Hubspot Integration for a Connected Customer Journey

CRM data integration refers to the process of connecting a CRM system with other software applications, databases, or IT systems. This connection aims to automate and optimize data flow across various platforms, ensuring that information is consistent, updated, and easily accessible throughout the organization.

Of course, your Hubspot CRM offers everything your business needs. But by integrating it with your accounting, proprietary systems, eCommerce applications, and more – your Hubspot can now do even more. Below is why we think Hubspot integration can make a big difference to your distribution operations:

• Holistic customer view
  • Personalized customer interaction
  • Omnichannel customer service
• Elimination of data silos
  • Reduced risk of errors
  • Enhanced collaboration
• Improved operational efficiency
  • Scalability
  • Data integrity
  • Advanced analytics

• Data Mapping: Aligning fields across systems
  • Identify fields in the source system (e.g., “Email_Address”).
  • Determine the equivalent field in the CRM (e.g., “Contact Email”).
  • Create a mapping connection between them.
• Data Transformation: Modifying data to fit target formats
  • Identify discrepancies in data format or structure. For example, dates might be “DD-MM-YYYY” in one system and “YYYY-MM-DD” in another.
  • Use functions or algorithms to change data into the desired format.
• Data Synchronization: Ensuring up-to-date information across platforms
  • Checks are performed to detect changes in the source systems.
  • Once changes are identified, they are mirrored in the CRM.
  • Synchronization can be real-time (immediate), near-real-time (short delay), or scheduled (e.g., hourly, daily).
• Error Handling: Detecting and resolving discrepancies
  • Implement monitoring tools to catch errors during data transfers, e.g., failed operations, data anomalies, system outages, etc.
  • When detected, errors are logged, often with details about their nature and possible causes.

• Identification of integration needs
  • Determine objectives
  • Identify data sources
• Choose the right integration technique
  • Manual data entry
  • Batch uploads
  • APIs (Application Programming Interfaces)
  • Middleware solutions
  • Point-to-Point integration
• Data mapping and transformation
  • Understand the data structure of your source system and create mapping relationships
  • After transformation, a validation step ensures the data aligns with the CRM’s expectations. This reduces the risk of errors during the integration phase. Just as with mapping, keep a record of transformation logic and rules. This aids consistency during future data transfers or when adjusting the integration process.
• Set up security protocols
  • Implement an authentication process
  • Use advanced encryption
• Test the integration
• Regularly monitor and update the systems
  • Some of the key metrics to look after are – Latency, Data accuracy, Volume, and Error rates.

By connecting your Hubspot –

• With ERP, you get:
  • 360-degree customer financial view
  • Unified data repository
• With Marketing automation tools, you get:
  • Unified lead management
  • Automated marketing triggers
• With eCommerce platforms, you get:
  • Efficient post-purchase support
  • Personalized shopping experience
• With Social media, you get:
  • Enriched customer profiles
  • Automated engagement tracking
  • Sentiment analysis and proactive outreach

DCKAP is a B2B product company that is on a mission to empower distributors across the globe to drive profitable growth. The world is evolving with so many software applications and distributors they’ve been working across multiple vendors as well. For DCKAP, creating an integrated commerce experience across our entire product suite is on the cards. Thousands of distributors use these products today to streamline operations and craft shopping experiences that have customers coming back for more.

DCKAP Integrator is the #1 Integration Platform for distributors. The platform helps you to connect your distribution ERP like – Epicor, Oracle Netsuite, Microsoft Dynamics 365, Distribution One, Infor, Sage, and more with eCommerce platforms like Adobe Commerce, BigCommerce, Shopify, EvolutionX, and CRMs like Salesforce, Hubspot, and other third party systems like 3M, shipping, etc. The integration enriches customer data, maximizes efficiency, and ultimately helps increase profitability.