Integrating HubSpot with other enterprise software, data, and tools
How does HubSpot help my enterprise?
Founded in 2006, HubSpot was created to help companies grow better with inbound marketing. Today, HubSpot’s software suite includes a customer relationship management (CRM) platform, marketing automation, and a range of AI capabilities to help millions of organizations scale, and align the success of their enterprises with their customers’ success.
Many businesses, nonprofits, and other organizations rely on HubSpot for sales, marketing, and CRM functions. HubSpot can become even more powerful when integrated with other tools, software, and data sources your organization depends on. Custom software and integrations open the door to greater efficiency and versatility, improving how you serve your clients.
What are some common HubSpot integration challenges?
Even with its powerful features, HubSpot can’t operate in a vacuum. Many organizations struggle with disconnected systems that don’t talk to each other. For example, sales teams might be working in HubSpot while operations rely on a separate ERP or custom CRM. This situation leads to duplicated data, manual updates, and delays — all leading to missed opportunities and lost value.
Without proper integration, critical information like billing contacts, deal stages, or service requests can fall through the cracks, leading to further delays, errors, and frustrated clients. These silos slow down your business and make it harder to deliver the seamless experience your customers expect.
How can I integrate HubSpot with other business software?
HubSpot is a highly customizable platform. Users can add or modify entities, create custom fields, and tailor the system to meet specific business needs. Because of this flexibility, any integration must be able to accommodate these customizations. A one-size-fits-all approach won’t work.
Our integration processes are designed to identify and map custom properties within HubSpot, connecting them seamlessly to other systems. HubSpot then becomes the source of truth for your organization, delivering up-to-date company, contact, lead, and opportunity details to other software or to a custom application. This integration also allows you to push vital information back into HubSpot for use in client outreach, quotes, and other communications. A custom software integration keeps all of your systems synchronized and eliminates the need for manual updates.
For example, if an account manager updates a billing contact in HubSpot, that change is immediately reflected in the custom CRM, ensuring future invoices and communications are accurate and properly routed.
In more advanced scenarios, we use HubSpot webhooks to enable real-time data synchronization. When a change occurs in HubSpot, a webhook triggers an update in the custom software, eliminating the need for periodic polling and ensuring timely data propagation across platforms.
How does a custom HubSpot integration help my organization?
Custom integration offers the best of both worlds: the reliability and feature-rich environment of HubSpot combined with the flexibility of software tailored to your unique way of doing business.
For instance, while HubSpot can generate basic quotes for licensing and products, it may not support the complexity your use case requires. This was the case here at Skeleton Key, where we developed a custom CRM for software and service quotes that incorporates detailed problem and solution descriptions, multiple line items, and other specific elements that support our business. This system pulls data from tools like Jira, creates the quote, and pushes it back into HubSpot for pipeline tracking and reporting.
The result of this type of integration is a streamlined workflow that leverages HubSpot’s strengths while accommodating the unique needs of your organization, with impressive benefits you’ll see almost immediately:
- Improved communication across departments and platforms
- Fewer errors and miscommunications due to consistent data
- Reduced manual effort in updating multiple systems
- Enhanced reporting and pipeline management using HubSpot’s native tools
- A single source of truth for critical contact and deal information
Ultimately, custom HubSpot integration empowers your organization to work more efficiently and get more out of your technology investments.
How do I get started with custom HubSpot integration?
Our custom software solutions are trusted by thousands of users at leading retailers, manufacturers, construction firms, and municipal governments — and we can build solutions for virtually any industry. We can integrate HubSpot with any FileMaker system, cloud-based or on-premises, using custom API development. Learn more about how to integrate FileMaker with APIs here. While Claris FileMaker remains one of our trusted tools, we can directly integrate HubSpot with other systems as well, ensuring seamless connectivity tailored to your unique workflows.
Ready to get started? Book a complimentary initial consultation with us today. We’ll discuss your unique challenges and needs, how you’ll leverage HubSpot, and what we can do to help you achieve success.
HubSpot is a trademark of HubSpot, Inc.
