Welcome to

First time at HUG? We’re so glad you’re here! We meet once a month to share inbound marketing best practices and get to know other marketers in Austin.

11:30-11:50am- sign in/network/fill out lunch order card

11:50am- Announcements

12:00pm-12:45 pm- Nina Hendricks presenting “Keeping it in sync: how to plan your next HubSpot integration”

12:45pm- Wrap up

Agenda:

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CUSTOM INTEGRATION WITH HUBSPOT TRUJAY GROUP

ATX HUG FEBRUARY 23, 2017

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NINA HENDRICKSFOUNDER/ PARTNER

TYLER MCCOMBSINTEGRATIONS ASSOCIATE

SPEAKERS CUSTOM INTEGRATION WITH HUBSPOT

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• BASED IN AUSTIN, TX

• FOUNDED IN EARLY 2016

• INTEGRATION & MIGRATION

SOLUTIONS

• HUNDREDS OF INTEGRATIONS

• MA, CRM, & ERP FOCUSED

• PARTNERED WITH HUBSPOT,

SCRIBE, BOOMI, BEDROCK DATA,

WORKATO, AND MAXIMIZER CRM

WHO WE ARE

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WHAT CUSTOM INTEGRATIONS ARE NOT

• NATIVE SYNCS (GoToMeeting,

Salesforce.com, Zendesk, join.me, Survey

Money, Freshbooks, etc.

• ZAPIER

• IFTTT

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NATIVE INTEGRATIONS

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NATIVE INTEGRATIONS CON’T

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NATIVE INTEGRATIONS CON’T

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KEY CONCEPTS EXPLAINED

• API (Application Programming Interface)

• IPAAS (Integration Platform as a Service)

• INTEGRATION

• MIGRATION

• CONNECTOR

• HTTP CONNECTOR

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THINGS TO CONSIDER BEFORE STARTING AN INTEGRATION PROJECT

• DETERMINE BUSINESS GOAL

• IDENTIFY ESSENTIAL DATA

• CLEAN UP DATABASE

• DETERMINE SYNC QUANTITY

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WHAT CAN BE INTEGRATED?

• COMPANIES/ACCOUNTS

• CONTACTS/LEADS

• DEALS/OPPORTUNITIES

• EMAIL, CALL, MEETING, TASK, NOTE

• TIMELINE

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CONTACTSContacts should drive the core of the integrat ion

FIELDSSpeci fy only needed data f ields in API request

Be mindful of API request

l imits

# OF REQUESTS

HUBSPOT API BEST PRACTICES

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COMMON INTEGRATION SCENARIOS

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NATIVE INTEGRATIONS CON’TCRM OPPORTUNITIES IN HUBSPOT

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NATIVE INTEGRATIONS CON’THUBSPOT ACTIVITIES IN CRM

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INTERESTING USE CASES

WORDPRESS

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INTERESTING USE CASESCON’T

HUBSPOT

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INTERESTING USE CASESCON’T

WEBEX

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Q&A

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THANK YOUHAVE A NICE DAY!