SugarCRM to Hubspot integration 2021

416x416xsugarcrm-hubspot

















  https://www.youtube.com/watch?v=pbNAjWMHwfw&feature=youtu.be
https://danmarcrm.com/shop/sugarcrm-to-hubspot-integration/  

Close the loop between marketing and sales

The benefits of integrating SugarCRM with HubSpot include:
  • generate leads in Hubspot
  • ¬†use SugarCRM to Close the Sale
  • ¬†identify the most effective sources for leads
  • ¬†open-source code installed in SugarCRM
  • ¬†easily map new custom SugarCRM fields and Hubspot properties
  • does not require to send leads and contacts on third-party servers
Functionality:
  • ¬†connect SugarCRM to Hubspot app by Oauth2 from SugarCRM admin section
  • ¬†in the SugarCRM admin section, configure fields mapping between SugarCRM fields and Hubspot
  • ¬†Properties. Use default mapping or add a new mapping.
  Hubspot to SugarCRM
  • ¬†Contact created in Hubspot will create a Lead in SugarCRM
  • ¬†When a Deal is related to Contact in Hubspot, the Lead in SugarCRM will be converted to Contact, and Account + Opportunity will be created and related to each other.
  • ¬†When a Company is related to Contact in Hubspot, the Lead in SugarCRM will be converted to Contact and Account
  • ¬†The company created in Hubspot will create an Account in SugarCRM
  SugarCRM To Hubspot
  • new Lead created in SugarCRM will create a new Contact in Hubspot
  • ¬†converted Lead in SugarCRM creates Company and Deal in Hubspot, all records related
  • ¬†new Contact created in SugarCRM under Opportunity view will create a new Contact in Hubspot related to Deal and Company
  • ¬†deleted records from SugarCRM will delete related records from Hubspot
   
  Download files:



You need to be logged in to Download,
Sign up is free.

Uncatagorized
mymarketingengine.com marketing automation