How to integrate HubSpot CRM with custom software

How does CRM integration work?

CRM integration is the process of connecting a Customer Relationship Management (CRM) system, such as HubSpot CRM or Salesforce, with other software applications to automate workflow and ensure seamless data exchange.

Whether using a custom CRM or a standard one, the integration aims to unify various software systems to improve data consistency, streamline operations and provide a holistic view of customer interactions.

Different types of CRM integration

CRM integrations can be categorized based on the direction of data flow and the level of integration. Here is a quick overview:

• One-way integration: Data flows from one system to another without feedback.
• Two-way integration: Data flows bidirectionally, ensuring both systems are updated.
• Real-time integration: Data is synchronized in real-time.
• Batch integration: Data is synchronized at scheduled intervals.
• Native integration: Pre-built integrations provided by the CRM vendor.
• Custom integration: Tailored solutions developed to meet specific business needs.

A specific type and level of integration will be required depending on your needs.

Why Integrate HubSpot CRM with custom software?

By integrating HubSpot CRM with custom software, you can streamline your business processes and boost efficiency. This integration offers a centralized view of customer data, automates workflows and enhances data accuracy.

Here are a few key reasons why as a company you should consider a HubSpot integration:

Unified customer data: By integrating data from HubSpot CRM with your custom software, you can have all your customer information in one place. This makes it much simpler to handle and analyze, saving you time and effort.

Enhanced productivity: By automating tasks such as data entry, lead nurturing and follow-ups, you can save time and minimize errors. This allows your team to focus on more strategic activities, ultimately improving overall efficiency.

Boosted effectiveness: Smooth data exchange between systems eradicates the requirement for manual data transfers, decreasing the possibility of errors and enhancing overall effectiveness.

Customized functionality: Integrating HubSpot with your custom software allows you to extend HubSpot's capabilities with tailored features and functionality specific to your business needs.

Real life example: FemaleX Finance

At Miyagami, we have successfully integrated HubSpot CRM with custom software for various clients, helping them streamline their operations and improve data management. One notable project is our collaboration with Female X Finance, the powerhouse community in Finance for women.

In addition to building it, Female X Finance entrusted Miyagami with integrating HubSpot CRM with their brand new web platform, allowing for efficient automations and centralized data management.

How to do a HubSpot integration?

While the technical details of integrating HubSpot CRM with custom software can vary depending on the specific requirements and systems involved, the general process typically includes the following steps: mapping the data, configuring an API key, familiarizing yourself with HubSpot's API endpoints and incorporating the integration logic into your custom software solution.

Identify data to sync

First, determine what data needs to be synced between HubSpot and your custom software. Common objects include contacts, companies, deals, tickets, and custom properties.

Map object relationships

Map the relationships between objects in HubSpot and your custom software to understand how data should flow between the two systems.

Develop integration

Develop the integration using the HubSpot API and your custom software's API. This involves setting up API keys, defining endpoints and ensuring secure data transfer.

Error handling and testing

Test the integration solution thoroughly to identify and fix any issues, making sure it meets the business requirements.

Deployment and Monitoring

Deploy the integration in a live environment, monitor its performance, make necessary adjustments for optimization and plan for ongoing maintenance and updates as the APIs change over time.

Get the help of professionals

All these steps might seem overwhelming, we know. But, don’t get discouraged! If the idea of getting a brand new software integrated with your favorite CRM tool is something that you’d love to do, our team of skilled designers and full-stack developers are here to help you! Contact us today and, together, let’s bring your vision to life!