Data Integration for HubSpot

While HubSpot itself is a robust all-in-one solution for marketing, sales, and customer service, its true potential is unlocked through seamless integrations with other essential business tools. In today's interconnected digital landscape, a unified tech stack isn't just a convenience – it's a competitive imperative.

Data Integrations are a must-have

Think about your business tools as separate islands – your marketing & sales team on one, customer service / technical support on another, and accounting somewhere else entirely. Without bridges between them, information gets stuck, teams waste time, and everyone works harder, not smarter.

HubSpot integrations build those bridges. They connect your HubSpot platform with all your other essential business software, creating one big, unified system. This means:

• All your customer info in your CRM: everything you need to know about your customers / prospects is right there in HubSpot. No more hunting for details across different programs.
• Advanced reporting based on cross platform data: You don't need to spend endless time on exports and spreadsheet manipulations to get a report combining data form several platforms. 
• Smart Automations enablement: you can now automate tasks involving more that one platform, using a trigger from your CRM to update a field in an other system or vice versa
• Data backup: it is now possible to have a regular, automated full backup of your dat stores in your HubSpot account

In short, integrating your tools with HubSpot isn't just a nice-to-have; it's how modern businesses become more efficient, serve customers better, and achieve lasting growth.

Common HubSpot Integration Use Cases: Connecting the Dots

The possibilities with HubSpot integrations are vast, catering to diverse business needs across various departments. Here are some of the most common and impactful integration scenarios:

1. CRM / Customer Service Integrations:

If using also Salesforce, Zoho, Pipedrive Monday.com, or other cloud based CRM, it may be useful to sync contact, company, and deal data between them and HubSpot and other CRMs ensures that sales and marketing teams always have access to the latest information, enabling seamless lead handoff and pipeline management.

This is similar when using a Help Desk Software other than HubSpot (e.g., Zendesk, Freshdesk, Jira Help Scout). You can integrate your call center or ticketing system with HubSpot to centralize customer interactions, provide personalized support, and track service metrics.

2. Marketing & Advertising Integrations:

Email Marketing Platforms (e.g., Mailchimp): While HubSpot has robust email capabilities, integrating with other platforms can streamline specific campaigns or leverage existing templates and audience segments.

Social Media Management (e.g., Facebook Messenger, LinkedIn): Track social interactions, schedule posts, and manage ads directly within HubSpot, providing a holistic view of your social media performance.

Webinar Platforms (e.g., Livestorm, GoToWebinar): Seamlessly register attendees, send reminders, and track engagement for your webinars, automatically syncing data to HubSpot.

Content Management Systems (CMS) (e.g., WordPress): Sync website data and improve content marketing strategies by bringing your website content directly into HubSpot for better tracking and personalization.

3. ERP & accounting software Integrations:

While HubSpot excels at managing customer relationships, marketing, and sales, an ERP system handles the operational backbone – encompassing finance, inventory, supply chain, and production. By connecting these two vital platforms, you eliminate data silos and enable critical information, such as product availability, pricing, order status, and customer purchase history, to flow seamlessly between sales, marketing, and finance teams. 

Integrating HubSpot with your ERP will make sales and customer support processes more efficient, saving time for your commercial team and enhancing customer satisfaction. At the same time this will be critical to optimize back-end processes and reporting, creating a unified business environment.

4. Integration with spreadsheets and analytic tools

While HubSpot's built-in reporting is powerful, sometimes you need to dig deeper, combine data from disparate sources, or create highly customized visualizations. This is where the integration of HubSpot with spreadsheets (like Google Sheets or Excel) and advanced analytic tools (such as Google Looker Studio or Microsoft Power BI) becomes invaluable. By pulling your rich HubSpot data into these flexible platforms, you unlock unparalleled analytical capabilities. For example, you can export all your deal data from HubSpot into a Google Sheet to perform complex commission calculations, track individual sales rep performance against custom quotas, or create intricate sales forecasting models that go beyond standard HubSpot reports. Similarly, connecting HubSpot to a tool like Looker Studio or Power BI allows you to build dynamic, interactive dashboards that merge your CRM data with information from advertising platforms (e.g., Google Ads, Facebook Ads), website analytics (e.g., Google Analytics), or even ERP systems, providing a truly holistic view of your customer journey and marketing ROI, helping you identify trends, uncover hidden insights, and make truly data-driven strategic decisions.

5. HubSpot integration - sync with other databases

It is often necessary to combine your HubSpot CRM data with other databases, to create reports and analytics based on specific business needs. HubSpot offers the tools to integrate with data from other source. Using API connectivity, third party tools or csv / xlsx exports,  we can either integrate the data from the other sources into HubSpot to enhance our HubSpot custom reports, or export data from HubSpot and analyze it along with other data in a spreadsheet or other analytics tool.

Usual cases of multiple data sources combination:

• Integrate ERP data to HubSpot: using an API integration or by importing csv files, data from your ERP can appear in your HubSpot reports allowing a deep, combined analysis.
• Combine HubSpot and other data to a reporting tool: using an API integration or by exporting csv files, HubSpot data can appear in a third party reporting & analytics tool (Ms excel, Power BI etc)  for advanced analytics and reporting.

6. HubSpot data backup

Data loss can have devastating consequences for businesses, making reliable backup solutions essential. Our offering, based on Skyvia Backup solution, offers a comprehensive, automated, and secure way to protect your valuable data. Working smoothly with HubSpot this solution ensures your data is continuously backed up and easily recoverable. Its user-friendly interface and automated processes eliminate the risk of human error, providing peace of mind and robust data protection.