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Ultimate Guide: HubSpot Salesforce Integration

Apr 13, 2021 / by Lex Hultquist posted in HubSpot, intergrations, reporting

6 Keys to a Seamless HubSpot Salesforce Integration

HubSpot and Salesforce are two extremely powerful pieces of a company's tech stack, and getting the most out of both systems requires a sophisticated strategic approach that leverages the strengths and limitations of both platforms.

The details of your specific setup will depend on numerous factors, including your teams, your processes, and your experience using each system. While there is no magic formula for confiuring your integration, reliable data is a must. 

Focusing on these six key areas will ensure your integration provides marketing, sales, and customer success / service the right information and accessibility required for success. It's essential to get these right!

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Connect HubSpot to Google Sheets Using Workflows

Apr 2, 2021 / by Lex Hultquist posted in HubSpot, analytics, intergrations, reporting

HubSpot has a robust and evolving set of reporting tools, built to help you slice and dice your CRM data. These tools let you assemble reports and dashboards that provide valuable insights into your marketing, sales, and customer success teams. Invariably, however, there are always times that pulling your data into a spreadsheet is necessary. The good news - using HubSpot workflows and integrations, you can connect to and populate Google sheets automatically.

This is a handy feature allows you to funnel your HubSpot data directly into a neat and tidy Google Sheet for analysis. Another benefit is that it makes it much easier to share information with internal and external teams. 

 

Here's how it works. First, you'll connect your Google account and assign HubSpot data to specific columns in your spreadsheet. Each time the action is triggered by your workflow, a row will be added to your Google Sheet, populating data into one or more columns. 

 

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