot.

Using Hubspot’s API, Epicom’ s engineers were easily able to pull-in information and form field data into SugarCRM. Epicom’s customization piece for some clients included creating custom fields in Sugar to sync with custom fields created in a HubSpot form. When a web form is completed, a lead is created in Sugar with its associated form data. For existing leads, the information in Sugar is updated using email comparison. Epicom’s engineers also have the ability to sync form submissions with other modules and isn’t limited to the leads module.

With Epicom’s customizations and the integration between HubSpot and SugarCRM, users can take advantage of: 

  • Web To Lead Forms: Integrates form data with fields in SugarCRM and creates a new lead with new form submissions and updates existing ones.
  • Track Prospect’s Activity On Your Website: Page views and website activity is shown in the lead detail view in SugarCRM.
  • Nurture Leads: Leads with a status of “nurture” will automatically sync with the lead nurturing program in Hubspot.
  • Reach Tracking Tool: Analyze your reach via your blog, leads, Facebook account and Twitter account and connect through to those social media sites and to your HubSpot profile from inside SugarCRM.
 

Epicom’s software engineer, Tommy Wiebell, gives a Tech Talk on the integration project between HubSpot and SugarCRM.

The HubSpot API recently developed the ability to complete the loop, which enables information to be pushed in both directions. For example, when a lead in Sugar is converted to an opportunity, that information is pushed back to HubSpot. This integration piece allows our customers to know which forms, pages, or campaigns converted more leads into opportunities. 

For more information about Epicom’s integration between HubSpot and SugarCRM, contact us at (512) 481-9000 or email info@epicom.com.