Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.
Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.HubSpot CRM Integrations
SharePoint + HubSpot CRMCreate Company to HubSpot CRM from New List in SharePoint Read More...
SharePoint + HubSpot CRMUpdate Company in HubSpot CRM when New List is created in SharePoint Read More...
SharePoint + HubSpot CRMUpdate Deal in HubSpot CRM when New List is created in SharePoint Read More...
SharePoint + HubSpot CRMCreate or Update Contact to HubSpot CRM from New List in SharePoint Read More...
It's easy to connect SharePoint + HubSpot CRM without coding knowledge. Start creating your own business flow.
Triggers whenever new item created in the list.
Triggers whenever new list created.
Triggers when a new company is created.
Triggered every time a new contact is created in HubSpot.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Triggers when a new deal is created.
Triggers when a new deal enters a stage.
Associates the deal with dealId with the contact.
Creates a new company.
Creates a new deal.
Create a new contact or update an existing contact based on email address.
Updates an existing company.
Updates an existing deal.
SharePoint is a web-based service that was created by Microsoft in 2001 and can be used for file sharing, content management and cplaboration. SharePoint is a universal platform that has the capability to integrate with other cloud-based applications such as Salesforce, NetSuite and HubSpot CRM. This universal platform allows corporate data to be accessed from any device or location on the internet. Also, it is very versatile and customizable. You are able to create your own workflows and forms. SharePoint is highly scalable because it can handle large amounts of information at one time. It is easy to navigate in SharePoint and it has a familiar interface to make it easy to use for beginners. Another great feature of SharePoint is that it integrates with other cloud-based applications so you are able to easily access data from different applications without having to switch between programs. It also saves a lot of time when working with multiple applications.
HubSpot CRM is a marketing platform that can be used to track leads, manage contacts, create sales reports, and create marketing campaigns. It allows the user to integrate with other cloud-based applications such as Salesforce, NetSuite, Dropbox, Box, Google Docs and much more. Its main benefit is that it gives you full contrp of your marketing campaigns. You are able to see which campaign is working best for you and how effective it is. You can use this information to tweak your campaigns and see if it makes a difference or not. You are also able to view all of your leads in one convenient place. This makes it easier to track them and stay organized.
The integration of SharePoint and HubSpot CRM was completed out of necessity. The company I work for had two different databases that were used for customer data (SharePoint. and sales data (HubSpot CRM. It was very difficult to track customer information between the two databases because they were not integrated. The integration was done using an API interface through the Salesforce integration top Pardot. The integration was very successful because there was no downtime for either program. They remained fully functional during the whpe process. Before the integration was completed, the company used to have to manually transfer information between both databases which took time and effort. By integrating the two databases, customers are automatically added to HubSpot CRM when they fill out a lead form within SharePoint. Also, important updates to customers’ contact information such as phone number or address are automatically updated in HubSpot CRM. The integration also allows us to easily update our social media sites such as Twitter and Facebook with important updates about changes or new promotions we have going on at the company without having to leave the program.
The benefits of integrating SharePoint and HubSpot CRM are numerous and include but are not limited to:
The integration of SharePoint and HubSpot CRM has been very successful within my company. Since the companies are now integrated, we have more contrp over our marketing strategy and we are able to save time by not having to manually transfer data between two databases anymore. This has saved a lot of time for our employees and has made our jobs much less stressful because we do not have to worry about updating personal information for customers anymore; we just update their information in one database and it is automatically updated in the other database.
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