Integrate HubSpot to Salesforce

Hubspot’s services are centered around sales and marketing tools that help a company refocus their marketing efforts into inbound marketing. With Hubspot, a company can create content that attracts leads that are already interested in that company’s products and services. Then, users can take advantage of Hubspot’s marketing tools to collect contact information and customize visitors’ experiences so that they are more likely to make the conversion from interested leads into happy customers.

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Popular Use Cases

Xplenty can extract any data that you need from HubSpot. Here are some of our most popular use cases:

Campaigns

See information on your various email campaigns and judge their large-scale success based on the status of the emails in that campaign i.e.how many emails were sent, delivered, opened, etc.

Contacts

Retrieve basic contact information like name, e-mail, unique ID, etc. This allows you to track those contacts in a number of other fields, which will help you score leads and gauge how effectively your customer interactions are translating into sales.

Contact list

Group your contacts together automatically based on a set of criteria - such as their lifecycle stage - or add them to a list manually. Then, use those lists to design targeted customer interactions, such as email campaigns.

Subscriptions

Track the status of various email subscriptions through a range of data, including who is subscribing, when emails are being sent and how the recipient is responding to the emails i.e.remaining subscribed, unsubscribing, reporting the email as spam, etc.

Email Events

Observe the activity on an individual email event. You can track the recipients and campaigns that those events are linked to and then see how the recipients interacted with the event i.e. if they opened the email, printed it, marked it as spam, forwarded it, etc.

Companies

Create a company entity in Hubspot by providing details, such as name, ID, and relevant description. You can access that company record to maintain and retrieve related data (such as associated contacts) which can then be tracked, analyzed, and/or integrated with other data sources.

Deals

Track the progress of a deal in your pipeline, allowing you to see which contacts and companies are associated with the deal, what pipeline the deal belongs to, and its current stage in the pipeline.

Popular Use Cases

Xplenty can extract any data that you need from Salesforce. Here are some of our most popular use cases:

Leads

Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.

Contacts

Store a contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.

Accounts

Create an account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.

Opportunities

Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.

Product

Track a product’s name, description and category. Then, use a product code to search for the product internally, track its progress, or incorporate new data regarding the product.

Campaigns

Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.

Events

Schedule events that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.

Custom Objects

Create objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.

Fabio DeSousa
Product Development Associate, Pack Health

Xplenty’s Salesforce integration has allowed our analysts to clean and transform our Salesforce data in a repeatable, easy-to-modify way. It lets us spend more time learning from our data instead of working on it.

Why Our Customers Choose Xplenty

Ownership

We take ownership of your data pipelines. That means that our platform will ensure that your data continues to flow and that your pipelines won’t break - and, if they do break, it’s our problem, not yours. So rest easy knowing that Xplenty has got you covered.

Control

Xplenty offers you full flexibility when it comes to how much control you have over the process of data integration. That means that you choose exactly what data will be delivered, how it’s going to be delivered, and when.

Ease of Use

You don’t have to be tech-savvy to use Xplenty. There’s no code, no engineering and no need to worry about messing up your data delivery.

Reach

Data integration used to be the domain of IT, data developers and BI. Xplenty changes all of this, allowing every team within a company - marketing, sales, product, finance, HR, etc. - to use the platform to power their analytics and gain important business insights.